AI & Agent Adoption in Enterprises - Box initially focused on cash flow positivity but now prioritizes delivering functional AI agents, believing margins are currently less important [1][74] - The company is adopting an "AI-first" strategy, aiming to resemble a new startup in its approach to AI implementation [8] - Box is excited about the potential of AI agents to tap into unstructured data, which constitutes approximately 90% of corporate information, including contracts, marketing assets, and research files [14][15] - The company envisions a future where agents can answer customer questions and automate workflows related to unstructured data [15][16] Agent Differentiation & User Experience - Differentiating agents involves two main categories: seamless integration where users are unaware of the agent's presence and scenarios where users directly interact with agents to delegate tasks [19][20] - A key challenge is designing a delightful and transparent user experience for human-agent interaction, balancing transparency with simplicity [22][23][24] - The company emphasizes the importance of data advantage, noting that a large percentage (potentially over 95%) of enterprise data is underutilized [30] - The company believes applied solutions are crucial because understanding the nuances of each use case is essential for user comprehension and effective implementation [39] Business Model & Enterprise Transformation - The company is moving towards a business model that incorporates both user seats and consumption-based pricing for agents, utilizing "AI units" to normalize different use cases [129] - The company anticipates a shift towards selling outcomes to customers, requiring a deeper understanding of their businesses and potentially leading to new service level agreements (SLAs) focused on accuracy [130][131][132] - The company expects the transformation of enterprises with AI to be a gradual process, allowing for retraining and repurposing of the workforce [85][86] - The company predicts a significant increase in the use of tokens (AI processing units) for tasks not currently performed, indicating new opportunities and workflows [87][88]

Myriad 🤝 WalrusBringing the deciding data for prediction markets onchainWalrus 🦭/acc (@WalrusProtocol):Everyone’s making predictions. Few can prove their outcomes 👀With $10M flowing on their prediction markets every week, @MyriadMarkets has partnered with Walrus to go fully onchain – meaning the data deciding the predictions’ outcomes is fully verifiable.Because in https://t.co/Xfp8evu83M ...

RT Flaming.hodl ₿ (@flaming_hodl)@NickSzabo4 Good point judges, jury's, and Congress won't be looking at hex data, they will look at decoded data and all the talk about it's just 1's and 0's flies out the window. ...

Solana Data Solution - Solana has redesigned its historical/archival data solution [1] - The previous system relied on Google BigTable for historical data queries (getBlock/getTransaction/getSignaturesForAddress) [1] Problem Solved - The biggest data/RPC problem has been solved [1]

Bitcoin Network Concerns - The increase in OP_RETURN allowance publicly invites more non-financial data onto Bitcoin [1] - This increase signals an invitation for more non-financial data, despite existing data placement options [1] - Concerns exist regarding the lack of safeguards for archival node operators to delete illegal content without disruption, potentially leading to criminal liability [1]

RT Nick Szabo (@NickSzabo4)It's a very well-publicized increase in the OP_RETURN allowance that very publicly invites more non-financial data onto Bitcoin. Even though apps can already put data in other parts of Bitcoin, this increase sends a signal inviting more such data. Without adding safeguards to allow archival node operators to non-disruptively delete illegal content for which they will often be held criminally liable. ...

We've got a news alert on chat GPT parent open AI McKenzie Seagalos. What's going on. Hey there, Brian.So, OpenAI just made one of its biggest purchases yet, paying 1.1% billion in an all equity purchase for Stat Sig, according to a source close to the deal. Now, this is a software startup best known for AB testing and product experimentation with a customer list that includes Microsoft. Now, the deal stands out in an industry defined lately by aqua hires like Meta with Scale AI or Google with Windsurf wher ...

Company Overview - SentinelOne is set to report its Q2 2026 earnings on August 28, 2025, with expected revenues of $242 million, reflecting a 22% year-over-year growth, and a reduction in net losses to approximately $0.19 per share [2] - The company has a current market capitalization of $5.6 billion and reported revenues of $864 million over the last twelve months, alongside operational losses of $331 million and a net income loss of $427 million [3] Product and Market Position - SentinelOne's product portfolio is centered around its Singularity platform, which leverages AI-driven automation for real-time cyber threat management across endpoints and cloud workloads, distinguishing it from traditional vendors [2] - The company has seen a 24% year-over-year growth in Annualized Recurring Revenue (ARR), totaling $948.1 million, indicating strong customer retention and growth within existing accounts [2] Customer Metrics - The number of customers with an ARR of $100,000 or more increased by 22% to 1,459, showcasing stronger penetration into larger enterprises [2] Historical Performance Insights - Over the past five years, SentinelOne has recorded 15 earnings data points, with only 4 positive one-day returns, resulting in a 27% positive return rate, which drops to 18% when considering the last three years [8] - The median of the 4 positive returns stands at 8.5%, while the median of the 11 negative returns is -5.9% [8]

Turns out Chainlink isn't just about data. https://t.co/fVH6oBLFhi ...

Industry Focus - 0G Labs focuses on compute, storage, and data within the crypto AI sector [1] - The report explores whether this focus is sufficient for 0G Labs to dominate the crypto AI sector [1]