Today’s Contents
⏱️60 Second Briefing
🗞️Top Stories
📰More News
💹Stocks & Catalyst
🧰 Tech Toolbox
We’re officially back. This is the relaunch of RubixTech AI Weekly—now rebuilt into a tighter, more actionable Friday recap for entrepreneurs, operators, creators, and investors. Same mission, better signal: what happened → why it matters → what to do with it.
The 60-second briefing

OpenAI shipped “Lockdown Mode” + “Elevated Risk” labels to reduce prompt-injection risk and make higher-risk capabilities more visible. (openai.com)
OpenAI retired GPT-4o and other older ChatGPT models (ChatGPT only; API still available) — model churn is now normal. (openai.com)
Google launched the Developer Knowledge API + MCP server (public preview) so agents/IDEs can pull official Google docs as canonical context. (developers.googleblog.com)
Anthropic raised ~$30B at a reported ~$380B valuation, signaling capital is still chasing enterprise AI (especially coding + agents). (reuters.com)
Cerebras closed a $1B Series H at ~ $23B post-money, showing late-stage AI infra is still getting funded. (cerebras.ai)
SMIC warned rushed AI data-center capacity could sit idle, pushing the conversation from “build” to “utilize.” (bloomberg.com)
The week’s through-line
AI is graduating from demos to systems. The winners are shipping:
Guardrails (security + approvals),
Grounded context (docs/data retrieval), and
Measurable ROI (utilization + costs). (openai.com)
Top stories

1) OpenAI made agent security a first-class feature
What happened: OpenAI introduced Lockdown Mode and “Elevated Risk” labels. (openai.com)
Why it matters: Prompt injection is the #1 quiet failure mode for agents that read web/email/docs.
Do this next (operator checklist):
Add an Untrusted Content Boundary (read it, don’t obey it).
Require approval for: sending messages, purchases, deletes, deploys, credentials.
Log sources + tool calls + final action summary.
2) Model churn continues — build for swapability
What happened: OpenAI retired GPT-4o and other older ChatGPT models in ChatGPT. (openai.com)
Why it matters: Your app can’t depend on one fixed model personality.
Do this next:
Maintain a weekly Golden Task Set (50–200 real tasks).
Add routing (primary + fallback + safe mode).
Track outputs with model/version + tool metadata.
3) Google’s MCP move: docs become the “truth layer”
What happened: Developer Knowledge API + MCP server enables canonical doc retrieval for agents/IDEs. (developers.googleblog.com)
Why it matters: Reliability improves when agents retrieve → cite → act.
Do this next:
Require citations before code/infra actions.
Put internal runbooks behind a retrieval layer (even a thin proxy).
4) Anthropic’s mega-round signals where money is flowing
What happened: Anthropic raised ~$30B at a reported ~$380B valuation. (reuters.com)
Why it matters: Capital is chasing enterprise spend: coding, copilots, agents, governance.
Monetize this: Package an “Agent Pack” for one function (Sales Ops / Finance Ops / IT).
5) Infra reality check: utilization is the next battleground
What happened: SMIC warned AI data-center capacity could outpace practical demand. (bloomberg.com)
Why it matters: Expect scrutiny on GPU utilization, inference cost, and power/cooling.
Operator move: Track GPU-hours used / purchased and cost-per-inference weekly.
More News

Security corner — “Exploit of the Week”
Theme: Any AI tool that can take actions needs browser-level hygiene.
Action: Least-privilege tokens, confirmations for tool use, and auditable logs—by default. (openai.com)
Regulation watch (simple dates)
EU AI Act: Fully applicable Aug 2, 2026; obligations are staggered across 2025–2026. (digital-strategy.ec.europa.eu)
Funding / dealflow snapshot
Anthropic: ~$30B round at ~$380B valuation. (reuters.com)
Cerebras: $1B Series H at ~ $23B post-money. (cerebras.ai)
Stocks & catalysts watch (AI tape)

Prices (as of Feb 13, 2026, late trading):
NVDA $182.81
MSFT $401.32
GOOGL $305.72
AMD $207.32
AMZN $198.79
META $639.77
TSM $366.36
AVGO $325.17
1 workflow to copy this weekend (and sell)

“Docs-first agent” rollout
Retrieve official docs/runbooks
Cite the snippet
Propose action
Human approves → execute → tests/alerts
Monetization: “Agent Guardrails + Doc Grounding” package (setup fee + monthly retainer for evals/logging/policy tuning).

Google AI Ecosystem (Creative + Dev Edition)
Stitch — AI UI generator for web/mobile: jump from idea → interface fast. https://stitch.withgoogle.com/
Flow — Google Labs AI filmmaking tool for creating cinematic clips/scenes. https://labs.google/flow/about
Veo — DeepMind’s video generation model powering tools like Flow. https://deepmind.google/models/veo/
Whisk — Visual remix tool: create images using images (subject/scene/style) as prompts. https://labs.google/fx/
ImageFX — Text-to-image creation in Google Labs (Imagen-powered). https://labs.google/ImageFX
Antigravity — Google’s agent-first IDE for multi-agent building with verifiable artifacts. https://antigravity.google/
Gemini CLI — Open-source terminal agent for coding, debugging, and automation. https://developers.google.com/gemini-code-assist/docs/gemini-cli
Gemma — Google DeepMind’s open model family for lightweight, local/edge-friendly deployments. https://deepmind.google/models/gemma/
Google AI Studio — Prototype prompts/apps fast and move to production-ready API usage. https://ai.google.dev/aistudio
Vertex AI Agent Builder — Build, deploy, and govern production agents grounded in enterprise data. https://cloud.google.com/products/agent-builder

