Payments. AI. Commerce. Decoded. 255 articles and counting.
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Anthropic launched Claude Platform on AWS this week. The technology has been available for two years through Bedrock. What changed is the contract.
Allbirds sold its footwear assets, signed a $50M funding deal, and rebranded as NewBird AI, an enterprise compute lease business. The stock rose 600 percent on the announcement, giving back 30 percent the next day. The bubble is not in AI. The bubble is in the word.
Anthropic is briefing EU regulators on why it refused to ship Mythos. OpenAI is handing enterprises a cyber-tuned model and $10M in credits. The split just became policy, written by the labs themselves.
Communities across America are blocking, delaying, and voting down the AI infrastructure buildout. Two thirds of protested projects never break ground. The $690 billion capex wave we documented in State of the Stack just hit a wall made of town hall meetings and ballot measures.
Project Glasswing pairs an unreleased frontier model with 50+ organizations to patch the world's most critical software before attackers catch up.
Model Context Protocol started as a developer tool. Now it is inside credit decisioning, payment operations, and fraud detection systems. The compliance and auditability case is driving adoption faster than anyone expected.
85% of banks expect it to get worse. Here is what is missing.
Anthropic acquired Coefficient Bio for $400 million in stock. The startup was eight months old with fewer than 10 employees. The founders came from Genentech's drug discovery unit. Claude is going into science.
OpenAI acquired TBPN and put it under its chief political operative. The advertising business winds down. Editorial independence is promised. The timing, weeks before an IPO, tells the real story.
Anthropic accidentally exposed details of Claude Mythos, a model it warned governments could make large-scale cyberattacks far more likely. Then it leaked its own source code. Now Congress wants answers.
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Revolut's 2025 results are not a fintech success story. They are evidence that a technology company can build a full-stack financial institution from scratch, reach profitability at scale, and outgrow incumbent banks in their own markets.
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.
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.
While the world watches chatbots, generative AI is quietly transforming the boring infrastructure that makes commerce work.
The card networks are not fighting over who processes the payment. They are fighting over who defines the rules when AI agents spend your money.
The Iran conflict is threatening chip supplies, submarine cables, and energy costs simultaneously. For an industry building agentic commerce on the assumption of abundant AI infrastructure, the timing could not be worse.
The free-for-all era of AI companies scraping the web is ending. The question now is who becomes the intermediary, and what publishers actually get paid.
Hyperscaler capex has hit levels that rival national economies. The software companies those dollars are meant to replace are paying the price.
Last holiday season, something shifted. Traffic to US retail sites from generative AI tools increased by 693 percent year over year, according to Adobe Analytics. That alone would be a headline.