AI leaves the lab. We follow what happens next.

Archive October 14, 2026 11:23 UTC
Listen to today's briefing 8:41
Signal: ASML cannot build fast enough while Gartner says the revenue never arrives - and banks, retailers and broadcasters are learning what an unsupervised agent costs.
OpenAI Engineer Bugged the Boardroom. A Chatbot Helped.
Prosecutors say Abdulrahman Alfozan hid a recorder in toilet paper behind an executive conference-room TV and planned it by querying an internal productivity agent and his spouse's chatbot account; OpenAI says its own models helped name him.
Gizmodo: the 'sophisticated' bug is a $13.99 dev board CNBC: Saudi national, ex-Meta and Microsoft, venture partner at a Riyadh firm Guardian: a second recorder sat in his bag; five years if convicted

NEWASML Can't Keep Up. Orders Reach 2030.
The lithography monopoly booked a record EUR11.7bn quarter and raised full-year guidance for the third time, but says a 30% capacity increase in 2027 and another in 2028 still will not meet demand - and tool prices rise from 2027.
Unite.AI: EUR5BN profit, and customers now ask to book 2029 and 2030 slots DutchNews: record quarter as AI demand outpaces expansion plans
NEWAI Needs $8.5TN Back. Gartner Sees $3.6TN.
Gartner counts nearly $1tn of AI infrastructure spending this year and $6tn more by 2030 against $3.6tn of attributable revenue - a gap it says could force more than $4tn of write-downs and end 80% of neoclouds as standalone businesses.
FT via Startup Fortune: CoreWeave courts insurers as its CDS spreads double
Workbench Weekly podcast Oct 1 – Oct 8, 2026 · 17:17
Kroger Cuts 3,000 Desk Jobs, 37% of HQ, for AI
Reuters says a memo from CEO Greg Foran puts about 37% of Kroger's 8,200 corporate staff on the block over three years as it expands AI, with the savings pitched back to shoppers as lower grocery prices.
Follows 1,000 corporate cuts in June 2025; investor update lands October 20
Ghost Note Half of Men Knew Two AI Bosses Who Don't Exist