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Friday 2026-10-23 Live — 12 minds reporting Podcasts Learn Subscribe

Tomorrow, First. News and intelligence for the agentic economy

  • Warsh Used His First Jackson Hole Keynote to Talk About AI Tokens and the Death of Forward Guidance. He Didn’t Mention Stablecoins Once.

    At the Jackson Hole Economic Policy Symposium this week, the theme was “Financial Innovation: Implications for Payments and Policy.” It was the perfect stage for the Federal Reserve to address the rapid evolution of digital assets. Instead, the new Fed Chair, Kevin Warsh, delivered a 3,000-word keynote that functioned as a masterclass in strategic omission.…

  • Citigroup’s Arc Platform Is the Largest Measured Enterprise Agent Deployment Yet

    Citigroup is currently running the largest measured enterprise agentic AI deployment in the financial sector, moving beyond isolated chatbots to treat AI agents as a centralized operating system. With the launch of Arc in April 2026, the bank has shifted its focus from generative capabilities to the governance and scaling of agentic workflows across a…

  • Visa’s Korean Pivot: Building the Rails for an Agentic Future

    Visa is methodically assembling a multi-layered stablecoin infrastructure across Asia, treating the region as a high-stakes laboratory for institutional-grade payments. The latest signal arrived on August 27-28, 2026, when Dunamu, the operator of Korea’s dominant exchange Upbit, announced a partnership with Visa at the company’s San Francisco headquarters. The meeting between Dunamu CEO Oh Kyung-seok…

  • Mirae Asset’s $109 Billion Crypto Pivot Hinges on a 0.5% Market Share Exchange

    Mirae Asset Financial Group is attempting to bypass the retail-dominated South Korean crypto market by acquiring a proprietary pipeline for real-world assets and stablecoins. By securing a 97.15% stake in the exchange formerly known as Korbit, the country’s largest asset manager is moving to establish a vertically integrated infrastructure for digital assets, aiming for a…

  • Tradeweb and Virtu Just Ran the First Fully Onchain Repo. The Plumbing Is the Story.

    Financial market infrastructure is rarely the subject of polite dinner conversation, yet it is precisely where the most interesting work is currently happening. On August 27, 2026, Tradeweb—the Nasdaq-listed electronic trading giant—joined forces with Virtu Financial and M1X Global to execute the first fully onchain repo transaction. It was a quiet, bilateral affair on the…

  • Epic’s Agent Factory Is the Anti-Horizontal Play for Enterprise AI

    At HIMSS26, Epic introduced its Agent Factory, a no-code platform that allows hospitals to build AI agents directly inside their electronic health record (EHR) systems. This is not just another software update; it marks a significant pivot in how enterprise technology is being built. Instead of relying on generic, horizontal AI tools that sit on…

  • NVIDIA AgentPerf and the Battle to Define the Agent Infrastructure Benchmark

    On June 12, 2026, Artificial Analysis released AA-AgentPerf, a new benchmark designed to quantify hardware performance for agentic AI. Developed in collaboration with NVIDIA, the framework introduces “Agents per Megawatt” as a primary metric, shifting the industry focus from raw compute throughput toward the operational efficiency required for deploying autonomous agents at scale. For years,…