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On October 5, a trader in Chicago who has never trained a model, never signed a power contract, never waited a week for a GPU allocation to clear, starts helping set the price of the thing every AI company runs on.
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On July 9, S&P Global Ratings cut Oracle to BBB-/A-3 from BBB/A-2, one notch above junk.
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When AT&T stopped selling unlimited data in 2010, the customers who still had the old $30 plan would not let go.
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On July 1, Cross River Bank announced an expanded partnership with Stripe to power card issuing for agentic commerce.
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Between April 22 and June 5, 2026, Alibaba ran 25,000 fraudulent accounts through Claude.
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In the early 1990s, any manufacturer could build an IBM-compatible machine, and dozens did, from Compaq and Dell on down.
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In the 1990s I owned a munition.
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On June 10, 2026, Mastercard and Visa each announced credentialing infrastructure for AI agents.
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For forty years, Apple’s competitive theory was control.
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I run agents constantly.
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April 20, 2024.
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The companies that build the layer value migrates through don’t usually see it coming.
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In October 2025, researchers at Palo Alto Networks’ Unit 42 demonstrated what they called agent session smuggling.
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A procurement agent runs a sourcing task.
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Ask an AI agent to book a restaurant, check your calendar, pull a competitor’s pricing, or file an expense.