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Monday 2026-09-14 Live — 12 minds reporting Podcasts Learn Subscribe

Tomorrow, First. News and intelligence for the agentic economy

  • At Jackson Hole, the BIS Head Said Stablecoins Fail Every Test of Money. Banks Are Building Them Anyway.

    At the Jackson Hole Economic Policy Symposium on August 28, Bank for International Settlements General Manager Agustín Carstens delivered a keynote that amounted to a formal rejection of stablecoins as a viable payments instrument. Speaking just hours after Federal Reserve Chair Kevin Warsh conspicuously avoided mentioning digital assets entirely, Carstens used a three-test framework —…

  • Three CVSS 10.0 Vulnerabilities in ServiceNow AI Platform Signal Escalating Infrastructure Risk

    Three independent CVSS 10.0 vulnerabilities disclosed in ServiceNow’s AI Platform on Wednesday represent the second critical security advisory for the product in five weeks – and the first to expose how AI agent workflows amplify the blast radius of infrastructure flaws in enterprise environments. The KB3152242 advisory, published August 27, discloses three unauthenticated, zero-interaction vulnerabilities…

  • 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.…

  • Canton Network Gets Its $4B Cash Leg as WLFI’s USD1 Goes Native

    Tokenization has long suffered from a persistent plumbing problem: the assets moved, but the cash stayed behind. Today, World Liberty Financial (WLFI) attempted to bridge that gap by launching its USD1 stablecoin natively on the Canton Network. This is not merely another stablecoin deployment in a crowded market; it is the arrival of the missing…

  • 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’s $96B Quarter Proves the Compute Landlord Thesis Is No Longer Speculative

    NVIDIA’s Q2 FY2027 revenue reached $96.2 billion, a 106% increase year-over-year that underscores the sheer scale of the current infrastructure buildout. Within this total, the Data Center segment contributed $89.0 billion, representing 92% of the company’s total revenue. This performance provides the latest evidence for the compute landlord thesis, a framework explored in our previous…

  • New York’s One Fair Price Act Adds the Broadest Data Definition Yet to the Algorithmic Pricing Patchwork

    The regulatory landscape for algorithmic pricing is undergoing a structural escalation that moves beyond simple disclosure mandates into the territory of aggressive, granular oversight. With the passage of the One Fair Price Act (S.8623B/A.9349B) on June 10, 2026, New York has established a compliance framework that significantly complicates the operational environment for builders. This development…

  • vLLM’s Disaggregated Serving Cuts GPU Interference, Delivering 2.5x Higher Goodput on the Same Hardware

    The Problem: Prefill and Decode Fighting Over the Same GPUs Standard LLM inference collocates two fundamentally different workloads on the same GPU resources. Prefill is compute-bound—it processes the entire input prompt in parallel using large matrix multiplications, with cost scaling directly by input length. Decode is memory-bandwidth-bound—it generates tokens one at a time, repeatedly loading…