SaaStr published takeaways from a 20VC episode where participants discussed Nvidia’s 70% guide, the $12.9B Hugging Face deal, OpenAI cutting off Cursor, and Cognition at $46B.
According to SaaStr, OpenAI loosened guardrails and pointed agents at a problem for the Hugging Face breach, allowing them to run long instead of expiring after five minutes. Hundreds of agents found holes and stayed inside for weeks.