Meta Is Going After Enterprise AI, and It Hired MongoDB's CEO to Lead the Charge
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Industry & Platforms
Yann LeCun says the people warning about AI extinction are a tiny, well-funded minority. We went through the two biggest surveys of AI researchers. One mostly backs him up and the other mostly doesn't.
Inflated AI valuations are everywhere. Startups with no product or revenue are raising at billion-dollar prices, some at 70x markups in weeks.
Everyone says Harvey built its own model to save its margins. The real story is a pricing mismatch, a twentyfold usage spike, and a Chinese open-weight model doing the cheap work.
Your engineering team is talking about OpenClaw, NanoClaw, and Tank OS. Here's what all of it actually means, and why you should care.
AMD is paying $8.2 billion in stock for Fei-Fei Li's World Labs, a bid to catch Nvidia in robotics and the simulated worlds used to train them.
Four paying subscribers are suing Anthropic, OpenAI, Google and SpaceXAI for antitrust, claiming the labs illegally colluded to slow down AI and cut the value of the products people pay for.
Trump announced an "AI Force" and dismissed AI safety warnings as a hoax. The theatrics are a distraction from what's really being dismantled, on both sides of the Atlantic.
Hacktron chained a stale image library to an OpenAI login flaw and reached OpenAI's private monorepo in 72 hours. The exploit was written by Claude.
The Gates Foundation pledged at least $1 billion over two years to keep AI from deepening global inequality, roughly what the industry spends building AI every twelve hours.
Mastercard's new deal with Alchemy lets AI agents spend from your card within preset limits. The part nobody is flagging: its "Verifiable Intent" framework quietly decides who eats the loss when the agent gets it wrong.
If this caught your attention, that’s not accidental.
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AI & Technology
Six days ago, we published a piece arguing that every AI subscription is a ticking time bomb for enterprise. We did not expect the fuse to be quite this short.
Every AI lab is losing money serving your company right now. They know it. And they are doing it on purpose.
Sam Altman offered $2 million in OpenAI tokens to every startup in Y Combinator's current batch. It looks like generosity. It's a distribution play disguised as an investment.
Andrej Karpathy joined Anthropic today. Not quietly. Not after a gardening leave cool-down period. Not after a year on the bench while lawyers negotiated.
Slack, Fireflies, HubSpot, and the quiet data lockdown reshaping the build vs. buy debate.
Enterprise Strategy
Meta Is Going After Enterprise AI, and It Hired MongoDB's CEO to Lead the Charge
Meta hired MongoDB CEO CJ Desai to run Meta Enterprise Platform, a new unit selling Muse and Meta's AI stack to businesses. MongoDB stock fell 20%+.
AI Coding Is Accelerating Output Faster Than Enterprises Can Test What Actually Works
Pavel Khmelinsky, Head of Engineering at the largest e-commerce platform in Eastern Europe, explains why faster code generation hasn't made large enterprises faster, and where the real constraints sit.
Model Trust Gates Catch Expired AI Approvals Before Enterprises Keep Running On Them
Verisk AI & Cloud Security Architect Joseph Manzambi ties every model approval to one use case and an expiry date, because models, vendors and guardrails keep moving underneath it.
Here's What Happens When Nine AI Agents Run a Mock Startup, and the Governance Playbook That Keeps Them In-Line
Matt Gosden, Head of AI Product in financial services and a two-time AI founder, on the corporate governance toolkit that lets nine agents run a startup on models years behind the frontier.
Global Transformation Executive Fernando Andrade says AI a strategy bet, and sitting it out is the real risk.
Anubhav Mishra, Senior AVP of Data Engineering and Analytics, says leadership decides whether an organization's data and AI investments produce value.
Contact centers are finding that their scoring, security and retention systems were built for human callers.
Business & Brand
How FedEx is quietly turning 2 petabytes of daily shipping data into a business, and what that reinvention actually looks like underneath the headlines.
The investor behind The Big Short thinks the labs warning that AI is too dangerous to release are also the labs that profit when you believe it. He wants you watching one number instead.
Employee engagement has never been lower. Productivity has rarely been higher. AI is the reason those two numbers no longer move together.
OpenAI built its new banking product with Morgan Stanley and Evercore. The work it does best is the work that used to turn a 22-year-old into a managing director.
The company's own numbers say the electrician wins and the office worker pays. That split shows up in every scenario it ran.
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