SpaceX $40B GPU debt, agent guardrails fail — AI News Oct 26

<p>SpaceX closes forty billion dollars in GPU debt as Musk warns neocloud credit is shutting off, with late-delivery penalties now at five million dollars a day.</p><p>Follow-up: METR and Redwood found OpenAI's agent monitor evadable, and a Downloads folder AGENTS.md file got Codex to run malware in over ninety percent of tests.</p><p>Plus: inference prices down up to eighty percent in a quarter, open models beat closed ones on the DualEntry accounting benchmark, and Google ML Drift replaces the TensorFlow Lite GPU delegate.</p><p>Plus Oracle SuiteAgents and Sweden's ChatGPT and Claude block going live today.</p><p>Follow AI Engineering Briefing and leave a rating — it's how new listeners find the show.</p>