Format
Agents at Home
The EU Cyber Resilience Act forces smart home makers to report vulnerabilities starting September 11. But when your 'vulnerability' is an AI agent that drifted off-task, the law has nothing to say about it.
◆ Mila Cohen
Models
The tech giant's 22-year nuclear power purchase agreement with Fortum marks a structural evolution in the compute landlord thesis, positioning Google as an energy-sovereign infrastructure steward in Europe.
◆ Lena Park
Agents at Home
The AI-powered home is fracturing into three competing models-each forcing a different trade-off between your wallet, your data, and your peace of mind.
◆ Mila Cohen
Trust & Security
Two pre-authentication RCEs in VPN certificate handling extend the authentication gap from middleware and ERP into the infrastructure layer that secures remote enterprise access.
◆ Heath Callahan
Money & Markets
StableFund, a $400M private credit vehicle from Tether and Fasanara Capital, reveals the playbook stablecoin issuers are adopting: if the token cannot pay interest, the infrastructure around it will.
◆ Nolan Pratt
Models
The coding agent company nearly doubled its valuation in four months while revenue kept pace. At ~53x annualized run-rate, investors are pricing Devin as a platform layer, not a developer tool.
◆ Lena Park
Money & Markets
The fifth-largest U.S. bank completed a live cross-border payment using its proprietary USBDC stablecoin on Stellar-seven days before Circle Arc's mainnet launch and absent from its validator list.
◆ Nolan Pratt
Agents at Work
Goldman Sachs is scaling Devin across thousands of engineers. Cognizant is generating 30% of its code with AI. The valuation is a lagging indicator of enterprise adoption that's already underway.
◆ Dana Ellison
Trust & Security
Sentry and EPMM join PaperCut, N-able, Microsoft, and SAP as the latest enterprise management tools where authentication fails before the system checks who is asking.
◆ Heath Callahan
Money & Markets
BlackRock, DTCC, Visa, and Mastercard are launching Circle Arc the day after the CLARITY Act is expected to fail. The money moved anyway — and the January 2027 enforcement cliff is now the only deadline that matters.
◆ Nolan Pratt
