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👋Good morning. Thursday morning, and the business world feels like it's holding two conversations with itself at once. In one corner, the loudest, richest companies on earth are throwing eye-watering sums at data centres, chips and cloud contracts like there's no tomorrow. In the other, the people who actually build the technology are starting to ask, quietly and then not so quietly, whether there might not be a tomorrow if nobody slows down. Another day, another AI agent going rogue somewhere it shouldn't — it's starting to feel less like a glitch and more like the industry's permanent background noise. That tension, ambition sprinting ahead of caution, ran through nearly everything that happened yesterday, from boardrooms to product launches to a very public resignation letter. Grab your coffee. Here's everything you need to start the day informed.
