Sep 4, 2026

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Good morning. It's Friday, September 4th.

Every frontier lab shipped this week, and almost every one shipped a cyber weapon. OpenAI's Astra is the first model the company has ever rated Critical for cybersecurity. Google's new Flash Cyber is locked behind a vetted-partner program. Between the two, they committed more than $1.1 billion to hand those capabilities to defenders first.

Timelines are shrinking.