The morning briefing.

AI Agent Adoption. Anthropic's internal use of Claude Tag for Slack is generating 65% of its product team's code, showcasing significant enterprise AI agent adoption. This integration allows AI to proactively assist in workflows, moving beyond simple queries. Tencent is also launching Agently Mail, a dedicated email service for AI agents, enabling autonomous email and business coordination. These developments highlight a growing trend towards embedding AI agents directly into operational processes for enhanced productivity.

Frontier Model Development. The Tsinghua ecosystem, including Zhipu AI and Shengshu Tech, is focusing on world models as the next AI frontier, spanning video, robotics, and autonomous driving. Meanwhile, Moonshot AI's Kimi K2.7 Code introduces a new paradigm in AI coding, shifting from code generation to reconstructing behavior from existing products. Mistral AI has also released OCR 4, which reportedly outperforms competitors in 72% of blind tests for document text extraction. These efforts push the boundaries of AI capabilities and efficiency.

AI Security and Costs. Anthropic's Mythos model identified vulnerabilities in classified US government systems, underscoring AI's potential in cybersecurity but also the risks involved. Simultaneously, database vendors like Pinecone and Tiger Data are positioning themselves as solutions to runaway AI costs, advocating for smarter data plumbing to reduce token use. Austrian startup Ora Computing recently raised €3.5 million to develop software that optimizes and compresses AI foundation models, further addressing efficiency concerns. These initiatives reflect a dual focus on securing AI systems and making them more economically viable.

Geopolitical Tech Shifts. Morgan Stanley has significantly increased its forecast for China's humanoid robot shipments to 50,000 units this year, driven by commercial validation and policy support. This comes as China Telecom awarded a US$1.7 billion server procurement deal to Huawei partners, reinforcing domestic hardware reliance. On the policy front, the European Commission's President Metsola controversially overrode MEPs to push through "Chat Control" legislation, raising privacy concerns. These events highlight ongoing geopolitical competition and regulatory challenges in the tech sector.