7 Day Summary

Unprecedented capital flows into AI infrastructure are devaluing legacy software while forcing a shift from manual coding to systemic orchestration. As firms chase autonomous self-correction and orbital compute, the industry prioritises rapid commercial scaling over traditional safety governance and human-centric service models.

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IBM Triples US Junior Hiring

IBM Triples US Junior Hiring

IBM’s tripling of US entry-level hiring forces recruitment leads to redefine early-career competencies as junior roles pivot toward AI system management. Automated workflows replace manual execution, increasing competition for AI-literate talent and raising starting salaries.

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YouTube Launches Native Vision App

YouTube Launches Native Vision App

Content strategists gain a primary distribution channel as YouTube launches its native Apple Vision Pro app. The move signals renewed platform confidence despite weak hardware sales. It follows Meta's recent AI app release, closing a major ecosystem gap for visionOS.

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Spotify Engineers Stop Manual Coding

Spotify Engineers Stop Manual Coding

Spotify developers have transitioned from writing code to orchestrating AI-generated outputs using Claude Code. This shift accelerates development cycles but forces CTOs to prioritise architectural oversight over syntax expertise, fundamentally changing engineering recruitment and performance metrics.

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Anthropic Valuation Hits $350 Billion

Anthropic Valuation Hits $350 Billion

Anthropic's $350 billion valuation sets a new benchmark for private AI firms. This $30 billion injection secures the compute resources needed for Claude's development. Investors and founders must now navigate a market where capital concentration dictates infrastructure access.

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Cisco Margins Face Memory Pressure

Cisco Margins Face Memory Pressure

Cisco's stock fell as rising memory chip costs compressed profit margins despite strong AI-driven sales. Procurement teams face higher infrastructure prices because component scarcity, previously benefiting suppliers like Samsung and Kioxia, now increases overhead for networking hardware providers.

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Google AI Generates Playable Worlds

Google AI Generates Playable Worlds

Google’s Project Genie automates 2D world creation, reducing prototyping costs for game studio founders. By simulating physics through world models rather than code, it shifts development from manual asset creation to generative simulation, though structured gameplay remains a human-led requirement.

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AI Disruption Devalues Real Estate

AI Disruption Devalues Real Estate

Commercial real estate valuations are falling as investors exit sectors vulnerable to AI disruption. This capital flight increases borrowing costs for property firms because markets are pricing in reduced demand for physical office space and traditional brokerage services.

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Hua Hong Trails AI Peers

Hua Hong Trails AI Peers

Infrastructure architects face domestic supply bottlenecks as Hua Hong Semiconductor misses revenue targets. The chipmaker’s failure to pivot to AI-grade hardware limits procurement options despite Beijing’s domestic-first policies, forcing founders to compete for limited high-performance silicon.

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SoftBank Profits From OpenAI Gains

SoftBank Profits From OpenAI Gains

SoftBank returns to profit as OpenAI valuation gains stabilise balance sheet following 2025 stock collapse. Recovery reduces capital constraints for Vision Fund, supporting continued investment in robotics and AI infrastructure.

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AI Devalues Software Portfolios

AI Devalues Software Portfolios

Software valuations are collapsing as generative AI disrupts traditional SaaS revenue models. Private equity firms face shrinking exit multiples and capital flight from debt funds. This shift forces fund managers to re-evaluate legacy assets as value moves to infrastructure.

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