Latest publications
Stripe learns to sell through AI agents: how it is changing retail
Stripe's John Collison explains how AI agents are rewriting the rules of e-commerce and what retailers need to change.
Collison (Stripe) on the e-commerce revolution: AI agents will shop instead of people
Stripe's John Collison explained how AI agents buying goods instead of people will completely reshape e-commerce and force brands to appeal to machines rather than people.
AI leaders under questioning: Hassabis on the conflict between science and capital
Sebastian Mallaby explores how motives—from scientific curiosity to commercial ambition—shape the future of AI and whether governments are ready for more powerful systems.
CEO survey: AI may protect older workers from layoffs
A new survey of executives shows that as AI is adopted, older employees may come out ahead. Their experience is becoming a competitive advantage.
Atlassian to cut 1,600 employees amid shift to AI and enterprise sales
The developer of Jira and Confluence will lay off 10% of its workforce to free up funds for AI, enterprise sales, and a faster overhaul of its business for the new software market.
Como 1907 bets on AI and €1,000 tickets, turning football into a luxury experience
Italian club Como 1907 uses advanced AI analytics and €1,000 premium tickets to grow in Serie A while selling matches as a luxury tourist experience.
EU launches antitrust probe into the full AI technology chain of the largest corporations
The European Commission is examining how Amazon, Google and Microsoft simultaneously control data, compute and applications — and whether this creates barriers for competitors.
Voya curbs investment in data center loans over doubts about AI demand
Voya's investment arm believes booming demand for AI data centers could plateau before tech companies repay their multibillion-dollar debts.
Sunday valued at $1.15 billion after $165 million round for home robot Memo
Startup Sunday raised $165 million at a $1.15 billion valuation to move its home robot Memo from flashy demos into real homes and automate household routines.
Meta is preparing four generations of MTIA chips to reduce its dependence on Nvidia and AMD
Meta is preparing four generations of MTIA chips by the end of 2027 while also buying from Nvidia and AMD to lower the cost of AI inference and gain better control over its computing infrastructure.
Meta suspended part of its cable project in Africa amid the conflict with Iran
The conflict around Iran is already affecting AI funding and infrastructure: Meta has frozen part of its cable project in Africa, Adobe is preparing for a CEO change, and SpaceX may enter the S&P index faster.
How the Pentagon pulled Silicon Valley into AI warfare: the story of Project Maven
An excerpt from the book "Project Maven" explains how the US enlisted Silicon Valley to build AI target-recognition systems — and how those technologies are already being used in Iran.
Deel: Joe Kauffman explains how AI and labor market shifts are accelerating business growth
Deel President and CFO Joe Kauffman said labor market changes driven by AI are already helping the company grow, while demand is shifting toward flexible global hiring.
Google Maps is preparing Ask Maps — chat search and its biggest update in years
Google Maps is preparing the Ask Maps feature, which turns place search into a dialogue: instead of keywords, users will be able to describe what they need in natural language and get more accurate recommendations.
Adobe to replace CEO amid investor doubts over its AI strategy
Shantanu Narayen will step down as Adobe CEO after years at the helm — investors doubt the company’s ability to remain competitive in the era of generative AI.
OpenClaw turned China into the main proving ground for agentic AI and raised alarm among regulators
The hype around OpenClaw has made China the largest real-world testing ground for AI agents: companies and regions are accelerating rollouts, while authorities are already restricting the tool over security risks.
Merlin prepares autonomous C-130J for new tests and lists on Nasdaq
Merlin's CEO spoke about the company's two main milestones: the autonomous C-130J program has moved to the next stage of development, and the company itself has begun trading on Nasdaq.
Jefferies: the market is only entering the AI transformation, while tech is already lifting the S&P 500
Lori Goodman of Jefferies says the market is only entering the main phase of the AI transformation: technology stocks are already lifting the S&P 500, but private markets are still under pressure.
Baidu turns smart speakers into a voice remote for the OpenClaw AI agent
Chinese tech giant Baidu is betting on the viral AI agent OpenClaw: smart speakers are becoming a voice interface for controlling the agent in everyday life.
Former CIA officers launch AI startups against backdrop of $1.5 trillion defense budget
Former CIA intelligence officers are stepping out of the shadows to found defense-tech startups, looking to tap a $338 billion market amid rising US military spending.
Blackwater founder's Swarmer goes public; funds to hire marine drone engineers
Eric Prince, founder of Blackwater, has taken Swarmer public — a startup with combat experience in managing drone swarms. The proceeds will go toward hiring engineers for its marine unmanned systems division.
Uber and Motional relaunch robotaxis in Las Vegas and intensify their push into autonomous transport
Uber, together with Hyundai-backed Motional, is relaunching robotaxis in Las Vegas, turning its app into a showcase for a growing number of autonomous rides.
Tencent takes the initiative from Alibaba in China's AI agent race
Tencent has accelerated the rollout of the QClaw and WorkBuddy AI agents and is preparing integration into WeChat, seeking to take the lead from Alibaba in China's new wave of agentic AI.
Apple unveils AirPods Max 2 for $549 with live translation and enhanced noise cancellation
Apple has updated its over-ear AirPods Max: the second-generation $549 model adds live translation, stronger noise cancellation, and several features previously limited to AirPods Pro.
Micron to raise capex as memory chip sales for AI data centers hit records
U.S. memory chip maker Micron beat forecasts and said it is ready to sharply increase capital spending amid frenzied demand from AI data centers.
JPMorgan puts Qualtrics' $5.3 billion debt deal on hold over AI concerns
Banks led by JPMorgan halted Qualtrics' $5.3 billion debt placement after investors failed to back the deal amid growing concerns that AI is changing the software market's risk profile.
Morgan Stanley: defaults in private credit are increasingly hitting software companies
Morgan Stanley is recording a rise in private credit defaults among software companies: a market long seen as resilient thanks to subscription revenue has started to crack under pressure from the AI shift.
DayOne seeks to increase its loan to a record $7 billion for data centers in Asia
DayOne Data Centers is discussing increasing its existing loan to $7 billion — if the deal goes through, it would be the largest loan in Asia's data center sector.
Wall Street debates whether the AI boom will become a new goldmine or a dangerous bubble
AI already writes code, edits contracts, and builds marketing campaigns, but Wall Street is increasingly questioning whether multibillion-dollar investments in models, chips, and data centers will pay off.
IBM CEO: $11 billion Confluent deal is complete, and AI is not cutting headcount
Arvind Krishna said IBM has closed its $11 billion acquisition of Confluent, and that the development of AI is helping the business grow and so far is not leading to net workforce reductions.