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From: newsletters@...
To: [email protected]
Date: Tue, 07 Jul 2026 06:03:52 GMT
Subject: Palantir and Mistral agree: AI lock-in is coming

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		<div id="preview_text" style="display:none;font-size:1px;color:#f2f2f2;line-height:1px;max-height:0px;max-width:0px;opacity:0;overflow:hidden;">Plus: 10 moments that defined AI's turbulent first half of 2026 ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ &nbsp;
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					<td align="left" class="text-align:left;"><span style="font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; font-size:14px; color:#48607a">July 7, 2026</span></td>
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                                    <style data-hse-inline-css="true" data-hse-element-inlined="true"> /* TOC Description WYSIWYG */ .toc-desc p, .toc-desc li, .toc-desc a { font-size: 15px; color: #48607a; margin-bottom: 8px; line-height: 1.5; letter-spacing: 0.5px; font-family: 'Lato', Tahoma, Helvetica, sans-serif; } .toc-desc a { color: #1a6fa8; text-decoration: none; } .toc-desc ul { padding-left: 25px; } .toc-desc li { margin-bottom: 8px; } .toc-desc ul { margin-bottom: 8px; } </style> <table id="toc" class="content-block" border="0" cellpadding="0" cellspacing="0" style="width:100%; min-width:410px; max-width:580px; border-radius:10px; overflow:hidden; margin-bottom:15px" width="100%"> <tbody><tr> <td style="background:#fff;padding:28px 28px;"> <h2 style="font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; margin:0; color:#142640">Palantir and Mistral agree: AI lock-in is coming</h2> <div class="toc-desc" style="margin-bottom: 22px;line-height: 1.5;"> <p style="font-size:15px; color:#48607a; margin-bottom:8px; line-height:1.5; letter-spacing:0.5px; font-family:'Lato', Tahoma, Helvetica, sans-serif">Palantir CEO Alex Karp went on CNBC’s <em>Squawk Box</em> last week to discuss a new partnership with Nvidia to deploy open-weight AI models in sovereign government environments. But viewers got a nearly 20-minute broadside against the entire frontier AI model industry, calling it “effing insane” and accusing companies like OpenAI and Anthropic of overcharging enterprises while harvesting their proprietary data.</p> <p style="font-size:15px; color:#48607a; margin-bottom:8px; line-height:1.5; letter-spacing:0.5px; font-family:'Lato', Tahoma, Helvetica, sans-serif">Days later, Mistral CEO Arthur Mensch made a strikingly similar case on LinkedIn, warning that closed AI providers are gaining “immense leverage” over enterprise customers as organizations connect proprietary workflows to hosted models. He suggests open-weight models, open data systems, and enterprises building their own training flywheels.</p> <p style="font-size:15px; color:#48607a; margin-bottom:8px; line-height:1.5; letter-spacing:0.5px; font-family:'Lato', Tahoma, Helvetica, sans-serif">As TNS contributor Amanda Caswell writes, the two executives are approaching this from opposite ends of the market, yet their convergence on the same message within the same week underscores architectural control.</p> <p class="p1" style="font-size:15px; color:#48607a; margin-bottom:8px; line-height:1.5; letter-spacing:0.5px; font-family:'Lato', Tahoma, Helvetica, sans-serif"><span class="s1" style="color:#48607a; font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px"><b>Go deeper: </b><a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZ-3qgz0W7Y8-PT6lZ3m3W8h3nvc16KZsmN8K4QGQHYZ1_W5PcQzy4F0XTCW4DZBPw6cSzGXW1DpPvv2f62MdW18K_ks8_0ZvsW4Yyd9R4Fvrj8W3tTMvM2ld57GW550dnY619fmdW3ygvPM7gSXbpN1QwQJnZDr9jW2JKkCW7VkLl2W2YgnwX8G5fZXVTTLCB2tKk0_V3Lsy12H2ZdsW4FGN4l3ydQsqN3bZ_pV-2q2nW6sj8nv4gRd6vW3cByKF812DPnW776dGN32CB32W64897F3RXmqKW4xWTkN3j3vKZW18F21D5rwcnGW7hrrQc6wNX3mW5gyHhg5194-yW2V5K1Z9c675rf16rjld04" style="font-size:15px; margin-bottom:8px; line-height:1.5; letter-spacing:0.5px; font-family:'Lato', Tahoma, Helvetica, sans-serif; color:#1a6fa8; text-decoration:none" data-hs-link-id="0" data-hs-link-id-v2="1F3I56Cf" target="_blank">Palantir’s Alex Karp and Mistral’s Arthur Mensch agree: AI lock-in is coming for enterprises</a><b><br> </b></span></p> <p class="p1" style="font-size:15px; color:#48607a; margin-bottom:8px; line-height:1.5; letter-spacing:0.5px; font-family:'Lato', Tahoma, Helvetica, sans-serif"><span class="s1" style="color:#48607a; font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px"><i>More fresh reads from TNS:</i><i></i></span></p> <p class="p1" style="font-size:15px; color:#48607a; margin-bottom:8px; line-height:1.5; letter-spacing:0.5px; font-family:'Lato', Tahoma, Helvetica, sans-serif"><span class="s1" style="color:#48607a; font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px">▹ </span><a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZ-3qgz0W7Y8-PT6lZ3p_W3f15hg7QRZk7W5Yy3rb7v4twvN4Y-TSmhPlgDW8lW-SP80hB-YW6ZH41B1S4fgRW5zG7Kb5-CX1xVK2wpw6Sg8GGW8F0Ff35BFWlgN3NVKDGcZtWjW1ZZ2Nw2lWcVVW83CL_v1s1ckCW3p4H716LhGb8W7ncPc84P_c5nN6tTxGc4jY-YW2c4Kkp57cftlW3jym-q2jRsN9W82yNCz8p0vVFW3PbShg2c-5pDV1pHWg6g2jCgW7gYTD16YRd-9V5QTLx7zxLmgW2bCf-88V8xY6W8gKBqy40MVmWN32GglSGw-2JW2kkt4852sP3FW8hzn2k83rxrWf3s_8R004" target="_blank" rel="noopener noreferrer" style="font-size:15px; margin-bottom:8px; line-height:1.5; letter-spacing:0.5px; font-family:'Lato', Tahoma, Helvetica, sans-serif; color:#1a6fa8; text-decoration:none" data-hs-link-id="0" data-hs-link-id-v2="/5cmIQ9j">10 moments that defined AI’s turbulent first half of 2026</a></p> <p class="p1" style="font-size:15px; color:#48607a; margin-bottom:8px; line-height:1.5; letter-spacing:0.5px; font-family:'Lato', Tahoma, Helvetica, sans-serif"><span class="s1" style="color:#48607a; font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px">▹ </span><a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXH-g3qgz0W8wLKSR6lZ3n1W6DJShC6Bn9BcW78X24q21HksfW10_jpy4-b3J6W1W7pws8N5GSnW3FMkCf4CQHngW4NjJMc8sp64jW6TV3Kc1ScRzxW6ZH9D323FCnTW8P33NZ55P8n6VSNd4K2yshmWW4rwvG95dlBb6W7BhLlP4YJfjdW5jbNsX4NB2HXVx8vP94KgDftN2g0fXqg-pXLW6pqYv82bqPv9W77ZH4z6BqtXhW9khs4L62HR1LW6wY_h07yZ5qSW2YPCF76XZKMDW2T8_Pd6CDD6JW8KzH_V74sxYpW8lGHMv391pr8W5fMWJF5DG_w_W64vBNN1zvZSLW1K0NSr8CVNXpVBdsD4100SdRW2YxtM-8xX6Y4f8bDCwq04" target="_blank" rel="noopener noreferrer" style="font-size:15px; margin-bottom:8px; line-height:1.5; letter-spacing:0.5px; font-family:'Lato', Tahoma, Helvetica, sans-serif; color:#1a6fa8; text-decoration:none" data-hs-link-id="0" data-hs-link-id-v2="n+vGt3nD">Microsoft, AWS, and Anthropic are spending billions — and not on better models</a></p> <p class="p1" style="font-size:15px; color:#48607a; margin-bottom:8px; line-height:1.5; letter-spacing:0.5px; font-family:'Lato', Tahoma, Helvetica, sans-serif"><span class="s1" style="color:#48607a; font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px">▹ </span><a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZ-3qgz0W7Y8-PT6lZ3kwW681LFx3yq1B1W8KGM8G573JKsMgFX2gCkLn2W86pTZ16yXj5wW4HRX7-66cb3kW8H53Sb63pL6HW5c-Z2Y1rs-bqW1JSGKR1dLmxwN8LKSVqz5ZFwW5Mlrf42G2bvmW87HFV26s5x03W4lfX1F4fxSf0W1m13KQ6C14rvW7dj4j61Bl23HW8NqpVP81CSplW8sDcMz6gsrRTW6RkLz59j_gCzW6yzKzh98jS6CN1sDyB-JwDWgW7QhdbY6n4R_MW7Kj15l8kb-K8W7c-3kT2Xm9ZCW6j3S2_6vzz97W7VZ_Jl8RmLVpVRnjdf4hjwyvW4ZBsRs56HvCVf2MH3_604" target="_blank" rel="noopener noreferrer" style="font-size:15px; margin-bottom:8px; line-height:1.5; letter-spacing:0.5px; font-family:'Lato', Tahoma, Helvetica, sans-serif; color:#1a6fa8; text-decoration:none" data-hs-link-id="0" data-hs-link-id-v2="Pdj0h6kw">Andrej Karpathy, Google, and Garry Tan agree Markdown is the answer, but they’re not solving the same problem</a></p> <p class="p1" style="font-size:15px; color:#48607a; margin-bottom:8px; line-height:1.5; letter-spacing:0.5px; font-family:'Lato', Tahoma, Helvetica, sans-serif"><span class="s1" style="color:#48607a; font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px"><i>We’re looking for Sponsored Podcast and Webinar Hosts who can lead engaging conversations, put technical guests at ease, and bring stories about AI, cloud native technologies, and DevOps to life for our audience. Interested? </i><strong><a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXH-g3qgz0W8wLKSR6lZ3nYW6xLdnn3JrX0JW4bwx136N3FcgW68xZMl5LJhw7W4D4Ycq1F11N-W7dC6l_9lKQC4W8n051C8ls-cLW7X7pjp7VtyNmW77rCX27G4xwrW1dt0_75YM9f7VYbnMS2Fv6SBW6zHM_s4cBBdrVWrC5b5HmHNxW7LxJ475ljTXGW6rPcPq17hhpsW80Jnpn7h9pBXW600G4055qcPZN1dl5N-JGt9XW8Z2N5v3HzBPdW77lhbc4CnHMQW6PLK861NyydjV14jXw3PT7hdN2GhCcCDBpxsW3My4nT6gBrjqVmJKqW1Kvt4jW58DrzC2Xt4lXW6RVy768k8JRRW3b6-8z3jBnQVW5MSBBD9cqb-zf8Wz5Wx04" style="font-size:15px; margin-bottom:8px; line-height:1.5; letter-spacing:0.5px; font-family:'Lato', Tahoma, Helvetica, sans-serif; color:#1a6fa8; text-decoration:none" data-hs-link-id="0" data-hs-link-id-v2="G7MW3kcb" target="_blank"><span class="s2" style="color:#48607a; font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px"><i>Apply here</i></span></a><i>.</i></strong><i></i></span></p> </div> <div> <table> <tbody><tr> <td class="author-img" valign="middle" style="width: 48px; height: 48px;"> <img src="https://thenewstack.io/wp-content/uploads/2025/12/b0ce81f3-cropped-5f5868db-nick-luchessi-2-600x600.png" width="48" height="48" style="width:48px;height:48px;border-radius:50%;"> </td> <td class="author-name" valign="middle" style="vertical-align: middle; padding-left:12px;"> <span class="font--default" style="color:#48607a; font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; font-size:13px">by </span> <a class="link--default" href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZ-3qgz0W7Y8-PT6lZ3ntW8t0hHh6w4QrkW2XR8zH3l1VgPW3P0Wkm8HZQl6W7dcCyq6sgg-FVgxDlr8WWqg4W91cj8857LKkcW7cMfHq6nndkxW6dJ-YL3YhkNFW7GgcRc6-JRmsN6W24z-zKrvKN1pfp2xZPYY_W1SBG499fkfbLW6ScfTH26xfCbW7-nFVz3ClJ7CW7j84ds85DjF0W6QWpm85pt9GfW4fP8MV4CrqxnW2GvPhb4Vr2TjW1QLlzj34ttjFW2l972g2rTJbLV2WGtt1Bzz5WW1kGR461QQHHSW3HX7735_QG4ZMNGxqMSN1_kW8X4M1R2lWHWlW3lw8hC4mTnM7f51lhXT04" style="font-family:'Lato', Tahoma, Helvetica, sans-serif; text-decoration:none; letter-spacing:0.5px; color:#1a6fa8; font-size:13px" data-hs-link-id="0" data-hs-link-id-v2="JrAEXaiN" target="_blank">Nick Lucchesi</a> </td> </tr> </tbody></table> </div> </td> </tr> </tbody></table><style data-hse-inline-css="true" data-hse-element-inlined="true"> .sponsor-desc p, .sponsor-desc li { font-size: 15px; color: #48607a; margin-bottom: 8px; line-height: 1.5; letter-spacing: 0.5px; font-family: 'Lato', Tahoma, Helvetica, sans-serif; } .sponsor-desc ul { padding-left: 25px; } .sponsor-desc li { margin-bottom: 8px; } .sponsor-desc ul { margin-bottom: 8px; } </style> <table class="sponsor content-block" border="0" cellpadding="0" cellspacing="0" style="width:100%; min-width:410px; max-width:580px; border-radius:10px; overflow:hidden; margin-bottom:15px" width="100%"> <tbody><tr> <td style="background: #fff;padding: 28px 28px;"> <a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHYv5g8t6W50kH_H6lZ3pYVsgl3t16bWmrW5npQ0F9cqvxZW2kXyGm2CZq86W2bJ7Cz6C9bYTVhRRBN56x1HPW3Xh-x788mg58W77Y9Vn6jbpVNVPNyFb8LpNWwW84ZHGh39S5vgW6gS4FJ9kHtNHW4GZDcC79D3X5W2M6m0-3Hcf7YW831G6m7VpxXxW4Xm-1m3J18TmW7MlMh87zFSjPW45gntM3Hhn2QW7ZFV0b48R7hGW8bpmGD7FbXZKW2fZf6p1JHhy1W1_hJ2d7pLWsKW4pTXdJ7JYyjgW61LYQp7lh9zGV-dYPH50bZL3VnLWmV1GK1phV-0WBX6NrvgcW2RBMJw7VwdmhN4M24Yd2GQnFM_0DcVfHWQKW4tSXw05XQYWyW1z9cKw3PtbHqN47jKjFJDmG5W96MkXd1jBcSVf6Bp7VY04" style="color:#1a6fa8; font-family:'Lato', Tahoma, Helvetica, sans-serif; text-decoration:none; letter-spacing:0.5px; display:block; margin-bottom:16px; border-radius:4px; overflow:hidden" data-hs-link-id="0" data-hs-link-id-v2="vPZ+eUSp" target="_blank"> <img class="sponsor-banner" src="https://cdn.thenewstack.io/media/2026/07/6ef72154-sumologic_webinar_23jul26_discover_16x9-scaled.jpg" width="524" style="display:block;width:100%;height:auto;border:0;"> </a> <p style="font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; margin-bottom:8px; font-size:20px; font-weight:700; color:#142640; line-height:1.5"> Log everything, alert smarter: A SecOps framework for AI-driven detection </p> <div class="sponsor-desc" style="margin-bottom: 22px;line-height: 1.5;"> <p style="font-size:15px; color:#48607a; margin-bottom:8px; line-height:1.5; letter-spacing:0.5px; font-family:'Lato', Tahoma, Helvetica, sans-serif">SecOps teams are caught in a never-ending alert-fatigue cycle. The more rules you add, the more noise you create — and the more your analysts miss what actually matters. <a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHYv5g8t6W50kH_H6lZ3l5W4kKlv11b4bWRW24HNjs8lz0ZnW3hHWXv3XwFKvW8Frnfr3Qyvb_W8PPlFX1ZH3JbVdTmlZ3NTWmxW3PtBvB8mNBK1VJ_Fz07BKPc9W7lQnY06g0KZzW3xSPzl11WRbnW63qvNC7yPm-GW5nqqsF91qH1SVCmLmh57ZXc0N2c5Cd31KwSYW1mS0_C9930flW3sbxmV3lWM4bW28Rklc152nQCW1JMpTn2d_bXMW38G-M477skQTW4BbfjB3FF7SRW1d5lM-6LxnKLW19M3Qz18td4mW7_LCvD1HcbSKW5KZRvK5ZMngwW3Vwgb-1BNX-LW8GJK7L4DtsKZN4Wpb5bgZqGyW6LqFDY8BSxqrW3RjmXM6W1brSW6hGZbX66jbxmW95gNkt3NdMg6W3ZGwRp8Stjk7f1sf2-M04" style="color:#1a6fa8; font-family:'Lato', Tahoma, Helvetica, sans-serif; text-decoration:none; letter-spacing:0.5px" data-hs-link-id="1" data-hs-link-id-v2="WySt6CGm" target="_blank"><strong>Join us live</strong></a> for a practical framework designed to help SecOps teams overcome their signal-to-noise problem.</p> </div> <a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHYv5g8t6W50kH_H6lZ3pGN38STXvN22xnN6gfMyFyn9cNW5rpVMV2NyFFYW6jJdYP40L7DlW94YkSV30nlcMW7qZDHQ4kv4SJW79gpHX92-_GHW6MSPBR2xW3_8W3VJYPp3Qm8vfW6Z61HL3dDcHlN5cvP9pCtR9rW3Qtp7F6kgKtTW2-__Sn5x5rLZW6-MXdY2QvgpTW8p9djZ4DtdzgW58_-_f30mDsgW7B7pZ14KJ_xpW91zVVg53lkZpW8NvlGn20-BLZW93QLqB14x7-4Vwsw9N4drlmXW3dx7Ck7PwpBHW3qSGrB74F4t7W8kKd6f3cTBM9W5rGrPs3_gc67Mr0DKQsZd4nW2mPZMX3Rc7dSW1cjXpZ69XCzRV_lTqP6ZZthqF2_jBm17__qVXYbZc57FGYhVWY5gN5637Q5f8zTC6d04" class="btn" style="font-family:'Lato', Tahoma, Helvetica, sans-serif !important; letter-spacing:0.5px; display:inline-block; padding:9px 22px; text-align:center; font-size:13px; font-weight:700; border-radius:6px; text-decoration:none; background:#c4006a; color:#ffffff" align="center" data-hs-link-id="2" data-hs-link-id-v2="BeICeB2j" target="_blank">Register now</a> </td> </tr> </tbody></table> <style data-hse-inline-css="true" data-hse-element-inlined="true"> /* Story Description WYSIWYG */ .story-excerpt p, .story-excerpt li { font-size: 15px; color: #48607a; margin-bottom: 8px; line-height: 1.5; letter-spacing: 0.5px; font-family: 'Lato', Tahoma, Helvetica, sans-serif; } .story-excerpt ul { padding-left: 25px; } .story-excerpt li { margin-bottom: 8px; } .story-excerpt ul { margin-bottom: 8px; } </style> <table class="lead-story content-block" border="0" cellpadding="0" cellspacing="0" style="width:100%; min-width:410px; max-width:580px; border-radius:10px; overflow:hidden; margin-bottom:15px" width="100%"> <tbody><tr> <td style="background: #fff;padding: 28px 28px;"> <h3 style="font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; margin:0; font-size:14px; color:#1a6fa8; padding-bottom:18px; text-transform:uppercase">TOP OF THE STACK</h3> <h2 style="font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; margin:0 0 8px 0; font-size:20px; font-weight:700; color:#142640; line-height:1.5">10 moments that defined AI's turbulent first half of 2026</h2> <p style="font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; color:#48607a; font-size:12px; margin-bottom:15px">by <a class="link--default" href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZ-3qgz0W7Y8-PT6lZ3l5W4HNzNJ1Y8JHVW8HQ5F86MXMTlW3cCxSB1YRPzNW75gjpM4LLVtjW34rlBv4fyh8BW6sgJlY1DsKlTW5bYdW736KK-VW2BmVmY3STf4TW39sdlm5N3WhnN10zhxjB0NzZW5675kR150fk7W43dMLf5R8hmTW82fwmP8wBg9dW7Sb1CX2B3mTGN3hFHhGmrQCSW1WwZp262m-GLN2R9J5WxpV50N7Pf5WsVYZkCMr1s4qSNwPGW8Sxsvc8m4-xjMzrw-CD9CMLW92QT9K6M3HklW1DF2qt7xx5x8W4Jl7nC6lVx8gW490B3f6MRChHW8kY-nQ3Ldcvff1NrFYn04" style="font-family:'Lato', Tahoma, Helvetica, sans-serif; text-decoration:none; letter-spacing:0.5px; color:#1a6fa8" data-hs-link-id="0" data-hs-link-id-v2="fBRiJagP" target="_blank">Darryl K. Taft</a></p> <a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZ-3qgz0W7Y8-PT6lZ3q5W1qhlPN8-JP-BW2vBPxk3VVCx6W80vNvT1mdffHW6qszXb7v9DgVW4LS5Gr3m-PdDW2Bdvt62nPRrtV2nc9j6-Q7wnW3RMYWc3k-S39W5xCnL03vP6P1V1s8QV7RS-gTW6nfwbn7yGrv0W1D5Hyd8L1g3QW7hCps159YMdqW6PZsJZ35mP6pW3LjzWY2d6qhZW5BKjhf7__clLW2PbKbW47PCHBW3MM5cK3KDm1SW6jsmsY5_gz4DW7XW68975NMV9W8173NL4kTlV0W2gZSCQ2hjVB1W4cTRf12Jb8SLW1kVRbw8Tx0h2W2jR4LY5w8jLmVQnSLc6fRZtRf6cvws404" style="color:#1a6fa8; font-family:'Lato', Tahoma, Helvetica, sans-serif; text-decoration:none; letter-spacing:0.5px; display:block; margin-bottom:16px; border-radius:4px; overflow:hidden" data-hs-link-id="1" data-hs-link-id-v2="SmKJWX26" target="_blank"> <img class="hero" src="https://cdn.thenewstack.io/media/2026/07/bbb936bd-vackground-com-ktrmmadlm7w-unsplash-1024x683.jpg" width="524" alt="Featured image for: 10 moments that defined AI’s turbulent first half of 2026" style="display: block;width: 100%;height: auto;border: 0;"> </a> <div class="story-excerpt" style="font-size: 15px;color: #48607a;margin-bottom: 22px;line-height: 1.5;"> <p style="font-size:15px; color:#48607a; margin-bottom:8px; line-height:1.5; letter-spacing:0.5px; font-family:'Lato', Tahoma, Helvetica, sans-serif"> Ten defining AI moments of 2026 so far: Anthropic's Fable 5 shutdown, Pentagon clashes, Wall Street deployment races, and the rise of the AI harness. </p> <p style="font-size:15px; color:#48607a; margin-bottom:8px; line-height:1.5; letter-spacing:0.5px; font-family:'Lato', Tahoma, Helvetica, sans-serif"> Halfway through 2026, artificial intelligence has been at the center of every major story inside the world of software development and in just about every major story outside of it. Last month, the Commerce Department ordered Anthropic to pull Fable 5 and Mythos 5 offline worldwide — only to lift the ban... </p> </div> <a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZ-3qgz0W7Y8-PT6lZ3m4W41SmCs1K79bMW3nv3F-8ppNfsW7fkZBs59SQC6W6DS5pS5JW6nGW57r9Gl7fQLT4W3qyCMn1Yh53_W6hj1QQ98RX9DW4bYDX-1vNkQVW3d1w--6g5L8bW62sQLL2p5YXHW8T56-84hwm85W7N5K9S8bCNW5W2fs4mS6DPxDfW2V6R454zr4CSW6mLh0X8bM6yFW4Q3p567bRD6DVwcZWx5TWmscW6NTmxG4XM5WhW4CTS624-6bWSW83stjL95PV7YN3HQ028Hbz0yW74c6XK75JbGMVtK5PR3VPvgpW4fsDZm2NRzVpVkmcVv2qyWSBW4Wk6nM5xBJpWf5PzKZq04" class="btn" style="font-family:'Lato', Tahoma, Helvetica, sans-serif !important; letter-spacing:0.5px; display:inline-block; padding:9px 22px; text-align:center; font-size:13px; font-weight:700; border-radius:6px; text-decoration:none; background:#c4006a; color:#ffffff" align="center" data-hs-link-id="2" data-hs-link-id-v2="YCPLq7g6" target="_blank">Read more</a> </td> </tr> </tbody></table><style data-hse-inline-css="true" data-hse-element-inlined="true"> .digest .item-label--1 td { background: #00aff4; } .digest .item-label--2 td { background: #3a8fdc; } .digest .item-label--3 td { background: #9850c0; } .digest .item-label--4 td { background: #c43aaa; } .digest .item-label--5 td { background: #ff3287; } </style> <table class="digest content-block" border="0" cellpadding="0" cellspacing="0" style="width:100%; min-width:410px; max-width:580px; border-radius:10px; overflow:hidden; margin-bottom:15px" width="100%"> <tbody><tr> <td style="background: #fff;padding: 28px 28px;"> <table class="digest__inner" border="0" cellpadding="0" cellspacing="0" width="100%"> <tbody><tr> <td colspan="2"> <h2 style="font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; margin:0; font-size:14px; color:#1a6fa8; padding-bottom:18px; text-transform:uppercase">WHAT ELSE IS NEW?</h2> </td> </tr> <tr> <td valign="top" style="vertical-align: top;width: 52px;"> <table class="item-label item-label--1" border="0" cellpadding="0" cellspacing="0" width="52" height="52" style="width:52px;height:52px;"> <tbody><tr> <td valign="middle" align="center" height="52" style="background:#00aff4; text-align:center; vertical-align:middle; height:52px; width:52px; border-radius:6px; overflow:hidden" width="52"> <span style="font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; color:#fff; font-size:11px">TAKES</span> </td> </tr> </tbody></table> </td> <td valign="top" style="padding-left: 16px;"> <div style="padding-bottom: 4px;"> <span class="font--default" style="font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; font-size:11px; color:#8b8b8b; text-decoration:none; text-transform:uppercase">AI Agents</span> </div> <div><a class="font--default item-title" style="font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; font-size:18px; font-weight:700; color:#142640; text-decoration:none" href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZ-3qgz0W7Y8-PT6lZ3kZW5x77rq4P_13SW1-Fkp_8_KTg_W4-jdH67F81LRW9dSMM85_PVVxW85807M5f4bP0W83gllV3YymkNVKCCDn8twwK0W50Yb7R6zJyNpW6CxZwr8HKTBVW1-8zg33bmL1qN2d3KFlnQ3tRV30bzQ7Mmxs-W2xn7yK7gVLRvW1PBRHt1dYP83VJFYt86C_knfVpgxB52dwF_JVgWzBy6dVzZ1W6vJRs01n0fnpW4qcsPM7QGkZSW5Jv6Tj8SXcW-W6Z20hT8WSbb2W2PYgn38dt0V0VbBlBf3JfBdwVCFHW32fty9VW3Bktm84ZNkbDW2lbKPh36w-0Zf5Ym_GF04" data-hs-link-id="0" data-hs-link-id-v2="Epgg9j1v" target="_blank">A new study just debunked the biggest fear about AI and open source</a></div> <div style="padding-top:2px;"> <span class="font--default" style="font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; color:#48607a; font-size:11px">by</span> <a class="link--default" style="font-family:'Lato', Tahoma, Helvetica, sans-serif; text-decoration:none; letter-spacing:0.5px; color:#1a6fa8; font-size:12px" href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZ-3qgz0W7Y8-PT6lZ3nNW1PzbQL8-QPXqW3qTM4L3nQP_8W7GSr3R53wN7DW4MkbgJ4rWPFlW2rXZCS8jhXRpW8VHwdP1WTn1pW2_jyxk23Q4fqW1BTncQ6jbShNW93YJsg6rSP4MVtk0YQ2YjzCdW3CTqts1C2q0qW3wnmtJ1znKrNW5WfFVD8hxLw5W7Gwkf19dgmf9VNNPSj7jHlb2V9Zr-h1qWfdwW93T1Vx5j3J39W6QrWNw6RvvgtW7yQdK23jrkvhW3VZBBq78j-g1W7ysm0v4w0hrlW4r0D3K5zPyhvVk834Z8S56mnW7b1LJR3bHBwNW1Xz5d71lFBK4W2Brx0G6j343Sf8fJZ8x04" data-hs-link-id="0" data-hs-link-id-v2="Tvw/EZk7" target="_blank"> Amanda Caswell </a> </div> </td> </tr> <tr> <td colspan="2" style="padding: 16px 0;"> <div style="border-top:1px solid #e8e8e8;margin:0;"></div> </td> </tr> <tr> <td valign="top" style="vertical-align: top;width: 52px;"> <table class="item-label item-label--2" border="0" cellpadding="0" cellspacing="0" width="52" height="52" style="width:52px;height:52px;"> <tbody><tr> <td valign="middle" align="center" height="52" style="background:#3a8fdc; text-align:center; vertical-align:middle; height:52px; width:52px; border-radius:6px; overflow:hidden" width="52"> <span style="font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; color:#fff; font-size:11px">FLASH</span> </td> </tr> </tbody></table> </td> <td valign="top" style="padding-left: 16px;"> <div style="padding-bottom: 4px;"> <span class="font--default" style="font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; font-size:11px; color:#8b8b8b; text-decoration:none; text-transform:uppercase">Compliance</span> </div> <div><a class="font--default item-title" style="font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; font-size:18px; font-weight:700; color:#142640; text-decoration:none" href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXH-g3qgz0W8wLKSR6lZ3nXW4Lm-Gj8Wj9sHW1YRg977DfMtKT5d3B5yn6V5W8kPSy42Tr9_JVzMP2g4cKlv7W7FdLc17YztSWW555vBK9ffC69W60wcYw8X836cW95h6hl1xqWTtN5tms1gbtgkyW6kcrnG6H8_ShW29k6X-3qrVddW8GTkpK703rb7MtRS6nlrXltW84YKKD6_HcwvW6Py5Fp3FDpHhW1kyf3_5FV5MdW76HKbp3-mP1wW6JTZX08fptG5W41_6fW8594WSV5wDC91_L2bvW8pZwBM6S2dVbW3m4-3S2rVgBnW54r24m3xvhbXW72Rf9Q57ZhBDN8gVMPyymmMjN1C1Tvf736RzN3kxDHj8g-lJf1zHN_T04" data-hs-link-id="0" data-hs-link-id-v2="CrVjQ/HD" target="_blank">Microsoft, Google and Cloudflare just made 2029 the new quantum deadline</a></div> <div style="padding-top:2px;"> <span class="font--default" style="font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; color:#48607a; font-size:11px">by</span> <a class="link--default" style="font-family:'Lato', Tahoma, Helvetica, sans-serif; text-decoration:none; letter-spacing:0.5px; color:#1a6fa8; font-size:12px" href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZ-3qgz0W7Y8-PT6lZ3q2W2q2k2L7SLSYBW8Sh5Xq1dgwFRV67cxN2hmpP5W3Rk1n35g9W3TW5XBngz40zgQFW2tspFY3JXzg2W53YH3t6Lg2_nW1LKMVY6mF4XmW3xqVzW3rDw3DW9dF8mV6M0qk7W6qcjJV31p5pjW2MZ4vn7-54WzN28qP7vjbCx2N7K_jdgN2MGNW3SD3404HPgZJW7SBfCM8gnKBfW4_b2jq5P1L5cN8RdsyM1dpVlW46ytdg27zvmPN45h17TCPcpfW49pzW03QSLMzW5S8tw42ZWw5wN3PKRbd8tlGXW3NrzYy4lly-LW5WJ47P2mKBJrW8wwkLT8nnMW6f4lGb0W04" data-hs-link-id="0" data-hs-link-id-v2="qXcC9LlC" target="_blank"> Adrian Bridgwater </a> </div> </td> </tr> <tr> <td colspan="2" style="padding: 16px 0;"> <div style="border-top:1px solid #e8e8e8;margin:0;"></div> </td> </tr> <tr> <td valign="top" style="vertical-align: top;width: 52px;"> <table class="item-label item-label--3" border="0" cellpadding="0" cellspacing="0" width="52" height="52" style="width:52px;height:52px;"> <tbody><tr> <td valign="middle" align="center" height="52" style="background:#9850c0; text-align:center; vertical-align:middle; height:52px; width:52px; border-radius:6px; overflow:hidden" width="52"> <span style="font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; color:#fff; font-size:11px">BUILD</span> </td> </tr> </tbody></table> </td> <td valign="top" style="padding-left: 16px;"> <div style="padding-bottom: 4px;"> <span class="font--default" style="font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; font-size:11px; color:#8b8b8b; text-decoration:none; text-transform:uppercase">AI Agents</span> </div> <div><a class="font--default item-title" style="font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; font-size:18px; font-weight:700; color:#142640; text-decoration:none" href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZ-3qgz0W7Y8-PT6lZ3lPW6CLKdS5Tbf4zW43yFsY3zv8ZpW2YzTsB3KRT7wW31BLPY13hXCrW4k_1yw4175DdVPzmw35RR8BvW2b2zcv7d2c7pW28K_jb5K-5gqVvqHX569Fg0hW32GHVn37d4vwW2HdSHG5n02JjW4sKWKW7NDwQxV_lDz_8tT-hvW4CyRnc6hZl4QW5VwpNV1YYsZsW4RdgDs3dqH3WW8mKjHk1gm-TjVww3pm56CXmJVWDnyh7v4gGCVyFkCK92h3VmW7D2fjr5fbkrHW6VPj1p36j_5tW8PYJkw45ZNYzW74qzrt3lzhqSW978-7z8V1ygHW4CK19K5g1rrDf11VPkP04" data-hs-link-id="0" data-hs-link-id-v2="UK/B6dPJ" target="_blank">Getting Claude Code to grunt in Caveman-speak might not save as many tokens as you think</a></div> <div style="padding-top:2px;"> <span class="font--default" style="font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; color:#48607a; font-size:11px">by</span> <a class="link--default" style="font-family:'Lato', Tahoma, Helvetica, sans-serif; text-decoration:none; letter-spacing:0.5px; color:#1a6fa8; font-size:12px" href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZ-3qgz0W7Y8-PT6lZ3mLVpqXjl421D0lW4QQNPz2rRn50N5NsS-x3sJzcW3BXSmW4DbmzVW3FdwzC8pnsrCW7DD_hZ3rV_YcVv8KC1779PKFW7LDJQX2bYp7tW2kzw5r1Rj86NW5wg3NK1M7mxrW8LpdKz7XZZsJMsRy-VxLLL1W59r-s-70kHS2W4grq1V54bvjKW8MxFCb3vfFp6W4Xrwrh2BCn46W2B0WyK7C78wWW2TmYrL3jcvmZW5Kf0fb8gzpzBW3-grl29fzJdhW71y54h93cbxhW7R82Lf81L6NZW4ykFyR4YT6LKN5mbPtfDsHR9N86JYZzrwL2sW1Xg1xw3qk7jGf5j8qZ604" data-hs-link-id="0" data-hs-link-id-v2="+oM0MZMP" target="_blank"> Paul Sawers </a> </div> </td> </tr> <tr> <td colspan="2" style="padding: 16px 0;"> <div style="border-top:1px solid #e8e8e8;margin:0;"></div> </td> </tr> <tr> <td valign="top" style="vertical-align: top;width: 52px;"> <table class="item-label item-label--4" border="0" cellpadding="0" cellspacing="0" width="52" height="52" style="width:52px;height:52px;"> <tbody><tr> <td valign="middle" align="center" height="52" style="background:#c43aaa; text-align:center; vertical-align:middle; height:52px; width:52px; border-radius:6px; overflow:hidden" width="52"> <span style="font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; color:#fff; font-size:11px">TAKES</span> </td> </tr> </tbody></table> </td> <td valign="top" style="padding-left: 16px;"> <div style="padding-bottom: 4px;"> <span class="font--default" style="font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; font-size:11px; color:#8b8b8b; text-decoration:none; text-transform:uppercase">AI Infrastructure</span> </div> <div><a class="font--default item-title" style="font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; font-size:18px; font-weight:700; color:#142640; text-decoration:none" href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXH-z3qgz0W95jsWP6lZ3ksW34hG-w482VrzW8mm-MW8lb3hSW5cLqfP80sJThW3j6ZGm6y0G9SW2_CYkY6P5t3PW6yYLt01K02k6MTbwl167m9QW6ldy1C4d5KqDW13Ggtj2HD4-ZW235hdD6rm8gVVcwBVr5CrJtmW6sV0s38T6c-8W6yfGZc72Sg39W7tL1bM1Q1zKSW94kN5k8WsRFcN3vgQkb4qdlvW2pWvRh7TL3gxVsCNL37tgP_GW685J2y1J_ps1VDpjV-15xDY4W2tw5TN59CDnNN4XnBsM201wmW7zjSnz7F9g8mW6DHDXZ32pwgGV3b0Lk7wbkw5W7ZH9Kz3R3RqKW6rhpt521mP6rW29mTzv6tj8YcVBXYCH4wjRMSW6M8MQ11Hfz27f28BfHR04" data-hs-link-id="0" data-hs-link-id-v2="MoR2JPNL" target="_blank">Why most AI projects fail: It’s infrastructure and people&nbsp;</a></div> <div style="padding-top:2px;"> <span class="font--default" style="font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; color:#48607a; font-size:11px">by</span> <a class="link--default" style="font-family:'Lato', Tahoma, Helvetica, sans-serif; text-decoration:none; letter-spacing:0.5px; color:#1a6fa8; font-size:12px" href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZH3qgz0W7lCdLW6lZ3mLW3nW0-K8Q88M5N4WCf-SS59NpW8sqjD18QHCZmW4T1Brq6w7sHJW2WczpM6QHPSwW8cPnS017sdj3W21y3k-6F4JcDW97DX5759BlJPW8xVLyR2RJz8_W5VkkST11rsN3W60Lnwp1565g6N2wsW7xRbp3mW8rPY2F3cvd9SN6B5KLJFRDY1N2vHHN4dr1qZW34RQHM1LDnl5W3n3xrj19kCK-VrPbYJ66W5gpN755Smh81DF-V-cyhD36lLYsVbq0HS8JsYY3W3k0b5y1LMcllW4VzpNX7jkZMZW1WV1Mq69np-Ff2dHwGY04" data-hs-link-id="0" data-hs-link-id-v2="JZrd2Rni" target="_blank"> Meredith Shubel </a> </div> </td> </tr> <tr> <td colspan="2" style="padding: 16px 0;"> <div style="border-top:1px solid #e8e8e8;margin:0;"></div> </td> </tr> <tr> <td valign="top" style="vertical-align: top;width: 52px;"> <table class="item-label item-label--5" border="0" cellpadding="0" cellspacing="0" width="52" height="52" style="width:52px;height:52px;"> <tbody><tr> <td valign="middle" align="center" height="52" style="background:#ff3287; text-align:center; vertical-align:middle; height:52px; width:52px; border-radius:6px; overflow:hidden" width="52"> <span style="font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; color:#fff; font-size:11px">TAKES</span> </td> </tr> </tbody></table> </td> <td valign="top" style="padding-left: 16px;"> <div style="padding-bottom: 4px;"> <span class="font--default" style="font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; font-size:11px; color:#8b8b8b; text-decoration:none; text-transform:uppercase">AI Infrastructure</span> </div> <div><a class="font--default item-title" style="font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; font-size:18px; font-weight:700; color:#142640; text-decoration:none" href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZ-3qgz0W7Y8-PT6lZ3l8W22XLDw5FS6XCW3gB_LF5Pt5wdW7BdFL71CRjn_W3JdPZF2Td5sXW7qtB8J74zN_RW3WpJ-K7BNRP3W9cYJvg7hryC_W4Qz81Y308Qj1W94D0Sc1LD_HRW3Ds48k39LR2rW7T0P9m85RJWhVw5YLB9kvJVnW4l1hqN6c99KHW7vTnJ24ZPbWcMRkxfDnV474W2hp36Q213kFWVCjqGr1KcCVkW1tbXZz7y_rZsW3Zpm966D-FjcW2b4hDm2j8G-yW3qf-Tv4Xh6WqW7lgM9p8gXcLFW4-70bX505F96W7FRWB32LCs8WW32hG7p4_cwVKW9kgVrx43Fr5gf2lJDTj04" data-hs-link-id="1" data-hs-link-id-v2="fJjr88hz" target="_blank">Palantir's Alex Karp and Mistral's Arthur Mensch agree: AI lock-in is coming for enterprises</a></div> <div style="padding-top:2px;"> <span class="font--default" style="font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; color:#48607a; font-size:11px">by</span> <a class="link--default" style="font-family:'Lato', Tahoma, Helvetica, sans-serif; text-decoration:none; letter-spacing:0.5px; color:#1a6fa8; font-size:12px" href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZ-3qgz0W7Y8-PT6lZ3lCW2Z30wc8mV6xbW5t7w0D5NRZx4Vzq1Ww42F1rnW8x46lX5g3L8RVLQvK93-dpSSW49PmTB7jfW9zW7rBBmD6L0DT3W43qs9l67xPwhVRLxLv4_T6khW1DPPZ11J7hD9W1S592k2X4pddW80-wxQ5XJVfDW8KLrw51XT3J6W58LCXb4Qmn-yW4VS1QF3mGDw0W3qqBys5RfZStW6CR6sC7B336kMnZfG3Y-YT6VJBQGw7vbn2VV3Gp8Z8ygvK9N2X_6T4DhMZnW1GcJwZ8HSR7JN4rXJqZF3gpdVtTGN15YNL_XW25zKTQ7hz6srW96-0vl7Mh0S8f2g0KXY04" data-hs-link-id="1" data-hs-link-id-v2="95gbxGH5" target="_blank"> Amanda Caswell </a> </div> </td> </tr> </tbody></table> </td> </tr> </tbody></table> <table class="sponsor content-block" border="0" cellpadding="0" cellspacing="0" style="width:100%; min-width:410px; max-width:580px; border-radius:10px; overflow:hidden; margin-bottom:15px" width="100%"> <tbody><tr> <td style="background: #fff;padding: 28px 28px;"> <div style="font-size:12px;margin-bottom:15px;"> <span style="font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; color:#1a6fa8">FROM OUR PARTNER</span> <img src="https://cdn.thenewstack.io/media/2026/03/6f53bf88-cautious-optimism-light-bg-spaced-alt-sans-outline-1.png" height="24" style="height:24px;width: auto;vertical-align: middle;margin-left: 5px;border: 0;"> </div> <a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZ-3hCZYW7Y8-PT6lZ3pVW6XGQLK5Lk4J_V7t1l55xyXcZW4240Wl70-3NtW1BLZKn4F76sSW6X2BfP7LSWMXN1FY82zR22vNW6s5PwD3hV4zDW6w0JVv1CVbRhN3T4vmMd1_65N2F15NmWcjbNW9cW0qm7F8bGZW34QMBL7l2WkGN2YTPW2b7pQlW4nqp471ZR2tyW8Vs3cx1NP_srW8WC-5n6K5xNKW5_NpP_3Jj2ppW7c3nP-6VJDghW5qbGZX4v9YMpW7zrhX06CwL4tW8Hsy875FD4J7W95F99Y4M9Fh4N6JB3HVNKyNRW6HBv1D5wHx5yW2t5rXG7R9zVKW6S3fMN7nbK4Rf4H4_Qv04" style="color:#1a6fa8; font-family:'Lato', Tahoma, Helvetica, sans-serif; text-decoration:none; letter-spacing:0.5px; display:block; margin-bottom:16px; border-radius:4px; overflow:hidden" data-hs-link-id="0" data-hs-link-id-v2="00/iKDx4" target="_blank"> <img class="sponsor-banner" src="https://cdn.thenewstack.io/media/2025/10/b3d03b97-data.jpg" width="100%" style="display:block;width:100%;height:auto;border:0;"> </a> <p style="font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; margin-bottom:8px; font-size:20px; font-weight:700; color:#142640; line-height:1.5"> Will data concerns scare off enterprise revenue? </p> <div class="sponsor-desc" style="margin-bottom: 22px;line-height: 1.5;"> <p style="font-size:15px; color:#48607a; margin-bottom:8px; line-height:1.5; letter-spacing:0.5px; font-family:'Lato', Tahoma, Helvetica, sans-serif">Where will the AI industry see value accruing? Companies<u> </u><i>serving</i> the global data center buildout are doing so well, the market has rotated away from hyperscalers to some degree while boosting their suppliers. Down the stack, in other words.</p> </div> <a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZ-3hCZYW7Y8-PT6lZ3mzVsCS7P1G9F1LW8GP3JX8TPdV-W8Vv5h08mSYFGW7qJQZ92K0vVcW3hpKnJ1wQJWPW65DZtb38SBMFN52bxlslQBKRW4NZ3gz47W6F1W8TJcr_3sWXwWW7qj7rb87l3dNW7xYGlj5Mv67yW3ph7st28nwtZW8z2Wml4WlFrCW4VvFtF72DbYMW2--QYM16fg3tW11THjY2-47_TN8S0b8z7lP6tW7dHVjX7zBfVlN6rBs_4ZQLmtW59M9lD6nLqq4VZRhDC5jRPMKW6qsQ7r390TmmW2Tdxpq7fLmYLV5Bdpj6yzBbPW4NtzRw28sW04W7x1Vxg6xqvdpf93kQ0d04" class="btn" style="font-family:'Lato', Tahoma, Helvetica, sans-serif !important; letter-spacing:0.5px; display:inline-block; padding:9px 22px; text-align:center; font-size:13px; font-weight:700; border-radius:6px; text-decoration:none; background:#c4006a; color:#ffffff" align="center" data-hs-link-id="1" data-hs-link-id-v2="gMqewA3c" target="_blank">Read on Cautious Optimism</a> </td> </tr> </tbody></table> <style data-hse-inline-css="true" data-hse-element-inlined="true"> #flow-state .item-label--1 td { background: #00aff4; } #flow-state .item-label--2 td { background: #3a8fdc; } #flow-state .item-label--3 td { background: #9850c0; } #flow-state .item-label--4 td { background: #c43aaa; } #flow-state .item-label--5 td { background: #ff3287; } </style> <table id="flow-state" class="content-block" border="0" cellpadding="0" cellspacing="0" style="width:100%; min-width:410px; max-width:580px; border-radius:10px; overflow:hidden; margin-bottom:15px" width="100%"> <tbody><tr> <td style="background:#fff;padding: 28px 28px;"> <table class="flow-state__inner" border="0" cellpadding="0" cellspacing="0" width="100%"> <tbody><tr> <td colspan="2"> <h2 style="font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; margin:0; font-size:14px; color:#1a6fa8; padding-bottom:18px">FLOW STATE</h2> </td> </tr> <tr> <td valign="top" style="vertical-align:top;width:52px;"> <table class="item-label item-label--1" border="0" cellpadding="0" cellspacing="0" width="52" height="52" style="width:52px;height:52px;"> <tbody><tr> <td valign="middle" align="center" height="52" style="background:#00aff4; text-align:center; vertical-align:middle; height:52px; width:52px; border-radius:6px; overflow:hidden" width="52"> <span style="font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; color:#fff; font-size:11px">AGENT</span> </td> </tr> </tbody></table> </td> <td valign="top" style="padding-left:16px;"> <div> <a class="font--default item-title" style="font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; font-size:18px; font-weight:700; color:#142640; text-decoration:none" href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZ-3hCZYW7Y8-PT6lZ3mbW7KZvGX4PR7wVVDMV292HyJrYW69pHyn84C-KFW3JDFL13fT5k9W6xnlPf2JtxT1N2Wh8QYsd-KvN8X5gMkHlfhXW7lQVP363FyfpW38qGqX8SzC5FN2jtLLKDy1ZQN4QXP5rmWgNLW7r6MfM7yNQ09W1YZ96Z6DQ5FhW6rnxrj6FZr7sW7481kn8JJLJ8W7T9Tnk6Xd0GHW90tPFm7-ZPt9W2D61ZD6LsYDRW4WdYxH7CfckmW1_ZP6R16-2xqW6kjqLN54QPltW4R7pHr3cMq6jVmkz3q4M1HvDW3xVlpN46j0vCW2lk7yd6X7VztW790y3D23k6zkf5jKvcq04" data-hs-link-id="0" data-hs-link-id-v2="Qr7AVc2Z" target="_blank"> The AI agent identity problem nobody’s talking about </a> </div> <div style="padding: 8px 0;"> <p style="color:#48607a; font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; margin-top:0; margin-bottom:0; font-size:14px"> Unclear identities stall AI agents at security reviews. Learn the four decisions required to secure agentic systems at the platform layer. </p> </div> <div> <a class="link--default" style="font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; color:#1a6fa8; font-size:14px; text-decoration:underline" href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZ-3hCZYW7Y8-PT6lZ3nbW7BJqhD1FXmtjW68v8Jb3NQBLPW8xJmg42cBRLnW6ph-GY218-DLN4ZbptrvgLDlW8yd0TT4RCSs_W2-vJYk1CrXwqW6h5w6V88xtNLW12JBBG3g38jpW1ZJKJ73QDLjpW4J-CXw3pG2LtW2mgp9n4hJzw4Vq67KT4MHmXPVCMsv86WDT6SW2RV8Fq5kcln9W8N3KD18wlxsLVDxhdf6dgxJ7W744yt04st84CW1zj8Hp94JYpzV_hk2r2zHnkGW8W1vtv4JLV8YW7m175Y3pgSV4W3b_9Y74DbGJwW6djSBj7hVPsNW46vxhK2C90D-W10sr9s89fh1bf5qH22R04" data-hs-link-id="1" data-hs-link-id-v2="axdMKRUi" target="_blank"> Learn more </a> </div> </td> </tr> <tr> <td colspan="2" style="padding: 16px 0;"> <div style="border-top:1px solid #e8e8e8;margin:0;"></div> </td> </tr> <tr> <td valign="top" style="vertical-align:top;width:52px;"> <table class="item-label item-label--2" border="0" cellpadding="0" cellspacing="0" width="52" height="52" style="width:52px;height:52px;"> <tbody><tr> <td valign="middle" align="center" height="52" style="background:#3a8fdc; text-align:center; vertical-align:middle; height:52px; width:52px; border-radius:6px; overflow:hidden" width="52"> <span style="font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; color:#fff; font-size:11px">WEBINAR</span> </td> </tr> </tbody></table> </td> <td valign="top" style="padding-left:16px;"> <div> <a class="font--default item-title" style="font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; font-size:18px; font-weight:700; color:#142640; text-decoration:none" href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXH-z3hCZYW95jsWP6lZ3lGW7MT6s68phGTmW9dTfCt8fqHHsW3m63kM2mqmgMW57c1nD551sLxW8-bTQg1WSBWRN70T_8qdHgx6N6wPp0pz1czPW46Cxwq5QXM9bW36y1Vy60tpPTW4hDlFD4TL5s5W1Y7MFv3SrY6NW8NBggK7g6bZdW5zylDw95GdQpW7j-KGK3s6gllW4kdvhg3Cbv5xW7QlsjR386-_dVlFqqK90qPMGV9rTNd6f83Y7W4wd08h5-HNyJW122F_K59VRpsN7pFHHjg4tJYW2Q9f6R1kH8HtW6n7mxP53g-sWW2c28tn8KbRhDW4gBTnl1n6NC7W7_Sqwj8fS_njW2SYjFL6t8sK0W6pXl-_5SmW_CW2Gv1vt9lqDHRW135r4S6-6_rVf1jrB_T04" data-hs-link-id="0" data-hs-link-id-v2="+DXI60cb" target="_blank"> From silos to governance: securing IT/OT data movement </a> </div> <div style="padding: 8px 0;"> <p style="color:#48607a; font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; margin-top:0; margin-bottom:0; font-size:14px"> Find out how organizations managing critical infrastructure are replacing one-off file transfers with governed, resilient data movement at scale. See where IT/OT integration security actually breaks down in practice — and what a modern architecture does differently. </p> </div> <div> <a class="link--default" style="font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; color:#1a6fa8; font-size:14px; text-decoration:underline" href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXH-z3hCZYW95jsWP6lZ3n2W18ts6Q495hP9N6JTVzk3mMxGW9j8K-R7yc8B3W5h8WjN3rvbdFW1Cmr1R3TRyBYW6FD64N7Mg5K8W76rmQs5q5c4ZW2ZV6tb4Vlwl1N3TgHCcJ84q9W16DQWL30WslwW18Nj2y40QzHDVpFnPp4DRXjvVmT0pH1RFNN3W3Rsj2D3xpshMW2Pd0D18br0BVN28Zf4N1sHwnW3kj2B32dgZq3W7_hH0R3pnc5VVRz6hl3wqNnWW6BDvtQ5Nj8SLW7ZRDFw1YWZbxW3fDvM641kd8GW2Hwl_c78vcfmW2b6LHs5S-TGlW3p_zhb6Bgq08W7vggFD720tzMW5wLbx_2GcDyyW1tbd4h4yDSFjW6Rk3_t49s-kgN1w9SJrzvKWrf4_-YTn04" data-hs-link-id="1" data-hs-link-id-v2="qQYn30tX" target="_blank"> Watch on-demand </a> </div> </td> </tr> <tr> <td colspan="2" style="padding: 16px 0;"> <div style="border-top:1px solid #e8e8e8;margin:0;"></div> </td> </tr> <tr> <td valign="top" style="vertical-align:top;width:52px;"> <table class="item-label item-label--3" border="0" cellpadding="0" cellspacing="0" width="52" height="52" style="width:52px;height:52px;"> <tbody><tr> <td valign="middle" align="center" height="52" style="background:#9850c0; text-align:center; vertical-align:middle; height:52px; width:52px; border-radius:6px; overflow:hidden" width="52"> <span style="font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; color:#fff; font-size:11px">READ</span> </td> </tr> </tbody></table> </td> <td valign="top" style="padding-left:16px;"> <div> <a class="font--default item-title" style="font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; font-size:18px; font-weight:700; color:#142640; text-decoration:none" href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZH3hCZYW7lCdLW6lZ3kGN8bxyXvmg7ttW8Wtm4h3MvVnkW61yJ7p1dQsLMW4DtnLC16wZ7kW7NPm9N560yD2W5krsrw4dKldtW2pP80B8kdGWzW46gWYb75q8bJW4TVx6n5lmW-pW2hZHfH35b29NW2lv1tf9jWB0zW26F_Yk5YhLFnW3DZK0N8xXrMVW6nk1BM4FcNrcW1xpJpT18Q-QjW64Z8Hj2hHl12W1tkgD763f78NW1KG2ct5yZq39W90K85H8jFJQCN8jzZD9rlSVfW6zyRS-4F3BJ4W9fbjPT60pz8XW5ZM5XS5b2b_yW6P5GQc11B6zXf2TvzFd04" data-hs-link-id="0" data-hs-link-id-v2="IEGJ4u+C" target="_blank"> AWS launches a desktop for agents </a> </div> <div style="padding: 8px 0;"> <p style="color:#48607a; font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; margin-top:0; margin-bottom:0; font-size:14px"> By giving agents their own governed cloud desktops, AWS is betting companies can finally automate the apps that never had an API to begin with. </p> </div> <div> <a class="link--default" style="font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; color:#1a6fa8; font-size:14px; text-decoration:underline" href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZH3hCZYW7lCdLW6lZ3mYW8jXXdk2vmRSmW8hw7hg79fZ7BW1fy36X1SCdHpVSLDh38ytJb3W7h1P0K1dXRNbW2Lcxsv4hHBYLW7Ns2j73s97VDN8h-LR0p8WMPW4NfgmL6j-68sW7jhPDf5TcM56N1fkxHBjjb1JW9hb6lk54yD2JW8TY22V9ctC_PVqNMkZ911lFLN182x53mWpZpW3YTD_J1ryf68W6LhCHW5dRw9PM3gDS5ZR_T1W2wjVvD3593rmVYkFv25Vsx8vW8_rMH46CWJJ1W32rmWM7cfBlBN5wsF4bdClnHW7MClZm1KkHTpf5dX2JY04" data-hs-link-id="1" data-hs-link-id-v2="t3Lv8uKF" target="_blank"> Read the article </a> </div> </td> </tr> </tbody></table> </td> </tr> </tbody></table> <table id="rating" class="content-block" border="0" cellpadding="0" cellspacing="0" style="width:100%; min-width:410px; max-width:580px; border-radius:10px; overflow:hidden; margin-bottom:15px" width="100%"> <tbody><tr> <td style="background: #fff; padding: 28px 0; text-align: center;"> <p style="font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; color:#142640; font-size:18px; margin-bottom:16px; margin-top:0">How did we do today?</p> <div> <a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHYv5nR3bW50kH_H6lZ3mlW42vD057cVvVMW58_M003fk3tJVxt0MY7P_SN9W7GXPr_10kD48W7pdzZ97Bn8w4W7SP3lG3QTYG9W3G6tFJ8X_BvRW6Xgq9L6F895JW884wXK6Vp_0JW2y98Nw3Hyn8gW4msKp54QFFLVN2kZV32-2S11W4tLcMQ3wRTrPW3PL55n7LyTLBW15CNzj4xBn-XW1fsVYb1yRnjFN7WfJ6S878dBMPJgfN2Q29fW12H41w4jQzq6W6Ff-1y7PsdkJW1NdGJP38k8l3W8ltRLs65x2RHW2-K_5b1pzfzbVDPX5G8Jb3rQW6XyK-16FZYl9W8yG2mk3Dqy3QW1GswS-66wp6WW3W-fXh8Pl1LhW6SPFfq1sY2CtN1Fd0VzMf_4CW8dxvW33fhXxFN31fBKLZMp9mf3m1mbj04" target="_blank" style="color:#1a6fa8; font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; text-decoration:none" data-hs-link-id="0" data-hs-link-id-v2="wplz4Gf6"> <img height="30" style="height:30px;width:auto;display:inline-block;margin:0 8px;border:0;" src="https://cdn.thenewstack.io/media/2024/05/fae341c5-tns-daily-rate-great.png"> </a> <a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHYv5nR3bW50kH_H6lZ3mWW6ZTVBm483swzW6X25hZ3Twnh1W1X-6sY4XQhT2W1XfJ3l7F-bNRN5k7TcMK0-ySW1zb9D68rz1gnW8h2QHw1MWCLHW6c7fs17syFvjW4m7Cw_4kb1HnVXxHq83fzrsnW8yM6L-19QbFQW8z2zQk8zdbJFW56rZrd2kw6nBVfx4RP4yhQ-kN2tM6c0BkL89VdFmVD4WrhWmW2HJyhV6VC5ygW1L_G883J-hFGW8L5mBb5V_YKNW3hv6xK8q9fj0W6qCc5W26pGkVW3cKVrs4yPngNW4W9bPC8Fnm0gW7zkSSk51Jx-lW97smsm7ThvyBVxk98f1VYvxZN2H5_4mVq6wRW2T0Kpn7n-PgrW7nBCp_2kHx00W20qn-R907CKKW4x37Kk1bXlynW6qdjHJ5xj4F6f5GVnHC04" target="_blank" style="color:#1a6fa8; font-family:'Lato', Tahoma, Helvetica, sans-serif; letter-spacing:0.5px; text-decoration:none" data-hs-link-id="0" data-hs-link-id-v2="34BKa6vS"> <img height="30" style="height:30px;width:auto;display:inline-block;margin:0 8px;border:0;" src="https://cdn.thenewstack.io/media/2024/05/8bb71286-tns-daily-rate-meh.png"> </a> <a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHYv5nR3bW50kH_H6lZ3l1W3H0pFx5SNkmxW4znT2q9fxSTGN58cd41Y_j6NW6xnQSQ20wddpW99xpMC6trklHVvT27w64n5RlW7s-jYZ1plPsmVx02Q06YWQzfN5f0P7z4slbkW8hpvgn6-N6bmW15yC1X47mzSvW10P5Z33JZ_d-W7SS25m5xwlhCW6sgtXR4rzgd8VCLV6V7_BpZ1W5Ts5vx4M4VVxW1r5-Nt8w_nDtW5h7Zd06NN8_NW2ZxPJb7j0LWqW1YxRhn36F75vVjZJn615RfGWW33Xtw73XG8bsW2JDSbg46L_zkW5B_bcg1m2SgnW2Y_0tK8YjcXpN70KLkhNFjNgW9h9Rj4353C9nW8XQgqk2zNHv_W3P27kr8h9XQNW40g3b_9dGYJYW6GmDJ05SqNFNW41XPGp1ZLy0qf57Fhkg04" target="_blank" style="color:#1a6fa8; 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                                    Plus: 10 moments that defined AI's turbulent first half of 2026

View In Browser (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZ45m_5PW69t95C6lZ3p1W2_x4wm5MzhN9W769KZs8sb3P6W5XvJbz3vmzXzW5K1Mfm7byX3TW6RY21x8qwxThN56KWtj12pXyW1XqQ1661FfcDW3rcR-R5-4lFGN87kcnRtR471Vmh53y48VzrcV5PG3Q98T0tSW5fdHpk3Fw8_DW88QGSZ72JzzZW1k51_v582nhQN5RNRDsq-0DcW5CzbqR2mRTl2VjPXYp1-f2rGW2h-w-Q13hlmdW3VX3T52rh4YKW3GNWQP2STJDwW2VR31S5TlKjNW7Thcpl57K6PMW3TSX5J305j29W38Fsly6lYyS2W5HtRQG3bGKvpVtn5Q-4W2S80V2zFL_1kWxpfF9glyXk_W5tW8ZfdtP95_sCxW8-TfDZ4LwdqBW991vLm4TM6fyVts8zz23k1tVW6rVhyS2-YrmgW86zHlM5Hzl6lW5KNVvc9lVFK9W16lwQJ8ZH3Qwf1xn4M004 )

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July 7, 2026

Palantir and Mistral agree: AI lock-in is coming

Palantir CEO Alex Karp went on CNBC’s Squawk Box last week to discuss a new partnership with Nvidia to deploy open-weight AI models in sovereign government environments. But viewers got a nearly 20-minute broadside against the entire frontier AI model industry, calling it “effing insane” and accusing companies like OpenAI and Anthropic of overcharging enterprises while harvesting their proprietary data.

Days later, Mistral CEO Arthur Mensch made a strikingly similar case on LinkedIn, warning that closed AI providers are gaining “immense leverage” over enterprise customers as organizations connect proprietary workflows to hosted models. He suggests open-weight models, open data systems, and enterprises building their own training flywheels.

As TNS contributor Amanda Caswell writes, the two executives are approaching this from opposite ends of the market, yet their convergence on the same message within the same week underscores architectural control.

Go deeper: Palantir’s Alex Karp and Mistral’s Arthur Mensch agree: AI lock-in is coming for enterprises (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZH3prCCW7lCdLW6lZ3mkW6QlfWH38_NBRW89j8mP1CxCZJW6TGl1x4cNNm-W6bdcXs3L2kNSW1bVRwY1Zcr0fW1Sr4MS2R1-5kVMSbpN4vCMH4W2RYmbz6m9hBqW1r5HFn3TSQH0W5zJtTs90z9_0W8cbDjL691vqXW747QZT7qZtXqW1Bnkh97xlCXzW489XWC3FNR8tW6tbgfs3TRYv9W94yhYc1D5qtwW2RRH826KYS5NN4w59KfjT2MLW4qtb1M6Rm0JVW5CbTCY1gpFb8VB3DZN4stTLhW3-Bpd28X1zbPW8n2Xw14ZfjjkVlm0xT3JV2Nrf8XBHVg04 )

More fresh reads from TNS:

▹ 10 moments that defined AI’s turbulent first half of 2026 (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZH3prCCW7lCdLW6lZ3l4N66X2k74DZ1wW49QNcK6RM_2sW4t5dtj79y_FpN9dWvtv1shDsW6BxWdP6jV1_gVhJbz15mg8TNN3Q_vbxH3p0vW7XC0cT755YQYW8-KlzY2XHG5zW3k-Tfb5wb2J0W1vqlTv7wnWx-W2NjMCC4V3ytLW7tBQYg21cqSrW7pT-S73CcNGvW87n6x47wJXKJN2L1LWlgJvK-W2HbNNQ5jWlqgW2vS52q3vPyzVW8mkpfw5Tn_s4W28jSD52XZb9VW1qP7jt7t_D29W6lKbqK1m_n74W6TWB3y1M-x75W9k6g6S67zgY-f4XTZKW04 )

▹ Microsoft, AWS, and Anthropic are spending billions — and not on better models (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZ-3prCCW7Y8-PT6lZ3nQW1RWmfd7Vy4VLW2sXcgg5Vp8y1W8dFKWV1zMX78Vf5MPf6m81WcW23rB041SXrMfW717pbs2CwLG9W7lBDz72PzhKdW1mxDds4XTRQBW6ggw776G3_xpW5lMmPh2t_t-RW13lNC71yVnCkW4Ys0hp2HJM3QN66tZmQBR7q3W7x9wKr5c4wbBW2cDXnC2HHFJ4N3rpvprTY65VW2ggzBw7RVz3gW73Z42t7lWV1mVlf-bX7SsnhyW2QyRQz6NPNJ_MNSxxk7p_38W9j3Jvr7KtKp_W7yfnd04StdfPW8j_s-z14Gz0HW2S60dz7pqYQVW4GQs9L59dmq6f3yyfFs04 )

▹ Andrej Karpathy, Google, and Garry Tan agree Markdown is the answer, but they’re not solving the same problem (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZH3prCCW7lCdLW6lZ3kwW1gnf2K6GgzJqW46YHzd59h8MPW9k7Wy28qyhBBVGKQMt5JYQ92W97rpGW2CJg5TN1P6p-7R-6xgW1PCpdH7FfQPdW3jb-_j9jy3GzW8Vdnbr713TktW49WXqF3WcTK9N81n4-sVlN_6W3m6X6B6CcRyPW2SS1lp8554Y3W6sZgxz4ZQRk6W3Nhq7W3XP_lKW4dYD7w2CxVKDW6DF0gL7FHg0dW19z81j3Dw7HVW1_MfVz5xJbJXW6ct3_23lcyFWW2Dc_Nm8k3cSFW8Fv5Ng1v-Xb8W2lDJr11B7PvnW3ZlTZf9gdn14f6ZZrfg04 )

We’re looking for Sponsored Podcast and Webinar Hosts who can lead engaging conversations, put technical guests at ease, and bring stories about AI, cloud native technologies, and DevOps to life for our audience. Interested? Apply here (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXH-g3prCCW8wLKSR6lZ3pdW1_lr7z4h7pPSVP3L9Q6-LwbPW6pwCpQ4_YV1XW1qjn9w1JWL4BW5qWVSn49-yzRW2W6dhD3d956nN5hzy7sNFZTHW1jZtyy9jsZw9V92dnM41YvVpW6MN6YB9lcwxGW69MRhX8H95p5F8Mhn9VKC-ZW585Ktt218cbHW5d6qBB6-wBYVW5fL-mV46whqMW3Z3Kt15J5m2xW2cm0wn6GwxklW1S1MzZ1Xq9hkW5mFvNP1gPhNnW4lw4cr616mVGW6L9Kmy3xQTJKW2xPfMz8NT5ZsW34XjMW6pWwpVW3Pg6hm4dLQVfW4c5-g_1fsG7QW1frGq_5xhSjbW5pblpj7g_ljKN551gPJ6yclcf7KFbZK04 ) .

by  Nick Lucchesi (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZH3prCCW7lCdLW6lZ3l3W6qXSZr2qL8G5W3TJ-q58nkK5kN3WXLvgyLvsXW6Zlzsv3WBVXgW8NSzCX6XLcnPW4cr9jQ8NFTfBW7cGbt76hw6bTW7GlTtB32GSY7VrL4xn3llNrLW68yVwQ1Hx5YGW2lHVWr6KgWYKN91lB18DXpBpW37s02X2YWfgzW3-xW8B35y_TVW1J1g893XfhwmW9hDD5g8LTg9pW1Gw5933_FKMSW5V0MFC3Qmt3YW3MC3D12_QJGMW34VtJ_3VShjMW3fPYGT20F4hJW3FyZ1M9c6b0rW1hd4F27TRh3cW3PFf3_5l0_26f3Z-VGl04 )

Log everything, alert smarter: A SecOps framework for AI-driven detection

SecOps teams are caught in a never-ending alert-fatigue cycle. The more rules you add, the more noise you create — and the more your analysts miss what actually matters. Join us live (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXH-z3gP0xW95jsWP6lZ3nNW2PJ3zl5fBpwNW80cW6w9kw3SPW64HJvq1nF6XDVcTZvb2RwzNhW2JVG-V2k-psYN5WDXD2dhRcrW641rd93pjbV-N1ZBvYv4Y4mBW5GPtWd7zD2Y-W6nMbRm5XQ4K9W972NVB1K4gYnW8ZfGwp7zzmJLW3BmtkD7HHfZkW4pvhDd7lHL48N8YZ6zjHNzKzVhKM2k662dWHW2DSq-y7V4JpQW2jgF8z1cCCg-N63KWXrh4gVgW1bcMk32XCKFbW467m9c32ZG2mW7ldx8Z5FvYXFW5Lnlqp5Sy9-7W2kMJKw8hDztJW2kjl5Z7nhp_NN2CR8mBKzSMzW8mz6j-62XqsnW5K4lnR4C4dpqW6gSk4z4FD5PNW5bFTZr7FW4FLf5lPP7T04 ) for a practical framework designed to help SecOps teams overcome their signal-to-noise problem.

Register now (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXH-z3gP0xW95jsWP6lZ3nNW2PJ3zl5fBpwNW80cW6w9kw3SPW64HJvq1nF6XDVcTZvb2RwzNhW2JVG-V2k-psYN5WDXD2dhRcrW641rd93pjbV-N1ZBvYv4Y4mBW5GPtWd7zD2Y-W6nMbRm5XQ4K9W972NVB1K4gYnW8ZfGwp7zzmJLW3BmtkD7HHfZkW4pvhDd7lHL48N8YZ6zjHNzKzVhKM2k662dWHW2DSq-y7V4JpQW2jgF8z1cCCg-N63KWXrh4gVgW1bcMk32XCKFbW467m9c32ZG2mW7ldx8Z5FvYXFW5Lnlqp5Sy9-7W2kMJKw8hDztJW2kjl5Z7nhp_NN2CR8mBKzSMzW8mz6j-62XqsnW5K4lnR4C4dpqW6gSk4z4FD5PNW5bFTZr7FW4FLf5lPP7T04 )

TOP OF THE STACK

10 moments that defined AI's turbulent first half of 2026

by Darryl K. Taft (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZH3prCCW7lCdLW6lZ3lJW5p_LNv3G433nW61Mfv06TV88-W5jGf6Y7bttZPW4vfb91648FfjW3_ZQMj7XW6wJW3Y9Z7Q1sFLpjW16K--c4sGvhzW1X8Yfc8D0Q_RW93cLkv4jKn09W5GkSM_7gHSpbW2j5Ysv1hKGyVW2hF29l2dlhyWW8PL-yF8DsMDpW85JRYs8dSJzbW6G3NMN8l-cD8W5VgkLv1t99MxW5JMSlj700zfpW6PxhR17KqTLgVdnnsC1Gmg-mW4zBfjR1V3wmyW2vYJkr6325QxW8d4W515vC16TW28JFJ68fRBzWW36hMk-7Vlp74f4LjKYR04 )
Featured image for: 10 moments that defined AI’s turbulent first half of 2026 (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZH3prCCW7lCdLW6lZ3l4N66X2k74DZ1wW49QNcK6RM_2sW4t5dtj79y_FpN9dWvtv1shDsW6BxWdP6jV1_gVhJbz15mg8TNN3Q_vbxH3p0vW7XC0cT755YQYW8-KlzY2XHG5zW3k-Tfb5wb2J0W1vqlTv7wnWx-W2NjMCC4V3ytLW7tBQYg21cqSrW7pT-S73CcNGvW87n6x47wJXKJN2L1LWlgJvK-W2HbNNQ5jWlqgW2vS52q3vPyzVW8mkpfw5Tn_s4W28jSD52XZb9VW1qP7jt7t_D29W6lKbqK1m_n74W6TWB3y1M-x75W9k6g6S67zgY-f4XTZKW04 )

Ten defining AI moments of 2026 so far: Anthropic's Fable 5 shutdown, Pentagon clashes, Wall Street deployment races, and the rise of the AI harness.

Halfway through 2026, artificial intelligence has been at the center of every major story inside the world of software development and in just about every major story outside of it. Last month, the Commerce Department ordered Anthropic to pull Fable 5 and Mythos 5 offline worldwide — only to lift the ban...

Read more (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZH3prCCW7lCdLW6lZ3l4N66X2k74DZ1wW49QNcK6RM_2sW4t5dtj79y_FpN9dWvtv1shDsW6BxWdP6jV1_gVhJbz15mg8TNN3Q_vbxH3p0vW7XC0cT755YQYW8-KlzY2XHG5zW3k-Tfb5wb2J0W1vqlTv7wnWx-W2NjMCC4V3ytLW7tBQYg21cqSrW7pT-S73CcNGvW87n6x47wJXKJN2L1LWlgJvK-W2HbNNQ5jWlqgW2vS52q3vPyzVW8mkpfw5Tn_s4W28jSD52XZb9VW1qP7jt7t_D29W6lKbqK1m_n74W6TWB3y1M-x75W9k6g6S67zgY-f4XTZKW04 )

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TAKES

AI Agents

A new study just debunked the biggest fear about AI and open source (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZ-3prCCW7Y8-PT6lZ3ldW6xN-6-546ZzBW4bGgTZ4xR79BVtz2W08DnJz_W21LJS-8tyN8fW5mBDwD1XTG_JW4KzQvj13dYkSVhhh5_470tkNN3vJsKkHxT6GW82ZHsh4G3kYDW20z7mf8GqW7vN4S1BWnW2SrpW2vyKT583LHBkW2CSswz5hbnchW6cy26C4zfPf_N94pL7CRHrLdVg4vxR5-G7SnW509wlW71VkC6N4_-PBv6dGfqW6RXYVm62GsPnW8Blsyz1_L1B8W6yKRrl2X072cW4mY_X14X_rN2W1N49mL2RBFZ3W2T5c7z925CGqW3_8dCT7WFyg9W4BtbxP1nT9-Ldt1PV604 )

by  Amanda Caswell  (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZH3prCCW7lCdLW6lZ3pRW8QhqNg8qWTVXW1Vg6tH4s_DJtW2gvV2C5KgKhdN2jXdbwKM8pxW1x-yN16tRZHwW5qNZT65cHmDmW4jMcNr1y7zqLMpjJNR1P_mpW95S5TR2NTtfPW7y-M6Y8_Db26W7nMcZ76VqlPRW8BLSsL4fXNvFW3B9lK17znCG6W22WFkV80DyVDN8T7xDj2M_2FW7BmMgt9bCH2zW5R4j406bNZ02W6BchbR61D4zLW2MX43j8MQRstV8q8516TxdY0N1KZ_Z86LQc5W5YWbdB4sz1MKW5Z4n571k_DNVW55c2cd3swGWRf4hvhLb04 )

FLASH

Compliance

Microsoft, Google and Cloudflare just made 2029 the new quantum deadline (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZ-3prCCW7Y8-PT6lZ3lbW7t7Nt13YKXJ_W2H7qPn8s_hCmW407m3P1S5fGxW54Y8rM2JNzC3W4RbLK-6R6qs9W8jdw3X6stV26W61vmDh5V8N0KW5xhJ5869-0xhW13m-W21XbLWQN3k3_dJqRHTsW3cdcPH7-66xgW2zZ9Xl7tzPX_W48N_KS72_pPVW3X8rLz18WbrKW8GqM9G8ndgGBW7Z57sh4TncxwW501h-S9f9PnpW6VDgkH1cRFXpW6S06SV2CsZbMW1TqGTT5SJgvTW1kNzDk36VbdjW3-s9XC129k79W7VmDX24wB9kpW4S5F3r3q0494W2vrdS9641KGhW3HRn658G4lkrf1Bcjcq04 )

by  Adrian Bridgwater  (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZH3prCCW7lCdLW6lZ3l7W79YQ6W6HzrhHW74Trh-8qPqhWW3MWSq32CJC-ZN4vlD-HtRJNVW4ks8P99k_WLRVzXNK076G4yBW8CWtKJ3jWg6pW61Zmbc3mKTJFW6z08Xx24v-BgVtbrjL3cFB2XW4CSf8g82YKp6W5k-v4s40YHdPW7HXVLg6QPRsVW1Q7Fq51gBR7XW2MXBp15dlL8dW93L17c6LBPQ2W8Cbf1y149BrcW4b8FTY1PWqkqW8Fm3r-1tz2TdW7Jbl0c6ggmYqW7qh4Ff22Jfn2W4JL99B2yqX_jW2VCt-j3z29JYW3Pn99R92hTwJf5T0Qjn04 )

BUILD

AI Agents

Getting Claude Code to grunt in Caveman-speak might not save as many tokens as you think (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZH3prCCW7lCdLW6lZ3nlW5kRKF83PHTCNW3DSLQm1K7RKcW39h1J61gC72fW83430q8yTLnxV5ysL440shg6W84tVQq8BXKB_W8gJfHX1jXynNW3fHrD67hwCWJW5S_mNw96_GsMW5kGW5m73vJrmW5nFMnL3XyDzYW3qBG_B4G5lFGW6MgF6y40hYbVW6Cn03K5xqT44W7520WS68H6_fW7dxXQ64crxw2W3xLFNv3dR0SnW34p9MH1sxl1bW3rnwSK7VNZh3W3BP_zy27zCrMW3CTTGs8Plqy2VMv3dQ65CbRbW4-mcG48TCXqRN5vF6b3kV-gVf6c_2ns04 )

by  Paul Sawers  (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZH3prCCW7lCdLW6lZ3pdW5BrXsC3lqNfSW8lBHbP4BxB5sW8LwGbw5ZlW1dW7s2_3x8DmT8HVfRC2p96btvRW2mkggT5px-xyW1pJgd_36WmHVW20z2Xt2jdBx0W7tHPhD2JXQRPW46tWdm9lDH5WW3M2HRG40t08CN5_RHqW64QlWW15KnG58ys1D2W1HPnWh2shWJMW52T7Cn6xsVzgW2ygwFv74pjytW2MGt4X1FYQ9YVlnlyw51cQVyVSncwz6l95l4W5V_40T68q1-yW71T9bc6KZVvxW3cNCRr8wzJppV9X25d3khrFXW3PHhPD7hLLBJf2Jsctz04 )

TAKES

AI Infrastructure

Why most AI projects fail: It’s infrastructure and people  (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXH-g3prCCW8wLKSR6lZ3nNW6jR8Mq82Y5fJN7KWWl5k5srYW6fz3rz4T8zqcW4f8-_721N0GLW53n_Tr68kmHGW5jm4dJ1qcrPnW91wxfj3XmRMLW6hH8yj96B5CJW5xg5tx78gZhDW96djsr6jbTp2W4Fz72z5l_SG3W4dQ5VH8V3DBMW37Hr_45CBFvPVMYyfs4m-4v-W60LtGh7gj_7CW60gHwQ8CBmJsW485MMC7zWZP0VRZNmq1SWsZQW8lf0W18HbkVHW73GlrH3JwWx0W4S4VXY36SKFgV2SP5-306GRfW4FQdfx51fbq8MWzv485yqlzW1jl9-16f0ntYW39GYsc7vttTbW6gwg6Y5LXDYyW9dXCVj1QZgJJf1GL58H04 )

by  Meredith Shubel  (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZH3prCCW7lCdLW6lZ3ksW4Fhxcr2pxYg3W6NbWfp7JRg0GW4LTskh54XycqW7TmtJn3HMp4FW81lgPT5dbZgLW27hlgL8T213gW7W-Z1T3y7tBdW8d6mnN3vJpkPW4kmSJD7SLxGGW5HZ7mD4QrwyvW5t2SBq7qcnzdW5jH6C95MbMyCW8wjx7L81LWgJW16Lfxc7MbwL7W3xc_kt6mPpx-N37vxdP4cYrXW99Rdgh5WKL6KN6fH3wb-qKjYW3VFTNw6ywv4sW1Q_TyT6dwyrgN2S2Jc-m8btQN8mLz0m6LbjBW100RHn7ynLN_W40Yh-V39PlTBf3kgp6804 )

TAKES

AI Infrastructure

Palantir's Alex Karp and Mistral's Arthur Mensch agree: AI lock-in is coming for enterprises (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZH3prCCW7lCdLW6lZ3mkW6QlfWH38_NBRW89j8mP1CxCZJW6TGl1x4cNNm-W6bdcXs3L2kNSW1bVRwY1Zcr0fW1Sr4MS2R1-5kVMSbpN4vCMH4W2RYmbz6m9hBqW1r5HFn3TSQH0W5zJtTs90z9_0W8cbDjL691vqXW747QZT7qZtXqW1Bnkh97xlCXzW489XWC3FNR8tW6tbgfs3TRYv9W94yhYc1D5qtwW2RRH826KYS5NN4w59KfjT2MLW4qtb1M6Rm0JVW5CbTCY1gpFb8VB3DZN4stTLhW3-Bpd28X1zbPW8n2Xw14ZfjjkVlm0xT3JV2Nrf8XBHVg04 )

by  Amanda Caswell  (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZH3prCCW7lCdLW6lZ3pRW8QhqNg8qWTVXW1Vg6tH4s_DJtW2gvV2C5KgKhdN2jXdbwKM8pxW1x-yN16tRZHwW5qNZT65cHmDmW4jMcNr1y7zqLMpjJNR1P_mpW95S5TR2NTtfPW7y-M6Y8_Db26W7nMcZ76VqlPRW8BLSsL4fXNvFW3B9lK17znCG6W22WFkV80DyVDN8T7xDj2M_2FW7BmMgt9bCH2zW5R4j406bNZ02W6BchbR61D4zLW2MX43j8MQRstV8q8516TxdY0N1KZ_Z86LQc5W5YWbdB4sz1MKW5Z4n571k_DNVW55c2cd3swGWRf4hvhLb04 )

FROM OUR PARTNER

Will data concerns scare off enterprise revenue?

Where will the AI industry see value accruing? Companies serving the global data center buildout are doing so well, the market has rotated away from hyperscalers to some degree while boosting their suppliers. Down the stack, in other words.

Read on Cautious Optimism (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZH3gP0xW7lCdLW6lZ3kzW4s9rK92GhRFFVmlpCv2nnHFWN1J8fTcCbgkLW2dlCMV6qMps9W3Ml-Jr8XfLVPW2SGQL-5DL7V5W73C8kc3Ys7dbW7g6NM222PbGbW1Z7fq-2j2gXVW89Bz302F81bqW8JmHQy7yxYz_N2rFJmXYS2XqW3tnTYd3-xfV_W1-cwM-3Mt857W4j24967cylhwW1KwTDC3l68TMW85jjtx17kpPvW4bwpW499-WpvW2CrS9V6VvHvJW9gyWyL7kfh7DN2FyR4kbzHFDW1lLLQk3NjcLZW4Hh6P54b2kw3W97pHvS3cw0mqf4XKt5g04 )

FLOW STATE

AGENT

The AI agent identity problem nobody’s talking about  (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZH3gP0xW7lCdLW6lZ3lmW6QDV8B4MtMf1W8j4G3L2kF456W5_DmD42N3L8hW56MGll3NS2BfW3Nb5884sM7W5W97LD5R6WQPG2W61wPF29csDNbVSbRtg245htWF2Mg3b0CczvW2FWwjT96sjCVN348sxyx-TKvW5f_V6K8BjJJ0W2tsjX_7YmlRQVdbYsV4k4n5xW18qgq_7pCJc2W5FwGsz8DHFnzW4RkLkG7vn10fW2X_9gZ53bvVcW16283C5CWKF_W2vr8Bm2-KLMsW3CXdnj5rWRGxW27fL1x5fWFphN6yTTTNXQNFjW51Tb-Q34NWpZf4YHDgM04 )

Unclear identities stall AI agents at security reviews. Learn the four decisions required to secure agentic systems at the platform layer.

Learn more  (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZH3gP0xW7lCdLW6lZ3lmW6QDV8B4MtMf1W8j4G3L2kF456W5_DmD42N3L8hW56MGll3NS2BfW3Nb5884sM7W5W97LD5R6WQPG2W61wPF29csDNbVSbRtg245htWF2Mg3b0CczvW2FWwjT96sjCVN348sxyx-TKvW5f_V6K8BjJJ0W2tsjX_7YmlRQVdbYsV4k4n5xW18qgq_7pCJc2W5FwGsz8DHFnzW4RkLkG7vn10fW2X_9gZ53bvVcW16283C5CWKF_W2vr8Bm2-KLMsW3CXdnj5rWRGxW27fL1x5fWFphN6yTTTNXQNFjW51Tb-Q34NWpZf4YHDgM04 )

WEBINAR

From silos to governance: securing IT/OT data movement  (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXH-g3gP0xW8wLKSR6lZ3nKVr4dB15_JGMLN4Tmsrl_T36RN7zx5KRm4mG0W5BbtKj33jNNfW76f8kX5KX564W4wgX5h75bMzJN1y2b-R33YYfW3F5NY_2sV8stW16CClP2g6QtBW1sVL3B2k2RQDW60_j-522Rl0RW7DG4Zn5m9VJ0W1223Nw4wMfgbW6tyHxf5n0T7xW8V3Vg74C69YLW70827H7pzyvRW762Yzd8LRR1LW2Kx8Xv3ddKhVW2cjcvR68S-nfW7Vdflj4z8tJHW5g_kfg7s0nzjW196P_f5jJnJgV6zDLr2FqfFJW5bxxKY3Yl-hxW2clSVV6wMHnHW8CksM66yTlwGN4FCZq0r-41kW2Z18xd6Rz0vnf1zQRXY04 )

Find out how organizations managing critical infrastructure are replacing one-off file transfers with governed, resilient data movement at scale. See where IT/OT integration security actually breaks down in practice — and what a modern architecture does differently.

Watch on-demand  (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXH-g3gP0xW8wLKSR6lZ3nKVr4dB15_JGMLN4Tmsrl_T36RN7zx5KRm4mG0W5BbtKj33jNNfW76f8kX5KX564W4wgX5h75bMzJN1y2b-R33YYfW3F5NY_2sV8stW16CClP2g6QtBW1sVL3B2k2RQDW60_j-522Rl0RW7DG4Zn5m9VJ0W1223Nw4wMfgbW6tyHxf5n0T7xW8V3Vg74C69YLW70827H7pzyvRW762Yzd8LRR1LW2Kx8Xv3ddKhVW2cjcvR68S-nfW7Vdflj4z8tJHW5g_kfg7s0nzjW196P_f5jJnJgV6zDLr2FqfFJW5bxxKY3Yl-hxW2clSVV6wMHnHW8CksM66yTlwGN4FCZq0r-41kW2Z18xd6Rz0vnf1zQRXY04 )

READ

AWS launches a desktop for agents  (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZH3gP0xW7lCdLW6lZ3pTW49GWHW6xcQQHVbcVyJ2ckhcNW70dpJF4_5Rc5W4wPYVn4M-SYfW3N_MVT31GRfzVBBNpn6KfWXWW11bM9s8QTHChW3_nh3M423zgxVtdK8W4RNfrSW7fF8sm4Fcy6wW47-Czg3Xb25kW53GzqM1Y3v-TW1syDQJ1hf-XzW6Vt5yM2WxSKjW215Zv65W4Q3zW6fkM6r8F7ht-W5xyS-T22lv5gW2qhRKj416rzBW1JKg3p1Q4KRgW4S0JjS4KwQJNW32dyLR89x-GlW6cXJ3s8Cv4lvW17gcxV1bWf_cW2JbqfH8B9LFSf8wLFF-04 )

By giving agents their own governed cloud desktops, AWS is betting companies can finally automate the apps that never had an API to begin with.

Read the article  (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWtWfC2c4xShW3CCXlY42KZK8W6hm-BV5R9vYtN6WXHZH3gP0xW7lCdLW6lZ3pTW49GWHW6xcQQHVbcVyJ2ckhcNW70dpJF4_5Rc5W4wPYVn4M-SYfW3N_MVT31GRfzVBBNpn6KfWXWW11bM9s8QTHChW3_nh3M423zgxVtdK8W4RNfrSW7fF8sm4Fcy6wW47-Czg3Xb25kW53GzqM1Y3v-TW1syDQJ1hf-XzW6Vt5yM2WxSKjW215Zv65W4Q3zW6fkM6r8F7ht-W5xyS-T22lv5gW2qhRKj416rzBW1JKg3p1Q4KRgW4S0JjS4KwQJNW32dyLR89x-GlW6cXJ3s8Cv4lvW17gcxV1bWf_cW2JbqfH8B9LFSf8wLFF-04 )

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Not loving everything we send? You can update your preferences (https://info.thenewstack.io/hs/preferences-center/en/page?data=W2nXS-N30h-SmW3GW1g92MxjbyW2WNDgb3LNLkgW23f7G630JbkRW1LywQN45nz9MW3VWqtd2Tx4t_W2FrQXd38cR2-W3ZGXjW3-0FYFW43zM-V1QvfJ8W1NzwlP49JgymW365r_D3bzq5gW2WdWYx1S1tFdW2r1t_C3_sXkdW3C2fm12zDQvVW45yG-44fRkF4W2HywVc1VbnFxW2vzvPy2YG6PzW2FKrHX4rwWgNW4fxYkG1Ntc43W2PFhDk4mGQHlW2xGmgC3zfP33W1QBCwJ30Dt_gW3B_rWK3C2ls9W1S3zyN4mJsJxW3QCBRh3GW1sPW43RWkW1QCsTGW2WJs7X2zQ1X2W2qV-z822WL7VW2Ysj-B3bq4rdW2PD0lk1Z7689W3Hdj782qFbysW47xfY734FfYtW1W_KWb49n4ZQW3VWWxw2CtNsRW1-XG7l32zKv3W2Ft_B22nT3wzW3VP8Wf30qK1VW36hptp3bxlmjW4pGC374r7TT4W2xMKmz2CqTvFW3VwFLk41CC1CW2PxYqr4fpMXnW34hDN636j8LbW4tft6b3F9y8LW3W3Cpx2qz6-GW3jgQQy1Qy8FzW4tt7VJ2nBzN2W23bbBL41sJ0nW2RyrWp23f2XJW4tmM3w3M41PtW3SQ86t4t8524W4kcQxc2RLWGWW3Cgky_2YvT4LW4tx15l4pBS-2W2sLTX-3z2z2jW4cLxvg2-FYk0W2KPDRb4cKhJgW32p_66251j4GW4kqCW43ZM-xPW3XNBW_36F3F_0&_hsenc=p2ANqtz-9Zdd5M0q3ICAfd90T_EpivI49TKMDukG-SywoyJ2YMu2EIVDgVG_e-TswEJtVJTGVNb_A1TrVMpdAGv50BAlCZ1pkLsw&_hsmi=427201583 ) or unsubscribe (https://info.thenewstack.io/hs/preferences-center/en/direct?data=W2nXS-N30h-SmW3GW1g92MxjbyW2WNDgb3LNLkgW23f7G630JbkRW1LywQN45nz9MW3VWqtd2Tx4t_W2FrQXd38cR2-W3ZGXjW3-0FYFW43zM-V1QvfJ8W1NzwlP49JgymW365r_D3bzq5gW2WdWYx1S1tFdW2r1t_C3_sXkdW3C2fm12zDQvVW45yG-44fRkF4W2HywVc1VbnFxW2vzvPy2YG6PzW2FKrHX4rwWgNW4fxYkG1Ntc43W2PFhDk4mGQHlW2xGmgC3zfP33W1QBCwJ30Dt_gW3B_rWK3C2ls9W1S3zyN4mJsJxW3QCBRh3GW1sPW43RWkW1QCsTGW2WJs7X2zQ1X2W2qV-z822WL7VW2Ysj-B3bq4rdW2PD0lk1Z7689W3Hdj782qFbysW47xfY734FfYtW1W_KWb49n4ZQW3VWWxw2CtNsRW1-XG7l32zKv3W2Ft_B22nT3wzW3VP8Wf30qK1VW36hptp3bxlmjW4pGC374r7TT4W2xMKmz2CqTvFW3VwFLk41CC1CW2PxYqr4fpMXnW34hDN636j8LbW4tft6b3F9y8LW3W3Cpx2qz6-GW3jgQQy1Qy8FzW4tt7VJ2nBzN2W23bbBL41sJ0nW2RyrWp23f2XJW4tmM3w3M41PtW3SQ86t4t8524W4kcQxc2RLWGWW3Cgky_2YvT4LW4tx15l4pBS-2W2sLTX-3z2z2jW4cLxvg2-FYk0W2KPDRb4cKhJgW32p_66251j4GW4kqCW43ZM-xPW3XNBW_36F3F_0&_hsenc=p2ANqtz-9Zdd5M0q3ICAfd90T_EpivI49TKMDukG-SywoyJ2YMu2EIVDgVG_e-TswEJtVJTGVNb_A1TrVMpdAGv50BAlCZ1pkLsw&_hsmi=427201583 ) from all email communications.
                                

Warning

Almost all the messages that arrive here are garbage! Resist the urge to click on any unexpected or questionable links.

It may happen that e-mail will claim to come from liamon.com, perhaps from some administrative role or process. There are no users with liamon.com addresses that should be sending anyone e-mail. There are no accounts to expire. There are no passwords to leak. These are certainly garbage messages. These are certainly phishing attempts in some messages.

Absolutely ignore those links!