OpenAI's audited 2025 accounts leaked and the FT verified them: a £28.8 billion ($38.5 billion) net loss, though most of that is a one-off charge, not cash burned. The Bank for International Settlements named an AI capital-spending bust one of its top three threats to financial stability. Kraken is seeking a European banking licence in Lithuania as the EU stablecoin rulebook forced Tether off regulated exchanges. Six of twelve lenses are hot or heating, led by the economics of artificial intelligence.
3 No time? Three things you need to know today →| 30 Jun 2026 | Non-invasive brain-to-text closes on the surgical implants | HTML |
| 25 Jun 2026 | The FCA Adopts a Post-Legislative Model for Regulating AI | HTML |
| 24 Jun 2026 | SoFi Turns Plain-English Ideas Into Automated Trading Strategies | HTML |
| 23 Jun 2026 | The Bank of England Trades Stablecoin Holding Caps for an Issuance Guardrail | HTML |
| 22 Jun 2026 | Pollen Street Buys the Core Banking Engine Under Many Lenders | HTML |
| 19 Jun 2026 | Microsoft Hands Its EMEA Consumer Payments to Checkout.com | HTML |
| 18 Jun 2026 | Coinbase Recasts Itself as an Everything-Exchange for Finance | HTML |
| 17 Jun 2026 | Apple Maps Its Next Device Wave | HTML |
| 16 Jun 2026 | Britain Moves to Bar the Under-Sixteens from Social Media | HTML |
| 15 Jun 2026 | The Banks That Own Zelle Launch a Dollar Stablecoin | HTML |
| 12 Jun 2026 | The FCA Publishes Its First Emerging Technology Horizon Scan | HTML |
| 11 Jun 2026 | Mastercard Opens Payment Rails to Autonomous Machines | HTML |
| 10 Jun 2026 | Anthropic Ships a Frontier Model With Misuse Safety Built Into the Product | HTML |
| 9 Jun 2026 | SpaceX Prices the Largest Listing in History | HTML |
| 8 Jun 2026 | Mastercard Makes Always-On Settlement a Card-Network Default | HTML |
| 5 Jun 2026 | Anthropic Embeds Engineers Inside the NSA to Run Offensive Cyber | HTML |
| 4 Jun 2026 | Microsoft Frames Always-On Agents as Its Biggest Bet Since the Cloud | HTML |
| 3 Jun 2026 | Washington moves to gate frontier model releases | HTML |
| 2 Jun 2026 | Anthropic Files Confidentially for the First Frontier-Lab IPO | HTML |
| 1 Jun 2026 | SoFi Launches the First US National-Bank Stablecoin Inside a Banking App | HTML |
| 29 May 2026 | Anthropic Eclipses OpenAI on a Final Pre-IPO Series H | HTML |
| 28 May 2026 | Anthropic Books SpaceX Compute as the Largest Single-Customer GPU Contract on Record | HTML |
| 27 May 2026 | Uber Exhausts Its Annual AI Coding Budget Inside Four Months | HTML |
| 26 May 2026 | A Chartering Path Redraws the Regulated Banking Perimeter | HTML |
| 25 May 2026 | Regulated Digital-Asset Rails Take Institutional Shape as Market-Structure Rules Advance | HTML |
| 22 May 2026 | A Public SpaceX Filing Turns One Listing Into an Index-Wide Event | HTML |
| 21 May 2026 | Recursive Self-Improvement Crosses From Lab Disclosure Into a Live Regulatory Design Problem | HTML |
| 20 May 2026 | Worldline-Klarna Pact Extends Flexible Payments Across Europe's Biggest Acquirer | HTML |
| 19 May 2026 | Google I/O Stages a Four-Partner Smart-Glasses Push as Android XR Lands on Faces | HTML |
| 18 May 2026 | Anthropic Talks Imply a Frontier-Lab Valuation Near a Top-Three Bank | HTML |
| 15 May 2026 | Embodied AI Sustains Eight-Hour Autonomous Production Shift | HTML |
| 14 May 2026 | Chinese Labs Close the Effective Compute Gap with the US | HTML |
| 13 May 2026 | Sam Woods at the PRA Names Frontier AI as a Materiality Question for UK Financial Services | HTML |
| 12 May 2026 | Foundation Labs Pivot from Model Vendor to Deployment Company | HTML |
| 11 May 2026 | Foundation Models Embed Inside Bank Core Systems via Forward Deployed Engineers | HTML |
| 8 May 2026 | SpaceXAI Emerges as the AI Compute Landlord | HTML |
| 7 May 2026 | Anthropic Locks Multi-Year TPU Capacity Inside Google's Backlog | HTML |
| 6 May 2026 | FIS Picks Anthropic to Run Bank Compliance Investigations | HTML |
| 5 May 2026 | Pentagon Picks Eight Without Anthropic as Altman Reframes AI Jobs Pitch | HTML |
| 1 May 2026 | Mythos Reframes Cyber Attacker Economics at Industrial Scale | HTML |
| 30 Apr 2026 | Visa Routes Stablecoin Settlement Across Nine Blockchains | HTML |
| 29 Apr 2026 | Workday Loses HCM Monopoly as Enterprise AI-Readiness Opens Replatforming Window | HTML |
| 28 Apr 2026 | Anthropic Agents Close Workplace Trades Without Human Sign-Off | HTML |
| 27 Apr 2026 | Bank-Domain Foundation Models Reach Production at Revolut, Nubank and Mastercard, Adyen Buys Talon.One for £635M (€750M), and KelpDAO Drains £11.2bn from Aave | HTML |
| 24 Apr 2026 | Anthropic Hits £740B ($1 Trillion) Secondary Valuation Passing OpenAI, Meta Cuts 8,000 Jobs as Microsoft Offers 51-Year-First Voluntary Retirement, and Google Unveils TPU 8 Dual-Chip Agent Stack | HTML |
| 23 Apr 2026 | Meta Logs 8,000 Staff Keystrokes as xAI Secures £44B Cursor Option, Google Deep Research Max Bundles PitchBook and S&P, and FCA Names 8 AI Live Testing Firms | HTML |
| 22 Apr 2026 | AWS Trainium Commitment Hits £74B as Agent Payment Rails Stack Up Outside Card Networks and Open-Source Kimi K2.6 Beats Closed Frontier on Coding | HTML |
| 21 Apr 2026 | £50B Goes On-Chain as Agent Liability Rails Crystallise While Mythos Preview Forces Global Bank Regulator Response | HTML |
| 15 Apr 2026 | First AI Agent Insurance Products Reach £37M Coverage as US States Split Three Ways on Catastrophe Liability | HTML |
| 14 Apr 2026 | Two Physical Attacks on OpenAI's Chief Executive Signal the Kinetic Threshold in Technology Backlash | HTML |
| 13 Apr 2026 | Anthropic crosses OpenAI in annualised revenue as venture capital posts its most concentrated quarter on record | HTML |
| 11 Apr 2026 | The Strongest Model Stays in the Lab | HTML |
| 10 Apr 2026 | Agentic payment infrastructure passes live deployment threshold across three independent network standards within seven days | HTML |
| 9 Apr 2026 | Tokenised settlement infrastructure crossing from design to live deployment as three independent infrastructure signals converge within 48 hours | HTML |
| 8 Apr 2026 | Anthropic Unveils Mythos and Project Glasswing: The First Frontier Model Positioned as a Cybersecurity Inflection, Not a Productivity Tool | HTML |
| 7 Apr 2026 | The Week AI Agents Started Coming for Bank Margins: Inertia Premium Under Attack as Labs Ration Compute | HTML |
| 4 Apr 2026 | Drift Protocol's £216M Hack and Claude Code's Source Leak Expose the Fragile Security Layer Beneath AI and Crypto Infrastructure | HTML |
| 3 Apr 2026 | Anthropic Acquires Coefficient Bio for £303M ($400M) in Stock as AI Labs Cross Into Biological Research | HTML |
| 2 Apr 2026 | OpenAI Raises £92B ($122B) in Largest Venture Round in History as Enterprise AI Revenue Overtakes Consumer Subscriptions | HTML |
| 1 Apr 2026 | Iran Conflict Opens Digital Front as IRGC Names 18 US Tech Companies as Targets | HTML |
| 31 Mar 2026 | Largest Oil Supply Disruption in History Meets AI Infrastructure Bottleneck | HTML |
| 29 Mar 2026 | AI Agents Threaten the Bank-Customer Relationship as Starling Makes First UK Move | HTML |
| 28 Mar 2026 | AI Lab Economics Enter Capital Markets Phase as Anthropic Targets October IPO | HTML |
| 27 Mar 2026 | UK Banks Race to Deploy Agentic AI as Starling, Lloyds and Visa Move in a Single Week | HTML |
| 26 Mar 2026 | FCA Signals Payments Regulation Rewrite as Agentic AI Goes Live Across Global Banking | HTML |
| 25 Mar 2026 | Issue 2026-03-25 | HTML |
| 24 Mar 2026 | Issue 2026-03-24 | HTML |
| 23 Mar 2026 | Issue 2026-03-23 | HTML |
| 21 Mar 2026 | Issue 2026-03-21 | HTML |
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| 11 Mar 2026 | Issue 2026-03-11 | HTML |
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| 7 Mar 2026 | Issue 2026-03-07 | HTML |
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| 5 Mar 2026 | Issue 2026-03-05 | HTML |
| 4 Mar 2026 | Issue 2026-03-04 | HTML |
| 3 Mar 2026 | Issue 2026-03-03 | HTML |
| 2 Mar 2026 | Issue 2026-03-02 | HTML |
| 28 Feb 2026 | Issue 2026-02-28 | HTML |
| 27 Feb 2026 | Issue 2026-02-27 | HTML |
| 26 Feb 2026 | Issue 2026-02-26 | HTML |