Agentics

The Mercor breach was a symptom. A backdoored PyPI package, harvested CI/CD credentials, and 1,000+ affected SaaS environments later, the real problem is that AI industry infrastructure runs on a GitHub Actions design that security researchers have warned about for years.

Palantir spent twenty years building the data infrastructure nobody else wanted. Now every enterprise AI agent needs exactly what Palantir built.

1 AI agent. 0 human approvals required. That equation is now live across 50,000 companies.

McKinsey's latest survey shows 23% of organizations scaling AI agents—but the real number in any given department is under 10%.

For the first time in its history, UiPath is GAAP profitable. The agentic AI pivot that got it there may be the same thing that makes the next chapter harder to write. The numbers tell both stories at once.

Employees were already running personal AI agents on random VPS instances with no IT visibility — then one government contractor banned OpenClaw outright. The real question is whether scoped bot identities catch on before the next breach.

On March 30, OpenAI published a plugin inside Anthropic's Claude Code. The next day, Claude Code's source leaked. The timing tells you everything about who controls the interface layer.

In 2014, MySQL's CEO said he wanted to shrink a $9B market to $3B and take a third of it. Veeam is attempting the same move with enterprise backup data.

Two days before Anthropic said Cowork would outpace Claude Code, developers were already pirating the original. The demand signal for the smaller market was sitting on GitHub.

Intuit has 237 million transactions worth of categorization data and a retention number realer than anything the chatbot-wrap crowd has published. That is the infrastructure story buried under the human-in-the-loop framing.

The compliance graph has always been the hard part of regulated AI deployment. Ketryx just made it queryable via MCP — and that changes what the compliance-aware agent actually looks like.