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Thursday · June 25, 2026 · Issue No. 906
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What we're reading, in the order we're reading it.

Anthony and Harry's working stream — links, charts, tweets, and short takes. The unprocessed inputs behind the briefings.

Dec 13, 2025
Joanna link

Is A.I. Actually a Bubble?

The narrative of boom and bust is familiar—but also out of step with the possibilities of a new technology.

Dec 13, 2025
Joanna link

Don’t blame AI if the data doesn’t stack up

We’re moving into an era where intelligent, agentic systems are becoming the new force multiplier. But as EDB CEO Kevin Dallas explains, siloed or sprawled data is the primary crutch...

Dec 13, 2025
Joanna link

Disney’s billion-dollar AI bet on OpenAI

Disney’s billion-dollar OpenAI deal reshapes media’s AI landscape, leveraging Sora technology and strategic licensing to transform entertainment’s future.

Dec 12, 2025
Joanna link

As AI Grows More Complex, Model Builders Rely on NVIDIA

Unveiling what it describes as the most capable model series yet for professional knowledge work, OpenAI launched GPT-5.2 today. The model was trained and deployed on NVIDIA infrastructure, including NVIDIA...

Dec 12, 2025
Joanna link

Amazon Bedrock AgentCore Observability with Langfuse

In this post, we explain how to integrate Langfuse observability with Amazon Bedrock AgentCore to gain deep visibility into an AI agent’s performance, debug issues faster, and optimize costs. We...

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