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🦔Meta is hiding $30 billion in AI infrastructure debt off its balance sheet using special purpose vehicles, echoing the financial engineering that triggered Enron's collapse and the 2008 mortgage crisis. Morgan Stanley estimates tech firms will need $800 billion from private…
My summary of OpenAI CFO Sarah Friar's vision for the company she laid out today at WSJ tech conference
Reddit got bad fast 1) Lots of agencies hacking it to boost GenAI results 2) Lots of questions written by AI to create training data 3) Lots of answers written by AI because nobody can be bothered to write
Op-ed: The fuel for the AI boom driving the markets is advertising. It is also an existential risk. cnb.cx/3Jy9zWQ
I smell a rat. Why does #SamAltman #openapi need the taxpayer to guarantee their debt if they are going to make hundreds and hundreds of billions of dollars? Has he just done a cash analysis and realised he's cash flow short?
Anthropic financials are out!💸 - Profitable by 2027 — 3 yrs ahead of OpenAI - $70B revenue / $17B profit projected for 2028 - Claude Code nearing $1B ARR Next raise could value it at $300B–$400B! (🧵)
Agentic commerce is a mirage. mobiledevmemo.com/agentic-commer…
NEW: Amazon sent a cease and desist to Perplexity demanding it stop letting allowing its AI browser agent, Comet, to make purchases online for users. Perplexity is pushing back, accusing Amazon of bullying a smaller competitor and limiting user choice. bloomberg.com/news/articles/…
For anyone wondering how UCP might be used in practice by a buyer & seller agents that are based on AdCP to broker & report on an audience buy this might be useful:
The @IABTechLab has launched User Context Protocol™ (UCP) to enable AI Agents to exchange advertising signals, it is said to compliment 🤖AdCP:
Australia makes TechCrunch techcrunch.com/2025/11/05/mil…
half the net is now AI: linkedin.com/posts/johnthan…
When the Platform Eats the Agency: linkedin.com/pulse/advisory…
GEO/SEO, AI and Adtech Meet up wrap from Singapore: linkedin.com/pulse/how-leve…
DOJ vs Google remedies, final: linkedin.com/posts/thomas-h…
The new new media. #adtrades linkedin.com/feed/update/ur…
DOJ vs Google update: linkedin.com/posts/arielles…
The digital advertising ecosystem is evolving fast, and AI agents are changing how it works. The User Context Protocol (UCP), newly donated by @LiveRamp to the @IABTechLab, solves a critical challenge in how agents understand, communicate, and collaborate in real time while…
How is OpenAI funding all of these deals?
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