News
What's happening in the industry? (113)
We follow AI, search and digital marketing news and add our own reading.
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.
Read News · Search 1 min readAI-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.
Read News · Infrastructure 1 min readAMD 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.
Read Data · Lead handling 4 min readWhat 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.
Read News · Ads 1 min readGoogle 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.
Read News · Models 1 min readAlibaba 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.
Read News · Payments 1 min readVisa 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.
Read News · Policy 1 min readEU 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.
Read Data · Search & AI 5 min readAI 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.
Read News · Leads 1 min readMeta 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.
Read News · Infrastructure 1 min readBig Tech's 2026 capital spending plans reach $725 billion
Google, Amazon, Microsoft and Meta plan $725 billion in capex this year, up 77%. The market priced it two ways.
Read Data · Advertising 3 min readGoogle Ads costs in 2026: what each industry pays
Cost per click rose 12% in a year and the spread between industries reached sixfold. Budget against the table, not against a global average.
ReadGet a note when we publish
A few pieces a month. No spam, no sales mail, one-click unsubscribe.