Today in 3
Lead story · HN front page
A Phorion blog post reports a compromise of the Claude Code extension as distributed through the Cursor Marketplace. The post drew 779 points and 489 comments on Hacker News.
Why it mattersCoding agents run with broad access to code and credentials, so the extensions that carry them are now a supply-chain target.
Read on phorion.io ↗02MoneyTechmeme
The Financial Times reports OpenAI has cut its target from $30B at a $1.4T valuation as some investors reduce commitments amid an AI selloff.
Tighter funding at the top could change how aggressively labs price and subsidise API access.
techmeme.com ↗03MoneyTechmeme
Bloomberg reports the tranches value the inference company at $26B and $30B, compared with $13B in June after a $1.5B raise.
Investors are still paying up for the infrastructure that serves models, even as frontier-lab rounds shrink.
techmeme.com ↗04ToolsTechmeme
The $100 per month Max 5x plan becomes Max, and the $200 per month Max 20x plan becomes Ultra.
Heavy users of coding agents get fewer interruptions on the top tier, which changes the cost calculation for daily agent use.
techmeme.com ↗05AITechmeme
Publishers will be able to apply their AI training preferences across multiple crawlers with a single control.
Anyone building crawlers or retrieval products should expect one signal to honour instead of a patchwork.
techmeme.com ↗06IndiaInc42
India's IT ministry has proposed a consent-based framework to make it easier to share data for AI model training.
Teams training or fine-tuning on Indian data may soon need consent records built into their pipelines.
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