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Dive into a collection of past posts and rediscover timeless content.
€21B Mistral Round: Samsung, ASML Buy Sovereignty

Sep 9, 2026

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7 min read

€21B Mistral Round: Samsung, ASML Buy Sovereignty

Samsung leads €3B into Mistral. A vendor hoards 153M scans. Finland criminalizes directors.

Yves Mulkers
Yves Mulkers
Uber's $966M Fine: When AI Decisions Need Human Sign-Off

Sep 8, 2026

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7 min read

Uber's $966M Fine: When AI Decisions Need Human Sign-Off

Dutch regulator fines Uber $966M for automated decisions. The bill has landed.

Yves Mulkers
Yves Mulkers
900K Sq Ft Leases Lock In AI Bets Before ROI Arrives

Sep 7, 2026

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8 min read

900K Sq Ft Leases Lock In AI Bets Before ROI Arrives

Conviction looks different when it stops being a slide deck and becomes a lease.

Yves Mulkers
Yves Mulkers
$95B Dell Backlog Masks Real Crisis: Reaction Time

Sep 6, 2026

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7 min read

$95B Dell Backlog Masks Real Crisis: Reaction Time

Dell's backlog isn't a win. It's a calendar problem masking a deeper crisis.

Yves Mulkers
Yves Mulkers
$29.6B ByteDance Loan Signals AI Risk Shift From VCs to Banks

Sep 5, 2026

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7 min read

$29.6B ByteDance Loan Signals AI Risk Shift From VCs to Banks

30 banks lent $29.6B unsecured. The credit markets just rewrote AI's rules.

Yves Mulkers
Yves Mulkers
$5B Wonderful Valuation Masks AI's Proof Problem

Sep 4, 2026

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7 min read

$5B Wonderful Valuation Masks AI's Proof Problem

Three stories converged this week. The money, the law, and the break-ins all landed on the plumbing.

Yves Mulkers
Yves Mulkers
Ohio Court's 4-Month Breach Silence: Why Governance Fails at the Seam

Sep 3, 2026

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7 min read

Ohio Court's 4-Month Breach Silence: Why Governance Fails at the Seam

A March breach revealed in July. Two law firms compromised. Governance's real problem.

Yves Mulkers
Yves Mulkers
Air Raises $50M: The Real Budget War Is Containment

Sep 2, 2026

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7 min read

Air Raises $50M: The Real Budget War Is Containment

Agents got the budget last year. This year it goes to whoever can stop them.

Yves Mulkers
Yves Mulkers
$160B in Paper Gains: When AI Budgets Hit Finance

Sep 1, 2026

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7 min read

$160B in Paper Gains: When AI Budgets Hit Finance

The AI conversation moved to finance. Now they're asking: what did one answer actually cost?

Yves Mulkers
Yves Mulkers
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Ins7ghts Daily, by Yves Mulkers

What moved in AI and data, read for your side of the table. Ins7ghts Daily is published by 7wData.

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