BNP says AI borrowing will end the credit bull market, and it is lending to AI too
BNP says AI borrowing will end the credit bull market, and it is lending to AI too

BNP Paribas expects the years-long rally in corporate bonds to break as hyperscalers flood the market, forecasting some $400B of their bond sales next year and a record $3.7T of net fixed income supply. The ECB reached a similar conclusion in August, f…

Andrew Tulloch, Meta’s star AI recruit, is leaving after less than a year
Andrew Tulloch, Meta’s star AI recruit, is leaving after less than a year

Andrew Tulloch is leaving Meta less than a year after he joined. His reported pay offer from the company had made him a symbol of the AI talent war. Reed Albergotti first reported the departure for Semafor on Wednesday, citing a person briefed on the m…

Microsoft patches a record 974 flaws, and two are already under attack
Microsoft patches a record 974 flaws, and two are already under attack

Microsoft’s September Patch Tuesday fixes 974 security flaws across its products, according to the company’s release notes. Attackers were already exploiting two of them before the patches landed on Tuesday. Both zero-days let an attacker who already h…

Euno raises $23m to give enterprise AI agents the context they lack
Euno raises $23m to give enterprise AI agents the context they lack

Euno has raised a $23m Series A led by N47. The startup builds what it calls a context platform for enterprise AI agents. Chief executive Sarah Levy first disclosed the round to Axios Pro, before the company published its announcement on Wednesday. Exi…

Top Pentagon official dismisses viral AI warning from an Anthropic researcher
Top Pentagon official dismisses viral AI warning from an Anthropic researcher

The Pentagon’s chief technology officer publicly dismissed a former Anthropic researcher’s viral warning about AI risk and said the department has shifted about 90% of its classified AI workload away from the company, with the rest going by the end of …

Salesforce closes Fin and eyes $2bn Listen Labs, Business Insider reports
Salesforce closes Fin and eyes $2bn Listen Labs, Business Insider reports

Salesforce completed its acquisition of Fin on Thursday, bringing the customer service AI company formerly known as Intercom into its business. The same week, Business Insider’s Katie Roof and Ben Bergman reported that Salesforce has held talks to buy …

Clay raises $115m at a $7.1bn valuation, more than double its 2025 price
Clay raises $115m at a $7.1bn valuation, more than double its 2025 price

Clay has raised $115m in a Series D round that values the New York go-to-market software company at $7.1bn. Wellington Management led the round, the company said in its announcement on Wednesday. The New York Times broke the news, in a DealBook story b…

Anthropic skipped UK pre-release tests for Mythos 5.1, the FT reports
Anthropic skipped UK pre-release tests for Mythos 5.1, the FT reports

Anthropic did not give Britain’s AI Security Institute (AISI) its Mythos 5.1 model to test before release, the Financial Times reported. Reporters Lucy Fisher and Madhumita Murgia said it is the first time a major model has been kept from the UK instit…

Skild AI hit $100M in run-rate revenue selling robots a brain that learns from one video
Skild AI hit $100M in run-rate revenue selling robots a brain that learns from one video

Skild AI says it has reached $100M in recurring revenue run-rate ten months after its first commercial deployment, with hundreds of robots running at more than 60 companies. Its S1 model learns tasks from a single video without prior training data, whi…

DeepSeek launches V4.1-Flash and retires V4-Pro, its flagship model
DeepSeek launches V4.1-Flash and retires V4-Pro, its flagship model

DeepSeek released V4.1-Flash on Thursday. It is a smaller model that the company says beats its own flagship on coding and agent tasks, at a lower price. The Hangzhou lab announced it in a thread on X and published the weights on Hugging Face under the…