Category
What is happening in tech, SaaS, legal-tech, and adjacent industries, and why it matters.
Microsoft shipped seven MAI models five weeks after a contract amendment capped what OpenAI owes it at $38 billion through 2030. Read the two events together and the launch looks like a hedge, not a roadmap milestone.
Moody's says hyperscalers carry $662 billion in data-center leases that haven't hit their balance sheets. Add stretched GPU depreciation, and the capex number everyone quotes is the smallest one in play.
PhonePe holds 47% of UPI volume against NPCI's 30% cap, six months from the December 2026 deadline. Enforcement keeps slipping because the only lever NPCI defined can't shrink volume that's already there.
GitHub logged nine incidents in May and dipped near 88% uptime in June as AI agents pushed weekly commits past 275 million. Microsoft is now routing overflow through AWS.
AP2, ACP, UCP, and x402 all claim to solve 'agentic payments.' They solve different problems, and one already failed in its first real deployment for reasons that had nothing to do with the protocol.
800-1,500% price increases. 87% of VMware customers reducing their footprint. Four signals predicted the outcome years before the acquisition closed — and infrastructure teams can apply them to their current stack today.
YC W26 graduated 199 companies in March 2026. The interesting signal is not that 60% are AI companies — it's the breakdown: agent infrastructure, vertical agents, and foundational research. Here's what it tells you.
Klarna's AI handled two-thirds of all customer chats and the efficiency metrics looked clean. CSAT on complex interactions told a different story. Here is the diagnostic and the hybrid model that holds up.
AI is making specific tasks measurably faster: coding 55%, X-ray reading 36%, customer service sales up 16%. And yet 90% of firms saw no firm-level productivity gain. Here's what the gap means.
Three years into the AI product era, wrapper company failure rates are well-documented. Less examined is why intelligent founders keep building them anyway — and the one condition that makes some of them right.
AI agents consume compute in ways that don't map to user count — and Copilot's June 2026 billing shift is the clearest signal yet. Here's what the transition reveals about pricing for AI-powered products.
In 2024, Klarna announced that AI had replaced 700 support agents. By 2025, they were hiring humans back. What happened between those two moments is more instructive than either headline.
Practical guides, product updates, and compliance notes — straight to your inbox. No fluff.
Newsletter is opening soon. We'll switch this on once we've got our first issue ready.