BOTTOM LINE Meta just quietly scaled back its most aggressive plan to replace workers with AI agents. Not because the tech failed outright. Because folding agents into a real organization turned out to be its own unsolved problem, one a $135 billion budget couldn’t buy past. The Plan Was Simple. The Execution Wasn’t. Internally it … Read more
BOTTOM LINE Stripe’s $7.5 billion purchase of OpenRouter looks like an AI moonshot, but the logic is closer to home. OpenRouter sits at the exact point where AI usage turns into a metered bill, which is the business Stripe has always been in. The bigger bet is on AI agents that will soon spend money … Read more
BOTTOM LINE Most people have never heard of the Model Context Protocol (MCP), but it’s quickly becoming one of the most important pieces of AI infrastructure, with monthly downloads up almost 4,750 percent in under two years. Instead of forcing AI agents to click through websites like a human, MCP gives them a secure, standardized … Read more
BOTTOM LINE NVIDIA just spent more than $400 million on Kumo AI, a four-year-old startup that predicts business outcomes like churn, credit risk, and demand, directly from a company’s own data tables. It’s a small deal by NVIDIA’s standards, buried under bigger headlines about GPUs and gigawatt campuses. But it closes the one gap left … Read more