TLDR 2026-11-12

The AI-Agent Face-Off: What Muse, Dots, and Duet Are Doing on Your Website (Sponsor)

Three agents are racing to win the internet. Muse, Dots, and Duet are bringing agentic browsing and shopping into the mainstream. But what happens when they reach your website?

HUMAN put them to the test. Join us for the AI-Agent Face-Off to compare how the leading agents behave online and what their activity means for your business.

You'll learn:

🔍 Who's gaining ground: Which agents are growing fastest and how people use them.
🛒 How they behave: Where agents go and what they do from discovery to checkout.
🛡️What to do next: How to manage agent traffic, reduce risk, and decide which agents to welcome or block.

Save Your Seat

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Big Tech & Startups

Nvidia Working With Outside Firm to Identify CEO Candidates (4 minute read)

Nvidia is searching for a potential replacement for its CEO following reports of multiple extramarital affairs by Jensen Huang. Its board is considering naming a temporary chief while it searches for a permanent one. Keeping Huang as CEO would likely subject Nvidia to scrutiny from lawmakers, investors, customers, and staff. Huang's potential exit will have impacts far beyond the company's operations.

AWS Emulator and the engineer's job when agents write the code (9 minute read)

AWS Emulator gives coding agents a local copy of AWS to test against. It enables agents to build and check most software, leaving engineers to decide what gets built and when the work is correct. The code for the emulator is public.

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Science & Futuristic Technology

OpenAI's ‘shepherds' affirm blockbuster physics result (3 minute read)

Experts appointed by OpenAI have verified OpenAI's proof of the existence of the quantum Yang-Mills theory, a vital foundation for the Standard Model of particle physics. OpenAI created a committee to supervise the proof's release after backlash it received when it released a flood of more than 700 AI-generated proofs on a single day in October. This shepherding approach has riled some mathematicians, who see it as an act of needless gatekeeping. The experts do not claim to fully understand the proof yet, as it is too lengthy and complicated for human minds to immediately grasp.

Handing over humanity (22 minute read)

Some AI experts believe that once we achieve superintelligence, humans will be permanently disempowered, and we shall all be ruled by an AI god. This might not be such a desirable outcome, as humans have a natural desire for freedom. The arrangement will probably not work, as keeping power responsive to human needs has required checks developed over centuries, sustained by repeated feedback from the real world and correction, and there's no reason to keep that equilibrium stable once humans have surrendered all control. Humans have the ability now to steer the technology in a way that will not lead to a complete replacement of human judgment.

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Programming, Design & Data Science

Incident Response Strategies for the AI Era (Sponsor)

More AI-generated code is reaching production in shorter cycles. When it breaks, on-call teams take the hit. Datadog's latest guide maps where AI should lead and what engineers must own from triage to post-incident review. Read for a four-phase live incident reference model + six lessons on earning trust in AI. Get the On-Call Survival Guide

Gemini Decisions API: Fast, calibrated multimodal decisions (5 minute read)

The Gemini Decisions API can evaluate up to 1,000 yes/no, choice, and rubric-scoring questions in a fast, single pass. It can accept text, images, audio, video, and PDF input. Powered by Google's new Gemini Decision 1 model, the model is available through the Gemini API in Google AI Studio. It costs $0.10 per 2 million tokens - outputs are free.

Subagents considered harmful? (11 minute read)

There are several ways to delegate to subagents, and they all fail in different ways. This post covers the different approaches and why teaching agents to choose between them is difficult. Forking beats summarization in a lot of cases, but it can get expensive as context grows. The post presents a solution where a fork keeps the parts of a conversation it needs and drops the rest.

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Miscellaneous

Of Miracles and Moats (31 minute read)

AI may simultaneously accelerate imitation and the accumulation of advantage. It is the presence or absence of durable competitive advantage, and the entry price, that determines whether a business and its investors will profit from the proliferation of a technology. More miraculous technologies require better moats. We are entering an age of consumer surplus the likes of which humanity has never seen.

The fall of “what you can do” and the rise of “who you know” (5 minute read)

The returns from being social have gone up. Many well-connected people mix their work and personal lives. Sam Altman is a prime example of a well-connected person who mixes work and personal. He didn't make his connections because he knew they would pay off in his career - he's just a generous person who is innately curious about people and technology. The best strategy is to be your best and truest self.

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Quick Links

Payroc Report: Measuring the Cost of Payments Integration Inertia (Sponsor)

73% of software providers delayed or skipped a payment feature because integration was too costly/complex. Learn what that backlog costs – and what AI can change. Get the report.

Who Captures the Most Margin in AI? (6 minute read)

At a 40% application margin, applications (40%), neoclouds (28%), and inference vendors (24%) capture 92% of total gross profit before GPU depreciation.

The levels of agentic engineering (6 minute read)

Look at what people are still doing by hand to figure out where your team is.

Yes, you should panic about AI (13 minute read)

Today's models could already transform science and medicine for decades, so a slowdown in AI research would cost much less than you'd think.

You invest in AEO, but can AI Agents buy from you? (Sponsor)

Most AI agents have trouble navigating human checkout flows. ZeroClick gives you an Agent Storefront, optimized to let the AI agents already visiting your website actually buy from you. Agent Commerce is here - are you ready?

Get Started For Free

Welcome to the B2A Economy (8 minute read)

Businesses that treat agents as first-class customers have a shot at a wave of growth.

The answer to AI is engineering (20 minute read)

Optimizing for incident response times speeds up build times too.

Companies Dole Out Mega Paydays and Luxury Trips to Compete for AI Talent (7 minute read)

AI startup Serval is offering a $30,000 signing bonus and a $10,000 vacation to compete for software engineers and deployment strategists.

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Thanks for reading,
Dan Ni & Di Wu

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Nvidia's CEO search 🔍, AWS emulator 👨‍💻, Gemini Decisions API 💡