OpenAI Codex lead Thibault Sottiaux says there are no plan-level usage reductions, flatly denying the quota cuts users have been tracking all week. The counter-evidence is "30", as in Codex users on $20 Plus and $200 Pro plans watching their weekly allowance vanish in one to three days. NerfTrack estimates Plus allowance dropped from roughly $160 to $80 in API value, while Kingy AI's investigation found the claims credible but pinned the cause on GPT-5.6 Sol consuming tokens faster rather than a blanket cut. Both readings are real. The gap is the point.

Underneath, this is a disclosure war waged with pricing pages instead of changelogs. NVIDIA's AVO just scored 100% on ARC-AGI-3 public environments by wrapping Claude in system architecture rather than model tweaks, unbundling the model from the harness. Harvey launched Tenet on open-weight Kimi K3, almost doubling its Legal Agent Benchmark completion rate versus the base. Poolside struck a $6B licensing deal with Nvidia while 109 employees received offers. One camp discloses capability through benchmarks, the other discloses through pricing. The math decides which end users remember.

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  • Poolside AI strikes a $6B licensing deal with Nvidia and raises $1B at a $12B valuation (paywalled): Nvidia locks in non-exclusive access to Poolside's AI models for $6 billion, while pumping another $1 billion into the Paris-based startup co-founded by ex-GitHub CTO Jason Warner. The deal also sees 109 Poolside employees receive offers to join Nvidia, leading many to question whether this is effectively an acqui-hire by another name.