iiinova — where your digital self keeps evolving

Yves Mulkers @yvesmulkers.bsky.social · 10h

Nobody is building anything new. The daily newsletter: ins7ghts.com/daily?utm_source=blues… powered by ins7ghts.com

Yves Mulkers @yvesmulkers.bsky.social · 12h

Cheaper tokens raise the bill. The call that costs nothing gets made in every flow you have. Efficiency is an accelerator with better press. The daily newsletter: ins7ghts.com/daily?utm_source=blues… powered by ins7ghts.com

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Yves Mulkers @yvesmulkers.bsky.social · 15h

27 oil discoveries from old data. The daily newsletter: ins7ghts.com/daily?utm_source=blues… powered by ins7ghts.com

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Yves Mulkers @yvesmulkers.bsky.social · 15h

Uber's entire 2026 AI budget was gone by April. The cap that followed is $1,500 per employee per month. Adoption arrived faster than the accounting. Comment 'capped' and I'll send the spend cap questions.

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Yves Mulkers @yvesmulkers.bsky.social · 18h

The bill doesn't fall with them. Washington lent Vistra about $4.2 billion to squeeze more power out of reactors it already owns. The daily newsletter: ins7ghts.com/daily?utm_source=blues… powered by ins7ghts.com

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Yves Mulkers @yvesmulkers.bsky.social · 18h

Microsoft sells Anthropic and OpenAI models side by side. Anthropic committed to purchase $30 billion of Azure compute. The model is the swappable part. The contract is the lock. Disagree? Tell me where.

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Yves Mulkers @yvesmulkers.bsky.social · 21h

Only 3% of US adults trust shopping agents. Amazon shut its checkout to shopping agents, eBay barred them outright. The daily newsletter: ins7ghts.com/daily?utm_source=blues… powered by ins7ghts.com

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Yves Mulkers @yvesmulkers.bsky.social · 03/10/2026

Successful agents still bill you. Failed runs page somebody. The ones that worked just bill you, and no dashboard turns red. The daily newsletter: ins7ghts.com/daily?utm_source=blues… powered by ins7ghts.com

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Yves Mulkers @yvesmulkers.bsky.social · 03/10/2026

Workato's AI bill rose sevenfold. Licences turned into meters. A seat licence is a number you plan around; a meter happens to you. The daily newsletter: ins7ghts.com/daily?utm_source=blues… powered by ins7ghts.com

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Yves Mulkers @yvesmulkers.bsky.social · 03/10/2026

Price one agent end to end. Tokens, retries, duplicate calls, plus the hours spent explaining the bill. That is your unit cost. The daily newsletter: ins7ghts.com/daily?utm_source=blues… powered by ins7ghts.com

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Yves Mulkers @yvesmulkers.bsky.social · 03/10/2026

IBM asked 2,000 chief executives. Only a quarter of AI initiatives returned what was promised. Finance owns AI spend almost everywhere now. The auditors arrived before the returns did. Comment 'lender' and I'll send finance's AI questions.

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Yves Mulkers @yvesmulkers.bsky.social · 03/10/2026

No law needed, just a budget. Uber burned its AI budget by April and now caps AI tools at $1,500 a month per employee. The daily newsletter: ins7ghts.com/daily?utm_source=blues… powered by ins7ghts.com

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Yves Mulkers @yvesmulkers.bsky.social · 03/10/2026

One vendor calls its AI control a 'slider of autonomy', not automation. Automation removes the person. Autonomy asks how much of the call you hand over. Bolt-on AI skips that question. Comment 'slider' and I'll send my vendor questions.

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Yves Mulkers @yvesmulkers.bsky.social · 03/10/2026

Auditors arrive before returns. Ascerta raised $18M to tie AI spending to a business number. The daily newsletter: ins7ghts.com/daily?utm_source=blues… powered by ins7ghts.com

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Yves Mulkers @yvesmulkers.bsky.social · 02/10/2026

Credit buys the schedule. SoftBank paid $3.1B for a data-centre investment manager. The buildout runs on borrowed money now. The daily newsletter: ins7ghts.com/daily?utm_source=blues… powered by ins7ghts.com

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Yves Mulkers @yvesmulkers.bsky.social · 02/10/2026

Priced through 2030, you aren't. Micron kept about eighty cents on every dollar, and its supply contracts run to 2030. The daily newsletter: ins7ghts.com/daily?utm_source=blues… powered by ins7ghts.com

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Yves Mulkers @yvesmulkers.bsky.social · 02/10/2026

I lost the residency over a broken channel in the house sound system. Not mine to fix, my name on the night. Vanguard buying Altruist (InvestmentNews) reads like a firm choosing to own the system it plays through. Blamed for a system you didn't own? Tell me what you did.

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Yves Mulkers @yvesmulkers.bsky.social · 02/10/2026

Gartner ranks Chronosphere (now Cortex XCOR, Palo Alto Networks) first for observability cost control. The question buyers ask moved from what you can see to what seeing it costs. Comment 'bill' for my vendor questions.

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Yves Mulkers @yvesmulkers.bsky.social · 02/10/2026

Who verifies your vendor's claim. If the answer is the vendor, that is not verification. That is a brochure. The daily newsletter: ins7ghts.com/daily?utm_source=blues… powered by ins7ghts.com

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Yves Mulkers @yvesmulkers.bsky.social · 02/10/2026

Nine AI governance frameworks in circulation. Only two can levy a fine. So every AI vendor can truthfully say they follow one. Does that count as a control? Tell me.

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Yves Mulkers @yvesmulkers.bsky.social · 02/10/2026

No number, just a pilot. IBM asked 2,000 CEOs: three quarters of AI initiatives have nothing to show. The daily newsletter: ins7ghts.com/daily?utm_source=blues… powered by ins7ghts.com

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Yves Mulkers @yvesmulkers.bsky.social · 02/10/2026

Most AI roadmaps rank use cases by what the model can do. Rank them by what you can verify faster than doing it yourself. Mistake cost and check cost decide the order. Comment 'verify' for my AI use-case sort.

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Yves Mulkers @yvesmulkers.bsky.social · 02/10/2026

A buyer wrote the spec, not the labs. The Eclipse Foundation and a procurement office moved first. Not the labs, not the regulators. The daily newsletter: ins7ghts.com/daily?utm_source=blues… powered by ins7ghts.com

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Yves Mulkers @yvesmulkers.bsky.social · 02/10/2026

The operator is liable, not the vendor. EliseAI raised $350M for agents that talk to tenants and patients. The daily newsletter: ins7ghts.com/daily?utm_source=blues… powered by ins7ghts.com

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Yves Mulkers @yvesmulkers.bsky.social · 01/10/2026

Any vendor can claim compliance. Nine governance frameworks in circulation. Only two can levy a fine. The daily newsletter: ins7ghts.com/daily?utm_source=blues… powered by ins7ghts.com

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Yves Mulkers @yvesmulkers.bsky.social · 01/10/2026

Risk moves but never disappears. A voluntary agreement with no penalty attached is not a rulebook. The daily newsletter: ins7ghts.com/daily?utm_source=blues… powered by ins7ghts.com

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Yves Mulkers @yvesmulkers.bsky.social · 01/10/2026

Treat agentic AI as one more feature and the department never sees what it can really do. Features fit the old roadmap. Capabilities rewrite it. The long version goes out every morning.

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Yves Mulkers @yvesmulkers.bsky.social · 01/10/2026

Make logs a purchase condition. Exportable logs, one evaluation method, a sandbox you control, a defined incident clock. The daily newsletter: ins7ghts.com/daily?utm_source=blues… powered by ins7ghts.com

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Yves Mulkers @yvesmulkers.bsky.social · 01/10/2026

OpenAI cancelled its most capable model after its own safety tests. The one it shipped costs $1.27 per task against $9.44. Which line in your AI plan assumes a jump nobody committed to? Comment 'invoice' for my AI plan capability-jump questions.

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Yves Mulkers @yvesmulkers.bsky.social · 01/10/2026

Contract is your only control. A self-policing pledge in Washington, nine frameworks, only two with fines. The daily newsletter: ins7ghts.com/daily?utm_source=blues… powered by ins7ghts.com

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Yves Mulkers @yvesmulkers.bsky.social · 01/10/2026

Predictive analytics barely moved this week. Knowledge graphs, anomaly detection and cost management climbed. The question moved from what happens next to what just broke. Comment 'crates' and I'll send my alert-to-cost checklist.

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Yves Mulkers @yvesmulkers.bsky.social · 01/10/2026

Rerun your two most expensive AI workflows. Before your 2027 budget closes: the prices moved under your plan. The daily newsletter: ins7ghts.com/daily?utm_source=blues…

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Yves Mulkers @yvesmulkers.bsky.social · 30/09/2026

A buyback is a vote on future demand. Nvidia just authorised $150 billion. Ask your vendor what they did with last quarter's cash. The daily newsletter: ins7ghts.com/daily?utm_source=blues…

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Yves Mulkers @yvesmulkers.bsky.social · 30/09/2026

The second-best model is the product now. OpenAI shipped the model that costs $1.27 per finished task, not the $9.44 one. The daily newsletter: ins7ghts.com/daily?utm_source=blues…

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Yves Mulkers @yvesmulkers.bsky.social · 30/09/2026

According to Sigma Computing, an agent may move a store-level forecast by 5% on its own. Meta's Muse gets an email address. EU rules make AI say it's AI. A new hire's first day, minus the HR file. Who signed off on your agent's limit?

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Yves Mulkers @yvesmulkers.bsky.social · 30/09/2026

Analytics, Postgres and open lakehouses are merging into one governed platform. Great, until the vendor controls the formats, engines and cost. Who owns yours? Tell me.

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Yves Mulkers @yvesmulkers.bsky.social · 30/09/2026

Your chip vendor is buying a view of your workloads. AMD just paid $8.2 billion in stock for a lab it had already backed. The daily newsletter: ins7ghts.com/daily?utm_source=blues…

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Yves Mulkers @yvesmulkers.bsky.social · 30/09/2026

AI assurance is not six checklists with six owners. A new paper argues for five commitments across all of them, starting with testable claims. Comment 'claims' and I'll send five vendor questions to ask.

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Yves Mulkers @yvesmulkers.bsky.social · 30/09/2026

Plan on cost per task, not on capability. AMD, OpenAI and Nvidia all picked the safe option in the same 48 hours. The daily newsletter: ins7ghts.com/daily?utm_source=blues…

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Yves Mulkers @yvesmulkers.bsky.social · 30/09/2026

Semantic layer is climbing fastest in my feed. Teams are tired of moving data to answer questions. Every copy costs you: stale numbers, bigger bills, lost control. Comment 'copies' and I'll send my pre-copy checklist for tables.

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Yves Mulkers @yvesmulkers.bsky.social · 29/09/2026

Data quality and AI governance are climbing together. Nobody can be accountable for a model fed on records they never checked. The short version goes out every morning to the list.

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Yves Mulkers @yvesmulkers.bsky.social · 29/09/2026

A dashboard is only useful when people trust the numbers and know what action to take. Miss either one and it's wallpaper. Comment 'decision' for my pre-build dashboard questions.

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Yves Mulkers @yvesmulkers.bsky.social · 29/09/2026

Lambda dominates US AI compute, but on-demand H100s stock out because reserved clusters win priority. Hourly billing on bursty jobs means paying for idle. Seeing it too? Tell me what you switched to.

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Yves Mulkers @yvesmulkers.bsky.social · 28/09/2026

California's privacy regulator now has an Audits Division. Meta's settlement with state AGs writes in independent audits. The ask moved from "show me your policy" to "show me the trail." Ever had to produce one? Tell me how long it took.

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Yves Mulkers @yvesmulkers.bsky.social · 28/09/2026

Content creation isn't going full-AI. It's going hybrid: the model drafts, the human decides what's worth saying and whether anyone trusts it. Curious where you're seeing that line get drawn?

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Yves Mulkers @yvesmulkers.bsky.social · 28/09/2026

The AI bottleneck isn't the model anymore. It's cooling, power, and data movement, the building around the chips. Comment 'cooling' and I'll send you the real capacity bottlenecks.

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Yves Mulkers @yvesmulkers.bsky.social · 28/09/2026

Governance is fading. AI Governance isn't. Same word, opposite direction, and I think agentic AI is why. Seeing this elsewhere? Tell me.

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Yves Mulkers @yvesmulkers.bsky.social · 27/09/2026

Data encryption and data anonymization are both climbing this week. Same direction: stop copying the data. Send the model to it. The collection is safest at home. Crates get lost on the way to the gig. Comment 'home' and I'll send my before-you-copy-data questions.

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Yves Mulkers @yvesmulkers.bsky.social · 27/09/2026

Two agent benchmark lines this week. Both put the cost per task right next to the score. Once the good agents all clear the bar, the bill decides. Comment 'bill' and I'll send my vendor cost-per-task questions.

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Yves Mulkers @yvesmulkers.bsky.social · 26/09/2026

Cybersecurity Awareness Month starts Thursday. Two reads this week, same complaint: we count the activity and call it the result. Training done, risk scored. Neither shows behavior changed. Comment 'evidence' and I'll send the risk-validation questions.

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