Bloomberg podcast: Glen Kacher on investing for the AI boom

Reddit users on r/ChatGPT report the Pro 20x tier is available again, with at least one user saying they upgraded from the 5x plan. No official OpenAI announcement accompanies the reports.

Universal Music and Sony Music filed a new complaint alleging Suno trained on an "enormous number of copyrighted sound recordings" without authorization, while their original suit is still in motion. The filing targets Suno's v6 model, arguing "v6 is not a fresh start; it is the fruit of the same poisoned tree."

UP.Labs rebranded as Vantora and took $100M from Silversmith Capital Partners. It now builds startups only for corporate partners, who can fold them into their core businesses, and is focused on physical AI.

OpenAI expects negative free cash flow to total $278 billion from 2026 through the end of 2030, per materials shared in July as part of a major computing deal. The figure was reported by the Financial Times and confirmed by a person familiar with the matter.