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Agent Toll Gates? Software Companies Ponder How to Respond to AI Risks

Agent Toll Gates? Software Companies Ponder How to Respond to AI Risks

Earlier this month, on an investor call for software company HubSpot, a Wall Street analyst asked CEO Yamini Rangan a question that was on the mind of practically everyone who follows the software business closely: How did HubSpot plan to respond to clients who use agents to pull their data out of HubSpot’s customer management software and analyze it with AI from other software providers? “We will monitor it, we will meter it and we will monetize it,” Rangan responded. “Our platform...

Amazon Says It Will Spend $12 billion On Louisiana Data Centers

The cloud company said it would pay for all the costs associated with the data centers amidst growing political backlash

Intuit Partners With Anthropic on Agents

Anthropic will integrate its Claude agent software directly into Intuit’s platform, allowing Intuit’s business customers to build and deploy AI agents.

Meta Strikes Six-Gigawatt Compute Deal with AMD

The deal illustrates how the tech industry’s appetite for chips has been a boon to firms like Nvidia and AMD, neither of which can supply enough chips for AI.

Oracle Shares Dip After Stargate Report

The Stargate joint venture floundered after its flashy announcement at the White House in January 2025.

Dario Amodei to Meet with Pete Hegseth Amid Anthropic-Pentagon Clash

Anthropic is asking the government for restrictions on its model being used for mass domestic surveillance and autonomous weapons use without humans involved.

Anthropic Employee Share Sale Said to Reach $6 Billion

Investors recently valued Anthropic at $380 billion after the financing

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Stay ahead of the AI infrastructure wars. Anissa Gardizy and Ann Davis Vaughan cover how tech titans are disrupting the energy sector and becoming accidental industrial giants to compete on the AI model battlefield.

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IBM Stock Tanks After Anthropic Says Claude Code Can Modernize Legacy Code

Claude Code can update COBOL, which is still used by many banks and government agencies.

Exclusive: Cerebras Files Confidentially For a U.S. IPO

The re-filing follows a large sales agreement with OpenAI.

Trump-Linked Stablecoin Briefly Dipped Below $1

Trump family-backed World Liberty said it suffered from a coordinated attack.

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Shopify Shows Ads on Behalf of Its Merchants in ChatGPT

Other big advertisers like Target have arranged to show ChatGPT ads on behalf of smaller brands.

Uber to Buy Park App SpotHero

The Information first reported in December that Uber was considering an acquisition of SpotHero.

Anthropic Says Chinese Firms Used Claude Data to Improve Models

Anthropic accused Chinese model developers DeepSeek, Moonshot AI and MiniMax of using data from Anthropic’s Claude models to train and improve their own AI.

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Elon Musk Says SpaceX is Cutting Starlink Prices

He made the comments in response to an article in The Information on the topic. 

OpenAI Strikes Partnership With Consultants to Promote Agent Software

The offering will compete with similar tools from Microsoft, Salesforce, ServiceNow, Snowflake, and other tech giants fighting to control the agent management software layer.
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