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Rough week for AI: tech stocks lost $2.5 trillion, prosecutors charged three people with using AI to impersonate CEOs for $129 million, and Anthropic's IPO buyers are talking down its price. With investors this nervous, you may not get a second budget to retrofit agents later. I'd walk one agent workflow through your architecture plan before anyone signs it. Only 27% of CIOs have agents in scope, Accenture found.
Innovation Snapshot
"All buildings are predictions. All predictions are wrong."
— Stewart Brand, author of How Buildings Learn
In today's lineup
Robots
Draw agents into your Execution Architecture
Real ROI from Gen AI
One door between agents and your systems
People
Shanthi Shanmugam shrinks card disputes from months to days
Love
What is all that AI speed for?
Team Topologies by Matthew Skelton and Manuel Pais
Reading time: 3 min.
ROBOTS 🤖
How are robotics and AI changing industries? We break down the latest news, tools, and innovations for you.
Top Insights
Tech investors brace for more pain after a $2.5 trillion wipeout, so tie AI budgets to results Finance can verify.
Three charged over $129 million AI scheme impersonating CEOs, so verify any payment request outside the call itself.
Anthropic IPO buyers eye valuations as low as $1.2 trillion, so keep your agents able to switch models.
ING reportedly auctions $500 million of data center loans, a signal to plan for AI capacity that may arrive late.
Tesla will wind down Cybertruck production in Texas, since AI bets like its robotaxi compete for real factory floor.
Draw agents into your Execution Architecture
Agents are missing from most CIOs' architecture plans. In Accenture's new CIO Pulse survey of 300 senior tech leaders at companies above $1B in revenue, 61% expect significant transformation or a fundamental redesign of their enterprise architecture within three years. Just 27% have agentic architecture in scope, the lowest of the eight areas tested, while data, security and cloud architecture sit at 66% to 68%.

Just 27% of CIOs have agents in scope, far behind data, security and cloud. Source: Accenture CIO Pulse.
Accenture's advice is to put orchestration, access control and memory into the design now, because that costs significantly less than retrofitting. Add agents after sign-off and they have to work around access rules and data flows nobody planned for them, so the new system starts with Legacy Friction.
Before the design is signed, take one workflow you expect agents to run within a year, such as order-to-cash or S&OP, and walk it through the draft with the people who run it, asking:
Which systems can the agent read and change, and who approves that access?
When the agent gets stuck, who takes over, and what can they see?
If a better model arrives next year, what would you have to rebuild?
The leadership pulse
Are AI agents in your next architecture plan?
Real ROI from Gen AI
How human-centric AI delivers business results

“It’s like a spellcheck, but for borescope inspections,” says Pratt & Whitney’s Miriam Huijser. The report that used to add hours now takes minutes.
RTX's Pratt & Whitney flags engine areas with Aiir's borescope AI, cutting overall inspection time by more than 30%, while the operator still decides.
Lemvigh-Müller runs three SAP agents on supplier order confirmations, over 90% touchless across 100,000 a year, leaving staff the complex orders.
CAISO, California's grid operator, runs OATI's Genie agents on 500-plus next-day outage requests in under eight minutes each night, and reviewers keep final authority.
Tool Spotlight
Your weekly briefing on tools that create competitive leverage
One door between agents and your systems
Arcade sits between agents and business systems, checks each action against your identity provider, and works with any model or framework. This week it launched Enterprise MCP Hosting, which puts custom tools in your own environment with one command, and it names Duracell as a production customer. A strong pick for Chief AI Officers, since agents act under each user's own permissions.
Obot is an MIT-licensed gateway you host yourself, setting which people, groups and agents can call which tools. Mastercard-owned BVNK went from zero to 80 servers and 200 regular users in about six months, Obot reported this week. Made for CIOs and Directors of IT who want code they can inspect.
Also worth a look
agentgateway is an open-source gateway hosted by the Linux Foundation that scopes which tools each identity can call.
For Kubernetes teams, ToolHive runs each MCP server in an isolated container.
Cognee gives agents shared context as an open-source memory layer.
PEOPLE 👥
Meet the innovators turning bold ideas into real-world impact.
Transformation Champion
Shanthi Shanmugam shrinks card disputes from months to days

“The back-office experience is actually the consumer’s experience,” says Shanthi Shanmugam, CEO and co-founder of Casap. Photo: Casap.
Shanthi Shanmugam spent six years at Robinhood, where she saw clunky back-office systems make it hard to build trust with customers. Casap, which she co-founded, runs AI agents across the systems banks already use to investigate chargebacks and act on them. The company reports staff time per case falling from 45 minutes to one or two, and resolution from as long as 90 days to eight. Casap raised a $56M Series B last week, with Experian and Synchrony also investing.
LOVE ❤️
Practical wisdom, growth tactics, and a must-read book that will challenge the way you think.
What is all that AI speed for?
In 1900 the average person on Earth could expect to live to about 32. Today it's more than 70, and that took about 125 years. Now an AI researcher who used to work at Google DeepMind thinks the 2030s could move further than all of that.

A truck driving back empty is both a cost line and an emissions line, which is why this shows up on the P&L first.
I don't know if he's right, and I don't think anyone does. But a faster decade won't pick its own direction, and neither will an AI program, so somebody has to decide what all that speed is for.
For me the answer is the Symbiocene: Nature, Humanity and Thinking Machines coexisting in a symbiotic balance. That probably sounds pretty far from your week if you run a plant, a fleet or a supply chain, but it shows up on the P&L first.
I wrote about how this week, plus the one test I'd add to every AI program review.
Transformative Reads
One book, handpicked from my conversations with friends, industry leaders, and tech innovators:

Matthew Skelton and Manuel Pais build on Conway's Law: organizations tend to design systems that copy how their teams communicate. In Team Topologies, they show how to shape teams around the flow of work, so the architecture you want has a chance of emerging. Read it before you sign off a redesign, then ask which team owns each agent handoff.
In Culture

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Matt and the Future Works team


