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What's happening in the industry? (103)

We follow AI, search and digital marketing news and add our own reading.

News · Infrastructure 1 min read

Former Bitcoin miner Firmus raises $2 billion for AI factories

With Nvidia and Blackstone in the round, Firmus's valuation rose from $5.5 billion in April to more than $10.5 billion.

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News · Models 1 min read

GPT-5.6 update brings Luna to free users and an effort slider

OpenAI says the updated GPT-5.6 Sol makes roughly 60% fewer factual errors. Free and Go users get a new default model.

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News · Models 1 min read

Meta Superintelligence Labs ships coding agent Muse Code

The terminal-based agent runs on Muse Spark 1.2. Meta was also reported to be restructuring its AI teams again.

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News · Search 1 min read

AI-driven orders on Shopify tripled in a year

Shopify's revenue grew 34% in the second quarter. Orders from AI channels tripled, and classic search did not decline.

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News · Infrastructure 1 min read

AMD data center revenue doubles; Anthropic signs up for 2 GW

AMD reported record revenue of $11.5 billion in the second quarter. Data center is now 58% of revenue.

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Data · Lead handling 4 min read

What actually changes when you answer a lead in five minutes?

The average business replies to an enquiry in 42 hours. Replying within one hour makes you seven times more likely to qualify it. The numbers, and what they mean for your business.

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News · Ads 1 min read

Google Ads ends new campaign-level broad match, pushes AI Max

Since August 3, new campaign-level broad match and legacy auto-created assets cannot be set up. AI Max becomes the default.

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News · Models 1 min read

Alibaba opens 2.4T-parameter Qwen3.8-Max in its cloud

Previewed in July, the model went live in the cloud on August 3. Alibaba had said it would release the weights too.

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News · Payments 1 min read

Visa to buy behavioral biometrics firm BioCatch for $2.4 billion

As AI-powered scams and account takeovers rise, Visa is paying cash for the Tel Aviv company that reads user behavior, from typing rhythm to screen swipes.

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News · Policy 1 min read

EU AI Act: labelling rules start, high-risk duties delayed

Duties to disclose AI interactions and label AI-generated content started on August 2. High-risk rules moved to December 2027.

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Data · Search & AI 5 min read

AI is not sending you clicks — but it is reading you

Every AI chatbot combined still sends under 1% of web traffic. Reading that as "not worth it" gets the story exactly backwards.

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News · Leads 1 min read

Meta Business Agent is now paid, at about 4-5 cents a message

Meta bills its business AI agent's replies at $2 per million tokens. It says a typical message uses 20,000 to 25,000 tokens.

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