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:

  1. Guardrails (security + approvals),

  2. Grounded context (docs/data retrieval), and

  3. 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

  1. Retrieve official docs/runbooks

  2. Cite the snippet

  3. Propose action

  4. 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)

  1. Stitch — AI UI generator for web/mobile: jump from idea → interface fast. https://stitch.withgoogle.com/

  2. Flow — Google Labs AI filmmaking tool for creating cinematic clips/scenes. https://labs.google/flow/about

  3. Veo — DeepMind’s video generation model powering tools like Flow. https://deepmind.google/models/veo/

  4. Whisk — Visual remix tool: create images using images (subject/scene/style) as prompts. https://labs.google/fx/

  5. ImageFX — Text-to-image creation in Google Labs (Imagen-powered). https://labs.google/ImageFX

  6. Antigravity — Google’s agent-first IDE for multi-agent building with verifiable artifacts. https://antigravity.google/

  7. Gemini CLI — Open-source terminal agent for coding, debugging, and automation. https://developers.google.com/gemini-code-assist/docs/gemini-cli

  8. Gemma — Google DeepMind’s open model family for lightweight, local/edge-friendly deployments. https://deepmind.google/models/gemma/

  9. Google AI Studio — Prototype prompts/apps fast and move to production-ready API usage. https://ai.google.dev/aistudio

  10. Vertex AI Agent Builder — Build, deploy, and govern production agents grounded in enterprise data. https://cloud.google.com/products/agent-builder

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