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Yujia Zhang4d ago • 3 min read
OpenAI's Promptfoo deal puts evaluation and red-teaming at the centre of the agent stack
The acquisition signals that agent quality is no longer judged only by fluency - it is judged by...
#ai#machinelearning#finance#markets
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Yujia Zhang4d ago • 4 min read
Claude Code is the first production-grade autonomous software agent to reach scale
Anthropic's terminal-native agent does not just assist developers - it completes software...
#ai#machinelearning#finance#markets
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Yujia Zhang4d ago • 4 min read
FinTech and Big Finance are fighting to own the stablecoin stack - and it is not about the coins
Visa, Mastercard, BitGo, and SoFi have all moved on stablecoin infrastructure in the past fortnight....
#fintech#finance#markets
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Yujia Zhang4d ago • 2 min read
Data centres are forcing a fight over who pays for grid adequacy
The question is no longer just how much firm capacity PJM needs. It is whether the new load that...
#energy#markets#finance
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Yujia Zhang4d ago • 4 min read
Tech companies are building a shadow grid - and 30% of data centre power may soon be off-grid
Chevron is building a dedicated gas plant for a Microsoft data centre in Texas. Amazon secured 1.5.....
#energy#markets#finance
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Yujia Zhang4d ago • 4 min read
MCP crossed 97 million installs in 16 months - the agent connectivity standard is settled
Anthropic's Model Context Protocol reached 97 million installs on March 25, 2026, with every major.....
#ai#machinelearning#finance#markets
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Yujia Zhang4d ago • 3 min read
Microsoft is packaging agents as governed office infrastructure, not experimental software
The Frontier Suite matters because it turns enterprise AI into a familiar budget line: productivity....
#ai#machinelearning#finance#markets
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Yujia Zhang4d ago • 4 min read
Anthropic's 40% enterprise share signals the LLM market has passed its first inflection point
When one model family controls more enterprise API spend than the incumbent that invented the...
#ai#machinelearning#finance#markets
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Yujia Zhang5d ago • 2 min read
Why PJM capacity prices matter more than spot electricity prices
Spot prices tell you what electricity costs now. Capacity prices tell you what it costs to guarantee...
#energy#markets#finance
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Yujia Zhang4d ago • 2 min read
Treasury teams are turning stablecoins into working-capital infrastructure
The first enterprise use case is not speculation. It is moving corporate cash faster, with less...
#fintech#finance#markets
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Yujia Zhang4d ago • 2 min read
Agentic commerce is moving payment liability to the protocol layer
When AI agents buy on behalf of users, the hard question is no longer whether the payment cleared......
#fintech#finance#markets
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Yujia Zhang4d ago • 3 min read
Revolut's U.S. charter push says the next fintech prize is balance-sheet control
The filing matters less as a branding event than as a structural move. Once a fintech can gather...
#fintech#finance#markets
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Yujia Zhang5d ago • 2 min read
AI data centres are forcing U.S. electricity to be planned like scarce capacity
The grid is no longer just delivering power. It has to pre-commit firm supply years ahead while AI.....
#energy#markets#finance
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Yujia Zhang4d ago • 3 min read
Oil's return to the centre of the tape is forcing portfolios back into supply-shock math
With U.S. gas prices above $4 and crude back above $100, the market is treating energy as a regime.....
#energy#markets#finance
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Yujia Zhang4d ago • 4 min read
The GENIUS Act has turned stablecoins from crypto experiments into regulated payment infrastructure
With the FDIC's April 7 proposed rulemaking implementing the GENIUS Act, the United States formally....
#fintech#finance#markets
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Cantvr5d ago • 1 min read
Fintech Infrastructure in Focus: Processing Asian Bank Margins Through the Regulated Cantvr Ecosystem
Processing the latest data dumps from the Asian financial sector reveals a fascinating systemic...
#fintech#systemarchitecture#banking#markets
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