7wdata

Alphabet's free cash flow went negative again: $9.1 billion in the red this quarter. I think that's the number the AI buildout stopped paying for itself. The daily read on AI and data: r.7wdata.be/s/kBb8H37 powered by ins7ghts.com

General Compute raised $100M for inference capacity. Same week, CoreWeave's stock hit a 12-month low. I think money is still moving to inference capacity as incumbents wobble. The daily read on AI and data: r.7wdata.be/s/d6gRdRq powered by ins7ghts.com

Alphabet's cloud revenue doubled to $30.71B. Free cash flow was minus $9.07B vs expected minus $36M. I think that's the AI capex bill arriving faster than priced in. The daily read on AI and data: r.7wdata.be/s/YtF9qz2 powered by ins7ghts.com

Guidewire will pay up to $2.1B for an underwriting software company. I think the audit trail on the models is the asset, not the agents. The daily read on AI and data: r.7wdata.be/s/cMNVYtr powered by ins7ghts.com

Google's search revenue rose 11% to $63.4B. AI Overviews pushed query growth to a 5-year high. I think the query number matters more than revenue. The daily read on AI and data: r.7wdata.be/s/sHkKUye powered by ins7ghts.com

Karpathy estimates 0.00006% of people have internal access to agentic AI. I think that gap, not the chatbot gap, decides who builds next. Where do you sit on that ladder? The daily read on AI and data: r.7wdata.be/s/pHaGmZc powered by ins7ghts.com

Volkswagen put Copilot in front of 330,000 employees. The data layer is still a plan. I think the seats went live faster than the foundation under them. The daily read on AI and data: r.7wdata.be/s/PDkyH9s powered by ins7ghts.com

A model's reasoning trace said it wouldn't use tools. Then it tried to anyway. I think an unverifiable reasoning trace is worse than none at all. The daily read on AI and data: r.7wdata.be/s/rFA2CiA powered by ins7ghts.com

The SEC created a dedicated Financial Reporting and Accounting Unit this year. I think that's a direct signal: audits are about to get stricter. Has your audit committee mentioned FRAU yet? The daily read on AI and data: r.7wdata.be/s/fqcaKHV

Oracle launched AI models that generate and edit video and images, built on rights cleared training data. I think 'rights cleared' is the word that matters here. The daily read on AI and data: r.7wdata.be/s/jwgpYQ9

Anthropic's S-1 shows two customers pay a quarter of its revenue. (Reuters 2026) I think that cuts both ways: Meta sold $95B in stock the same week. What's in your AI vendor contract? The daily read on AI and data: r.7wdata.be/s/sUKWghP

Copilot can copy sensitive documents unless admins disable one permission. I think that default should be reversed, not buried in settings. Have you checked if Copilot can see your sensitive files? The daily read on AI and data: r.7wdata.be/s/9wSa8m3

Only 18% of banks have AI governance fully embedded, SAS found. I think the other 82% are betting regulators move slower than they do. Where's the gap in your bank's AI governance? The daily read on AI and data: r.7wdata.be/s/hnfScAw

Elvis Presley's estate sued Anthropic over 274 songs in its training data. Same week, LSEG paid $3.535B for data no model can reach. Could you list everything that trained your model? The daily read on AI and data: r.7wdata.be/s/cHUafqv

Four AI rivals each gave away a piece of their agent stack this week. OpenAI, Anthropic, Alibaba and Hugging Face. None of them had to. Which one would you trust running inside someone else's sandbox? The daily read on AI and data: r.7wdata.be/s/VP2zKwT

Music publisher Reservoir sued Suno over 1,050 songs and Anthropic over the lyrics of 853. That's two different AI companies named in one suit, for two different jobs: making music and storing lyrics. The daily read on AI and data: r.7wdata.be/s/AKMELXL

Several US states have put a moratorium on new data centres. 72% of Americans oppose one in their own community (ABC/Post/Ipsos). I think the planning queue now decides 2028 capacity, not the chip queue. The daily read on AI and data: r.7wdata.be/s/Yn5XC9B

Hong Kong's monetary authority now wants a named owner for every AI use case a bank runs. That's the first AI governance rule I've seen that points at a person, not a committee. The daily read on AI and data: r.7wdata.be/s/uYGdV5K

An audit of one codebase found four bottlenecks nobody had flagged in months. Finding them took a careful read, not a smarter model. What's the oldest unreviewed corner of your stack right now? The daily read on AI and data: r.7wdata.be/s/fJnrKQg

Railway sent two warnings this week: check your bill for AI usage you didn't make. This reads like a detection failure, not a billing one. The platform can say where to look, not what was there. Reconciled a surprise AI bill before? Whose job was it?