Format
Models
DeepSeek's $0.75 per 1,000 Search & Fetch calls is 6 to 9 times cheaper than every established retrieval provider — and it introduces a billing model that no frontier lab has adopted for inference.
◆ Lena Park
Money & Markets
The conference agenda itself is the evidence: 'Your Stablecoin Pilot Will Be Ready for Production After This Session' is not a question mark. It is a statement of fact.
◆ Nolan Pratt
Money & Markets
A bipartisan coalition argues the bill's 'qualified transaction' loophole would give the SEC indirect preemption authority, dismantling the state-level enforcement that has brought 330-plus anti-fraud actions since 2017.
◆ Nolan Pratt
Agents at Work
Cisco Webex is the first major collaboration platform to ship an agentic AI framework for meetings. Claude Managed Agents join as team members, and MCP integration brings Webex context into OpenAI dots. The question is whether enterprises will actually deploy them.
◆ Dana Ellison
Infrastructure
Two independent infrastructure vendors reached the same architectural conclusion: agents should write code instead of calling tools. The tooling layer is standardizing on a pattern nobody has named.
◆ Blair Hayes
Commerce
The March pilot proved the rails work. Since then, Mastercard has built a five-pillar trust framework, launched Agent Pay for Machines with 30+ partners, and enabled all European issuers. Commercialization remains gated by governance, not technology.
◆ Tessa Vaughn
Money & Markets
The card processor layer is entering stablecoin settlement, giving Marqeta's enterprise customers stablecoin-backed card capability without building crypto infrastructure.
◆ Nolan Pratt
Infrastructure
For the first time, an institutional governance body has taken oversight of the gateway layer — the control plane between protocols — not just the protocols themselves.
◆ Blair Hayes
Agents at Home
A TIME investigation found Meta's home AI agent was explicitly instructed to hide, not erase, user data. As HomeView and Google Home MCP prepare for launch, three incompatible privacy architectures are leaving users to choose blind.
◆ Mila Cohen
Infrastructure
79% of companies are adopting AI agents. 2% have deployed at scale. The gap is not intelligence — it is the four-layer stack (memory, execution, tooling, governance) that nobody has finished building.
◆ Blair Hayes
