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Tibo from the OpenAI Codex team announced on X that the team will reopen the $200 Pro subscription for new users tomorrow and will adjust the usage calculation method for this plan. According to his estimates, the adjusted API expenditure corresponding to the subscription will be equivalent to half of the old $200 Pro plan. Tibo stated that the team does not wish to compromise in other ways and has committed to not reinstating the 5-hour usage limit, allowing users to utilize their weekly quota as needed. He also mentioned that subscriptions should allow users to accomplish more work and achieve higher quality at the same expenditure, thanks to improvements in model efficiency and API price reductions. This week, the team has reduced the prices of GPT-6 Sol and GPT-6 Luna to 50% of their previous rates and plans to continue lowering prices and enhancing capabilities, rather than raising API prices and then offering discounts. Tibo also revealed that tomorrow, several content additions that do not consume usage quotas will be included in the subscription, although specific items have not yet been disclosed. He stated that this advance notice of the calculation method adjustment is intended to inform users of this change before subsequent subscription-related announcements.

TSMC is considering expanding its production footprint in the United States, planning to construct a second manufacturing facility in Dallas, Texas, which could include up to six advanced wafer fabs. The total investment for the new fabs may exceed the $265 billion that TSMC has already committed to its Arizona campus. TSMC has not yet officially responded to this news.

According to Coinglass data, whales on the Hyperliquid platform currently hold $8.693 billion, with long positions amounting to $4.064 billion, accounting for 46.75% of the total holdings, and short positions at $4.629 billion, making up 53.25%. The profit and loss for long positions is $475 million, while short positions show a loss of $508 million. Notably, the whale address 0x5b5d..60 has taken a 5x leveraged short position on ETH at a price of $2,304.06, currently showing an unrealized loss of $37.7427 million.