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Selected Message
From: newsletters@...
To: [email protected]
Date: Sat, 29 Aug 2026 12:59:52 GMT
Subject: Why Nvidia spent $12.9B on Hugging Face
To: [email protected]
Date: Sat, 29 Aug 2026 12:59:52 GMT
Subject: Why Nvidia spent $12.9B on Hugging Face
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<div style="font-size:15px;font-weight:800;letter-spacing:.3em;text-transform:uppercase;color:rgba(255,255,255,0.9);">Weekly Update | Issue 535</div>
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<table role="presentation" cellpadding="0" cellspacing="0" width="100%" class="" style=""><tbody><tr><td class="hs_padded" style="font-family:Merriweather, Georgia, sans-serif; font-size:15px; color:#48607a; word-break:break-word; padding:20px 18px 15px 20px"><div id="hs_cos_wrapper_module_176781485837711" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="module"><div id="hs_cos_wrapper_module_176781485837711_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"><p style="font-size:20px; line-height:191%"><span style="color: #48607a; font-family: Merriweather, Georgia, sans-serif;"><span style="font-size: 20px;"><span style="font-size: 20px;"><strong>Why Nvidia spent $12.9B on Hugging Face</strong></span></span></span></p></div></div></td></tr></tbody></table>
<table role="presentation" cellpadding="0" cellspacing="0" width="100%" class="" style=""><tbody><tr><td class="hs_padded" style="font-family:Merriweather, Georgia, sans-serif; font-size:15px; color:#48607a; word-break:break-word; padding:0px 20px 10px"><div id="hs_cos_wrapper_module_174595863153521" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="module"><div id="hs_cos_wrapper_module_174595863153521_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"><p style="line-height:175%">Nvidia <a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp1R3hCZYW7Y8-PT6lZ3mTW5tM6Kp6Y8XJ1N2ft55nQJyjNVj4Ct05DBkS_M2V1XkVwdpkW25w6yp4c57bBW1jBk098XPm1TVq0gfD4T5BwQW5r9MNG5n9ZtlW36J6Qh5pT0llW6h0x0p3x6fSfW4m4PLR2Wh-wQW6RnQlw5R_GL5VKWPyH8rswtWN96xTd0GFx0PW2rW4LF8tlVWCW3djbPs4fSLZBMLV8MLwysdmW647lqW652r1dW6q7vB7168mqbW4Z4-Hd5Sjq_0W5mK8CT3fHPjHW3hjsls2rL94cW4pN7Z460vFcwW5gdP8G4vh4P-W1nBbvB4FMBRLN72Pcw9Xvk4Vf1Z0QvM04" rel="noopener" style="color:#00aff4" data-hs-link-id="0" data-hs-link-id-v2="FFzB16YF" target="_blank">agreed to pay</a> $12.9 billion for Hugging Face this week, The Information reported. The purchase feels similar to Microsoft's acquisition of GitHub. Nvidia agreed to pay $12.9 billion for Hugging Face this week, The Information reported. The purchase feels similar to Microsoft's acquisition of GitHub. </p>
<p style="line-height:175%"> </p>
<p style="line-height:175%">Nvidia followed developers. It bought the place they already go for AI models. Meanwhile, Anthropic and OpenAI are selling a premium into a market that’s increasingly treating free as the default.</p>
<p style="line-height:175%"> </p>
<p style="line-height:175%">It’s getting easier to run those open models, too. Earlier this week, Ollama shipped a release that lets <a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp1x3hCZYW7lCdLW6lZ3kqVPs38L3XD7q2W4NHBFw5p-J3qW8CRFxB6S7p5gW74QgLQ2cMVSgW922C8P5KLGJYW56qv8Y4gcvxCW84hDYt7hy3gkW69HJ-P7HqZzgW6bLYtw2X5TpqW2F1Wy3381x7cW76CrfX8CGKw9N224S941gM48W1kxTgk7-csRWVNJLrl856B78W2K8j1m9c7WGPVFFY_M3YvpnHVm-PnS58S_qSN7-6r75_QFtvW5ZG6G46gcJr2W92KrZb52np9xW8xB8V_65c3tKW61gbDb7xk5mnW91hNzS3V1w9dV3Gh8F8KmlXvf1-JCLT04" rel="noopener" style="color:#00aff4" data-hs-link-id="0" data-hs-link-id-v2="3I4Bo0k8" target="_blank">Claude Desktop run Qwen, DeepSeek, and Kimi</a>. You open Anthropic's app, click the model picker, and pick Kimi K3 instead of Opus 5.</p>
<p style="line-height:175%"> </p>
<p style="line-height:175%"><a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp1x3hCZYW7lCdLW6lZ3kqW81jwQr29Nv0bW824gf58bdxbgW7jK2Rf7dr7pjVjvhZW74pPn2W5xNFJw2L1NR7W5rBBJG6C5fTFW2Nn7_R4SLPDdW9fJ1WF1K3DVRW4r7RTT6lKrjYW2HfWZT5PSmvMW813RgJ7d5FsdW91CBhr7Wn9rvW1-sXmV3mpHzWW5chqkn1sS345W7M7l6K700n20V-8qjJ4P1ZGHW4yVMkB69MHP8W15stMr50z8mgW90dY9j1xczg3W4ZZXqq8Q5YcCW8YbMjr8F0QmQW9g5PrG4HrKRvW8vqjDR7hcGNMW2JMscr5K0_L4f6XFCl-04" style="color:#00aff4; font-weight:bold" rel="noopener" data-hs-link-id="0" data-hs-link-id-v2="LE6MCjSC" target="_blank">Read the full story →</a><a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp1x3hCZYW7lCdLW6lZ3kGN44wKsBcvm--W3l968W3LbNdcW7XHwXj1vCrzKW4VWjrG8_kR2fW251Zmk6wJ02JW50sfm62DC3KcW3_5d4Z1qyCk-VsL7rC49Zk-TW3y3pKC4PNfNwW6-tnvq4NNwlvW7YsRbw8M-s_dW6k0Sgt8vfh2-W2hwBgZ4GYFr-W28pbn24LyJcRW7M-gYj5dQL64V5PWrw1bhh0xW9jNCqp3FgChlW3XRjf04QjDg6VGqTKd8KPPLvW2DvbHl2HGkSQW4Hp61c2V4gKXVQTb7J7y37B7N2k1cj-NmhYqW6VQjys5_-tbxf3sc7H404" style="color:#00aff4; font-weight:bold" rel="noopener" data-hs-link-id="0" data-hs-link-id-v2="HQVBaV6L" target="_blank"><br></a></p>
<p style="line-height:175%"> </p>
<p style="font-weight:normal; font-size:16px; line-height:150%; text-align:right" align="right"><span style="font-family: Merriweather, Georgia, sans-serif; font-size: 15px;"><span style="color: #48607a;"><span style="color: #48607a;">— Matt Burns, Chief Content Officer</span></span></span></p></div></div></td></tr></tbody></table>
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<table width="100%" cellpadding="0" cellspacing="0" border="0" style="margin-bottom:20px;"><tbody><tr><td align="center" style="font-family:Merriweather, Georgia, sans-serif; font-size:15px; color:#48607a; word-break:break-word"><a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp0l5g8t6W50kH_H6lZ3p_W77f5Z24tsYpdW57Vfqv4gwSmhW30RKqn2rF0X9W2pgJ5g6WSNMPW7Pd-l23L0JrnW5gsTBB5ndrVlW8y-Vs23LQ3DXW6D0b4g7WBV94W3l0Z4P7c6sW0W3x-q2w6my6LqW9bFZm56DpqXfVRvBwf81_bXJN2KvlS8fyP7XW2ZYZSl1PRMM8W3q87SY7cBV41W8K8mDF8s8bnfW61mWKY3JXGjHW4Wdk-g5bMFVGW4Y_7_X5PRkR5W7MNlDn8SYRFsW7Gpmbd5B3w2xW6zPKFm5bjV2vN6vXB-BkFRd1W3cdkHv9jSNSQW1xcpz64m2Hl6W7kPzJ04TTcTwW36YGR867H0kkW6_Db_G5PD82wW7HnjpK13bk2-V10SLz609VZKV2cqG23vgk5nW53x6XG5p7dsRd5z_--04" target="_blank" style="color:#00a4bd; display:inline-block; line-height:0" data-hs-link-id="0" data-hs-link-id-v2="Q5BeOvlA"><img src="https://info.thenewstack.io/hs-fs/hubfs/LinuxFoundation_Webinar_10Sept26_PPL_16x9.jpg?width=1168&upscale=true&name=LinuxFoundation_Webinar_10Sept26_PPL_16x9.jpg" alt="" width="584" style="outline:none; text-decoration:none; border:none; display:block; border-radius:8px; max-width:100%"></a></td></tr></tbody></table>
<h3 style="margin:0 0 12px; font-size:20px; font-weight:700; color:#48607a; font-family:'Merriweather',Georgia,serif; line-height:1.3">Stop choosing between alert coverage and your budget</h3>
<div style="font-size:15px;color:#48607a;line-height:1.7;font-family:'Merriweather',Georgia,serif;margin-bottom:8px;"><p>Most observability platforms force a tradeoff: alert on everything and pay exponentially, or scale back and accept the blind spots. <a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp0l5g8t6W50kH_H6lZ3nqW50ZrFS7nn3VBW14NfC-1T2970W3Pdt6M1YyTM-W7W5qnT50qvmJW559Y9l35rB9mW1xJmJj6Qg92yW5g81SP2VSj6kW50tFd-7V1Lx0W3CyY5v6h6Z_lV7j2sN3Pwk_sN6J4gnwHfTcdW5jZFys5ZfNxCN48Z9mWy9bwmW3b0wgt1mvKzHW2_QBsd1TPV_wN6f1YLx61-TyW83R1L-7hXmXvN4hf1d7j18_zW5Ppw6w5vgDHsW27gmBT2NlM62N3yFPfd8csThN15M_xzVSKF-W4HC5S47-m7ClW3FYHFH2lZbvgW2kV9XR89jx6fW6j3YXG1TzQqwW3Q73cK2p_ByRVVbsXQ1PxjS-W8kXbXc8dPxBfW8dVmgb7jfNBTW1Jg7P33Zl26WW5WxCff5HcQLpdr9f7P04" style="color:#00a4bd; font-weight:bold" rel="noopener" data-hs-link-id="1" data-hs-link-id-v2="Z1tJDdvh" target="_blank">J<span style="font-weight: bold; color: #00aff4;">oin us live on September 10</span></a> as we cover two OpenSearch capabilities, PPL and the Unified Alert Manager: no feature tiers, no licensing negotiation, no ingestion ceiling. Here’s what you’ll learn:</p></div>
<div style="font-size:15px;color:#48607a;line-height:1.7;font-family:'Merriweather',Georgia,serif;margin-bottom:20px;"><ul>
<li>
<p>How PPL simplifies multi-step, cross-signal alert conditions</p>
</li>
<li>
<p>How the Unified Alert Manager replaces per-tool notification sprawl</p>
</li>
<li>Live Q&A included</li>
</ul></div>
<table width="100%" cellpadding="0" cellspacing="0" border="0"><tbody><tr><td align="center" style="font-family:Merriweather, Georgia, sans-serif; font-size:15px; color:#48607a; word-break:break-word"><a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp0l5g8t6W50kH_H6lZ3lZW35HJGs81ZcK1W6sKjl99bW20MW1mVW9H3nzlTqW3GnmXP6jmP8_W8cqV5z5xp-D5W4N-kVc55sS96W3-cR7n1BznltN80K96-sKP-LW5cyHFg3yWTvyW6G76R95-xnLcW2bpz3L4H5n47W8h48XL3hy0DrW8XjYJX8-JdffW4fDmN16lbBwhW952j_s52qpd9W82Hs0g2Dh2x8W12lrGt2FBrLnW18bBp_4LWFNbW7S90Cf24sQyfVHf9Yf7cLjXzN4bhtPrfyc7JW1M6XTX6tnbzcW3NXf2Z87vxTxN8kTqrxjGSDRW65Jdmj7nX91tVm4_qk4SxHFdW1c48F54-yCY4W8t1yNC9lPMFrW3H3GcY4XsSWSW7SgKwC48SkpWW2nwG383Qw8FgMyjvjRrGHYYf7NTLnd04" target="_blank" style="display:inline-block; background:#00AFF4; color:#ffffff; font-size:18px; font-weight:700; padding:14px 32px; border-radius:6px; text-decoration:none; font-family:'Merriweather',Georgia,serif" data-hs-link-id="2" data-hs-link-id-v2="jn/1c6vs">Register to join</a></td></tr></tbody></table>
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<table role="presentation" cellpadding="0" cellspacing="0" width="100%" class="" style=""><tbody><tr><td class="hs_padded" style="font-family:Merriweather, Georgia, sans-serif; font-size:15px; color:#48607a; word-break:break-word; padding:20px 18px 10px 20px"><div id="hs_cos_wrapper_module_17757509021117" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="module"><div id="hs_cos_wrapper_module_17757509021117_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"><p style="font-size:20px; line-height:191%"><span style="color: #48607a; font-family: Merriweather, Georgia, sans-serif;"><strong><span style="font-size: 19px;">TNS essential reads</span><br></strong></span></p></div></div></td></tr></tbody></table>
<table role="presentation" cellpadding="0" cellspacing="0" width="100%" class="" style=""><tbody><tr><td class="hs_padded" style="font-family:Merriweather, Georgia, sans-serif; font-size:15px; color:#48607a; word-break:break-word; padding:5px 20px 10px"><div id="hs_cos_wrapper_module_17782590667751" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="module"><div id="hs_cos_wrapper_module_17782590667751_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"><p style="line-height:175%; font-weight:normal"><a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp1x3hCZYW7lCdLW6lZ3kLW7BdWG17mdfySW1QPfRx1Bg_4hW4HMhJF3Tmwy1W4RQsN22gXBYxW2nXkjs16vd89W4WQfsp74BDRMW6FkknZ864LFFW5rfMGM8F40V6W7PmlRW5Hb7ypW8lKBbr5RJ0YNW3xym3V1-b6CwW70pLNc3C6yT0W79PGX82GCf_QW7QYdSh5FrsgsW4Xkhx28Hc2HcN1_MdHJYKG4dW6m6KDc4q9RlZN9bHPk5m-LT_N20kfG3ZZP_FM-2tjCtT4J9W4BW6KS6Wx5frW35YNl019777rW2kFf196NJqNmW12tC7h1BBZ8Rf2lsP2d04" rel="noopener" style="color:#00aff4" data-hs-link-id="0" data-hs-link-id-v2="zYE55MJk" target="_blank"><span style="color: #00aff4;"><span style="font-size: 18px;">Shopify's CEO threatened to ban Claude Code. Anthropic had already closed the feature request.</span></span></a></p>
<p style="line-height:175%; font-weight:normal">Shopify CEO Tobi Lütke says Claude Code's refusal to read AGENTS.md creates a "complexity tax" for teams managing AI coding agents across large codebases.</p></div></div></td></tr></tbody></table>
<table role="presentation" cellpadding="0" cellspacing="0" width="100%" class="" style=""><tbody><tr><td class="hs_padded" style="font-family:Merriweather, Georgia, sans-serif; font-size:15px; color:#48607a; word-break:break-word; padding:5px 20px 10px"><div id="hs_cos_wrapper_module_17867281423402" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="module"><div id="hs_cos_wrapper_module_17867281423402_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"><p style="line-height:175%; font-weight:normal"><a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp1R3hCZYW7Y8-PT6lZ3mvW5YYskr4WfVysW6pCLsY14p7SbN1jcyCr7HstfW2Pnqsk6yz5XfW5dHq-233LbDHW8Qy1n75f6Ns2N3zc_fVGlT_KW7scQCm9k2gXWW5kGTcZ2wwntTW1wS5Jt1nwsL_W1g9tJh3Pt5DXW6sr4k76GTM_8W4BFq8L1SzjF6N2D3qJR8V054W4lHSv0996Wz3W8Pgblw44TflfW6FKpgZ5bKLc6W8XQD0p8Hv_lVW18RGR34fyDkLW6dz_-b2pz23HW4hPnNW7ZQ4CdW7wrqdY8xl2rGW3ctzhZ2VBGdCW5fx0Rn2qHdXnW6XP8xD387p7tW6rbD_33WlybTf3JGY3z04" rel="noopener" style="color:#00aff4" data-hs-link-id="0" data-hs-link-id-v2="WnPJOCs0" target="_blank"><span style="font-weight: normal;"><span style="font-size: 18px;">Anthropic's Playground vs. OpenAI's: The week-old tool beat the six-year incumbent</span></span><span style="font-weight: normal;"><span style="font-size: 18px;"><br></span></span></a>Anthropic's new Playground stores nothing, saves nothing, and shipped Tuesday. I tested it head-to-head against OpenAI's version, and the new tool won on cost visibility, clean exports, and error handling.</p></div></div></td></tr></tbody></table>
<table role="presentation" cellpadding="0" cellspacing="0" width="100%" class="" style=""><tbody><tr><td class="hs_padded" style="font-family:Merriweather, Georgia, sans-serif; font-size:15px; color:#48607a; word-break:break-word; padding:5px 20px 10px"><div id="hs_cos_wrapper_module_17855147925281" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="module"><div id="hs_cos_wrapper_module_17855147925281_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"><p style="line-height:175%; font-weight:normal"><span style="font-weight: normal;"><span style="font-size: 18px;"><a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp1x3hCZYW7lCdLW6lZ3ltW3CT8y822-ZYwW3BW1gP1LFzmhW8QghM21yLNd6W7WMMpb21sV0vN6cLMth1PS2lN4cGK8WR5CDnW1wh-dd7q22wzW16Dzr97WZvKcW7Hp1Jr8b1r2mW17S8f28WLFwmN2X_lGyyWfwTW3m0B4G37R3SbW7y6nR94Vl9mBN4snNpyT3Lx7W2Y6BMj8FPdRWVkG1hr1vQH4zW300dVp6K-dF2W2Dn7D-2X1FwdW2mdWDh35WzygW7bdtzn7NBlZvW93tZxG6X5dQtW3jbZhd4nLL_6W2VFfPP8p9tL_N20KqZfh9q5vf77n8rq04" rel="noopener" style="color:#00aff4" data-hs-link-id="0" data-hs-link-id-v2="oOu0Oo8/" target="_blank">Anthropic's new browser tool doesn't actually run a browser</a><br></span></span>Anthropic's new Browser Use tool lets Claude read page structure and target elements by reference, rather than guessing coordinates from screenshots alone.</p></div></div></td></tr></tbody></table>
<table role="presentation" cellpadding="0" cellspacing="0" width="100%" class="" style=""><tbody><tr><td class="hs_padded" style="font-family:Merriweather, Georgia, sans-serif; font-size:15px; color:#48607a; word-break:break-word; padding:5px 20px 10px"><div id="hs_cos_wrapper_module_17842314004901" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="module"><div id="hs_cos_wrapper_module_17842314004901_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"><p style="line-height:175%"><span style="font-size: 18px;"><a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp1x3hCZYW7lCdLW6lZ3pGW2d4ZTT4JCZ93W6QqpNN4M432xW1ThDR-8dKnMJMncGqBbRK47W52JK9L8B-9rzW2SShWs9jV-_pV6dfpQ5zRnCZW6G5HFr41k2nLW3Gxc_b8czgm_W8vkdcm815xM2W2C-1YD8-tqfVW44p8KD5Kk2hyW4fcyJn3zJ8hCW6B3X-N6jyJ9GW3sMj-s7GdFtTW1-qG1_1Xjf7ZW3PM6pF75JLNZW8pvYPN34Dg6_W5gHprD40mgJ3W5rKqHT19YRS1W7xm_LW59b6hvW9kgqg65wDxhpN6_xhnJ6LHsbW8Br92Q4kN71lf5FGcLY04" rel="noopener" style="color:#00aff4" data-hs-link-id="0" data-hs-link-id-v2="y5FB9MCW" target="_blank">Agentic AI has a latency problem that more compute won’t solve </a></span></p>
<p style="line-height:175%; font-weight:normal">Enterprise AI agents are hitting a latency wall as network hops, CPU work and centralized infrastructure push production response times beyond 500ms today.</p></div></div></td></tr></tbody></table>
<table role="presentation" cellpadding="0" cellspacing="0" width="100%" class="" style=""><tbody><tr><td class="hs_padded" style="font-family:Merriweather, Georgia, sans-serif; font-size:15px; color:#48607a; word-break:break-word; padding:5px 20px 10px"><div id="hs_cos_wrapper_module_17855148364602" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="module"><div id="hs_cos_wrapper_module_17855148364602_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"><p style="line-height:175%; font-weight:normal"><span style="font-size: 18px;"><a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp1R3hCZYW7Y8-PT6lZ3ldW1CpXZH76WR_QW2N3gdC2q7qTXW3WDM_J7_XJyqW1R7pCF7gFpFcW2X0bMB5B51-LW3pSCHC4WH8l6W97PJP88YTC7GW17FpTS5Q6BjTW2rTlLC4mgKqwW1HGVJY5kM9TRVFBHZ83h0QZ0W5SD4LT71Yv7vV1vXsW86qX5KW1t0N953vZF8wW1trZmK4K-9FvW6sxW1f4YWKyVW93D-p77HddFZW8xt6Cw26yJK6VN-sgx1_TlQBW5Sy_vR4GjL6RM91nxypXdQ8N6wFTmCmnw0fW4T88wM6pTm1PW5SKytf56N6PxW3gy8K_1-VxtzW8Xf8zP3GP5Zsf5PSL9K04" rel="noopener" style="color:#00aff4" data-hs-link-id="0" data-hs-link-id-v2="bSmpy+aa" target="_blank">AWS deprecated this EKS auth method. 81% of clusters still run it.</a></span><br>Kubernetes security requires fleet-wide policies, hardened clusters, and continuous compliance as legacy controls and AI workloads expand enterprise risks.</p></div></div></td></tr></tbody></table>
<table role="presentation" cellpadding="0" cellspacing="0" width="100%" class="" style=""><tbody><tr><td class="hs_padded" style="font-family:Merriweather, Georgia, sans-serif; font-size:15px; color:#48607a; word-break:break-word; padding:5px 20px 10px"><div id="hs_cos_wrapper_module_17866646790371" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="module"><div id="hs_cos_wrapper_module_17866646790371_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"><p style="line-height:175%; font-weight:normal"><span style="font-size: 18px;"><a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp1x3hCZYW7lCdLW6lZ3mYN2qYgYp8SQCQW7mR-1r2X8Q8SW90Hqh-5j7C0kW8BFM0Q457_31W6dyB885NXvRlW3N-W5D5ZTvHtW5ns2fH1vzNgpW4cjSHp7mjD7fW4zKg0l49wgd6W5X24qD8fS1WpW7PH5js1j2PxWW8tNvyJ6thNMnW1lcgNV7PvFHLW34SPfF8Xl9MYV2kL7v2Mz-8nW4B8jSS7JtyVzW6Xg8c1597dJCW7ChTmm6DSG65W3Qw3cN8kft1tW28dcFN8ccnXSW7WKKl794NY-ZW2gLypS6QtBChW2QZzRG2kXb6vW9hKt3n8d4x6Mf70cddC04" rel="noopener" style="color:#00aff4" data-hs-link-id="0" data-hs-link-id-v2="10voGIBp" target="_blank">Securing sandboxes: What happens when AI agents escape containment?</a></span><br>AI agents escaped test sandboxes using basic exploits. Learn why instruction-based containment fails and how to build hard boundaries.</p></div></div></td></tr></tbody></table>
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<a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp1x3hCZYW7lCdLW6lZ3krN31w7CHlnzm1W6hK-Kt18fYRHN2BvCcXmsB79W2tdC0Q1RbQy0W30RtRB5qDpFTW4Wc5qb5gMP46MWxqh7RXmXKW1KTbjD1jYHmSW3mL0Gs8r6wTkN8mGP08tMhRwW3X-pZM5jsffZW9m0BPJ4XbGG_W5k8fyQ7zHv83W54HnJt4h468RW8PQ56r9hxn8wN6JJB8hSr8FzW1LnBGS6_Qw2lW4dT7xN6kdTQBW72bDBS3ppWhQW8_M7FR7HzCpSW18h4T62jrD34N4p5tLKTLhrMN50rhX2pvlDfN3swMjn8QBFxf1wKft604" target="_blank" style="color:#00a4bd" data-hs-link-id="0" data-hs-link-id-v2="TFip7M2C">
<img alt="TNS Episode - Jyoti" src="https://info.thenewstack.io/hs-fs/hubfs/TNS%20Episode%20-%20Jyoti.png?width=1120&upscale=true&name=TNS%20Episode%20-%20Jyoti.png" style="outline:none; text-decoration:none; border:none; max-width:100%; font-size:16px" width="560" align="middle">
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<table role="presentation" cellpadding="0" cellspacing="0" width="100%" class="" style=""><tbody><tr><td class="hs_padded" style="font-family:Merriweather, Georgia, sans-serif; font-size:15px; color:#48607a; word-break:break-word; padding:10px 20px"><div id="hs_cos_wrapper_module_17818082872362" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="module"><div id="hs_cos_wrapper_module_17818082872362_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"><p style="line-height:200%"><span style="font-size: 20px;"><span style="color: #48607a; font-family: Merriweather, Georgia, sans-serif;"><strong>“The harness is where the hard work is”: Harness bets on agents that enterprises can trust in production<br></strong></span></span></p></div></div></td></tr></tbody></table>
<table role="presentation" cellpadding="0" cellspacing="0" width="100%" class="" style=""><tbody><tr><td class="hs_padded" style="font-family:Merriweather, Georgia, sans-serif; font-size:15px; color:#48607a; word-break:break-word; padding:0px 15px 0px 20px"><div id="hs_cos_wrapper_module_17818082872363" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="module"><div id="hs_cos_wrapper_module_17818082872363_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"><p style="line-height:175%; text-align:left" align="left">Harness CEO Jyoti Bansal thinks the hard part of AI agents was never building them, it's trusting them in production. His company just launched Autonomous Worker Agents, letting enterprises swap fixed pipeline scripts for agents that deploy, test, and scan under existing governance controls. In this episode, Bansal talks with <em>The New Stack</em>'s Frederic Lardinois about why running agents in production is a different beast entirely, and what it takes to make that trust possible.</p></div></div></td></tr></tbody></table>
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<span style="display:block;font-size:10px;font-weight:700;text-transform:uppercase;letter-spacing:1px;color:rgba(255,255,255,0.85);line-height:1;margin-bottom:3px;">Sep</span>
<span style="display:block;font-size:24px;font-weight:700;color:#fff;line-height:1;">15</span>
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<div style="font-size:11px;font-weight:700;color:#00AFF4;text-transform:uppercase;letter-spacing:1px;margin-bottom:4px;">Virtual</div>
<div style="font-size:15px;font-weight:600;color:#1a1a2e;line-height:1.4;margin-bottom:4px;">A closed-door room for the SOC's hardest question</div>
<div style="font-size:13px;color:#6b7280;line-height:1.5;margin-bottom:10px;">Alert volumes are climbing, and AI is helping attackers move faster than most SOCs can respond. On September 15, a small group of CISOs and SOC leaders will meet behind closed doors to work out what security operations looks like when AI becomes core to its architecture. Apply now — this room is capped at 25 and built for people who contribute, not an audience that listens.</div>
<a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp2q3hCZYW95jsWP6lZ3pKM6qKZWd6kKZW5XvB373xTsCWW53VR388Pb1F9W4PwqFM7xlh2wN2HcGGcdCQTwW5-SHfv1BL3FZW7Tgsm39gZ52HW256SBd4lGxY3W3sgKk_76LdFwW8wPYx780MbjXW6gxtQC8yzqNVW4f21Sl4HdSrdW7NM06w4t-byWW6c7_rX7bdrtFV4WdBP2w_YrDW2fzLpQ53KBF3W7Y6M0_77L8C0VZ5MD82-zGkwW451P216NdGwYW7st9D88hdnmtW5ZjNs44rBzp3VQ6bZp4yNb1sW9d2lGY4Dp4S0N39Hhdg6cKLhW1KSwFb95x17hW6Bbvgx5ZZ0YnW5LK0t-8GJQqDW65Kmtf1DL2kkW9g1XMS4DjZd_W2CNJn57g84ynf1Bkf4R04" target="_blank" style="font-size:13px; font-weight:600; color:#00AFF4; text-decoration:none" data-hs-link-id="0" data-hs-link-id-v2="CdDUC7oQ">Apply to attend →</a>
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<span style="display:block;font-size:10px;font-weight:700;text-transform:uppercase;letter-spacing:1px;color:rgba(255,255,255,0.85);line-height:1;margin-bottom:3px;">Sep</span>
<span style="display:block;font-size:24px;font-weight:700;color:#fff;line-height:1;">15</span>
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<div style="font-size:11px;font-weight:700;color:#00AFF4;text-transform:uppercase;letter-spacing:1px;margin-bottom:4px;">Santa Clara, CA</div>
<div style="font-size:15px;font-weight:600;color:#1a1a2e;line-height:1.4;margin-bottom:4px;">AI Infra Summit</div>
<div style="font-size:13px;color:#6b7280;line-height:1.5;margin-bottom:10px;">Now in its 9th year, the AI Infra Summit is the premier event for engineers, architects, and AI/ML practitioners focused on full-stack AI infrastructure. Join 8,000+ attendees to explore cutting-edge hardware, systems, and AI data center innovations. Want to get in on the action at no cost?</div>
<a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp2q3hCZYW95jsWP6lZ3mxN2-bt8S36tV-W8p6ns57Hm-5JW2pzQzs8jbtNtW5Bmx3_4dv47xW1Sh7Jq6VZKlQW92XTJ44R4dyrW5KXdQ36gLk7PW8zYKhy29l_fnW8shQ3T7rXJfQW3r1NCb692sJYW3QV-L55LP1nNVCX06M8nG-lQW488VgV5G6TvmW5MhKGj4c-zfGW6NM8f28XB0s0W3Qzl8T45WXCNVYtY5R7vtPfPW7nqbTV78KCKJN8K7SHcX-V0nN5c_MP3jv2Y9W24xsbY5R67vTW5789cp3cdrV4W1bQgY52DtPR3W7Dd7Jp3JVYfNW28LPjw6hXDCKW89T1zx16BvmGW2TWxxz9jMYwZW3jdl-17rbNLPW57Y8ld6qDNPYW14lgq-1j2zmkf1qB0Lz04" target="_blank" style="font-size:13px; font-weight:600; color:#00AFF4; text-decoration:none" data-hs-link-id="0" data-hs-link-id-v2="bmmu0MGD">Get a free ticket to the expo →</a>
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<span style="display:block;font-size:10px;font-weight:700;text-transform:uppercase;letter-spacing:1px;color:rgba(255,255,255,0.85);line-height:1;margin-bottom:3px;">Sep</span>
<span style="display:block;font-size:24px;font-weight:700;color:#fff;line-height:1;">22</span>
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<div style="font-size:11px;font-weight:700;color:#00AFF4;text-transform:uppercase;letter-spacing:1px;margin-bottom:4px;">Virtual</div>
<div style="font-size:15px;font-weight:600;color:#1a1a2e;line-height:1.4;margin-bottom:4px;">The wall every agent stack hits</div>
<div style="font-size:13px;color:#6b7280;line-height:1.5;margin-bottom:10px;">More caching and a bigger vector database won't fix what breaks when agent workloads, not human ones, hit your retrieval layer. See why bolted-together pipelines crack under concurrent load — and where this wall shows up in production before you find it yourself.</div>
<a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp0l5g8t6W50kH_H6lZ3pxW330kPZ4FHs5zW21QV6j8pyK77W5TDRmY3TDmLJW15g2S283zJxSW72F-Sy7HB_XgW7jr4Qr765GQCW3FRgV_1Zr6xpW8KYRyw1j0Gp0W6M_ltw4fZRhFW4lnDdk4MTHJBW77bjFl1Y4CF1W6-xWxd3rSPZ8W6CCRF23H95T-W4M9n4m2RKf3DVy-ChS51grdJV-J82v2cy5XGW8Pmslp1bw-2fW8STG974TcmRZW7tDgrk4zDFwWW1VgwLc21R_R6W3H0pvN5d_9RfN3jm61mKtvwpW50y7Wt6XDdTmN5dqPfqKJ9QsW4P8kbp97FW_pW6W0ZNM4zQkvnW8k6m915XgXgLW3dW0gn7lq4ZNW2L6DnG28qxt0W4tXjbr8btMywW6PwBBF3PHyJSW3DsrtV8V_R9Yf7_v53b04" target="_blank" style="font-size:13px; font-weight:600; color:#00AFF4; text-decoration:none" data-hs-link-id="0" data-hs-link-id-v2="DLcsikB1">Register to join →</a>
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<span style="display:block;font-size:10px;font-weight:700;text-transform:uppercase;letter-spacing:1px;color:rgba(255,255,255,0.85);line-height:1;margin-bottom:3px;">Sep</span>
<span style="display:block;font-size:24px;font-weight:700;color:#fff;line-height:1;">29</span>
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<div style="font-size:11px;font-weight:700;color:#00AFF4;text-transform:uppercase;letter-spacing:1px;margin-bottom:4px;">Virtual</div>
<div style="font-size:15px;font-weight:600;color:#1a1a2e;line-height:1.4;margin-bottom:4px;">When human review can't keep up, what does?</div>
<div style="font-size:13px;color:#6b7280;line-height:1.5;margin-bottom:10px;">AI agents write code faster than any team can review it. Pull requests are up nearly 2x, bugs up 54%, and incidents per PR have nearly tripled. Explore where human review still earns its keep — and where a verified pipeline needs to take over.</div>
<a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp0F5g8t6W5BWr2F6lZ3m2W5kHM8N8vw57XW9d-1jn13wpZdW4SxrFd7t-rPLW4-H8Cq6FrWLGW6Q8dPb3lWnlMN3FQnK7dCnh0W7XrLmy9kT8kxW6gkwBn5Ppq6zW9j68wQ1JZF9YW8yT4GS6GC54kW8WZMQJ7DNH51W8NPVQw5nm2trW55pFzY8sMwtfW7FrH-t2pc5mCN73DzNbrvW_rW6Yr0tt8LmxBgW84p8j16l5PMjW94N89d5pFcXSW3HC2977yLr09W5fY4Wn4-_pyVW3gKkmJ5bDHlmVRpDzM3YqB1LN4y_flC4lmD3W3TjRpp7ykFyHW6LJs2v3jHXjPN2gVTqqy5_kKW1d5D9T2pXkLkN4xw0N1Zh1XGW52SbHm61js-jW2YYhzq4Ns6fvW7pxp7f6D9-cMM5gfRNPvf5pW4zr0pG8z8plNW3YGt-l3Q87tLf5-HBLP04" target="_blank" style="font-size:13px; font-weight:600; color:#00AFF4; text-decoration:none" data-hs-link-id="0" data-hs-link-id-v2="2/hdy8tJ">Save your spot →</a>
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<div id="hs_cos_wrapper_module_17824261942421" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="module"><!-- TNS Sponsor Ad Unit -->
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<p style="margin:0 0 16px;font-size:13px;font-weight:700;letter-spacing:2.5px;color:#9ca3af;text-transform:uppercase;font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,sans-serif;">From our partner, Cautious Optimism</p>
<table width="100%" cellpadding="0" cellspacing="0" border="0" style="margin-bottom:20px;"><tbody><tr><td align="center" style="font-family:Merriweather, Georgia, sans-serif; font-size:15px; color:#48607a; word-break:break-word"><a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp1x3hCZYW7lCdLW6lZ3n1N48vT9NtZShYVtcSXF5wXNCTW7cL7qs3h-rZSW4TvMfN3Fn1BcW6t8fPq6P6P0rW8yMz4v476_v8N4VdBB2y6V0zW2Ysst48BvT28W6RCT53108x7lW4QD3tB5x5WKhW5ygJWn1sgRMlVM3k-f6gfvLJW8qy8CC11Zb4hW15qz4t3xTLTXW4wJRjL2B5xRVW69-5-Y190gT8W8pYxrJ5H6DS-W62m9yr6qNq3kN2rJYLFmvL-7W64j5Bt7VWK-4W76W9ZD20Lx_RW5M91mM81493JN5mKzpRqlnYXW4lKWWM1nyDWydBMsPn04" target="_blank" style="color:#00a4bd; display:inline-block; line-height:0" data-hs-link-id="0" data-hs-link-id-v2="rKGcsldM"><img src="https://info.thenewstack.io/hs-fs/hubfs/[email protected]?width=1168&upscale=true&[email protected]" alt="TNS eBook" width="584" style="outline:none; text-decoration:none; border:none; display:block; border-radius:8px; max-width:100%"></a></td></tr></tbody></table>
<h3 style="margin:0 0 12px; font-size:20px; font-weight:700; color:#48607a; font-family:'Merriweather',Georgia,serif; line-height:1.3">A layer beneath the headlines</h3>
<div style="font-size:15px;color:#48607a;line-height:1.7;font-family:'Merriweather',Georgia,serif;margin-bottom:8px;"><p>Cautious Optimism is a newsletter that covers AI models, startups, and the biggest software companies in the world, and then explains what the numbers mean. Here's what shows up in your inbox every morning:</p></div>
<div style="font-size:15px;color:#48607a;line-height:1.7;font-family:'Merriweather',Georgia,serif;margin-bottom:20px;"><ul>
<li>Earnings, interest rates, exits</li>
<li>Where tech meets markets, politics, and the public</li>
<li>Straight talk, no spin</li>
</ul></div>
<table width="100%" cellpadding="0" cellspacing="0" border="0"><tbody><tr><td align="center" style="font-family:Merriweather, Georgia, sans-serif; font-size:15px; color:#48607a; word-break:break-word"><a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp1x3hCZYW7lCdLW6lZ3kPN7ThgVLv_K3-W5KhjkK8XYtF7W1y3rs16yqKmbN4D3DZ-Wc3zyN1TwtQWsrDQBW3nrnRH7LnfYDW26VK3P36NjvdW6v-V625N4CzmW1kDdw05BBt3ZW7KVSqd2mfMPdN4LV1bSm3JySVqYjK26wn-7PW8CW_BQ69ftS1W277G9g2XLhMRW6BF8yP4xjd_LW3PmhGP1TXBHPW8rq9bL96M0L8W8QgN3K4C-3yFW6wr3Nr5FQ4qhW7xnGsT3Cc9brW87j4zD417_D-W50qr171cwYBDW26NNlm8SDGd9W7nf3t139QTFWf313qrq04" target="_blank" style="display:inline-block; background:#00AFF4; color:#ffffff; font-size:18px; font-weight:700; padding:14px 32px; border-radius:6px; text-decoration:none; font-family:'Merriweather',Georgia,serif" data-hs-link-id="1" data-hs-link-id-v2="5NE6M7AA">Get your daily dose</a></td></tr></tbody></table>
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<table role="presentation" cellpadding="0" cellspacing="0" width="100%" class="" style=""><tbody><tr><td class="hs_padded" style="font-family:Merriweather, Georgia, sans-serif; font-size:15px; color:#48607a; word-break:break-word; padding:10px 18px 5px 20px"><div id="hs_cos_wrapper_module_17781980589041" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="module"><div id="hs_cos_wrapper_module_17781980589041_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"><p style="font-size:20px; line-height:191%"><strong>TNS quote of the week</strong></p></div></div></td></tr></tbody></table>
<table role="presentation" cellpadding="0" cellspacing="0" width="100%" class="" style=""><tbody><tr><td class="hs_padded" style="font-family:Merriweather, Georgia, sans-serif; font-size:15px; color:#48607a; word-break:break-word; padding:10px 20px 20px"><div id="hs_cos_wrapper_module-2-0-0" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="module"><div id="hs_cos_wrapper_module-2-0-0_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"><p style="text-align:left; font-weight:normal; font-size:16px; line-height:150%" align="left"><span style="font-family: Merriweather, Georgia, sans-serif; color: #ff3287;">"The intelligence of cheaper, smaller models is now much closer to their larger frontier counterparts, providing us a lot of room for cost optimizations."</span></p></div></div></td></tr></tbody></table>
<table role="presentation" cellpadding="0" cellspacing="0" width="100%" class="" style=""><tbody><tr><td class="hs_padded" style="font-family:Merriweather, Georgia, sans-serif; font-size:15px; color:#48607a; word-break:break-word; padding:0px 20px"><div id="hs_cos_wrapper_module_17460542166404" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="module"><div id="hs_cos_wrapper_module_17460542166404_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"><p style="text-align:left; font-weight:normal; font-size:16px; line-height:150%" align="left">— Michele Catasta, president and head of AI at Replit</p>
<p style="text-align:left; font-weight:normal; font-size:16px; line-height:150%" align="left"> </p>
<p style="text-align:left; font-weight:normal; font-size:16px; line-height:150%" align="left"><span style="font-family: Merriweather, Georgia, sans-serif; color: #ff3287;"><a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp1x3hCZYW7lCdLW6lZ3lRW5pdMVq20P5TpW7xJ4RD821gs2W95wwRD5ZGJ8qW45p03w2Z3DlmW4c1WXs4w06SFW3Q-vDX1_9pMPV_N-sk5xrw7rN8qgT9VbP3QcW2vQPp37nJVTdMx30nFPYVY4W3tGpjl2l-fTbW96FnV86g_TMfW1q3yRM5RcrGKW34VMy04LBRg9N1vZZ7xJC5_fW5Z33y71vWQ3yVFdS-q28HVMPW64tPmC5jBpbHV7YdQ72cHKz-W5ZsT3N35xkr_MD8HRDyc4zlW3HWNv65sxj0GN43JPbB4ZJTKW1hSGQS3Ht80mf5J6jl-04" style="color:#00aff4; font-weight:bold" rel="noopener" data-hs-link-id="0" data-hs-link-id-v2="tidW5K9L" target="_blank"><span style="color: #00aff4;">Read more →</span></a><br></span></p></div></div></td></tr></tbody></table>
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Plain Text
Plus: Why Shopify's CEO threatened to ban Claude Code
View in browser (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp0Y5m_5PW69t95C6lZ3p3W93Zq712xYpkVW2YTbsP146587W3zCKBQ6bv604W5fZWvj4FFmj-W8Xt-rq6gwkhLW64CRNY8ktcFgW65TZmS1q2qptW7dZm683NSWm0W8yxLC34xkLqnW858d5d2Q5LzHW831TQ76ncQNKW80TNJS42X8WCW4xbxM3673DTyW8MVncC5y2VTjW7wvwyp71kr62W5_bczH2QgL6TW5Wpd4Y4LH14rW71_Yws80X9WBN1rbhfqtsx6fVSvs767gQgBvW7y2WNk8pnsfdW1sQZgc8gVf0kW20HsFb2s19S0W7m9SSv4ynjPHW2M3Pk41pzTxHW6Xgc0z3Wgnb5W1ymY3f5-70GHN6pJzX34q0_CW7rk1gY4X3YdtW5cPqcr1LdhdKW7G5x4F1HbRK6W5b6bD98jMb-fW23vr4z5Z1nJrW7-kPH14RZnBVN705qRyXV26cW7Cz1rr3STd6Qf1w32CC04 )
The New Stack (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp0Y3gP0xW69sMD-6lZ3lCVjf54c3M4NJLVdd4Jf4BDc8ZW4dJQVq1Gr9vtW7CLPCL5pKkflW3N4X3B4Dn3CrW4bp4pT72vQprW3394R-1xyNfXW762lnb5Cxms3W2b073F3sKH8jW1D07By1pjh9rW60YCpM7zfCy3W79S6KP3GW3JHW60MWLt4vp1qJVZJz3F78jxW1W5_SxYy460T3vW6lv4dZ2syhCNW8V2pZ68KX6ZCW5Prkkv4LkgsWW4kwH-L2ZxXCLW85R11x7Ly5BGf4h3c4H04 )
Weekly Update | Issue 535
Why Nvidia spent $12.9B on Hugging Face
Nvidia agreed to pay (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp1x3gP0xW7lCdLW6lZ3pKW6rVFGg6pybgkW1n-gKt46Kz3WW6vZRM33KGXFFW10wym12hqysgW67x_Xg7mzpt5W8Brk-45mZqDRW312JtS7xs-m8W8x7hDR42z36LW4TxNlq82V_GtW1XSlW_6p-q5TW4Bpq0W8WKMmCW7zFqcb9034y9W6nd_Vl1Hg_1NW2YZpFX5zgvd6N44_VbFPc8mVW52S70j1H7F32W4xkTN248D8HJW6f5SRj6hXqgpW3jhrs05S_YpPW3-T6md4YxH-YW4-1-1m5K3hQNN6wd7mqqDyWgW6Tlf7K6ylwdPW1b2VSC965kqlf7qD_bs04 ) $12.9 billion for Hugging Face this week, The Information reported. The purchase feels similar to Microsoft's acquisition of GitHub. Nvidia agreed to pay $12.9 billion for Hugging Face this week, The Information reported. The purchase feels similar to Microsoft's acquisition of GitHub.
Nvidia followed developers. It bought the place they already go for AI models. Meanwhile, Anthropic and OpenAI are selling a premium into a market that’s increasingly treating free as the default.
It’s getting easier to run those open models, too. Earlier this week, Ollama shipped a release that lets Claude Desktop run Qwen, DeepSeek, and Kimi (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp1x3gP0xW7lCdLW6lZ3n7W1S2bs43tVsDxN4BdfQCybvBLW77cvDs26cfrCN2l_0-WqW7qwW74R2bP5tC0LsW4Jl69n2y6gw2W27xb0M7PTs6bW4yrZDD5hHdbSVDYSCS6jT4_XN4Q_dfrFV4G8W5mQV101h40dpVJQn2C35JcshW8-VnfG14nq-fW8nMJ7w15m6xyW5YG40t1nwJc8W8ymw_V1TtPtnW61rK0N51X4pBW9cz0H31g8gY9W56WThQ6xR203W7RwRRx4GjvKfW78wR-k2QSRRfW8zK4rD6-50VFW3RRmCs1F_Vl4W8Rd7xW8cp6Y-f4BXrD604 ) . You open Anthropic's app, click the model picker, and pick Kimi K3 instead of Opus 5.
Read the full story → (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp1d3gP0xW6N1vHY6lZ3q0W1S79kV4tMvHKW70_tml3S5vCsW6vKyKv7_5gq2W80qNnr3zSm-zW3PR59V6qSgxYW5czvr61mTcQGW2F3ltg3vtzlBW5MNW4m61rnwBW76TcvG1td9CNW17tnk_2TZmcWVvTtxV536KljW39Cf0L3CWjc1W3Qgf4f11Y4gyW2VXWnp94TQP2W29Xt9474TSZ2W2dyRBL1knjRFW7pXQX384tmL8W1RtnKS8hr6f7W4L5bqd7V_X1MW8mVfW282xRSlN7yB2pTmFHdtW8tmwQF90gS04f1-Q6xs04 )
— Matt Burns, Chief Content Officer
Stop choosing between alert coverage and your budget
Most observability platforms force a tradeoff: alert on everything and pay exponentially, or scale back and accept the blind spots. Join us live on September 10 (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp0l5fkwKW50kH_H6lZ3pDW4_H7nX6785KvW6_D_Wl7Q7sZdW7_t3fs3h6FDKW8HX_FQ7Gks82W5_Cs3z6FBw0wW97cMKg26ZfmzVT31zR6pvB8dVYLwdw8640byVly7bn6hyQXHW8Xt36k4xX8rNW6slMj56f-N1-W2-FJTq3pWP0VW62JqWr2ybZGkW29kRJ-3rN94ZW4crCYB7cfVLDN3Lxgcgb7Lc1W3cVWPv7K_SWzW1dkb7K6RrJ4wW9fCVXH9dGwHwW720Yv_57bjr_VSjwK93ydBk9W6GCtTy5Q5xbMVND_-c7-8c02MFqTgkGZ2LRVpZs9r6dj_ScW8Gr9Gc6yLtQwW7K3H_b2jlkq9W53ftK_1ZTCv_N3Bc8qpVt66cW6vS5Y72hKVRfW7L4cHr6r4McWW7nrP1L3C8P4kf1fd2T-04 ) as we cover two OpenSearch capabilities, PPL and the Unified Alert Manager: no feature tiers, no licensing negotiation, no ingestion ceiling. Here’s what you’ll learn:
-
How PPL simplifies multi-step, cross-signal alert conditions
-
How the Unified Alert Manager replaces per-tool notification sprawl
- Live Q&A included
Register to join (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp0l5fkwKW50kH_H6lZ3pDW4_H7nX6785KvW6_D_Wl7Q7sZdW7_t3fs3h6FDKW8HX_FQ7Gks82W5_Cs3z6FBw0wW97cMKg26ZfmzVT31zR6pvB8dVYLwdw8640byVly7bn6hyQXHW8Xt36k4xX8rNW6slMj56f-N1-W2-FJTq3pWP0VW62JqWr2ybZGkW29kRJ-3rN94ZW4crCYB7cfVLDN3Lxgcgb7Lc1W3cVWPv7K_SWzW1dkb7K6RrJ4wW9fCVXH9dGwHwW720Yv_57bjr_VSjwK93ydBk9W6GCtTy5Q5xbMVND_-c7-8c02MFqTgkGZ2LRVpZs9r6dj_ScW8Gr9Gc6yLtQwW7K3H_b2jlkq9W53ftK_1ZTCv_N3Bc8qpVt66cW6vS5Y72hKVRfW7L4cHr6r4McWW7nrP1L3C8P4kf1fd2T-04 )
TNS essential reads
Shopify's CEO threatened to ban Claude Code. Anthropic had already closed the feature request. (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp1x3gP0xW7lCdLW6lZ3lgW2rCybd54hvgYW5fDkDd8F9yvFW6bKCGQ24FF6zW7nmRQc7tNnVWW2M6Xwq2LM9M3W6ktMCN1l1tDZVWDn6x6xQpjrW70BB4r4078gbW6h68MQ1hxncyW5DHTfX8z4kMhVV9Kdp3bLVwdW8_89YF1zD19YW9m1gPw8rfkpTW4jgMVt8rVlY7W7xHMRJ52txpfVL0rvT83z3GTW5xr_CB48SWkMV8gXls3j8dpSW5r79tK8PcH9RW6lpz1C6sc7ydW1jZY3Q2DxBVYN4CDsFgFwZlpW2zbc9546fmYwW8Xfl_T2dt4Nhf1hrh7Y04 )
Shopify CEO Tobi Lütke says Claude Code's refusal to read AGENTS.md creates a "complexity tax" for teams managing AI coding agents across large codebases.
Anthropic's Playground vs. OpenAI's: The week-old tool beat the six-year incumbent
(https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp1x3gP0xW7lCdLW6lZ3l5W5lZTZ67vbYF8W5yKJsG3RBlRZW8KW1KR3HhZjGW29ZV7d9jZzBJW2xlgcT2VJLq9V2m4Wt26M5PXW5VsqKb3sVdvsN686s_bjRMB8W19JfhM4dzB_nW2mJTRx8f4Lc7W35HT7V4C5QbLW90sHYf2HsfbzW1Cgvbs89qTxdW3tTYPG7g-WX2W7rLbLn7p63FfW58KrqS2W4lr8Mk2Qxr8CF74W2RQPMB5HFhdgN4D52w6n2XCVVDRRrn7S-zxZW7-XKL56WMxPhW7vCHy675qx-CW4JcpMY4vvqzyVSMdMv4l_QXSf6Zxqtl04 ) Anthropic's new Playground stores nothing, saves nothing, and shipped Tuesday. I tested it head-to-head against OpenAI's version, and the new tool won on cost visibility, clean exports, and error handling.
Anthropic's new browser tool doesn't actually run a browser (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp1d3gP0xW6N1vHY6lZ3pbW9lcr0F1ddc9JW6S0vJT3G0Zm_W5pyS7M6cJTK0N8qZ6wznFctjW4c5sd08FKMmDW8HQ63w742DjZW6cHyxn5F18G9W6Xgz104C_NRhVvT_xR29Hxt1W699QcL8R-wWmMm5JJK7n0Y9W36HMJp1lRB5bW2mNFM35WTVG6W8slQkg70PgKQM1J242jR3CmW49KfHs5NkYl1W871KZX90mxkpW26P7XM2hFbv4VSqT_x7cRKnrV2fNjP5LlJTgW46s6FX7YZq9NW322xqW4yrx7jf23J7Jg04 )
Anthropic's new Browser Use tool lets Claude read page structure and target elements by reference, rather than guessing coordinates from screenshots alone.
Agentic AI has a latency problem that more compute won’t solve (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp1x3gP0xW7lCdLW6lZ3pbW7j6v079hMfsrW89R_C544gT6bW7dt8Bp43dgWZW70cjSQ62ryK_W3wRcv98m39s3W8PPxQ55R3jbsW9c4JW_4xsv3kW68y1c-2P4rXtW2JM3lK776BL5W6G5c8L7y2sM1W67Pggp3lhLX9W3SN8411Z31W4W4ypm4J2kBTWhW8m7DQ78cbyWbW2l82fx7m85bjN3HG-bGV77g8W7qbsZf1ZTZVVW4g0K1R2pTcCGW6nvVxq8Xb_bWW4fpcyd1nT-qdVCLv3-4x2vkTW5pw-RL4-YGdmN2f2Bcm-Xz97W3388Pg3jSdsNf8cmGP004 )
Enterprise AI agents are hitting a latency wall as network hops, CPU work and centralized infrastructure push production response times beyond 500ms today.
AWS deprecated this EKS auth method. 81% of clusters still run it. (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp1x3gP0xW7lCdLW6lZ3mMV34f1D7C19D8W4drbRr21KDyYW3VjzLm807JhVW8VnmgW64hDHQVqFGJl91lhCkW3PFQx55CsYsJW5nYw3z93qcHVW4kkvHR7K5KvzW73fHn56DqsQbW7hJXht7KK9sHW4B2s4B89QcHDN2vm11v9Y-qXW5JB5v78NYZyzW4p280w1W45m7W2VtV5V1RVTYbW1L0wcM554Mn5W9bmQC_74hhYqVdcdQ87DlzwHN1HkGYHCK9Y1W8VTByD79ywRMW4VfTP83XN6g3W7lTsnY6rlrlVW38KDnX5flDYwMzrD76HbhXtf6Msnh604 )
Kubernetes security requires fleet-wide policies, hardened clusters, and continuous compliance as legacy controls and AI workloads expand enterprise risks.
Securing sandboxes: What happens when AI agents escape containment? (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp1d3gP0xW6N1vHY6lZ3nFVxqgN11DqNdVW7mtKgZ1D1fDSW5hK3Jx2G_dfzW8p9tKz8Rtt8MN8Hh6W8YB8jcN4ltnR_qXtYMW2m7Lbj4w9rv9W1wh7bz2H0ZwZW3yCHz03-yGD6W12vRjJ99K8csW4bby543Zd7vcW6RYTL13T0PCRN4YpZskCN9jXW96yc1d3hr0LLW5vS5_W9lLmbSW5Hv_qf7GsW14W44Q0nF1rS8x8W93GrxM2QjZv3W50vfpb59FSvzVM-69F1bLvZ3W154hV05Hb_lZW1s56XS4Vf8cpdbFw3204 )
AI agents escaped test sandboxes using basic exploits. Learn why instruction-based containment fails and how to build hard boundaries.
TNS Episode - Jyoti (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp1x3gP0xW7lCdLW6lZ3p4W2Rj-sm2tZtypW90M5tT4Hjm7MW8ndnr73QG0zKW1-VzRd3q96TgW5KXL7d1H0GDlN8KQYBPY5DrQW44sNnj7dKN3xW5ZVKhw19RZmKW7YfY8k3z-z6VW8XZl7P3Rj3WkVZKT5Y5wZf1SW8LvMz04xTqzfW7zBJrn6Hz9qdW6twDRv1z5-PPW8v_LDN2jJPwBW1QQnHN8bFfTPW7RKqg_506VD8W9gs_xW7F19V6W6mWfSb6NCymcN4J4yXZNvJF-W2dpP0_2MH7FSW6TCnSZ4_pLl3W1yK1Dz85YwqFVD59qm2Hh4sjdl1Mbd04 )
“The harness is where the hard work is”: Harness bets on agents that enterprises can trust in production
Harness CEO Jyoti Bansal thinks the hard part of AI agents was never building them, it's trusting them in production. His company just launched Autonomous Worker Agents, letting enterprises swap fixed pipeline scripts for agents that deploy, test, and scan under existing governance controls. In this episode, Bansal talks with The New Stack's Frederic Lardinois about why running agents in production is a different beast entirely, and what it takes to make that trust possible.
Watch the episode
(https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp1x3gP0xW7lCdLW6lZ3pZW1gSpYw3rbvbdVtng9Y3w-JNkW3lMBCq5ks6ndW71Z9pJ18k3XzW6mnjN3900FlpW4w7mD47RpPhfW2SkrN88g3RWZW2vlJcH52pL88W8Y-4Wz8NQK1sW980NM155YfyzW2vJjRN641HgwW57fNLJ6bHtr6W3xcNwK1b3jk5W3L7CgM5YSHlRW6G59T95QC2hzN7rHJwbGwnVqW43NRq93TPhM9VqJCh07LrJXKW8x1C1Z4WvfdgW91-mhK2THksVW1p1yvJ239WBXW96Ln_m5T_dCjW3Q7mWQ8-Zt8qW3TwtBr6g3c9Kf3HzkQv04 )
Featured events & webinars
Sep
15
Virtual
A closed-door room for the SOC's hardest question
Alert volumes are climbing, and AI is helping attackers move faster than most SOCs can respond. On September 15, a small group of CISOs and SOC leaders will meet behind closed doors to work out what security operations looks like when AI becomes core to its architecture. Apply now — this room is capped at 25 and built for people who contribute, not an audience that listens.
Apply to attend → (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp263gP0xW8wLKSR6lZ3kwVKg95n5R-4bSW38c3m65KdkQsW1HRTH_5RWHW2W5cG-BW64-RwxW77DHTh8BJF2MW8JZ6yL8C3gK0W9c8xkF28vy1WW4CNZrD77ktbvW2dgsNL7f_wmYW2mVf_413yy0rW3434d09b2McKW2gVJcc5-XTgBW88-QFB5tY2N0W6jxHXB4J-nsdV-Zb7q96FRplW7QQf-W6F8J2QW2zt4Np41yX_2W62qZPv2GVLJnW6lF1V895TlYZW6sTSc98MC_LzN4SZCHNHdWWrW993W6f7x268CN224X0wT7h2fW8zmDXp3fKyzrW8jMLpn3VFTt7W3qlsyP1_BPXdW11gZ1Z1T1ZdtW4F9glG2j64R8f83DtC-04 )
Sep
15
Santa Clara, CA
AI Infra Summit
Now in its 9th year, the AI Infra Summit is the premier event for engineers, architects, and AI/ML practitioners focused on full-stack AI infrastructure. Join 8,000+ attendees to explore cutting-edge hardware, systems, and AI data center innovations. Want to get in on the action at no cost?
Get a free ticket to the expo → (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp263gP0xW8wLKSR6lZ3n5W4Nft5C15KNw_W7BK6z62WKnGPW2gLx426QXDw6W8Yq7P66qhsXvN7KgNHvZRrPdW22vDK2219jv2V2n3lv6KDzBBW3GZR4t67y3-rW7bmchv1pRh9RW6fzQVQ7TN6V8W7WFFtT8XcfvtW52Z-TX8s3j-LW2Mjbzr5r13x7W7C2Vk28ck9D9W48jg215b4c6RW3g0zxj1-rbrCW6RhDfj5x9qKsF1KN9FW3DS8N5QCffWDfsNtW2fYX8s6056_2W8jBbTn4c5w7ZW8zMSdV7SFGCcW47D3hs107SZNVN0QfB758rSVW3RlPLc8D3kXPVrVJnW5X8L3tW1X4VNz7QZ3fnW63YhVC8lL9Zpf89Py--04 )
Sep
22
Virtual
The wall every agent stack hits
More caching and a bigger vector database won't fix what breaks when agent workloads, not human ones, hit your retrieval layer. See why bolted-together pipelines crack under concurrent load — and where this wall shows up in production before you find it yourself.
Register to join → (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp0l5fkwKW50kH_H6lZ3pcVwch98592MJGVPL6-C2YbR62W7PHsGZ8f_73pV-1wKV6HsWlGW1Pdvhs1Bhg05N3t01nRKzt63W1FLzTR1bgDnBW4jZLW47yfqxXW28Mjtk3TxV6TW6HX7XC5cLTPWW1VYVNQ5tvTFVN8F8vcXPC14YN7NP6kMGwd4sW8tZ0Km6sb0zMW8jFVhd7dr689W5mF1XV7ty0D7W2WlpSq6H9StHW4wb5Kt4n1n9sW1MSKG37tV2sLW77mltY8g2kwfW6FdDwV4wjMq_W7_Ckt760w7brW1bXlcx3vb77tW56-6cv2jRdntW2vD5r584r5dSW8_kFXn15LCfnW76mm0z6jnbjGW1YszcW5Zmcv2W21NsXT4WmpNrN5lBql5wvHnVMHl4MW3pmp9W5pQM4R1x4Xx-f9k3VJz04 )
Sep
29
Virtual
When human review can't keep up, what does?
AI agents write code faster than any team can review it. Pull requests are up nearly 2x, bugs up 54%, and incidents per PR have nearly tripled. Explore where human review still earns its keep — and where a verified pipeline needs to take over.
Save your spot → (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp0l5fkwKW50kH_H6lZ3ptW6vXzHT5bCV6VW96M6RZ3pSN7pW21D_F16NR4mjW7X9YPm5PFbf9W7njL7k1JXFFDN2y6RCgypd5GW6R3_kD30fstwW8h8rn-32G6T9W84BFJt3h4XPNW3qlz5169y-5rW1JFB783VnMyKW6kDJxc8KkNrnW7BV-d88FbMVQN9dltzMyQW_JN7GkhSFkQXxKW2kDRnQ90WBwhW8JC7W85JYSPNN6pPnBCv9R3mW84QcnG213St2W3r6BPT3d1rZNW5vtPnW3czvmJW1ks8g72_-8PpW70DrxP1RrFtRW7zgF6W1PM5HMW2Mll--2CFHw3W7c6Yrf6B-pbJW4g-ZfD1ftgrbW7yHbHw4lph4lVtNxpj73QR6GW91LTrP6vYChQW3KMDD86t22mGW4F2vYK2b4cxlf6CWjgd04 )
From our partner, Cautious Optimism
TNS eBook (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp1d3gP0xW6N1vHY6lZ3l8W3tgKgn5MXZZzW3z2xkj32xkpqW5lXcpj1_bPNYN3wXwtBPlRDQW61BhG_50lZ0wW1K4dzs3Dt1TmW5YQRjJ3t6-lMW5XRBxk3cFnvBW7-fGvw2_PMp1Vj4Zy94sFtk3W2L38NM16lNjtW3DnPxc6PQHM8VD-sPf1gpjXwM4TcWL3rLtXW3Ld9kM6N5ZTvW3HXJMD3H_xgSW5b9v412SYvq1W6YKwGw4xpBvKW7HGG-41Z68VWW3G0jmG3zZFLCVW4s6h1TLLqRW2Q3_rN1hXFg2f35mf8404 )
A layer beneath the headlines
Cautious Optimism is a newsletter that covers AI models, startups, and the biggest software companies in the world, and then explains what the numbers mean. Here's what shows up in your inbox every morning:
- Earnings, interest rates, exits
- Where tech meets markets, politics, and the public
- Straight talk, no spin
Get your daily dose (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp1d3gP0xW6N1vHY6lZ3l8W3tgKgn5MXZZzW3z2xkj32xkpqW5lXcpj1_bPNYN3wXwtBPlRDQW61BhG_50lZ0wW1K4dzs3Dt1TmW5YQRjJ3t6-lMW5XRBxk3cFnvBW7-fGvw2_PMp1Vj4Zy94sFtk3W2L38NM16lNjtW3DnPxc6PQHM8VD-sPf1gpjXwM4TcWL3rLtXW3Ld9kM6N5ZTvW3HXJMD3H_xgSW5b9v412SYvq1W6YKwGw4xpBvKW7HGG-41Z68VWW3G0jmG3zZFLCVW4s6h1TLLqRW2Q3_rN1hXFg2f35mf8404 )
TNS quote of the week
"The intelligence of cheaper, smaller models is now much closer to their larger frontier counterparts, providing us a lot of room for cost optimizations."
— Michele Catasta, president and head of AI at Replit
Read more → (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VWRmBJ8W00bXW5TKK1517RLwvW50jS-p5ThKFyN2lhp1x3gP0xW7lCdLW6lZ3psW40wNg91HWLPhW85VYKB8Z5Sh2N4vMr0XjVJDhW6M-LVF5yMhJQW3GDK5K4PGs2mW8JM4JW5tnjclW5VGvy867ZDt5W1-BfZx1SwPktW380BkS4W9xrhW5pXGl54CZfDWVQBFtS9kB3N0Mr8ZcBb0yrFW1P0xB082PCShW7TZ8Qj23w7SPW8wRqw52SCf2_W1jXnbc5bvQ9vW3V6RRs67Bv0lV-gJZ53x7bD9N4h6Zk_RPmXjVMJSfn1pFyN4W8N7VqS49qDpLW1l4pfc2PJJNKVvRslm5vqxYfW1yCZSz9710vgf3TbJYj04 )
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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!