Good morning & happy Thursday! Today, we're diving into OpenAI flipping the developer AI spend lead against Anthropic for the first time in more than 2.5 years (how it happened in just 2 weeks, and why it could reverse just as fast + bonus deep dives into GPT-6 Astra, GLM-5.3-Flash, Qwen3.8-27B, and How to Build an Agentic OS with Claude Fable 5 inside), breaking down the UK's new DeliveryCo payments initiative & why 19 financial institutions are raising '50M to build a domestic rival to Visa and Mastercard (how the UK already built a domestic debit scheme called Switch and then sold it to Mastercard in 2002, what Brazil's Pix and India's UPI tell you about the one condition that separates payment systems that actually displace card networks from ones that don't, & what's next + bonus deep dive into Anthropic's Agentic Commerce Strategy inside), and diving into OpenAI's ChatGPT Ads launch with Shopify (how Shopify's Global Catalog quietly became the product feed powering ChatGPT,...
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