Payments. AI. Commerce. Decoded. 236 articles and counting.
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The US imported $450 billion in chips and computing hardware in 2025, up 60 percent in 12 months. Every chip crossed a border and settled through a payment rail. The AI boom is a payments story.
Walmart's exclusive data reveals conversion rates three times lower inside ChatGPT than outside it. The pivot to embedded Sparky is a masterclass in where value actually accrues in AI commerce, and a warning for everyone building on someone else's checkout.
Nvidia's GTC announcements give enterprises a way to sandbox and govern AI agents. But compute-layer security and payment-layer trust are solving different problems, and the gap between them is where disputes will break down.
Payments rails, identity layers, and settlement infrastructure are all being retooled for a world where AI agents spend money. This week, every layer moved at once.
The device intelligence platform launched the first open-source MCP server in the fraud space. Fraud analysts can now query device signals through any AI assistant.
In one week, Anthropic sued the US government, made long-context AI dramatically cheaper, and gave Claude the ability to think in pictures. Here is what it all means.
Fraud losses climbed 9.2 percent in 2025, and artificial intelligence is accelerating both the attack and the defence. The industry is in an arms race it cannot afford to lose.
FedEx plans to embed AI agents into more than 50 percent of its workflows within two years. The architecture it described tells you exactly where enterprise agentic AI is heading.
MCP gives agents hands. Skills give agents judgement. Most teams are building one and wondering why the other is missing.
OpenAI retreated from Instant Checkout. Shopify stepped in with "agentic storefronts" that let merchants sell directly inside ChatGPT. The template for how AI and commerce platforms divide value is now set.
Five weeks ago, we published The $650 Billion Squeeze. The argument was straightforward. Big Tech was writing checks that rivalled national GDPs to build AI infrastructure.
AI has made it easier than ever to publish. It has not made it easier to publish accurately. So we built a tool to close that gap.
Thousands of professionals are training the models that replaced them. Agentic AI may soon replace them again.
After a string of outages linked to AI-assisted coding, Amazon is pulling the emergency brake on unchecked deployments. The question is whether the guardrails should have been there from the start.
While the world watches chatbots, generative AI is quietly transforming the boring infrastructure that makes commerce work.
Anthropic refused to remove Claude's safety restrictions for military use. The Pentagon classified it as a supply chain risk. Now Microsoft, 37 AI researchers, 22 former military leaders, and civil rights groups have filed briefs in its defence.
Meta announced AI-powered scam detection tools across WhatsApp, Facebook, and Messenger. With 22 billion daily scam exposures across its platforms, the company is shifting from reactive removal to proactive interception.
Six weeks ago, Moltbook suffered a catastrophic security breach that exposed 1.5 million API tokens. This week, Meta acquired the team and the concept behind it. The play is agent identity infrastructure for the agentic web.
A federal judge blocked Perplexity's Comet agent from placing orders on Amazon. The ruling lands on platform authority over user delegation, and it could define the rules for every AI shopping agent that follows.
The chipmaker's open-source NemoClaw platform targets enterprise customers burned by OpenClaw's security failures, and it doesn't even require Nvidia hardware to run.
From Revolut to PayPal to Ford, the race for US banking licences has reached a pace not seen in a generation. The question isn't who's applying. It's who's left that isn't.
The card networks are racing to write the rules for agentic commerce. Google formalised a protocol. Stripe built the billing layer. Here's everything that mattered this week.
Anthropic launched an app store for enterprise AI 24 hours after the Pentagon labelled it a supply-chain risk. The timing tells you everything about what this company is building, and who it is building it for.
The AI Doc arrives just as the abstract debates it stages have become painfully concrete, and it has nothing useful to say about any of them.