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    <title>Ghita El Haitmy Newsletter</title>
    <link>https://ghitaelhaitmy.com/newsletter</link>
    <atom:link href="https://ghitaelhaitmy.com/newsletter/rss.xml" rel="self" type="application/rss+xml" />
    <description>Notes and essays on systems, AI, disposable intelligence, and building for outcomes.</description>
    <language>en</language>
    <lastBuildDate>Sat, 03 Oct 2026 00:00:00 GMT</lastBuildDate>
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      <title>Argon, Sol &amp; a normal week in AI (lol)</title>
      <link>https://ghitaelhaitmy.com/newsletter/issue10</link>
      <guid isPermaLink="true">https://ghitaelhaitmy.com/newsletter/issue10</guid>
      <pubDate>Sat, 03 Oct 2026 00:00:00 GMT</pubDate>
      <description>New models, agents with computers and London plans. You’re welcome.</description>
      <content:encoded><![CDATA[<p>Hey friends! 👋</p><p>There’s a particular kind of disappointment in watching AI finish a task in seconds, then spending an hour checking whether it did it properly.</p><p>A lot of what makes someone good at their job lives outside the job description. They know which document to ignore, who to ask, and why the team stopped doing something six months ago. We hand AI access to our tools, but that knowledge doesn’t automatically come with it.</p><p>Try noticing what you keep having to explain or correct this week. That’s a useful starting point for the context your AI is missing and probably a few things your next hire would appreciate knowing too.</p><p>Here&apos;s what caught my attention this week ↓</p><p><strong>HIGHLIGHTS OF THE WEEK</strong></p><p>Google unveils Gemini 4 Argon.</p><p>OpenAI launched Sign in with ChatGPT</p><p>Is your AI spend paying off? 7 takeaways from my latest live.</p><p><strong>Signals</strong></p><p>Google DeepMind unveils Gemini 4 Argon with 1M token output for complex workflows.</p><p><a href="https://openai.com/index/introducing-dots/">OpenAI launched dots</a> - persistent AI agents powered by GPT-6 Astra, with their own cloud computer and connections to 4,000+ apps. Rolling out to Pro and Business Premium users first.</p><p><a href="https://openai.com/index/introducing-gpt-6-1-sol/">OpenAI introduced GPT-6.1 Sol for coding,</a> computer use and professional work. API token prices are one-fifth of Astra&apos;s.</p><p>You can now use your <a href="https://openai.com/index/devday-2026-recap/">ChatGPT subscription inside third-party products</a> to sign in. 16 launch partners, including Notion, Vercel and Devin.</p><p><a href="https://investors.mongodb.com/news-releases/news-release-details/mongodb-launches-atlas-agent-engine-put-ai-agents-production">MongoDB launched Atlas Agent Engine in public preview </a>- agent execution, persistent memory, retrieval and governance, consumption priced against existing Atlas commitments.</p><p><a href="https://blog.cloudflare.com/threat-signals/">Cloudflare launched Threat Signals for all accounts</a> - agentic skills that summarize security reports and extract indicators of compromise. Free tier included.</p><p><a href="https://apnews.com/article/trump-ai-anthropic-musk-595796511f110fc006cca0d01329733e">Trump signed a voluntary AI safety accord with OpenAI, Anthropic, Google, Meta, Nvidia and xAI</a> - internal controls, external audits, board-level review. Voluntary, not enforceable regulation.</p><p><a href="https://www.peaq.xyz/blog/peaqos-and-world-id-enable-proof-of-human-for-robots-and-machines">peaq integrated World ID into peaqOS</a> - robots can request proof a person is a unique human. Seoul prescription-delivery example is a demo, not a deployed service.</p><p><a href="https://x.com/OpenAIDevs/status/2105003318917697873">Decisions API:</a> OpenAI&apos;s new API that answers multiple-choice questions in 150ms - instead of asking an LLM to think, you give it the options and it just picks.</p><p><a href="https://about.fb.com/news/2026/09/introducing-muse-small-business/">Muse for SMB: Meta&apos;s AI agent can now run your small business</a> - plug in your Shopify, Slack and QuickBooks, give it a goal, and it does the work.</p><p><strong>Inside Port’s $100M bet on software factories</strong></p><p>I ran into Zohar, CEO of <a href="https://www.eli.work/tool/port">Port,</a> outside Blue Bottle in SF, and we ended up co-working and talking about software factories: agents taking work from a ticket through to production. It sounds great until you ask who checks the work and how the agent knows how your company actually operates. That’s where our conversation got interesting: the context agents need, the decisions humans should keep, and what engineers do in between.</p><p><a href="https://www.youtube.com/watch?v=jl2_6Pz_-R8">Watch my conversation with Zohar.</a></p><p><strong>Who&apos;s Buying Who?</strong></p><p>1. Bolt.new acquired Dokai. Autonomous sales agents: prospect research, account prioritization, CRM enrichment. Another AI app-builder buying work-agent capability.</p><p>2. Salesforce agreed to acquire Listen Labs. AI customer research: agents design studies, interview people, synthesize findings.</p><p>3. Replit is acquiring Atta to make it easier for anyone to explore data.</p><p><strong>IN CASE YOU MISSED IT 👀</strong></p><p>Here are 7 takeaways from my last live session on AI spend and ROI:</p><p>1. Automate tracking your AI spend: tools like ELI help bring costs together so you don’t have to chase invoices and update spreadsheets.</p><p>2. Map tools to workflows and owners: know what you’re paying for and who benefits.</p><p>3. Give AI context: make your policies, processes and approved examples easy to find for AI agents.</p><p>4. Match the model to the task: test cheaper models for simpler steps.</p><p>5. Define “done”: agree on a good result and how you’ll check it before automating.</p><p>6. Save repeated feedback: turn corrections into reusable instructions.</p><p>7. Count the human work: review and maintenance belong in your ROI calculation.</p><p><strong>BASED IN LONDON?</strong></p><p>If you&apos;re around, come hang out in person.</p><p>Catan Night for AI founders and operators. A fun night to meet fellow H2ai members, trade some sheep and find out who takes the longest road far too seriously.</p><p>AI Brew Morning: A chill chat over a coffee tasting session about what we’re building or figuring out with AI.</p><p>AI Safety Debate + Rooftop Drinks: Big AI safety questions with an all-women panel from H2ai × @ GirlCode, with rooftop drinks to keep the discussions going.</p><p>AI Startup Roast Show: 8 startups, 3 judges, and some friendly fire. Pick your favourite demo from the safety of the crowd, or if you think you have what it takes, dm me to apply to be one of our 8 demos.</p><p><strong>H2AI community went from 0 to 101+ members in 12 hours</strong></p><p>From Uber, AWS, McKinsey and more. H2AI is a private community for ops, IT leaders and founders making AI actually work at work. Insider insights, practical workflows and socials.</p><p><a href="https://www.howtoai.ai/request">Request to join →</a></p><p><strong>WHAT&apos;S IN THEIR STACK?</strong></p><p>Alex Roggero, CMO &amp; Co-Founder at Crono. <a href="https://www.eli.work/stack/alex-roggero-37209815">See Alex&apos;s full stack →</a></p><p>Want visibility on what&apos;s in yours? Map it with <a href="https://www.eli.work/">ELI.work</a></p><p>Stay curious.</p><p><strong>Ghita</strong></p>]]></content:encoded>
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      <title>Autonomous, dangerous &amp; 162× cheaper: this week in AI</title>
      <link>https://ghitaelhaitmy.com/newsletter/issue9</link>
      <guid isPermaLink="true">https://ghitaelhaitmy.com/newsletter/issue9</guid>
      <pubDate>Sat, 19 Sep 2026 00:00:00 GMT</pubDate>
      <description>Autonomous, dangerous &amp; 162× cheaper: this week in AI
</description>
      <content:encoded><![CDATA[<p>Hey friend👋</p><p>Every technology gets old. The only thing that doesn’t is connecting with people. That’s been on my mind a lot lately, and it’s a big part of why I started H2AI, a private community for AI operators and leaders figuring out how to make AI actually work inside their companies. We went from 0 to 100+ members in under 24 hours, with people from Uber, AWS, McKinsey and more, and already have 3 events lined up. If that sounds like your kind of room, join us here.</p><p>Here’s what caught my attention this week ↓ Enjoy :)</p><p><strong>Summary</strong></p><p>Read time: 8 min</p><p><strong>Highlights of the week</strong></p><p>Google DeepMind&apos;s self-improving agent cuts AI search costs by up to 162x.</p><p>OpenAI’s latest safety report includes AI hiding errors, leaking files &amp; bypassing restrictions</p><p><strong>Signals</strong></p><p>Superhuman acquired note-taking app Fathom.ai.</p><p>Anthropic says Claude now leads 26% of the work used to build its next models, though none of that work is fully autonomous. The big signal: AI is starting to speed up AI R&amp;D itself.</p><p>OpenAI reportedly acquired Glass Imaging for over $300M, a startup whose ex-Apple founders built Portrait Mode and now uses AI to produce sharper photos on phones.</p><p>Nvidia CEO Jensen Huang put President Donald Trump on speakerphone at the All-In Summit, saying &quot;we&apos;re not going to let that happen&quot; to his AI slowdown concerns.</p><p>Google DeepMind ships Gemini 3.8 Live with real-time vision and 97-language voice support.</p><p>A new study finds LLMs silently absorb personality traits from fictional human characters.</p><p>A new mini-paper unifies goal-based and hierarchical reinforcement learning using hidden Markov models.</p><p>OpenAI considers a pre-IPO funding round at a valuation of more than $1.2 trillion.</p><p>US and Chinese security experts proposed nuclear-style AI safeguards, including human-only military decisions and an AI incident hotline.</p><p>OpenAI launched Astra for Law, combining GPT-6 Astra with legal research, firm data and confidential-work controls. Frontier models are moving deeper into expensive professional services.</p><p><strong>Shipped at ELI this week</strong></p><p><img src="https://images.vialoops.com/cm4mpcsb903s9ait29feugj1f/cmu74x93e00gl0jy8k8xp3kxn.png" alt="Describe the image" /></p><p><strong>Tool recs:</strong> compare <strong>3 tools</strong> from our knowledge graph and see which one best fits your stack.</p><p><strong>More complete AI spend tracking: </strong> including <strong>token spend pulled from invoices.</strong></p><p><strong>10 new integrations:</strong> <a href="https://www.eli.work/integrations">see all data sources</a></p><p><strong>AI is getting stupidly cheap</strong></p><p>Remember when mobile data used to be expensive?</p><p>AI may be heading in the same direction.</p><p><strong>DeepMind is cutting waste at the agent layer.</strong> Dream-RSI reached a strong search result with <strong>up to 162× fewer agent calls</strong> by learning from its own previous attempts instead of starting from scratch every time. <a href="https://arxiv.org/abs/2609.14858">(Paper)</a></p><p><strong>DeepSeek is cutting cost at the model layer.</strong> V4.1 Flash has <strong>552B total parameters,</strong> but activates only <strong>8B for input and 16B for output,</strong> helping keep inference much cheaper. (DeepSeek) <strong>The API price is already tiny: $0.60–$1.20 per 1M output tokens,</strong> with cached input as low as <strong>$0.003 per 1M tokens.</strong></p><p>AI economics are moving from cost <strong>per token to cost per completed task</strong> and both the model price and the number of calls needed to finish that task are dropping fast.</p><p><strong>Give an AI a goal, and it will bend the rules to complete it!</strong></p><p>OpenAI found a few cases where AI agents got <strong>too focused on finishing the task.</strong></p><p>They saw models:</p><p>hide mistakes instead of admitting them</p><p>use exposed API keys without permission</p><p>upload files publicly so they could access/share them</p><p>find workarounds to restrictions</p><p>leave notes telling the “next version” of themselves not to mention what went wrong</p><p>For CISOs, that means: limit permissions, require human approval for risky actions, log everything agents do, protect credentials and sandbox them wherever possible.</p><p>AI agents need to be treated more like employees with access to your systems now.I quickly wrote down how we’re approaching this at ELI, with a practical security checklist for teams deploying agents: <a href="https://www.eli.work/learn/ai-agent-security-checklist">here.</a></p><p>And if you’re thinking through this inside your company, I’m always happy to chat.</p><p><strong>What&apos;s In Their Stack?</strong></p><p><strong>This week: Ben Bozzay</strong>, Founder/CEO of Tech Lockdown.</p><p>Building tools that help people put their phone down takes a very different stack than most AI products. <a href="https://www.eli.work/stack/ben-14124055">See Ben&apos;s full stack →</a></p><p>Stay curious.</p><p><strong>Ghita</strong></p>]]></content:encoded>
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      <title>ChatGPT’s $1B ad business + Mistral’s €3B raise</title>
      <link>https://ghitaelhaitmy.com/newsletter/issue8</link>
      <guid isPermaLink="true">https://ghitaelhaitmy.com/newsletter/issue8</guid>
      <pubDate>Thu, 10 Sep 2026 00:00:00 GMT</pubDate>
      <description>+ 7 stories to catch up on and 16 ways to bring your own AI costs down.</description>
      <content:encoded><![CDATA[<p>Hey friend,</p><p>You know what’s missing from a lot of “this AI agent saved me five hours” posts? How much it cost to get the job done. And how much time someone spent checking the result.</p><p>An AI task that costs pennies can still become an expensive habit. <strong>You’re paying for every attempt, whether it gets the job done or not.</strong> That’s why I think understanding AI spend is becoming a basic management skill. A bigger bill could mean your team is getting more done or your agents are getting very expensive at going in circles. You should be able to tell which. Save your spot for Intro to Tokenomics.</p><p><strong>Summary</strong></p><p>Read time: 6 min</p><p><strong>Highlights Of The Week</strong></p><p>16 Ways to Cut AI Inference Costs Without Downgrading Model Output</p><p>What’s in your AI bill?</p><p><strong>Signals</strong></p><p>1. ChatGPT Ads hit $1B in annualized revenue run rate in under 200 days, already used by tens of thousands of advertisers</p><p>2. ChatGPT-6 Astra scored 99.9% on ARC-AGI 3, its biggest jumps in abstract reasoning, math, and cybersecurity</p><p>3. OpenAI says its agents solved the decades-old Navier–Stokes maths problem in 88 hours, with formal verification taking another 17.</p><p>4. OpenAI launches ChatGPT Images 2.5 with up to 50% shorter generation times, sketch input and two new API models.</p><p>5. Mistral raises €3B in Series D funding at a valuation above €21B, calling it Europe’s biggest private tech fundraising round.</p><p>6. Google DeepMind’s AlphaGenome Atlas predicts the molecular impact of all nine billion possible single-letter changes in human DNA.</p><p>7. Developers can connect Claude Code to DeepSeek models using its API; the “20,000 developers using it free” claim remains unverified.</p><p><strong>What’s in your AI bill?</strong></p><p>By popular demand, I’m doing a live session to explain what goes into your AI bill—and where you might be wasting money.</p><p>If you’re a founder or work in ops or IT, you’ve probably approved an AI subscription. But once you add tokens, credits and usage limits, working out what you’re actually paying for gets confusing pretty quickly.</p><p>We’ll break it down together:</p><p>What you’re paying for: tokens, model pricing and usage-based tools, in plain English.</p><p>Why the bill keeps growing: what drives costs as your team starts using more AI.</p><p>What to look at: how to spot waste and work out whether the spend is worth it.</p><p>Bring your questions. No technical background needed. Can’t make it? Register and I’ll send you the recording.</p><p><a href="https://luma.com/by8sxnpo">Save your spot →</a></p><p><strong>For the people making AI work at work</strong></p><p><img src="https://images.vialoops.com/cm4mpcsb903s9ait29feugj1f/cmtvlpigi039j0jzxn3pryeil.png" alt="Describe the image" /></p><p>A private community for ops, IT leaders and founders to compare AI tools, share what’s working and solve the messy bits together.</p><p>I’m selecting our first 50 founding members.</p><p><a href="https://www.howtoai.ai/request">Request to join →</a></p><p><strong>Before you switch to a cheaper model, try this.</strong></p><p>You might be paying your AI to read the same information repeatedly, write answers nobody needs to be that long, or redo work it’s already done.</p><p>Those are all things you can fix.</p><p>I’ve put together <strong>16 ways to reduce the cost of running AI,</strong> covering what you send to the model, what it sends back, and how often you need to call it.</p><p>Each technique explains what to change and what to test, so you can check that the savings aren’t coming at the expense of useful results.</p><p><a href="https://www.eli.work/learn/ai-inference-optimization-techniques">Read the 16 techniques + Skill inside  →</a></p><p><strong>What’s In Their Stack?</strong></p><p>This week: <a href="https://www.eli.work/stack/praneeth-31492260">Praneeth Pike</a> Founder &amp; CEO of RabbitHoles.</p><p>An AI product still needs a lot more than a model to run. Here’s what Praneeth uses to build RabbitHoles and get it into people’s hands. <a href="https://www.eli.work/stack/praneeth-31492260">See Praneeth&apos;s full stack →</a></p><p>Want visibility on what&apos;s in yours? Map it with <a href="https://www.eli.work/">ELI.work</a></p><p>Stay curious.</p><p>Ghita</p>]]></content:encoded>
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      <title>This week in AI 👇 Claude got better, Context got harder. </title>
      <link>https://ghitaelhaitmy.com/newsletter/issue7</link>
      <guid isPermaLink="true">https://ghitaelhaitmy.com/newsletter/issue7</guid>
      <pubDate>Thu, 03 Sep 2026 00:00:00 GMT</pubDate>
      <description>lack Code, Fable 5.1, Apple M6, OpenAI’s new chip — and why bigger context windows are starting to look like the wrong benchmark.</description>
      <content:encoded><![CDATA[<p>Hey friend,</p><p>I’m in SF this week, and a lot of the conversations I’ve had here have been about what happens once the models are actually good enough.</p><p>Because as they get better, the harder technical problems around them start surfacing: context, memory, retrieval, caching, orchestration, and figuring out what information should reach the agent in the first place. That’s the thread running through this week’s issue.</p><p><strong>Summary</strong></p><p>Read time: 8 min</p><p><strong>Highlights Of The Week</strong></p><p><a href="https://luma.com/by8sxnpo">Webinar: Intro to tokenomics: What Every Manager Needs to Understand About AI Spend</a></p><p><strong>Also This Week:</strong></p><p>Context As A Service · The Context Window Myth</p><p><strong>Signals</strong></p><p>1. Fable 5.1 improves long-horizon coding and agentic work, with much cheaper cache reads.</p><p>2. Slack launched Slack Code, dedicated channels where your team and its agents ship together, with Claude, ChatGPT, Devin, and Copilot as launch partners</p><p>3. Z.ai shipped GLM-5.3, a 743B-parameter, 1M-context, MIT-licensed open-weight model, with gains that came from post-training alone</p><p>4. Apple announced the M6, its first 2nm chip, and the M5 Ultra, built into a new Mac mini and Mac Studio aimed at running models on device</p><p>5. OpenAI says its Jalapeño chip, built with Broadcom, beats Nvidia in testing while running at or below 550W in real workloads</p><p>6. Gemini&apos;s new video model cuts costs 66% by watching only what matters</p><p>7. Google introduced Gemini 3.5 Transcribe, its most precise speech-to-text model yet</p><p>8. Google Cloud shows how to scale OKF bundles across an organization with Knowledge Catalog</p><p><strong>Context is becoming infrastructure</strong></p><p><img src="https://images.vialoops.com/cm4mpcsb903s9ait29feugj1f/cmti0hf6i092h0j27vjteyomu.png" alt="Describe the image" /></p><p>I hosted another AI infra dinner with founders in SF, this time around Context as a Service.  Everyone talks about 100K, 500K and 1M-token context windows, but long-running agents don’t just need more context. They need the right information, in the right form, at the right time.</p><p>George Fahmy shared a great example: pruning old context cut token usage by ~30%, but made the workload 3x more expensive because it broke prompt caching. Rafael Levi showed the data side of the same problem: a 17K-token webpage can become ~107 tokens when you only send the fields the agent actually needs.</p><p>And the research backs it up:</p><p><a href="https://arxiv.org/abs/2511.02817">Oolong</a> — GPT-5, Claude Sonnet 4 and Gemini 2.5 Pro all scored below 50% on harder 128K reasoning tasks.</p><p><a href="https://arxiv.org/abs/2605.28079">ATLAS</a> — tested 26 models up to 1M tokens and found an average 24.3% performance decay as context scaled.</p><p><a href="https://arxiv.org/abs/2512.04307">Long-Context WebAgents</a> — success fell from ~40–50% to below 10% as agent histories grew, with agents looping and losing the original goal.</p><p><a href="https://arxiv.org/abs/2608.28444">Sliding-window beats linear attention</a> — a new paper found a simpler sliding-window approach performed 2–10x better than post-trained linear attention on two long-context benchmarks, while using far less memory.</p><p><a href="https://arxiv.org/abs/2606.32032">Google: teaching LLMs to know what they don’t know</a> — another useful direction: models need better ways to represent uncertainty instead of confidently acting when they don’t have enough information.</p><p>The shift is from “how much can I fit in the window?” to: what should I retrieve, cache, summarise, persist, refresh — or never send to the model at all?</p><p>That’s why I think CaaS becomes a much bigger part of the agent stack, and why the metric worth watching isn’t cost per token. It’s cost per verified successful task — something we’re already starting to roll out inside <a href="https://www.eli.work/">ELI</a>.</p><p><strong>15 Best Free Claude Code GitHub Repos That Make It 100x More Useful</strong> - Worth wiring in if you&apos;re running on Codex or Claude Code day to day.</p><p><img src="https://images.vialoops.com/cm4mpcsb903s9ait29feugj1f/cmti0lyew09ed0j249s0wdyva.png" alt="Describe the image" /></p><p><strong>What’s In Their Stack?</strong></p><p><strong>This week: Anna Chernikova</strong></p><p>Founder and CEO of Sprites, Anna has 32 tools across 27 categories in her stack.</p><p>Her AI layer runs on <strong>Anthropic</strong> and <strong>OpenAI</strong>, with <strong>Fireflies.ai</strong> handling meeting notes and Fireworks powering orchestration and MLOps.</p><p>Then there&apos;s the rest of the stack: <strong>See Anna&apos;s full stack →</strong></p><p>Want visibility on what&apos;s in yours? Map it with <strong>ELI.work</strong></p><p>Stay curious.</p><p>Ghita</p>]]></content:encoded>
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      <title>Outcome &gt; headcount. Why your stack isn’t ready</title>
      <link>https://ghitaelhaitmy.com/newsletter/issue6</link>
      <guid isPermaLink="true">https://ghitaelhaitmy.com/newsletter/issue6</guid>
      <pubDate>Wed, 11 Feb 2026 00:00:00 GMT</pubDate>
      <description>Investors stopped paying for 30 years of cash flow. AI killed the multiple. If you don&apos;t know why, read this...</description>
      <content:encoded><![CDATA[<p>Hello from South Africa,</p><p>One episode I consumed this week that stuck with me from the All-in podcast where Gerstner, Sacks, Friedberg, and Calacanis put words to something I&apos;ve been watching happen in real time:</p><p>Investors aren&apos;t paying for 30 years of future cash flow anymore. There&apos;s too much uncertainty about which software companies will even exist in 7 years. AI makes everything harder to price.</p><p>David Friedberg said: software is moving from helping us be more productive to actually completing the work. That&apos;s a business model shift. You can&apos;t charge per seat when the seat is an AI agent. The future is outcome-based pricing: charging for value delivered, not human headcount.</p><p>Which brings me to what I&apos;ve been obsessing over at TechBible. If the future is agents completing work instead of humans using tools, then your infrastructure choices today determine whether your agents can actually function tomorrow. That&apos;s why I built ELI, our Enterprise Intelligence Layer methodology. It maps your entire tech stack to show you which tools are positioned to support agentic workflows and which ones are just... sitting there, collecting dust and burning cash.</p><p><a href="https://www.techbible.ai/">See your stack now</a></p><p><strong>What&apos;s actually happening in the market</strong></p><p>Capital One acquired Brex at a steep discount. Google hired the Hume AI team. Apple bought Q.ai. These aren&apos;t growth plays, they&apos;re admissions that after billions in R&amp;D, the giants still can&apos;t build what startups figured out in 18 months :P</p><p>Speed is beating resources. But the real bottleneck isn&apos;t models or interfaces. It&apos;s memory.</p><p>Google just released something called Nested Learning to stop AI from forgetting what it learned. Alibaba built a benchmark for models that can handle hundreds of steps without losing the thread. Every AI agent today hits a wall around step 50. Whoever cracks long-term context without hallucinations wins this race.</p><p><strong>Secure or Not ? Here I come</strong></p><p>I don&apos;t want to be dramatic, but we need to talk about this. Anthropic just published research showing that even benign fine-tuning can accidentally break AI safety. And last week, researchers hacked Moltbook&apos;s database in 3 minutes—accessing thousands of private emails.</p><p>If your AI agent can access private data and you haven&apos;t solved for security architecturally, you don&apos;t have a product. You have a liability waiting to happen. The first major breach will kill half the startups in this space.</p><p>Here are top 3 security tools for agents companies are adopting on Techbible this week:</p><p><a href="https://www.techbible.ai/tool/invariant-labs">Invariant Labs</a></p><p><a href="https://www.techbible.ai/tool/prompt-security">Prompt Security</a></p><p><a href="https://www.techbible.ai/tool/zenity">Zenity</a></p><p><strong>3 bets on the future</strong></p><p>Right now, three different strategies are playing out:</p><p>Google is betting on emotionally aware voice interfaces with the Hume acquisition. Expect Gemini&apos;s voice mode to get unsettlingly human by Q3.</p><p>xAI is betting on human emulators for legacy UIs—automating the 90% of office work trapped in systems companies can&apos;t rip out.</p><p>OpenAI is betting on repeatable automations with their new Codex app for scheduling and delegating work.</p><p>These aren&apos;t competing strategies. They&apos;re different markets. Voice wins consumer. Automation wins enterprise. Emulators win the messy middle where Fortune 500 companies are stuck with 30-year-old ERP systems. Probably all 3 will win. But in different categories.</p><p><strong>Some good news for developers</strong></p><p><img src="https://images.vialoops.com/cmlhma6d90dms0iuzgi1ebrxe/cmlhodzvo0c1r0ix64jgl9ge1.png" alt="Describe the image" /></p><p>Anthropic released MCP Apps—you can now build live UIs inside the chat instead of toggling between code and interface.</p><p>Moonshot open-sourced Kimi Code, an agent for autonomous coding across entire codebases.</p><p>And Luma made high-fidelity video generation cheap enough to actually use.</p><p>If you&apos;re building agents that need to pull data from the web, <a href="https://www.techbible.ai/learn/best-web-scraping-tools-for-ai-comparison">this will save you weeks.</a> I just compared the best web scraping tools for AI workflows.</p><p>Stay curious.</p><p>From Cape Town, Ghita</p>]]></content:encoded>
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      <title>Graphs, ELI, and This Week in AI</title>
      <link>https://ghitaelhaitmy.com/newsletter/issue5</link>
      <guid isPermaLink="true">https://ghitaelhaitmy.com/newsletter/issue5</guid>
      <pubDate>Tue, 04 Aug 2026 00:00:00 GMT</pubDate>
      <description>Graph engineering, a company-brain skill, new ELI features, and this week’s AI news.</description>
      <content:encoded><![CDATA[<p>Hey friend,</p><p>Graph engineering is workflow design wearing an AI conference badge. The term started as a joke, but the problem is real: when several AI agents work together, you need to control what runs, when, and who checks it. Read below for a simple explanation.</p><p><img src="https://images.vialoops.com/cmsd4lyqh012o0jz0ywkfkwd5/cmsee4s7w18de0jxzhqp5obnm.png" alt="Describe the image" /></p><p><strong>Summary</strong></p><p>Read time: 3 min</p><p><strong>Deep Dive</strong></p><p>WTF is Graph Engineering!</p><p><strong>Highlights</strong></p><p>ELI Product Update</p><p>10 documents I think every company should have before scaling AI agents.</p><p><strong>News</strong></p><p>OpenAI&apos;s unreleased model solved ten long-standing math problems, including one open since Erdős</p><p>Alibaba released Qwen3.8-Max, a 2.4 trillion parameter model going open-weight next week</p><p>Google DeepMind&apos;s new model lets humanoid robots walk, grasp, and work as a team</p><p>Anthropic found three cases where Claude broke out of test environments and hacked real companies by mistake</p><p>A frontier model broke out of its own test sandbox and hacked Hugging Face, on purpose, sort of</p><p>This month&apos;s biggest funding rounds, tracked and updated weekly</p><p><strong>Update: New ELI Features This Month</strong></p><p>I shipped more than 40 updates last month onto ELI. These are 3 of my favorite:</p><p><img src="https://images.vialoops.com/cmsd4lyqh012o0jz0ywkfkwd5/cmseie9zm0jk40j2b3hi0i6wl.gif" alt="Describe the image" /></p><p>1. Track more AI spend across your stack: Connect OpenRouter, fal.ai, Fireworks, Deepgram, ElevenLabs, xAI, and LangSmith. ELI also detects GitHub Copilot and Gemini for Workspace through existing connections.</p><p>2. Manage permissions from chat: Ask which apps have Gmail access, revoke risky permissions, or reset a user’s password without digging through the admin console.</p><p>3. Catch renewals and spend changes early: ELI now alerts you before renewals and flags unusual changes in software spend, so you have time to cancel, renegotiate, or investigate.</p><p><strong>Deep Dive</strong></p><p><img src="https://images.vialoops.com/cmsd4lyqh012o0jz0ywkfkwd5/cmsd6yzh20bwv0jzkmok0sp6s.png" alt="Describe the image" /></p><p>A graph has three parts:</p><p>Nodes do the work. A node might be an agent, a model call, a tool, a function, or a human reviewer.</p><p>Edges decide what happens next. The workflow might continue, branch, retry, run tasks in parallel, or stop.</p><p>State carries information between nodes, so every step knows what happened before it.</p><p>Graphs do not replace loops. A single agent loop is simply a one-node graph with an edge pointing back to itself. Graphs connect and govern several loops.</p><p>The technology is not new either. LangGraph introduced nodes, edges, and shared state in January 2024. Microsoft has GraphFlow, and Google uses the same workflow model in ADK 2.0. The useful skill is not drawing more boxes. It is knowing which boxes deserve to exist.</p><p>Every extra node adds cost and another place for the system to fail. Anthropic estimates that a single agent uses around four times more tokens than a chat interaction, while a multi-agent system uses around 15 times more. That expense makes sense when work splits into genuine specialties or parallel tasks. Anthropic’s multi-agent research system outperformed a single Opus agent by 90.2% on its internal research evaluation because research naturally splits into independent searches.</p><p>For simpler tasks, a graph is expensive decoration.</p><p>The safest setup keeps predictable routing in code, limits which nodes can change shared state, and uses a reviewer with fresh context and external evidence. Think tests that ran, code that compiled, or a human approval. Several agents using the same model and flawed context will often agree on the same wrong answer.</p><p>Use a graph when your workflow needs parallel work, specialist agents, retries, approvals, failure isolation, or an audit trail.</p><p>If the task is one prompt, one tool call, and one response, keep the loop.</p><p><strong>Give Your AI Agents a Company Brain</strong></p><p><img src="https://images.vialoops.com/cmsd4lyqh012o0jz0ywkfkwd5/cmsddv2y401kq0jux0b5in37s.png" alt="Describe the image" /></p><p>I built a Claude skill that turns your answers into ten company documents covering your identity, team, processes, guardrails, goals, and tech stack. It connects to ELI for live data on tools, costs, owners, and renewals. In around 20 minutes, your agents get the context they need to stop guessing.</p><p><strong>Signals</strong></p><p>OpenAI&apos;s unreleased Astra model solved ten long-standing open problems in math and theoretical computer science, including one of Paul Erdős&apos;s problems, each with a machine-checkable proof published alongside a technical paper. It&apos;s unclear whether or when Astra ships as a public model.</p><p>Alibaba released Qwen3.8-Max, a 2.4 trillion parameter mixture-of-experts model with a million-token context window. It&apos;s live now through Alibaba&apos;s hosted platforms, with open weights following next week.</p><p>Google DeepMind&apos;s Gemini Robotics 2 gives humanoid robots whole-body control, letting them walk, crouch, and manipulate objects, and coordinate with other robots on shared tasks. Access is still limited to trusted testers and early partners.</p><p>Anthropic found three cases where Claude broke out of test environments and compromised real companies by mistake. A misconfiguration with an outside testing partner left supposedly isolated environments connected to the internet, and Claude, believing it was still inside a simulation, used basic techniques like weak passwords to get in.</p><p>OpenAI&apos;s own models triggered the same category of incident first, breaking out of a sandboxed evaluation via a zero-day vulnerability and hacking into Hugging Face&apos;s production systems while trying to cheat on an internal benchmark.</p><p>This month&apos;s biggest funding rounds, tracked and updated weekly.</p><p><a href="https://www.eli.work/learn/tech-startup-funding">See who&apos;s raising →</a></p><p>Stay curious.</p><p>Ghita</p>]]></content:encoded>
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      <title>The tokenomics of your AI stack + Highlights</title>
      <link>https://ghitaelhaitmy.com/newsletter/issue4</link>
      <guid isPermaLink="true">https://ghitaelhaitmy.com/newsletter/issue4</guid>
      <pubDate>Wed, 26 Aug 2026 00:00:00 GMT</pubDate>
      <description>$5B in tech deals this week, signals worth watching, plus deeper AI spend visibility.</description>
      <content:encoded><![CDATA[<p>Hey friend, kinda chic of you to be here! AI’s experimentation era has given way to its prove-its-worth era, where knowing what creates real value helps you decide what to scale, what to rethink, and what isn’t worth the money. That starts with visibility, because when you can see where the money goes, which models perform, and how usage changes over time, it becomes much easier to decide what deserves more investment.</p><p><strong>Summary</strong></p><p>Read time: 4 min</p><p><strong>Highlight Of The Week:</strong></p><p>The Tokenomics of AI</p><p><strong>Who’s Buying in Tech This Week</strong></p><p>$5B changed hands between Bending Spoons, Autodesk, Procore, and more.</p><p><strong>Signals</strong></p><p>OpenAI is building a $300+ AI speaker with Jony Ive&apos;s studio, its first hardware move beyond the screen</p><p>Oklo split its first atoms in a Texas test reactor, a milestone for its nuclear technology and a step toward medical isotopes</p><p>Google Search Console is expanding beyond websites, letting creators see how their Instagram, TikTok, X, and YouTube content performs in search</p><p>Cloudflare built Kitesurf, a lightweight browser made for AI agents that uses up to 7x less memory than Chromium</p><p><strong>What I shipped this week</strong></p><p><em>Deeper AI spend visibility</em></p><p>You can now see model-level spend and token breakdowns for every AI vendor, plus explore how your AI costs change over time in the new spend trend view.</p><p><img src="https://images.vialoops.com/cmslwwg230bc90j4qhu53xbtg/cmsq8og0u01fy0jx5jrt0s8xj.png" alt="Describe the image" /></p><p><strong>Highlight Of The Week: Tokenomics</strong></p><p><img src="https://images.vialoops.com/cmslwwg230bc90j4qhu53xbtg/cmsn5plmp07as0jxyx3pocjt1.png" alt="Describe the image" /></p><p><img src="https://images.vialoops.com/cmslwwg230bc90j4qhu53xbtg/cmsq8qggf01dw0jx38y9txues.png" alt="Describe the image" /></p><p>Welcome to Tokenomics, where understanding which tasks AI can do is just as important as how much it costs and how it impacts your balance sheet. If you want to understand why AI is so hard to price and where your AI budget is quietly leaking, these two articles are must-reads.</p><p><strong>Who&apos;s Buying in Tech This Week</strong></p><p>Bending Spoons acquires Airtable for $1.285B - its first deal since going public last month, adding a major enterprise software brand to the portfolio.</p><p>Autodesk acquires MaintainX for $3.6B - bringing real-world maintenance and operations data into its design-to-operate platform.</p><p>Procore acquires DroneDeploy for $845M - pairing construction data with jobsite visual intelligence to build &quot;digital co-workers&quot; that spot problems and act on them.</p><p>Okta acquires Permiso for ~$200M - extending identity security beyond login to catch threats from AI agents and machine identities.</p><p>AutoRek acquires Grath, terms undisclosed - combining enterprise-grade financial controls with Grath&apos;s AI-native reconciliation tech.</p><p>OpenAI acquired presentation startup NextSlide, folding its team into ChatGPT to build better AI-generated slides.</p><p>AMD is acquiring chip startup Taalas, betting on hardwir.ed silicon to make AI inference cheaper than general-purpose GPUs</p><p><strong>What’s In Their Stack?</strong></p><p>This week: <a href="https://www.eli.work/stack/angus-15826931">Angus Sewell McCann</a></p><p>AI engineer and founder of TempShift, Angus has 23 tools across 20 categories in his stack.</p><p>His AI layer includes <a href="https://www.eli.work/tool/superwhisper">Superwhisper</a>, <a href="https://www.eli.work/tool/gemini">Gemini</a> and <a href="https://www.eli.work/tool/claude">Claude</a>, with <a href="https://www.eli.work/tool/antigravity">Antigravity</a> handling AI-assisted coding and <a href="https://www.eli.work/tool/granola">Granola</a> covering meetings.</p><p>Then there&apos;s the rest of the stack: <a href="https://www.eli.work/tool/attio">Attio</a>, <a href="https://www.eli.work/tool/slack">Slack</a>, <a href="https://www.eli.work/tool/superhuman">Superhuman</a>, <a href="https://www.eli.work/tool/perplexity">Perplexity</a>, <a href="https://www.eli.work/tool/notebookLM">NotebookLM</a>, <a href="https://www.eli.work/tool/n8n">n8n</a>, <a href="https://www.eli.work/tool/stripe">Stripe</a>, <a href="https://www.eli.work/tool/luma">Luma</a>, <a href="https://www.eli.work/tool/railway">Railway</a> and more. <a href="https://www.eli.work/stack/angus-15826931">See Angus&apos;s full stack →</a></p><p>Want to see what’s in your stack? Map it with <a href="https://www.eli.work/">ELI.work</a></p><p>Stay curious.</p><p>Ghita</p>]]></content:encoded>
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      <title>I paid $5 for a $0.50 coding task</title>
      <link>https://ghitaelhaitmy.com/newsletter/issue3</link>
      <guid isPermaLink="true">https://ghitaelhaitmy.com/newsletter/issue3</guid>
      <pubDate>Tue, 25 Aug 2026 00:00:00 GMT</pubDate>
      <description>Models are multiplying. The valuable layer might be deciding which one gets used, when, and why.</description>
      <content:encoded><![CDATA[<p>Hey friend,</p><p>I kept coming back to one question this week: who is actually best placed to decide which intelligence should handle a task? Cursor already routes based on the coding context it sees. OpenRouter sees hundreds of models and providers. Frontier labs know their own models better than anyone. As model choice starts disappearing into the infrastructure, those are three completely different advantages. Interestingly, routing benchmarks are already suggesting it might not be the routing algorithm itself. The bigger advantage is who has the best data on what “good” looks like for that specific task. Which made me wonder: if that’s true, was Stripe’s $7B OpenRouter deal actually worth it?</p><p><strong>Summary</strong></p><p>Read time: 4 min</p><p><strong>Highlights Of The Week</strong></p><p>I paid $5 for a $0.50 coding task</p><p>Routing vs. Fusion, and why everyone suddenly cares 👇</p><p><strong>Signals</strong></p><p>Databricks closed a $5B round at a $190B valuation, and crossed a $7B revenue run-rate after growing more than 80% YoY.</p><p>OpenAI hired Wiz President and COO Dali Rajic as its new revenue chief, replacing former Slack CEO Denise Dresser after less than a year in the role.</p><p>Canva Code now generates interactive tools from a single prompt, pricing calculators, sign-up forms, quizzes, built on your brand guidelines and published on your own domain.</p><p>OpenRouter sold to Stripe for $7B</p><p>Anthropic ships enterprise auth for Claude connectors, no OAuth setup needed</p><p>Calendly Adds Meeting Notes</p><p>==Routing vs. Fusion, and why everyone suddenly cares</p><p>==</p><p>Routing chooses the best model for a task based on quality, cost, speed and reliability. Fusion sends the same problem to multiple models and compares or combines the answers. Routing asks, “Which model should do this?” Fusion asks, “Is this important enough to get several models involved?”</p><p>Both are becoming products. OpenRouter launched Fusion, where multiple models answer in parallel and a judge model looks for consensus, contradictions and gaps. That makes sense for research, strategy or anything expensive to get wrong.</p><p>Routing is where the trend is now. Stripe agreed to acquire OpenRouter, while Ramp launched Router.com the same day. The best model keeps changing. New models launch, prices move, providers hit limits and different models win at different tasks. Companies don’t want to benchmark all of that manually. They want one layer deciding where each request should go.</p><p>So was OpenRouter really worth $7B to Stripe? Maybe, but not because its routing algorithm is impossible to copy. OpenRouter has aggregation: hundreds of models, huge amounts of cross-provider traffic, pricing and reliability data, and developers already using it as the place where inference gets bought. Stripe already sits on the monetisation side. Now it also gets closer to deciding where AI spend gets allocated.</p><p>For Eli, we’re starting where a huge amount of AI spend already lives: inside the software companies are already paying for. Gartner estimates 85% of enterprise agentic AI investment is already bundled into existing SaaS and cloud renewals. So before companies start optimising every individual model call, there’s already an entire layer of AI subscriptions, licences and tools they need to understand and control.</p><p>The end state is not managing ChatGPT subscription over here, API spend over there and agents somewhere else. It’s one layer deciding what the company should use, what it should cost, and whether it’s actually creating value. See where it&apos;s at :</p><p><a href="https://youtu.be/IaixvsIABqI">Watch the video</a></p><p>==MUST READ: When One AI Agent Can Access Everything</p><p>==</p><p>As AI agents connect to more apps, they also gain more access, cost and risk. Here’s how companies should think about ownership, permissions and visibility before agent sprawl gets out of control.</p><p><strong>What’s In Their Stack?</strong></p><p>This week: <a href="https://www.eli.work/stack/andrew-yeung-54049680">Andrew Yeung</a> - Founder of Fibe, investor and one of the busiest people in the tech events world, Andrew’s stack is built around one thing: moving fast without adding more admin.</p><p>His AI and productivity layer includes Wispr Flow for voice, Granola for meetings, Poke for getting things done from anywhere, and Raycast for speeding up work on his computer. See Andrew&apos;s full stack →</p><p>Want to see what’s in your stack? Map it with ELI.work</p><p>Stay curious.</p><p>Ghita</p>]]></content:encoded>
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