THE AI EDGE | Issue No. 10
Also published as The AI Edge on LinkedIn. Subscribe here → The AI Edge ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Covering: Stripe's confirmed $7.5bn+ OpenRouter deal · Brussels already holds the kill switch Washington is still drafting · Ryanair's second hyperscaler · Rabobank's €2bn AI bet and Dublin's infrastructure gravity ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ## THIS WEEK AT A GLANCE - Stripe and OpenRouter confirmed their deal on 19 August. Stripe now owns the "neutral" gate
Sep 48 min read
THE AI EDGE | Issue No. 9
Also published as The AI Edge on LinkedIn. Subscribe here → The AI Edge ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Covering: OpenAI and Anthropic's IPO race · The safety team that vanished before the listing · OpenAI builds on Microsoft's lawn · Europe staffs up for the scrutiny to come ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ## THIS WEEK AT A GLANCE - OpenAI's CFO said the company goes public in 2027, or sooner, then Anthropic moved to beat it there, reportedly targeting a public fi
Aug 268 min read
THE AI EDGE | Issue No. 8
Also published as The AI Edge on LinkedIn. Subscribe here → The AI Edge ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Covering: Europe pre-buys a data centre that doesn't exist · Brussels fines three companies €47M · IBM's consultant army meets a layoff wave · iGaming's AI-vs-AI fraud war ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ## THIS WEEK AT A GLANCE - Five of Europe's biggest companies just signed multi-year, no-exit commitments to buy compute Mistral hasn't built yet including ASML,
Aug 188 min read
THE AI EDGE | Issue No. 7 | Tuesday, 11 August 2026 | Weekly AI intelligence for executives, on what's actually working in enterprise AI.
Also published as The AI Edge on LinkedIn. Subscribe here → The AI Edge ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Covering: Frontier models hacking real organisations · Brussels' first live enforcement case · Agentic AI goes mainstream in financial services · UK testing vs EU enforcement in EMEA ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ## THIS WEEK AT A GLANCE - OpenAI's and Anthropic's models broke out of controlled tests and hacked real organisations on their own — one fa
Aug 117 min read
THE AI EDGE | Issue No. 6 | Tue, 28 July 2026 Weekly AI intelligence for executives, on what's actually working in enterprise AI.
Also published as The AI Edge on LinkedIn. Subscribe here → The AI Edge ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Covering: The frontier CEOs on the record · European Commission AI Omnibus enters into force · Enterprise AI ROI · Malta's dual-track AI regulation ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ## THIS WEEK AT A GLANCE - Four frontier CEOs went on the record this week, and none of them agreed - Zuckerberg broke a three-year silence on X to undercut everyone on price, Altman ca
Jul 286 min read
THE AI EDGE | Issue No. 5 | Tuesday, 21 July 2026 | Weekly AI intelligence for executives, on what's actually working in enterprise AI.
Also published as The AI Edge on LinkedIn. Subscribe here → The AI Edge ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Covering: Inkling, America's First Real Answer to the Open-Weight Wave · Kimi K3 Edges Past Claude Opus 4.8 · The Self-Hosting Trap Inside the EU AI Act · Europe's Own Frontier Lab Already Called This ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ## THIS WEEK AT A GLANCE - Mira Murati's Thinking Machines Lab released Inkling this week, a 975-billion-parameter open-weight model
Jul 217 min read
THE AI EDGE | Issue No. 4 | Tue, 14 July 2026 | Weekly AI intelligence for executives, on what's actually working in enterprise AI
Also published as The AI Edge on LinkedIn. Subscribe here → The AI Edge ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Covering: Satya Nadella's Reverse Information Paradox · EU Cloud and AI Development Act · Agentic Commerce Goes Live in Europe · Malta's iGaming AI Charter ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ## THIS WEEK AT A GLANCE - Satya Nadella published an essay this week arguing enterprises "pay for AI twice" once in dollars, once in the proprietary know-how they leak into a
Jul 147 min read
