Yves Mulkers✓

Every day I scan 200K+ sources so you don't have to. Here's what I look for: → What's actually moving (not what's trending) → Patterns across multiple stories → Signal vs noise Free daily briefing: No spam. Just intelligence.

Buyer and landlord at once. Amazon, Google and Microsoft buy from Anthropic and also sell it $269 billion of computing. The daily newsletter: powered by

Junior debt priced above 10%. Lenders priced $9 billion of junior debt into the AI buildout above 10%. The daily newsletter: powered by

Only 18% of banks have AI governance fully embedded, SAS found. I think the other 82% are betting regulators move slower than they do. Where's the gap in your bank's AI governance? The daily read on AI and data:

Elvis Presley's estate sued Anthropic over 274 songs in its training data. Same week, LSEG paid $3.535B for data no model can reach. Could you list everything that trained your model? The daily read on AI and data:

Filing rests on two customers. Anthropic filed for Nasdaq with $269 billion in compute deals and two customers covering a quarter of revenue. The daily newsletter: powered by

Press called it circular first. A trade title called Anthropic's Nasdaq listing circular financing two weeks before it was filed. The daily newsletter: powered by

Four AI rivals each gave away a piece of their agent stack this week. OpenAI, Anthropic, Alibaba and Hugging Face. None of them had to. Which one would you trust running inside someone else's sandbox? The daily read on AI and data:

Price public nine days early. Reuters reported the Octus price 9 days before LSEG signed the deal. The daily newsletter: powered by

Music publisher Reservoir sued Suno over 1,050 songs and Anthropic over the lyrics of 853. That's two different AI companies named in one suit, for two different jobs: making music and storing lyrics. The daily read on AI and data:

Several US states have put a moratorium on new data centres. 72% of Americans oppose one in their own community (ABC/Post/Ipsos). I think the planning queue now decides 2028 capacity, not the chip queue. The daily read on AI and data:

Hong Kong's monetary authority now wants a named owner for every AI use case a bank runs. That's the first AI governance rule I've seen that points at a person, not a committee. The daily read on AI and data:

Reuters printed it, LSEG paid it. LSEG bought Octus at exactly the price Reuters had already reported. The daily newsletter: powered by

An audit of one codebase found four bottlenecks nobody had flagged in months. Finding them took a careful read, not a smarter model. What's the oldest unreviewed corner of your stack right now? The daily read on AI and data:

Exploit hid AI agent actions. An exploit let outsiders hide hundreds of an AI agent's actions from OpenAI's own monitoring. The daily newsletter: powered by

Railway sent two warnings this week: check your bill for AI usage you didn't make. This reads like a detection failure, not a billing one. The platform can say where to look, not what was there. Reconciled a surprise AI bill before? Whose job was it?

No one signs off the fix. Reco and Cyera sell the monitoring, but neither signs off that the hole is closed. The daily newsletter: powered by

A new AI health guide tells doctors: this tool does not replace you. I think the regulation disagrees the moment it touches a diagnosis. FDA calls that a medical device, full stop. Who signed off on your last clinical AI tool, you or compliance?

You bought a catalogue. A Microsoft and Amazon agent count missed the key Railway's customers paid for. The daily newsletter: powered by

ModelOp counts agents in clouds. ModelOp Center 3.5 lists every AI agent inside Microsoft and Amazon, spend included. The daily newsletter: powered by

Same words, go and look. Two Railway notices, one for OpenAI, one for Anthropic, both said: go and look. The daily newsletter: powered by