Format
Money & Markets
Five days after Fed Chair Warsh omitted digital assets from his Jackson Hole keynote, NY Fed Director of Research Kartik Athreya published a direct engagement with stablecoin risks and deposit flight. The institution is speaking in two voices.
◆ Nolan Pratt
Agents at Work
CoCo, Snowflake's AI coding agent, hit 9,100 accounts and added 2,000 in one quarter. The consumption-based model means agent adoption directly drives revenue – and investors are buying it.
◆ Dana Ellison
Agents at Work
HiddenLayer's Series B, backed by Microsoft's M12 and Booz Allen, is the clearest sign yet that securing autonomous AI agents is no longer a niche concern – it's an operational imperative.
◆ Dana Ellison
Agents at Home
At IFA 2026, Anker unveiled a 48TB-capable hub that processes everything on-device, challenging the cloud-subscription model that dominates smart home AI.
◆ Mila Cohen
Commerce
22 startups admitted to new track signal Mastercard's bet that agent-driven payments infrastructure is ready for institutional validation
◆ Tessa Vaughn
Policy
With 32 days of enforcement and no fines, the AI Office is building capacity for the Dec 2 marking deadline
◆ Priya Nair
Trust & Security
A CVSS 9.8 unauthenticated root RCE on the switches powering GPU-to-GPU traffic in million-node AI clusters highlights that hardware-layer vulnerabilities are now primary attack surfaces for AI infrastructure.
◆ Heath Callahan
Models
The TikTok parent's record-breaking facility underscores a high-stakes race for sovereign compute capacity amid tightening global tech restrictions.
◆ Lena Park
Infrastructure
First major cloud provider ships a dedicated agent registry with MCP integration and shadow AI auto-detection. The September 17 namespace deadline forces immediate adoption.
◆ Blair Hayes
Money & Markets
Every primary regulator missed the July 2026 rulemaking deadline. The January 18, 2027 enforcement date did not move. The industry is now operating compliance-by-NPRM.
◆ Nolan Pratt
