Walter Schulze

Walter Schulze · Jun 7, 2026 · 2:54 PM

Microsoft is turning enterprise AI agents into platform plumbing

Microsoft IQ brings Work IQ, Fabric IQ, Foundry IQ, and Web IQ into a shared context layer for enterprise agents. The bigger story is Microsoft's push to own the runtime and data plumbing behind agentic AI workflows.

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Walter Schulze · Jun 7, 2026 · 12:06 PM

South Korea puts a Naver veteran at the center of its AI push

President Lee Jae-myung nominated former Naver CEO Han Seong-sook as South Korea’s next prime minister on June 7. If confirmed, her appointment would put a technology operator and startup-policy official at the center of the country’s AI strategy.

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Walter Schulze · Jun 7, 2026 · 6:53 AM

OpenAI is bringing Lockdown Mode to ChatGPT users as security risks grow

OpenAI is rolling Lockdown Mode out to eligible personal and business ChatGPT users to reduce prompt injection data exfiltration risk. The feature disables or limits connected tools such as Deep Research, Agent Mode, live browsing, Canvas networking, and file downloads, creating a clear tradeoff between capability and security.

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Walter Schulze · Jun 7, 2026 · 1:52 AM

Solana falls near $60 as crypto selloff tests ETF demand

Solana fell toward $60 after a broad crypto liquidation event tied to stronger U.S. jobs data and higher rate expectations. The move puts pressure on the 2026 institutional adoption story built around spot SOL ETFs, corporate demand and network activity.

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Walter Schulze · Jun 6, 2026 · 8:11 PM

The ECB rate outlook is tightening the funding window for risk assets

Eurozone inflation has pushed the ECB back toward rate hikes, with markets now expecting tighter conditions through 2026. That raises pressure on crypto trading, DeFi yields and European startups that need capital at a moment when AI spending is already stretching balance sheets.

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Walter Schulze · Jun 6, 2026 · 12:54 PM

McDonald’s gives drive-thru AI another cautious test

McDonald’s is testing drive-thru voice AI again with Google, but only in five locations after its earlier IBM pilot drew customer complaints. The new test shows how cautious large companies must be when moving AI into high-volume customer service workflows.

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Walter Schulze · Jun 6, 2026 · 9:27 AM

Meta makes Louisiana the new test case for AI infrastructure

Meta's Hyperion campus in Louisiana shows how the AI race is becoming an infrastructure race. The state is now trying to turn one massive data center bet into a broader strategy for attracting hyperscale compute projects.

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Walter Schulze · Jun 6, 2026 · 6:22 AM

Monterey Park has made AI infrastructure a ballot box fight

Monterey Park voters overwhelmingly backed Measure NDC, creating a citywide ban on new data centers and turning AI infrastructure into a direct local political issue. The result signals a new kind of risk for operators, founders and investors trying to build the physical backbone of AI.

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Walter Schulze · Jun 6, 2026 · 4:04 AM

Greece is bringing crypto gains into its tax code

Greece is preparing a 15% capital gains tax on cryptocurrency profits, with the first €500 of gains expected to be exempt. The move fits a broader European push to make crypto trading easier for tax authorities to track as MiCA, DAC8 and OECD reporting rules take effect.

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Walter Schulze · Jun 6, 2026 · 1:46 AM

New York is testing how far AI infrastructure rules can go

New York lawmakers passed a one-year moratorium on permits for large data centers, putting AI infrastructure expansion directly in the path of state politics. The bill now goes to Gov. Kathy Hochul and could reshape how developers plan power, water and community costs.

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Walter Schulze · Jun 5, 2026 · 11:51 PM

Revolut’s next share sale puts private fintech on notice

Revolut is weighing a secondary share sale that could value the company at about $115 billion. The move shows how late-stage fintechs are using private liquidity events to delay IPOs while still rewarding employees and early investors.

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Walter Schulze · Jun 5, 2026 · 9:33 PM

Reid Hoffman is leaving Microsoft's board as AI scrutiny rises

Reid Hoffman will not stand for re-election to Microsoft's board at the company's 2026 annual shareholder meeting. His exit comes as Microsoft's AI partnerships and Silicon Valley board ties face sharper scrutiny from investors and regulators.

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Walter Schulze · Jun 5, 2026 · 6:53 PM

South Korea tests whether Polymarket is trading or gambling

South Korean police are investigating domestic Polymarket users over suspected illegal gambling, turning a regulatory question into a criminal process. The case could shape how Asian authorities treat decentralized prediction markets built on smart-contract infrastructure.

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Walter Schulze · Jun 5, 2026 · 4:12 PM

Comfy Desktop makes ComfyUI easier for commercial AI builders

Comfy Org is rolling out Comfy Desktop as a single app for managing ComfyUI environments across local, remote, portable and cloud setups. The release matters because it lowers operational friction for one of the most active open-source AI creative tools.

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Walter Schulze · Jun 5, 2026 · 12:05 PM

AI designed vaccines are moving from theory into human trials

Researchers at the University of Cambridge and DIOSynVax have reported early human trial results for an AI-designed pan-sarbecovirus vaccine candidate. The study is still early, but it gives AI biotech investors a clearer proof point to watch as the field moves from discovery tools toward clinical products.

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Walter Schulze · Jun 5, 2026 · 9:23 AM

Apple gives Poke a rare lane into iMessage for AI agents

Poke is the first AI agent approved for Apple Messages for Business, giving it a native path into iMessage without requiring a separate app. The move could make Apple’s approval process a new gatekeeper for consumer AI agent distribution.

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