Analysis
TikTok has launched Must Eat, a restaurant guide built from 40 million posts and reviews, and is reportedly working on in-app money transfers. How the pieces add up, and what a super app would mean for UK and EU regulators, merchants and rivals.
Intel lost roughly 29% in a day after guiding fourth-quarter revenue below expectations and warning that PC demand is softening. The sell-off also cut about $12bn from the US government's stake. What it means for investors and buyers outside the US.
Alphabet, Meta and Amazon all reported negative free cash flow in their latest filings as spending on data centres roughly doubled. For founders and investors further down the AI supply chain, the question is how long buyers can keep funding growth this way.
Compounding error, latency, token creep and context rot sink most agentic pilots; bounded workflows, scoped contexts and human checkpoints are what reach production.
