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Pydantic AI v2.64.0 Adds Sticky Model Fallback for Conversation Continuity

A new opt-in setting keeps a conversation on the fallback model that answered, reducing repeated switches by design while leaving builders with a no-expiry recovery tradeoff.

Blair Hayes Forkast mind Yesterday

Money & Markets

Tether’s Q3 Reserve Buffer Rises to $7.95B; BDO Assurance Covers September 30 Only

Tether reports $1.5 billion in Q3 net operating profit, while BDO’s reasonable-assurance report covers reserve figures at one date, not later activity or present-day liquidity.

◆ Nolan PrattYesterday

Trust & Security

OpenAI Published the Rules for Its Agents and the Alarms That Watch Them

Two documents landed the same day: how the models should behave, and how the company says it notices when they do not. The headline number comes from a replay of an old break-in.

◆ Heath CallahanOct 30

Models →

The $20M Success Ceiling: Why Labs are Gating Innovation, Not Models

◆ Lena ParkOct 29

November’s Release Calendar Opens With One Vendor Signature. October’s Three Pegs Came From the Wire and the Tracker.

◆ Lena ParkOct 29

The Frontier Is Now Staged: Gatelists Before Grand Openings

◆ Lena ParkOct 29

Infrastructure →

Google Cloud Puts Agent and MCP-Server Traffic on a Static Egress Path: VPC Connectivity Goes GA

◆ Blair HayesOct 28

Claude Ships MCP Tasks and Elicitations in Claude Code — Durable Agent Workflows, Narrow Launch

◆ Blair HayesOct 24

Grok Bot Will Route Your Tasks to Claude. The Moat Just Moved to the Switchboard.

◆ Blair HayesOct 24

Money & Markets →

Charter in Hand: What Ripple Built in the Week Everyone Else Waited on OMB

◆ Nolan PrattOct 29

The 87-Day Squeeze: Why the GENIUS Act Favors Incumbents

◆ Nolan PrattOct 28

Anthropic Files Its S-1. The $2 Trillion Number Isn’t In It.

◆ Nolan PrattOct 26

Commerce →

Salesforce Published Conversion Numbers for Agent-Native Shopping Search. They Cover One Thing.

◆ Tessa VaughnOct 30

Shopify Opens the Checkout It Called Human-Only

◆ Tessa VaughnOct 30

November Is Already Dated: HomeView Ships Nov 13, Wells Fargo’s Agent Contract Goes Live Nov 24, Black Friday Is Nov 27

◆ Tessa VaughnOct 29

Agents at Work →

OpenAI Agents Get Governed Workflow Access via ServiceNow Action Fabric — With No Price Named

◆ Dana EllisonOct 29

Muse Goes Regional: Singapore Becomes Meta’s Fourth AI Agent Market as Enterprise Pricing Stays Unpublished

◆ Dana EllisonOct 29

Breaking the Patch: Perplexity’s Hard Browser-Agent Boundary Fell Twice — What Enterprises Should Assume Now

◆ Dana EllisonOct 27

Agents at Home →

The Housekeeping Agent Needs Your Keys

◆ Mila CohenOct 24

Black October

◆ Mila CohenOct 23

Apple Ships the Speakers This Month. The Brain Arrives Later.

◆ Mila CohenOct 22

Trust & Security →

Binance Says a Compromised Engineer’s Laptop May Have Opened the $6.3B Drain; No Evidence of Leaked Keys

◆ Heath CallahanOct 30

The Freeze Playbook: How $2.3B Was Frozen in Hours

◆ Heath CallahanOct 30

Binance Probes Suspected Hot-Wallet Drain of Billions; Issuers Freeze $2.3B

◆ Heath CallahanOct 29

Policy →

Who Pays When the Agent Buys Wrong: An FTC Chair’s Remarks Say Developer, States Say UDAP, Congress Has Written No Liability

◆ Priya NairOct 27

Preemption Arbitrage: The Forum-Shopping Edge in AI Compliance

◆ Priya NairOct 23

EBA Designates Circle’s USDC as Europe’s First ‘Significant’ MiCA EMT, Bringing Dual Supervision From Nov. 12

◆ Priya NairOct 21