Mistral just open-sourced a ~1T-parameter model trained in Europe. Not #1 on leaderboards, and that's fine: for banks and governments the question is which strong model you can own and run in-house. #AI#SovereignAI
https://t.co/YGuRmRRYfG
Google's top-ranked model, Gemini 4 Carbon, goes to cyber defenders first, with wider access phased in later.
Right call for a dual-use model. The real test: how fast protection reaches the long tail of smaller orgs.
#AI#Cybersecurity
Similar AI spend, opposite cash result.
Microsoft: $45.2B capex, $18.6B free cash flow.
Alphabet: $51.4B capex, -$9.1B free cash flow.
The market's AI test has changed: not "are you spending enough?" but "is the spending funding itself yet?"
#AI#Finance
More than 40% of GitHub pull requests now start with an AI agent's first draft, up from 17% in March.
The bottleneck is moving from writing code to review, memory and ownership.
#AI#AIAgents
S&P 500 Q3: index EPS growth expected around 27%. The median company: about 9% (Goldman Sachs estimates). Top 10 contributors drive 68% of the growth.
The headline tells you how AI infrastructure is doing, not the whole economy.
#Earnings#AI
The Netherlands plans about 25,000 fewer central government jobs by 2035, with AI part of the efficiency drive. The AI plan itself is due in Q1 2027.
Target first, plan second. In public services, an AI mistake lands on a citizen, not a cost line.
#AI#AIGovernance
Nvidia is putting $3B into Meta's new equity offering. AMD adds $1B. Meta is raising it to build AI infrastructure, which means buying a lot of chips.
Not a scandal. But it makes the AI demand signal noisier: the shovel sellers now own part of the mine.
#AI#Semiconductors
https://t.co/SzG7BXauje Hermes Agent: Building Persistent, Self-Improving AI Systems is a practical guide to one of the most important shifts in modern AI: the move from session-based assistants to persistent agents that learn, adapt, and improve over time.
Mastering OpenClaw is a practical, engineering-first guide to building privacy-first local AI agents—systems that run on your own machine, keep sensitive data under your control, and still feel fast, capable, and production-ready. https://t.co/iVMymF6f0J