Open ≠ runnable

What this episode covers

• The economics moved: OpenAI cut Luna's price 80% three weeks after launch.
• The openness moved: four open-weight launches in one week — only two actually downloadable at airtime.
• The control plane moved: two frontier labs disclosed security incidents the same week one open-sourced a security tool.
• Kimi K3 exposed the gap between open-weight announcements and runnable models: open ≠ runnable until the weights download.
• Security tooling became a product category in real time.
• Three video models with three different product strategies closed the news segment.
• Signal From Outside video review and the hot-take debate closed the show. Sponsor: Herald Labs.

Published record