Yves Mulkers | Ins7ghts

Yves Mulkers

Yves MulkersYves Mulkers is an AI, data and analytics expert and the founder of 7wData. He started out cataloguing his vinyl records on a Commodore 64 and ended up in enterprise architecture and analytics leadership. Every morning he reads the data and AI market for business leaders in Ins7ghts and The AI Beat, and builds Ins7ghts, the market-intelligence product behind them.

AI Markets Repriced in Eight Days. The Deals Run to 2041.

AI Markets Repriced in Eight Days. The Deals Run to 2041.

Four prices, two clocks. One gets marked every morning. The other is dated 2041.

Yves Mulkers

Two clocks

Two clocks

Which of your AI commitments ends in a year you will not be in the job for?

Yves Mulkers

Public markets said no to AI. Private money never heard the question.

Public markets said no to AI. Private money never heard the question.

Public doubt vs private silence. And what your AI infrastructure actually costs.

Yves Mulkers

Twenty-one calls, graded

Twenty-one calls, graded

Which of your AI suppliers has ever had to price itself in front of somebody who was free to walk away?

Yves Mulkers

Nobody can show their AI math anymore

Nobody can show their AI math anymore

The boom's real risk is not that AI doesn't work. It's that nobody can prove it does.

Yves Mulkers

Loudness is not a measurement

Loudness is not a measurement

Which three numbers justify your AI spend, and who calculates each one?

Yves Mulkers

When AI Wobbles, Buyers Chase the Record

When AI Wobbles, Buyers Chase the Record

Two big deals, same week, same bet: the receipts matter more than the code.

Yves Mulkers

The crash everyone is watching is in the wrong market

The crash everyone is watching is in the wrong market

Which of your AI suppliers could tell you, if you asked, who financed the capacity you are buying?

Yves Mulkers

The Munich company Collibra had to buy

The Munich company Collibra had to buy

Who in your organisation produces the evidence that an AI decision was approved, and would an outsider accept the format it is in?

Yves Mulkers

The landlord started writing the rules

The landlord started writing the rules

Which layer of your AI stack belongs to somebody who also writes its rules?

Yves Mulkers

December brings the first AI rule with a fine attached

December brings the first AI rule with a fine attached

Which of your AI controls survive if the high-risk date moves a second time, and which only exist because of it?

Yves Mulkers

Nobody bids, so nobody knows

Nobody bids, so nobody knows

Which numbers in your AI stack were last set by someone who could have walked away?

Yves Mulkers

What we said last week, and what held

What we said last week, and what held

Twenty-one forward calls went out in the last seven days, one for each What's Coming item from 2 to 8 October.

Yves Mulkers

New paper, same debt

New paper, same debt

Which of your AI commitments could you actually unwind this year, and what would it cost you to find out?

Yves Mulkers

Who Signs Off Now Matters More Than What They Build

Who Signs Off Now Matters More Than What They Build

Evaluation, not models, is where the money moved this weekend.

Yves Mulkers

Buyers skipped the model, paid for the floor

Buyers skipped the model, paid for the floor

This week's deals reveal where the money actually went.

Yves Mulkers

AI Agents Breached Three Governments. Rules Have No Teeth.

AI Agents Breached Three Governments. Rules Have No Teeth.

Agents reached government portals. Regulators wrote requests. Only export law drew a guilty plea.

Yves Mulkers

Private Money Priced What Public Buyers Wouldn't

Private Money Priced What Public Buyers Wouldn't

Three stories, one pattern: the outside opinion got removed.

Yves Mulkers

An AI Froze $2B in US Health Funding. Nobody Can See Why

An AI Froze $2B in US Health Funding. Nobody Can See Why

Output got cheap. Signing for it did not. Three stories, one shortage.

Yves Mulkers

Your AI Contract Just Got 15 Years Longer

Your AI Contract Just Got 15 Years Longer

Fifteen-year contracts, one-year commitments, and why the gap is your problem.

Yves Mulkers

Models Got Interchangeable. Your Metrics Did Not.

Models Got Interchangeable. Your Metrics Did Not.

The real battle is not models. It is meaning. And right now it travels unescorted.

Yves Mulkers

Checking got expensive while making got cheap

Checking got expensive while making got cheap

Three industries, one weekend, same problem: who checks the work

Yves Mulkers

Patents now decide robot funding

Patents now decide robot funding

Paperwork beats demos. Prosecutors replace engineers. One person walked.

Yves Mulkers

Cheaper AI Tokens Raised the Power Bill Instead

Cheaper AI Tokens Raised the Power Bill Instead

Cheaper models mean more calls. The grid pays the bill.

Yves Mulkers

Uber Burned Through Its AI Budget by April

Uber Burned Through Its AI Budget by April

Uber capped AI spend at $1,500/employee. Amazon blocked agents. The limits arrived without regulators.

Yves Mulkers