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CommerceECB · 30 October 2026ECB's Philip Lane: digital investment in the euro area is up 73% since 2014, and AI has added about 10% to firms' capital expenditure plansA member of the ECB Executive Board said in San Francisco on 30 October that digital investment in the euro area has grown 73% in real terms since 2014, to an estimated 3.3% of GDP. In an ECB survey of firms, AI has added about 10% to their capital expenditure plans this year.Read
CommerceECB · 29 October 2026Lagarde leaves the ECB on 7 February 2027, and the European Council appoints her successorThe ECB announced on 29 October that Christine Lagarde will step down on 7 February 2027. Her successor will be appointed by the European Council under the procedure in Article 283 of the Treaty on the Functioning of the EU. No reason was given.CommerceAnthropic · 26 October 2026Anthropic files S-1 with the SEC: it intends to list Class A shares on Nasdaq under the symbol ANT, with no price or share count yetOn October 26 Anthropic, PBC filed a registration statement for an initial public offering and intends to list its Class A shares on Nasdaq as ANT. The number of shares and the price range are not yet determined, and the registration is not yet effective.CommerceSierra · 9 October 2026Personal Agent Protocol: Sierra publishes the draft, and the 35 new design partners include OpenAI, Visa and MastercardThe protocol Meta and Sierra are developing wants a personal AI agent to identify itself to a company, instead of signing in as the customer, with the customer's account. On 9 October Sierra released the draft, called Poppy. For now it is a design, not a working standard.CommerceMicrosoft · 1 October 2026Ryan Roslansky leaves Microsoft after nearly 18 years: the job wants Redmond, his life is in the Bay AreaThe Executive Vice President of LinkedIn and Microsoft 365 is leaving and stays on as an advisor until the end of the year. The reason is in his own words: the next phase requires being in Redmond every day, and his family is in the Bay Area. His teams move to Charles Lamanna, Jacob Andreou and directly to Satya Nadella.CommerceCloudflare Blog · 30 September 2026Cloudflare launches a beta that pays you for each AI use of your text, not each crawlOn 30 September Cloudflare put Pay Per Use into beta: an AI company offers a price for a specific use of content, the publisher accepts or declines, the buyer reports each use, and Cloudflare bills and pays out. The same day Monetization Gateway entered closed beta for charging agents through HTTP 402.CommerceStripe · 29 September 2026Agents are shopping through Stripe's Link 38 times more than a month agoOn 29 September Stripe said that Meta's Muse, Grok Bot and Instinct now pay with Link's wallet for agents, and that agentic purchases through it grew 38 times in a month, per the company. Three things are added: flexible approval of the amount, spending analysis and protection if the agent gets it wrong.CommerceMeta · 28 September 2026Meta opens a separate AI business for companies and hires the former chief executive of MongoDB to run itOn 28 September Mark Zuckerberg announced Meta Enterprise Platform, "the next major pillar" of Meta's business. At first it will bring the Muse agent, Meta Business Agent, Muse API and Muse Code to companies. Chirantan "CJ" Desai takes charge, reporting directly to Zuckerberg.CommerceAnthropic · 24 September 2026Agents swapped books on people's behalf, and the model weighed more in the bargaining than the instructionsIn the Project Swap experiment, 201 Anthropic employees sent Claude agents to trade books for them. After a five-minute chat the agent ordered pairs of books the way the person did in 61% of cases. The biggest loss was not in the haggling but in how well the agent had understood the person.
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