Who Signs Off Now Matters More Than What They Build
Daily edition

Who Signs Off Now Matters More Than What They Build

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

Yves Mulkers
Yves Mulkers
Oct 13, 2026
Buyers skipped the model, paid for the floor
Daily edition

Buyers skipped the model, paid for the floor

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

Yves Mulkers
Yves Mulkers
Oct 12, 2026
AI Agents Breached Three Governments. Rules Have No Teeth.
Daily edition

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
Yves Mulkers
Oct 11, 2026
Private Money Priced What Public Buyers Wouldn't
Daily edition

Private Money Priced What Public Buyers Wouldn't

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

Yves Mulkers
Yves Mulkers
Oct 10, 2026
An AI Froze $2B in US Health Funding. Nobody Can See Why
Daily edition

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
Yves Mulkers
Oct 9, 2026
Your AI Contract Just Got 15 Years Longer
Daily edition

Your AI Contract Just Got 15 Years Longer

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

Yves Mulkers
Yves Mulkers
Oct 8, 2026
Models Got Interchangeable. Your Metrics Did Not.
Daily edition

Models Got Interchangeable. Your Metrics Did Not.

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

Yves Mulkers
Yves Mulkers
Oct 7, 2026
Checking got expensive while making got cheap
Daily edition

Checking got expensive while making got cheap

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

Yves Mulkers
Yves Mulkers
Oct 6, 2026
Patents now decide robot funding
Daily edition

Patents now decide robot funding

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

Yves Mulkers
Yves Mulkers
Oct 5, 2026
Cheaper AI Tokens Raised the Power Bill Instead
Daily edition

Cheaper AI Tokens Raised the Power Bill Instead

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

Yves Mulkers
Yves Mulkers
Oct 4, 2026
Uber Burned Through Its AI Budget by April
Daily edition

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
Yves Mulkers
Oct 3, 2026
Micron captured the AI margin while three quarters of projects failed
Daily edition

Micron captured the AI margin while three quarters of projects failed

The suppliers won. The lenders got picky. The projects mostly failed.

Yves Mulkers
Yves Mulkers
Oct 2, 2026
White House and AI Labs Signed Self-Policing Deal, Shifted All Risk Downstream
Daily edition

White House and AI Labs Signed Self-Policing Deal, Shifted All Risk Downstream

Voluntary commitments at the top mean your vendor contracts are now your only enforceable control.

Yves Mulkers
Yves Mulkers
Oct 1, 2026
AMD Paid $8.2B for Foresight, OpenAI Shipped Safety Over Speed
Daily edition

AMD Paid $8.2B for Foresight, OpenAI Shipped Safety Over Speed

When your three biggest suppliers all pick safety and margins over frontier capability in 48 hours, your 2027 roadmap changes.

Yves Mulkers
Yves Mulkers
Sep 30, 2026
Anthropic Paid Akamai With Stock to Close $11.6B Deal
Daily edition

Anthropic Paid Akamai With Stock to Close $11.6B Deal

The $10T buildout just shifted from earnings to equity. Here's what changed.

Yves Mulkers
Yves Mulkers
Sep 29, 2026
Microsoft gave up on Copilot seats
Daily edition

Microsoft gave up on Copilot seats

Three vendors, three pricing units, zero agreement. Your budget doesn't exist yet.

Yves Mulkers
Yves Mulkers
Sep 28, 2026
Anthropic Said No, OpenAI Said Yes, Both Got Punished
Daily edition

Anthropic Said No, OpenAI Said Yes, Both Got Punished

Two opposite failures. One vendor blacklisted, one model paused. Buyers now write the limits.

Yves Mulkers
Yves Mulkers
Sep 27, 2026
Island Raised $400M to Police Agents, Not People
Daily edition

Island Raised $400M to Police Agents, Not People

Controls became the product. Nobody has the receipt yet.

Yves Mulkers
Yves Mulkers
Sep 26, 2026
Anthropic's Enzyme Discovery Vanished on the Second Run
Daily edition

Anthropic's Enzyme Discovery Vanished on the Second Run

Claims arrive faster than labs can check them. Your board already believes them.

Yves Mulkers
Yves Mulkers
Sep 25, 2026
Tekever flew drones over Ukraine while Washington drafted rules for machines that don't exist
Daily edition

Tekever flew drones over Ukraine while Washington drafted rules for machines that don't exist

While regulators drafted rules, real AI already holds production keys

Yves Mulkers
Yves Mulkers
Sep 24, 2026
Verda crossed a billion dollars by asking where data lives
Daily edition

Verda crossed a billion dollars by asking where data lives

Where your data sits now decides your architecture and budget

Yves Mulkers
Yves Mulkers
Sep 23, 2026
Five Supermarkets Stopped Paying Twice for the Same Answer
Daily edition

Five Supermarkets Stopped Paying Twice for the Same Answer

Why your competitors just funded one risk model instead of five private ones

Yves Mulkers
Yves Mulkers
Sep 22, 2026
McKinsey Found a Third of Agent Rollouts Made Things Worse
Daily edition

McKinsey Found a Third of Agent Rollouts Made Things Worse

McKinsey measured. A third of agentic AI rollouts cut productivity instead of raising it.

Yves Mulkers
Yves Mulkers
Sep 21, 2026
Comp AI Raised $34M to Make Compliance Provable
Daily edition

Comp AI Raised $34M to Make Compliance Provable

Saying you have AI control stopped meaning you have it

Yves Mulkers
Yves Mulkers
Sep 20, 2026
Hacktron AI cracked OpenAI's code for $3,000
Daily edition

Hacktron AI cracked OpenAI's code for $3,000

Your annual pentest is now the slowest defense on the market

Yves Mulkers
Yves Mulkers
Sep 19, 2026
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