Format
Agents at Work
Three enterprise vendors shipped agent identity products in 23 days. But 92% of CISOs still can't see what their agents are actually doing.
◆ Dana Ellison
Policy
Over 105 comments landed on the Section 3 docket before midnight. Two fault lines — yield prohibition scope and foreign-issuer compliance — now define the path to January 2027.
◆ Priya Nair
Money & Markets
The first quantitative evidence of deposit rate leverage over stablecoin demand creates a structural ceiling that the infrastructure buildout cannot outrun.
◆ Nolan Pratt
Models
The company that built its reputation on subsidized inference is now selling the search infrastructure agents need to function — at a price point 6 to 9 times below every established provider.
◆ Lena Park
Agents at Home
OX Security scanned 15,465 public MCP servers and found home machines exposed via ngrok, expired domains for sale, and zero marketplace vetting. The protocol's creator says the underlying vulnerability is intentional.
◆ Mila Cohen
Agents at Work
Discovery, posture assessment, runtime monitoring, and risk flagging are no longer speculative bets. They are forming as a distinct funded category, backed by concentrated capital and a looming enterprise failure rate.
◆ Dana Ellison
Infrastructure
For the first time, Beijing is proposing outbound export controls on AI technologies, targeting the export of Chinese AI intellectual property and infrastructure. The draft catalogue covers 40 technologies, with 23 targeting the AI stack directly.
◆ Blair Hayes
Models
Modal crossed $1B in annualized run rate and raised $750M at a $15.75B valuation — inside the same layer our coverage has documented commoditizing. What the pricing actually captures.
◆ Lena Park
Trust & Security
The eleventh trust-through-defaults incident in 21 days hit SAP's enterprise SDK layer. A regression in six later releases shows how fragile the fix class really is.
◆ Heath Callahan
Trust & Security
Five competing cryptographic protocols are converging on the same problem — binding AI agent identity to human authorization. No unified standard exists yet.
◆ Heath Callahan
