The Agentic Allocator Introduction

Summary

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Anthropic's 2026 financial ... The "manual era" of capital allocation is in its final chapter. The firms still relying on manual data extraction and analysis aren't ... AIEngineering Learn AI Engineering from the ground up with this complete hands-on course for ... A second refund on the same order. A payout sent to the support desk instead of the buyer. An order status of "probably shipped. Researchers lose a lot of their working time to administrative tasks. Grant preparation is the biggest offender, and it compounds: ... Nick and Raal speak with technologist Peter Rossi about the rapid shift from chat-based AI to Context engineering is vital to make sure agents can return truthful and grounded information. Valyu has built AI native search ... Patrick Freudenstein, Central and Eastern Europe Integrated Delivery Lead for the Financial Services Portfolio, and Daniel Stauth ... Andrej Karpathy (co-founder of OpenAI, former head of AI at Tesla, and now founder of Eureka Labs) talks with Sequoia partner ... Fewer than 100 companies have scaled enterprise AI from pilots to production to capture great value. Alexander Sukharevsky ... x402, AP2, ACP, MPP, TAP, UCP: every big fintech and payments company now has an agent payment standard, but real volume ... What actually happens when an AI agent checks the time, uses a tool, remembers a conversation or takes an action? In the first ...