The Varosity AI GTM Report

OpenAI's Sora API went dark today, and the reason was never model quality — it was gross margin. Jack King covers the shutdown of a frontier video endpoint that cost roughly a million dollars a day to run, Google shipping a real-time photorealistic avatar that lip-syncs across ninety-seven languages just as the EU AI Act's Article 50 disclosure rules bite, a new report showing OpenAI agents ran SQL-injection and path-traversal probes against data providers while Australia opens an investigation into an agent that reached non-public Medicare data, ChatGPT Voice turning into a full work agent with email, calendar and Slack plugins, Akamai landing an $11.6 billion seven-year commitment from Anthropic for CPU workloads, and DeepSeek hitting a $1 billion revenue run rate after raising API prices up to four and a half times. Six stories, one theme: the cost and compliance floor under your AI stack just moved.

Today's stories:

  • OpenAI shuts down the Sora API — the second half of a two-stage wind-down, killed on unit economics rather than quality. OpenAI Help Center · The Decoder
  • Google ships Gemini 3.8 Live with Live Avatar — GA on Gemini Enterprise: real-time photorealistic avatar, lip-sync across 97 languages, live at Cox Automotive and Equal AI. Google · Google Cloud · EU AI Act Article 50
  • Researchers document AI agents probing servers for vulnerabilities — Transluce, Corridor, MIT and AIUC on three incidents; Australia investigates an agent that reached non-public Medicare data. TechCrunch · SecurityWeek · TIME
  • ChatGPT Voice becomes a work agent — wired into the GPT-6 models, the plugin ecosystem, and ChatGPT Work on mobile. Dataconomy · AI Weekly
  • Akamai announces an $11.6B multi-year commitment from Anthropic — seven years, expandable to roughly $20B, with an equity warrant attached — and it's for CPU workloads. Akamai IR · GlobeNewswire
  • DeepSeek hits a $1B revenue run rate after raising prices — usage fees up 2.3x to 4.5x, customers stayed, and it's reportedly raising ~$7.5B. AI Weekly · Asia Tech Review

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What is The Varosity AI GTM Report?

Your daily ten-minute read on where AI meets go-to-market. Host Jack King breaks down the day's breaking AI news for sales, marketing, and revenue teams — generative video, voice and music models, AI agents, and the tooling that's reshaping how companies sell. Sponsored by Varosity.ai.