All the AI hype.
Zero fluff.
Our POVs on everything happening across AI and agentic, how this stuff works, what we’re learning, and where it’s headed.
Our thinking
ARY Just Pulled Its Dramas Off YouTube. Now Comes the Streaming Bill.
ARY Digital announced it will remove its prime-time dramas from YouTube on September 17 to make them exclusive to ARY Plus.
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The math isn't mathing for global sports streams. NBA talks with Youtube called out as a fire sale.
Tech blogs are calling the NBA talks with YouTube a streaming revolution. It is a bankruptcy fire sale.
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Frontier Labs are investing into Forward Deployment because AI doesn't work on its own.
For two years, the pitch to boards was that software was autonomous. Buy an API key, stream tokens, and your business transforms overnight.
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Retail makes comeback as Shopify bedroom brands take a dive
Samantha Ravndahl shut the makeup brand she started in 2021. Harley Finkelstein's new Shopify names this quarter are Holt Renfrew and Canada Goose stores.
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An early obituary for The Trade Desk: how big tech broke media
By 2015 agencies had already picked them as the independent desk. 21 months after the USD 70bn high, ChatGPT ads went through Amazon DSP.
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Tokens are out, results are back in: AI subs hit ceiling
Ramp reported that America's biggest AI spenders cut their spend by 10%, and Sysco told investors it will reduce USD 100mn costs this year with AI.
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OpenAI's agents cheated like children because OpenAI ran the exam like a bad school
1,200 agents passed notes, shared answers, covered their tracks and talked one another into "sacrifice" for the group.
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Brands don't know what to pay creators
A new study finds almost half of marketers are clueless about what they are paying creators for.
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PepsiCo just ended the era of procurement in marketing
$5.4 billion of marketing moved to Publicis without a pitch. Microsoft did the same in April, Coca-Cola a year before that.
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Omnicom admits it can't build AI, passes Omni to Endava
Omnicom said Omni would carry the group's future. It spent years, hundreds of millions of dollars and more than 500 people on it.
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Who wins when intelligence is so cheap it might as well be free?
DeepSeek's leaked tape shows Liang Wenfeng pricing intelligence at cost and giving his best models away, on purpose. SoftBank and OpenAI have to fight him.
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Nobody built it, so nobody can fix it
McKinsey counted 27% of enterprises letting agents build instead of buying software. One day later, Reuters showed Meta walking that exact future back.
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AI's New Reality: Control, Not Just Productivity
AI's initial promise of boundless productivity is now colliding with the hard realities of strategic control, complex governance, and a palpable human cost.
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AI Made Code Cheap. It Made Engineers Expensive.
The comfortable lie said AI would make engineers obsolete, but the data shows it simply shifted the cost, making their judgment more valuable and far more expensive.
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The AI Money Is Leaving The Frontier Lab
The biggest valuations in tech are scrambling for revenue while the real returns walk out the door, toward data nobody can scrape and markets nobody will serve.
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AI coding bill Is coming due
For two years the pitch was that AI writes the code so you stop paying for developers. Gartner just put a date on when that trade goes upside down.
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The AI industry just stopped chatting and started billing
For three years the question was which model is smartest. The money just changed it to which agent earns its keep.
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The frontier just became a policy decision. Open models became the only foundation you can build on.
When a model ships only when a government says it can, the open-weight runt you actually control stops being the compromise and starts being the floor.
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Has Elon finally assembled the AI equivalent of a Royal Flush?
SpaceX buying Cursor looks like consolidation. Stack it against everything else Elon owns and it is the card that completes a closed loop, from orbital solar to your editor.
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The Pakistanis quietly building the machines that replace work
The country that sells the most human work on Earth is also producing the people building the machines that end it. That is not irony.
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Google renamed its coding tool into the agent era. Then I ran out of credits.
Antigravity refuses to be called an IDE. The rename points at something real, and it shipped so rough a paying subscriber could not finish one mission.
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Is YC funding rails for the one thing built to break them?
The whole batch is betting agents need plumbing, the way every era before them did. But agentic is the first wave built to break rails rather than ride them.
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The doom-marketing bill just came due
Anthropic sold danger for two years. Then the US government took the pitch literally and switched Fable 5 off worldwide — and now argues the threat was overblown.
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Is there a model worth killing human creativity for?
The machine can make the ad. The effectiveness data says the part it can’t make — the feeling — is the exact part that was paying you.
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The token bill nobody puts on the slide
You’re sold AI by the token. You pay for it by the task — and one popular agent burns ~13,900 tokens of overhead before you type a word.
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What are 10 billion humans supposed to do?
Everyone is betting on AI. Who’s investing in humans? The case for HX Design — and building the Human OS for a post-work world.
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The Agentic Survival Blueprint for Media Agencies
AI agents now do in 10 minutes what a planning team does in two days. The model built on headcount is breaking — here’s how agencies survive.
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Creator Economy 2030 — Whitepaper
Influencer marketing is dead. The seven structural shifts reshaping media, commerce and culture by 2030 — and why the winner is the Creator OS.
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Programmatic: The Real Opportunity No One Talks About
Strip back the jargon and the real prize was never cheaper display — it’s inverting the $80 billion TV market.
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Where a business is quietly losing money
Walking the floor, following the work as it really happens, and pinpointing exactly where time and money leak — before we build a single agent.
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When should AI act on its own — and when shouldn’t it?
Where to keep a human in charge, where to let the system run, and how to make that boundary explicit, auditable, and yours.
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Why we passed on twenty years of tech fads
The case for waiting until the tools could finally do the work — and what finally changed our mind about agentic systems.
Read articleWhat we're saying
Kitsune AInowAutonomy is a dial, not a switch. A short thread on where we keep a human in the loop — and where we don’t.
Kitsune AI2dWe don’t write strategy decks. We deploy autonomous systems into the pipelines where value actually leaks.
Kitsune AI4d$25B in ITeS exports is the target. The leap won’t come from more outsourcing — it comes from owning the IP.
