softbank
Everyone Is Quietly Building Their Own Escape Route
Microsoft is building its own coding models. Not licensing them. Building them. The Information’s reporting that Microsoft is launching an AI offensive with its own coding models made it sound like a campaign, but what it actually is, is a renovation. The company is pulling out the load-bearing wall that used to be OpenAI and…
The Substrate Always Wins
Broadcom announced something today called Tanzu Platform Agent Foundations. The name reads like an apology, three nouns stacked to soften the ambition, but the bet underneath it is direct. AI agents, the company is saying, will not live in the cloud as floating intelligence. They will run on something, and that something will look a…
The Agents Are Getting Wallets
Three companies, $GOOGL, OpenAI, and Circle, announced this week that they are building shared infrastructure for agentic payments. At almost the same moment, market analysts started warning that SpaceX and OpenAI going public could signal a top. Most people read those as two separate stories. They are the same one, and reading them together changes…
We Built the Wallet Before We Built the Lock
Amazon called it AgentCore Payments. Google announced its own version with OpenAI and the stablecoin issuer Circle the same week. Bitget shipped something it named the Onchain Payments Matrix. Strip away the branding and the three are the same announcement read three times: software can now spend money on its own. This is the quiet…
When the Rails Go Public
Jason Gardner was sitting in a sushi restaurant in San Francisco in 2010 when he pulled out his wallet and found a stack of coupons, gift cards, and Groupons. The friction didn’t come from not having money. It came from having too many ways to move it, each one a separate little protocol with its…
The Infrastructure Is the Argument
$340 billion a year. That is the annualized pace of US large-computer imports as of March 2026, a figure that arrived quietly in a trade data release and did not get nearly the headline it deserved. Not because it is boring, but because it is almost too clarifying. The AI boom is not primarily a…