This Week: GPT-5.2 Drops Amid “Code Red,” AI Agents Get Linux Foundation Standards
This week’s signal: Model wars continues, OpenAI and Google launched competing agent platforms within hours. Linux Foundation (with OpenAI, Anthropic, Block) launched Agentic AI Foundation to standardize agent communication. Agent orchestration and interoperability now matter more than raw model capabilities.
AI Feature Releases
OpenAI — GPT-5.2 with 400K context. Post-”Code Red” launch delivers 70.9% on GDPval, 400K-token context (5x GPT-4), at $1.75/$14 per million tokens. Early customers (Harvey, Notion, Box) report state-of-the-art coding. OpenAI, Fortune
Google — Gemini Deep Research via Interactions API. Same-day counter enables autonomous research embedding at $2/million tokens, 46.4% on Humanity’s Last Exam. Open-sourced DeepSearchQA benchmark. Google, TechCrunch
Linux Foundation — Agentic AI Foundation. OpenAI, Anthropic, Block donate AGENTS.md, MCP, Goose for agent standardization. Platinum members: AWS, Google, Microsoft, Bloomberg, Cloudflare. TechCrunch, Linux Foundation
Anthropic — Claude Code in Slack. Developers delegate tasks via @Claude in channels, pulling context from bug reports and feature discussions. Hit $1B ARR six months post-launch. TechCrunch, VentureBeat
Cursor — Visual Editor for Browser. Drag-and-drop DOM elements, adjust properties visually, AI writes underlying code. Targets designers and PMs, not just developers. Cursor, Wired/DNYUZ
Mistral — Devstral 2 + Vibe CLI. 123B coding model scores 72.2% on SWE-bench Verified, claims 7x cost efficiency vs. Claude Sonnet. Vibe CLI enables terminal-native agentic coding. Mistral AI, VentureBeat
Google — Disco browser with GenTabs. Experimental browser turns open tabs into custom web apps via Gemini 3. Limited rollout through Google Labs. Google, TechCrunch
Disney × OpenAI — $1B licenses 200+ characters to Sora, three-year deal. Blueprint for IP monetization vs. litigation. Disney, CNBC
Venture & Market
IBM acquires Confluent for $11B — Real-time data streaming for AI infrastructure, largest enterprise software deal in 2025. IBM, Bloomberg
Anthropic × Accenture — 3-year partnership. Forms Accenture Anthropic Business Group, training 30K professionals on Claude. Co-developing CIO offering for AI ROI measurement. Accenture, TechCrunch
Startups to Watch
Serval AI — ITSM $75M Series B at $1B (Sequoia) just 3 months after $47M Series A. AI agents build IT workflows via “vibe coding”—directly challenging ServiceNow. 500% revenue growth since August. With customers such as Perplexity, Vercel, Mercor, Clay. Reuters, Serval
Harness — $240M Series E at $5.5B (Goldman Sachs) for AI DevOps managing post-code workflows, $250M+ ARR. CNBC, TechCrunch
Extended Reading
Menlo Ventures — 2025 State of Enterprise AI: Enterprise AI investment tripled to $37B (from $11.5B in 2024), fastest category expansion in software history. Anthropic now 40% enterprise LLM market share vs. OpenAI’s 27%. Enterprises Are Buying More Than Building from 47% (2024) to 76% (2025) purchased than built . Menlo Ventures