💸 02:28 — A trillion and a half, and nobody can locate the payback. Only fifteen of two hundred countries produce that much in a year — and the return is described in adjectives.

🤖 07:57 — Unitree's IPO was oversubscribed eight thousand times. Figure, America's champion, has shipped about a hundred and fifty robots. Thirteen million are forecast by 2035.

⚡ 12:05 — OpenAI announced it is building on a decommissioned uranium enrichment site — because the substations were already there. The bottleneck is no longer chips, it is the grid.

🪤 15:52 — Someone hid instructions for an AI inside a court filing. Not an argument for a judge — an instruction for a machine. And it is not hacking.

🌾 18:49 — A sixty-seven-year-old farmer followed the advice and lost the year. He did not misuse it. That was the intended use case.

🧬 22:09 — A gene-edited virus that killed a superbug. A hundred-year-old idea that finally works, because the search is now computational.

🐋 25:41 — We taught a machine to listen to whales — and someone asked the better question about which minds we actually take seriously.

🎯 28:34 — Three things for Monday.

AI news for humans, not robots. Stay curious, stay human.

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📊 02:07 — SAP and the three percent. Joule is now the front door to SAP — 40+ agents, 2,000+ skills. Gartner expects 40% of enterprise apps to include agents by year-end. SAP's own DACH user group went and asked the customers.

🇨🇳 05:56 — China writes Nvidia out of the room. A five-year, $295 billion plan for a domestic AI computing grid — and what it means when a market decides it does not need you.

🇫🇷 09:14 — Mistral. Around $400m in annual recurring revenue, the CEO expecting a billion within six months — and open-weight models you can download and run yourself.

🚆 13:00 — Deutsche Bahn runs an AI making 150 million predictions a day. And the trains are still late. Both things are true, and that is the interesting part.

📞 16:59 — Deutsche Telekom's CEO said in May that 95% of their code is written by AI. In July, an independent report put it at 10%.

🧬 19:11 — BioNTech, InstaDeep and a melanoma vaccine: an 18.1% response rate against a 10% historical control, in the hardest patient group there is.

🤖 22:34 — A German city put delivery robots on the pavement. Nobody crashed into one. Children asked for them by name. They switched it off.

🎯 25:28 — Three things for Monday.

🧠 27:14 — What all of it has in common.

AI news for humans, not robots. Stay curious, stay human.

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🇨🇳 01:39 — Microsoft has quietly closed 15+ offices in China over five years and never announced it. China is ~1.5% of its revenue. Nobody bans you — they just make choosing you a career risk.

🏢 05:25 — Vantage Data Centers may go public at $100 billion. Warehouses. Plus Michael Burry’s claim that the industry is understating depreciation by $176bn — and the Richmond Fed’s answer.

🧠 10:00 — Anthropic in talks to buy Decart for ~$6bn. And the number underneath it: running a model got 99.7% cheaper in three years.

⚖️ 12:48 — Demis Hassabis spent his last weeks as DeepMind CEO lobbying for an independent AI referee — then stepped down. Is a referee proposed by the players a referee, or a shield?

🇮🇳 15:28 — India: a construction company just won $1.57bn to wire 10,000 Blackwell GPUs into one machine in Chennai.

💻 17:23 — Lenovo’s record $26.9bn quarter — and the reported net loss hiding inside it.

🚗 19:05 — Japan’s Turing wants a $10bn US listing, riding into America inside somebody else’s car.

🌊 21:12 — Data centres that float, powered by waves. An appealing idea — not yet a working technology.

💾 23:37 — The memory supercycle: DRAM up ~125% this year. If your product has a circuit board, your costs are going up.

📋 25:34 — Three things for Monday.

AI news for humans, not robots. Stay curious, stay human.

More: werchota.ai

Nine stories, three questions underneath all of them: who gets the upside, who carries the cost, and who really gets a say.

🏦 01:24 — Anthropic’s $2 trillion IPO. That is every big carmaker on earth, combined.

⚡ 04:02 — Meta’s data centres: a $50,000 teacher bonus in Louisiana, and who really pays the power bill

🇨🇳 06:18 — Beijing blocks Meta’s Manus deal, and users get a date on which their files are deleted

💻 08:10 — Cognition and Devin at $40bn, three months after $26bn. Mercedes-Benz is a customer.

🏗️ 10:32 — CoreWeave, the landlord of AI: 1.85 gigawatts, or twice Munich’s annual electricity

👓 12:44 — The UK courts now take your smart glasses at the door

🤖 15:22 — $30-an-hour humanoid cleaners — and the human in VR goggles steering them

🎓 17:56 — Professors retiring early, with AI the last straw

📋 19:25 — Three things to do on Monday: portability, private spaces, and the bots in your meetings

AI news for humans, not robots. Stay curious, stay human.

More: werchota.ai