Welcome to Big Ideas for 2026. We'll hear from Mark Andrew on the evolution of AI user interfaces and how the way we interact with intelligent systems is fundamentally changing. Stephanie Zayn discusses what it means to design for agents rather than humans, a shift that's reshaping product development.And Olivia Moore will share her thoughts on the rise of AI voice agents and their growing role in our daily lives. These aren't just predictions. They're insights from the people working directly with the foun ...

RT Avi Chawla (@_avichawla)Devs often treat Agent context as an access problem.The thinking goes like this:"If there's no API, just scrape the website. And if scraping breaks, let the Agent use the browser like a human."This sounds reasonable until you try to run it in production.To see why, consider a simple task:"Watch this site and notify me when the price changes."Without an API, the Agent has to infer meaning from HTML, layouts, and UI behavior.But if a pop-up appears or the DOM shifts, then suddenly, ...

Afternon fam, Being bullish on WardenThe agent economy is here. With @wardenprotocol⚡ You can deploy verifiable AI agents that execute cross chain, get paid, and scale.Imagine your own trading bot or research assistant living onchain Whats the first Agent you'd build? https://t.co/cdLuFFTOCa ...

Devs often treat Agent context as an access problem.The thinking goes like this:"If there's no API, just scrape the website. And if scraping breaks, let the Agent use the browser like a human."This sounds reasonable until you try to run it in production.To see why, consider a simple task:"Watch this site and notify me when the price changes."Without an API, the Agent has to infer meaning from HTML, layouts, and UI behavior.But if a pop-up appears or the DOM shifts, then suddenly, the Agent is clicking the w ...

Summary of the 2026 Year Ahead Outlook: Securing The Agentic Wave Industry Overview - **Industry**: Security Software - **Key Analysts**: Brian Essex, CFA; John Lee; Alex Isaac from J.P. Morgan Securities LLC Core Insights 1. **Favorable Outlook for Security Software in 2026** - The demand backdrop is healthy with reasonable expectations and attractive setups for better-than-expected execution - Top picks include PANW, CLBT, NTSK, and ZS, while FTNT is moved to Underweight due to competitive disadvantages [13][25] 2. **Market Dynamics in 2025** - 2025 was marked by macro uncertainty, leading to a slight contraction in average multiples across the coverage - Security software benefitted from a rotation towards stronger thematic names, particularly those with AI tailwinds [14][22] 3. **Budget Pressures and Spending Trends** - IT Security budgets are expected to grow at a slower pace compared to previous years, with a lower percentage of IT spending allocated to Security - Most budget pressure will impact headcount-related spending, while software spending remains healthy [22][62] 4. **AI's Impact on Security** - AI has increased the volume and sophistication of threats, necessitating a focus on Network Security, Endpoint, and Identity - Demand for SASE (Secure Access Service Edge) remains elevated, driven by AI adoption [23][24] 5. **Platformization and Vendor Performance** - Spending is expected to favor platform vendors that can consolidate across multiple high-priority categories - Established platforms are well-positioned for margin expansion and free cash flow growth [24][27] Key Company Insights 1. **Top Picks for 2026** - **PANW**: Comprehensive end-to-end platform with strong share consolidation capabilities; expected FCF margin expansion to 40% or better [27] - **CLBT**: Positioned for reacceleration driven by government demand; attractive valuation for potential 20%+ y/y growth [28] - **NTSK**: High-growth vendor with improving market traction; well-positioned for demand in Network, Data, and AI security [29] - **ZS**: Benefitting from a shift in Network Security spending; expected to gain from an expanding attack surface [30] 2. **Underweight Ratings** - **FTNT**: Facing challenges as a platform consolidator; current market conditions are unfavorable for stock performance [25] Additional Insights 1. **Consolidation Trends** - M&A activity is expected to accelerate, with private companies driving innovation in the security software space - Notable acquisitions include CyberArk by PANW and several others across the industry [105] 2. **Emerging Threats and Security Needs** - Cyber risks remain a top concern for C-suite executives, with a growing need for solutions to secure AI and machine identities - The market for securing AI is fragmented but expected to grow as larger players invest in this area [145][148] 3. **Growth Projections** - Security software is projected to remain a high-growth sector, with significant opportunities in Cloud Security, Data Privacy, and Endpoint Security - Expected CAGRs from 2024-2029 include Cloud Security at 24% and Data/Privacy at 13% [83] 4. **Valuation and Fundamentals** - Average multiples have contracted, but high-growth vendors are beginning to see multiple appreciation as interest rates stabilize - Companies that can reaccelerate growth while improving profitability will be favored in the market [111][116] This summary encapsulates the key points from the 2026 Year Ahead Outlook for the Security Software industry, highlighting the anticipated trends, company performances, and market dynamics.

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12月18日，宜人智科上市十年，恰是金融科技行业快速发展的十年。从行业变化到合规深耕，从模式创 新到技术引领，赛道不断演进。而宜人智科始终稳健向前，发展势能不减，这背后离不开前瞻性的战略 布局，早在行业初探期便坚定锚定AI技术，构建起深厚的数字底座；更得益于精益高效的管理体系， 让战略蓝图持续落地见效。十年里程碑，不仅是时间标尺，更是战略定力、技术远见与组织韧性共同书 写的答卷，标志着公司穿越周期、走向成熟的新起点。 宜人智科CEO唐宁指出：我们已充分利用AI技术为现有业务注入新的活力，通过智能化手段增强和优 化了当前的运营流程，将自用AI过程中建立起来的能力、获取的资源等产品化，更好地满足客户需 求，并朝着打造AI原生业务的目标稳步迈进，探索面向其它行业和企业提供赋能解决方案的机会。 具体来看，宜人智科立足当前业务场景，通过AI优化现有业务，解决业务效率与用户体验痛点。同 时，推动技术能力产品化转型，对外输出"AI+金融科技"，探索面向其他行业和企业提供赋能解决方案 的机会。此外还将孵化AI原生业务，推动面向AI早期创业团队的战略投资与合作，构建"技术+场景"生 态闭环。 这家以金融科技业务起家的公司，本身 ...

Vision AI agents are transforming semiconductor manufacturing operations, driving new levels of quality and productivity. At the DAI level, visual inspection agents identify defects more accurately by fine-tuning Vision Foundation models with labeled images and now millions of unlabeled images through self-supervised learning and NVIDIA TAU. At the wafer level, AI agents powered by NVIDIA Metropolis and Cosmos Reason identify defects and reason potential root causes.As manufacturing processes deviate over t ...

Core Insights - Workato has announced a technology partnership with Confluent, Inc. to enhance real-time signal detection and enterprise-wide orchestration [1] - The integration connects Confluent's Streaming Agents with Workato's Enterprise MCP, allowing organizations to automatically detect patterns in large event streams [1] - This partnership enables the reliable execution of advanced, multi-step workflows [1]

RT THE HUNTER ✴️ (@TrueGemHunter)The king od ai agents 👇@wardenprotocol🔸building the upgrade onchain AI neededDrop an agent in the app, give it intent, and it handles tasks fast with no network lagWarden brings safe AI signals onchain and powers smarter appsLove what they doing. Hoping for more news https://t.co/tifBmqabZv ...