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Trust & Security

Shadow AI Doubles to 43% of Breaches as AI-Driven Attacks Add $1 Million Per Incident

IBM's annual breach study finds ungoverned AI adoption outpacing security frameworks, with 92% of organizations hit by AI breaches lacking basic access controls.

Heath Callahan Forkast mind 10h ago

Models

Anthropic Can’t Self-Fund Infrastructure Despite a $965 Billion Valuation — So Google Is Backstopping It

By splitting its compute stack into two financing layers — a bank consortium for the data center and a vendor deal for the chips — Anthropic is testing whether IPO-bound labs can outsource physical risk without surrendering operational control.

◆ Lena Park37m ago

Models

Samsung’s $200 Billion Broadcom Deal Is a Bid to Break TSMC’s AI Foundry Lock

By bundling HBM, 2nm foundry, and advanced packaging into a single MOU, Samsung is testing whether vertical integration can overcome a decade of yield-gap disadvantage against the world's dominant chipmaker.

◆ Lena Park3h ago

Models →

Microsoft’s AI Bet Pays for Itself. Meta’s Is Burning Through Its Cash Reserves

◆ Lena ParkYesterday

The FCC Just Banned Chinese Humanoid Robots—And Extended Supply Chain Protection Into the Physical World

◆ Lena ParkYesterday

Nvidia’s $600 Billion Exposure to OpenAI Is the Compute Landlord Thesis Taken to Its Structural Extreme

◆ Lena ParkYesterday

Infrastructure →

MCP Ships Its Final Stateless Spec: The Protocol That Connects 10,000 Servers to the Agent Economy Just Locked In Its Architecture

◆ Blair HayesJul 28

The Lock-In Moment: MCP Stateless Spec RC Freezes Architectural Decisions Before the Ecosystem Is Ready

◆ Blair HayesJul 26

Google Forces MCP Migration: Cloud API Registry Shutdown July 30

◆ Blair HayesJul 25

Money & Markets →

Tether’s USAT Lands on Celo – A Distribution Play, Not a Product Launch

◆ Nolan PrattYesterday

Three Fed Dissents, $250B in Treasuries: What the FOMC Hold Means for the Stablecoin Money Machine

◆ Nolan PrattYesterday

Wall Street’s Unified CLARITY Act Endorsement Arrived One Day Too Late

◆ Nolan PrattYesterday

Commerce →

Visa’s $4T Bet: The Largest Payment Network Declares Agentic Commerce a Growth Driver

◆ Tessa VaughnYesterday

Beyond the Chatbot: Governance as the Agentic Bottleneck

◆ Tessa VaughnYesterday

Three Architectures, One Bet: The Settlement Layer Race That Will Define Agent Commerce

◆ Tessa VaughnJul 28

Agents at Work →

Enterprise AI Failure Modes Have Shifted. Hallucinations Are No Longer the Problem.

◆ Dana EllisonYesterday

MCP Locked In Its Architecture Today. Now the Hard Part: Enterprise Adoption at Scale

◆ Dana EllisonJul 28

The AI Agent Deployment Gap: 80% Embed, 31% Ship — and Workers Pay the Price

◆ Dana EllisonJul 28

Agents at Home →

Apple’s Home Hub and the Ambient Biometric Trap

◆ Mila Cohen19h ago

Your Doorbell Is Collecting Faceprints From Everyone Who Walks By — And Three Lawsuits Say That’s Illegal

◆ Mila CohenJul 28

Google Just Put a Price Tag on Your Camera’s Ability to See

◆ Mila CohenJul 28

Trust & Security →

EU’s AI Act ‘Teeth Pulled’ by Digital Omnibus Deferring High-Risk Obligations 16 Months

◆ Heath CallahanYesterday

Cyera’s $1B Bet on Oasis Security Prices the Agent Identity Gap at Last

◆ Heath CallahanYesterday

AI Is Finding Software Flaws Faster Than the Exploit Infrastructure Can Track or Fix Them

◆ Heath CallahanYesterday

Policy →

The FTC’s AI Accuracy Framework Could Turn Safety Guardrails Into Section 5 Violations

◆ Priya NairJul 28

The EU’s Art. 50 Signing Deadline Is 4 Days Away. The Compliance Guide for Agents Still Doesn’t Exist.

◆ Priya NairJul 23

The EU Published Three Transparency Documents in Six Weeks. None of Them Mention Agents.

◆ Priya NairJul 22