From Software Race to Hardware War

Two AI hosts break down a week where three frontier labs shipped new models within days of each other. OpenAI released the GPT-5.6 family and the ChatGPT Work agent, xAI put out Grok 4.5 at $2 per million input tokens, and Meta charged for access to one of its own frontier models for the first time with Muse Spark 1.1. The conversation follows the pricing race down to the hardware underneath it, from SK Hynix's $26.5 billion IPO to the billion-dollar compute deals keeping everything running. Companion to this week's AI Vaults newsletter, Three Frontier Models in Seven Days.What's Covered* OpenAI's GPT-5.6 family (Sol, Terra, and Luna) and the ChatGPT Work agent* Grok 4.5 pricing and xAI's move under the SpaceX umbrella* Meta's Muse Spark 1.1 and its first paid frontier API* The price war running across all three launches* SK Hynix's record IPO and the money flowing into computeSources* OpenAI launches its new family of models with GPT-5.6* SpaceX's xAI releases Grok 4.5* Meta opens its Model API with Muse Spark 1.1* SK Hynix raises $26.5B in the biggest foreign IPO in US history* SambaNova draws $1B at $11B valuation* Reflection inks $1B compute deal with Nebius Get full access to The AI Vaults at theaivaults.substack.com/subscribe