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PitchBook: Agentic AI Shifts SaaS to ERP-like Infrastructure

PitchBook: Agentic AI Shifts SaaS to ERP-like Infrastructure

PitchBook reports that agentic AI may shift from SaaS to more ERP-like infrastructure, meaning AI agents could become deeply embedded in company workflows. This might change how software companies are valued, with a focus on integration and long-term use instead of short-term revenue. Surveys suggest more companies plan to use AI agents soon, but widespread adoption may be slowed by governance and technical issues. Investors and companies appear to be tracking new metrics, such as task resolution rates and integration speed, instead of just revenue. PitchBook also notes that sales processes may become longer and more complex, but long-term value could increase if AI platforms become core to business operations.

Every updates AI engineering guide to 8 steps, adds plugin

Every updates AI engineering guide to 8 steps, adds plugin

Every has updated its AI engineering guide from 4 to 8 steps, reflecting how AI may handle more execution tasks while humans focus on planning and review. The new guide comes with a plugin that reportedly includes 43 subagents and 38 skills, which link to different workflow phases. The update introduces a "sandwich" model, where people set the direction and finish tasks, and AI manages the middle steps. This change might help teams work faster and remember lessons better, but still lets teams adjust the process as needed.

OpenHuman unveils desktop AI with 1 billion token local memory

OpenHuman unveils desktop AI with 1 billion token local memory

OpenHuman is a new desktop AI app that may store up to 1 billion tokens of personal data, but this number has not been independently checked. The app keeps all information, like emails and notes, on the user's device and supports over 118 service connections. Early reviews suggest OpenHuman is private, easy to use, and powerful, but public feedback is still limited and mostly positive. Experts say storing data locally might lower costs and give users more control, but OpenHuman has yet to prove its reliability and scale through outside tests. The wide range of integrations appears to set it apart from other similar tools.

Snapchat cuts 'Good Luck America,' pivots to creator content

Snapchat cuts 'Good Luck America,' pivots to creator content

Snapchat has put its political show 'Good Luck America' on indefinite pause, and there may not be any new episodes soon. This move appears to be part of Snapchat's plan to spend less on original shows and focus more on content from creators. Creator Peter Hamby might move the show to another platform, but no deal has been made yet. It is not clear if or when 'Good Luck America' will return, as talks about its future are still happening.

Memory Chip Makers Lock In 3-5 Year AI Server Contracts

Memory Chip Makers Lock In 3-5 Year AI Server Contracts

Memory chip makers like Samsung and SK hynix are making 3-5 year contracts to supply memory for AI servers instead of short-term deals, according to several reports. This change may be happening because of memory shortages that started in 2024, and these contracts could help keep prices more stable. Some buyers seem to be paying deposits in advance to make sure they get enough advanced memory chips. The contracts might also help suppliers plan big investments, but extra supply may not arrive until 2027 or later. There are also reports that these deals are leading to big employee bonuses and may be affecting wage talks and national labor policies in Korea.

Anthropic Settles for $1.5 Billion Over Pirated Books in AI Training

Anthropic Settles for $1.5 Billion Over Pirated Books in AI Training

Courts in the U.S. generally find that it may be fair use for AI companies to train models on books if the books were lawfully bought or licensed. However, using pirated or illegally obtained books has led to legal problems. Anthropic agreed to pay $1.5 billion to settle claims that it stored and used pirated books for AI training, but the settlement does not allow future use of those books. Experts suggest that future court cases might focus more on whether AI companies got their data legally. There is no single rule yet, but courts seem to accept fair use more often if the data was legally acquired and the AI does not directly replace the original books.

Dan Shipper's Every argues AI expands expert human work

Dan Shipper's Every argues AI expands expert human work

Dan Shipper's Every essay suggests that AI may not simply replace human work, but instead increases the need for expert judgment and review. As AI makes basic tasks cheaper and faster, companies might need more people to refine and oversee AI output. Evidence from Every's team shows that after automating many tasks with AI, they hired more editors and specialists to ensure quality. Some reports suggest this pattern could happen in many jobs, with AI amplifying the importance of human skills like creativity and decision-making. Shipper recommends leaders focus on review processes and hiring experts to work with AI, rather than just cutting staff.

PitchBook: Agentic AI Shifts SaaS Valuations to Workflow Ownership

PitchBook: Agentic AI Shifts SaaS Valuations to Workflow Ownership

PitchBook's report suggests that agentic AI is changing how investors value SaaS companies, with more focus on workflow ownership instead of just revenue. It appears that owning data and process control may be more important than adding new features. Some sources say that as AI agents get more integrated, pricing models might shift from seat-based to usage or outcome-based. However, the adoption of these agents seems slower in some areas, and there may still be security and reliability challenges. Overall, investors might look at how deeply platforms integrate and control workflows when deciding where to put their money.

Daloopa raises $47M Series C for AI-driven finance data platform

Daloopa raises $47M Series C for AI-driven finance data platform

Daloopa has raised $47 million in a Series C funding round, which may help the company hire more staff and expand its data coverage. The funding suggests Daloopa will continue developing AI-driven finance tools that link each data point to its source. New capital might also allow faster product rollouts and global expansion, though no clear timeline has been given. Analysts believe Daloopa could become an important platform as the finance industry moves toward more unified data and AI solutions.

Anthropic updates Claude Opus 4.8 with improved honesty, effort controls

Anthropic updates Claude Opus 4.8 with improved honesty, effort controls

Anthropic released Opus 4.8 for Claude in May 2026, focusing on better honesty and more control over how much effort the AI puts into tasks. Early feedback suggests the model now flags uncertainty more often, which may help catch errors and avoid overconfident mistakes. Testers report improvements in catching bugs and handling vague requests, and the model seems less wordy. Benchmarks show Opus 4.8 is competitive, especially in some coding tasks, and it may be cheaper to use. However, adoption still appears limited to early testing, so it is not clear yet how widely it will be used.

Anthropic Unveils Mythos AI, Most Powerful Claude Model

Anthropic Unveils Mythos AI, Most Powerful Claude Model

Anthropic has announced that its new AI model, Mythos, may become publicly available in the coming weeks, but there is no fixed launch date yet. Reports suggest that Mythos is the most capable Claude model so far, especially for security-related tasks. Early testing shows it might need large computing resources, which could raise costs and oversight challenges. There appear to be unresolved questions about who gets access, how much it will cost, and how to keep its use safe. The release could help developers and companies work faster but may also require stronger supervision and new rules.

Anthropic expands Claude Code with agentic platform, 1M token context

Anthropic expands Claude Code with agentic platform, 1M token context

Anthropic has expanded Claude Code from a simple terminal helper into a more advanced agentic platform with features like multi-step coding, large context windows, and dynamic subagents. Reports suggest Claude Code stands out for complex refactoring and handling large codebases, though its usage-based pricing may be costly for some. Market share data is limited, but capacity increases and new plan options may point to higher demand. Studies show AI coding tools might boost productivity for many, but some experienced developers take longer on complex tasks if verification is included. Organizations may still need skilled engineers to guide, review, and integrate the AI's output.

DoorDash adopts LLM simulation to cut chatbot hallucinations by 90%

DoorDash adopts LLM simulation to cut chatbot hallucinations by 90%

DoorDash created a new system using simulation and evaluation tools to test its chatbots, as manual quality checks could not keep up with changing customer conversations. The company uses an offline simulator to create realistic chat conversations and an automated evaluator that checks each conversation for specific rules. After making some fixes, DoorDash reportedly saw a 90% drop in chatbot hallucinations, though there may still be some gaps and costs. The team keeps adjusting the system and says early results suggest offline testing can help predict how the chatbot will perform with real customers.

Snowflake expands AI licensing, signs 17 publishers for six-figure deals

Snowflake expands AI licensing, signs 17 publishers for six-figure deals

Snowflake has signed at least 17 publishers, including big names like The Washington Post and Associated Press, to six-figure AI licensing deals. These deals let financial and business customers access trusted, verified news content through Snowflake's platform for use in internal AI tools. The agreements may vary, with some buyers paying a flat fee and others paying based on how much they use. Revenue from these deals appears meaningful but uneven, and future earnings are uncertain since payments can be unpredictable. Some concerns remain about how content is controlled, credited, and priced as more data providers join the platform.