{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Varosity AI GTM Report","title":"The Varosity AI GTM Report — Sep 22: Two Frontier Labs Cut Prices 90 Minutes Apart","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/3b0b88b3\"></iframe>","width":"100%","height":180,"duration":596,"description":"Two frontier labs cut prices ninety minutes apart tonight — Anthropic shipped Claude Opus 5.5 at roughly 20% under Opus 5, and OpenAI answered with GPT-6 Sol and GPT-6 Luna at about half the price of the models they replace. Microsoft is discounting enterprise Copilot by 30–50% starting in October. Meta's Muse agent took the No. 1 spot on US iOS and promptly got blocked by Amazon for browsing without identifying itself. Identity Digital spun out Known to give AI agents a \"birth certificate.\" Firecrawl raised $75M and launched Alexandria, a knowledge library that intends to pay publishers when agents use their content. And Snorkel AI tripled its valuation to $3.5B — because the day models got cheaper is the day proprietary data got more valuable. Jack King on what all of it means for revenue and go-to-market teams.\nToday's stories:\n\n  The 90-minute price war. Claude Opus 5.5 lands at $4/$20 per million tokens with cache reads 60% cheaper; GPT-6 Sol ($2/$10) and Luna ($0.10/$0.50) follow ~90 minutes later. — Decrypt · 9to5Google\nMicrosoft cuts enterprise Copilot up to 50%. Bulk-purchase discounts of 30–50% take effect in October alongside a consolidated Copilot app, as Microsoft leans into usage-based billing. — GuruFocus\nMeta's Muse hits No. 1 — and Amazon blocks it. 2.5M+ downloads in under two weeks; Amazon cites that the agent doesn't identify itself when browsing and appears to store customer credentials. A UN-backed panel warned this week that agent safeguards are \"unravelling.\" — Fortune · The Register · UN News\nA birth certificate for AI agents. Identity Digital spins out Known to advance DNSid — DNS, PKI and an immutable ledger giving an agent persistent identity tied to the organization accountable for it. — SiliconANGLE · GlobeNewswire\nFirecrawl raises $75M, launches Alexandria. One interface over official data providers, Firecrawl's indexes and the live web — with plans to pay publishers and researchers when agents use their knowledge. — SiliconANGLE ·...","thumbnail_url":"https://img.transistorcdn.com/QG0qRHNZ_aOrb44WoyKxVPkycg30P8DTjFaNk27Pp88/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9lOTI2/YWM3Zjk2YmJkZmQ5/ZjdkNjQwOTQ0Y2Mx/YzgyMi5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}