INDUSTRY_
Capital, infrastructure, and the business of agents
SpaceX + Cursor: Betting Big on the Coding Layer
Days after the largest IPO in stock market history, SpaceX acquired AI coding platform Cursor for $60 billion in stock, a deal that reveals even more about where value is concentrating in agentic AI.
Is the Data Layer Holding Back Enterprise Agentic AI?
A new platform update from storage specialists DDN, built around NVIDIA's Vera BlueField-4 architecture, addresses one of the less visible bottlenecks in agentic AI.
Anthropic Brings Agentic Workflows to Small Businesses
Claude for Small Business ships 15 ready-to-run agentic workflows inside tools like QuickBooks, HubSpot, and PayPal — marking Anthropic's first serious push to bring autonomous AI into the small business...
AWS and OpenAI Go All in With Managed Agents
More than just a best buddies announcement, OpenAI and AWS want to remove the most common barriers to enterprise agent deployment, and their deepening partnership signals where the infrastructure layer...