<h2>Must know</h2>
<ul>
<li><strong>Stripe considers acquiring PayPal, valuation soars</strong>: Stripe is reportedly eyeing an acquisition of PayPal or parts of it, according to Bloomberg. This comes as Stripe’s valuation recently jumped to $159 billion, a 74% increase from last year, fueled by a surge in AI-native startups achieving rapid growth. Meanwhile, PayPal, valued at over $40 billion, has seen slowing growth and faces stiff competition from tech giants. <a href="https://app.daily.dev/feed-by-ids?id=gB7UDBJXo&amp;id=2WYO6dKLA&amp;id=HqWjbO0Bb" target="_blank" rel="noopener nofollow">Read more</a></li>
<li><strong>Cybersecurity landscape worsens, AI-enabled attacks surge</strong>: CrowdStrike’s latest report paints a grim picture: average cyberattack breakout time plummeted to 29 minutes, and AI-enabled attacks spiked by 89%. Threat actors are increasingly using generative AI across the attack chain, with 82% of detections being malware-free, indicating a shift towards stealthier methods. This escalating threat highlights the urgent need for robust, proactive defenses. <a href="https://app.daily.dev/posts/WsqeDq8OW" target="_blank" rel="noopener nofollow">Read more</a></li>
<li><strong>npm supply chain attack targets AI coding tools</strong>: Socket researchers uncovered a significant npm supply chain attack, ‘SANDWORM_MODE,’ involving 19 typosquatted packages impersonating developer utilities and AI coding tools like Claude Code. This malware harvests credentials and injects malicious code into GitHub Actions and CI pipelines, even deploying a malicious MCP server for prompt-injection attacks against AI assistants to exfiltrate SSH keys and cloud credentials. <a href="https://app.daily.dev/posts/q6c2RLQKH" target="_blank" rel="noopener nofollow">Read more</a></li>
</ul>
<h2>Good to know</h2>
<ul>
<li><strong>Meta secures major AMD chip deal for AI expansion</strong>: Meta signed a multiyear deal with AMD for up to $100 billion in chips, including MI540 GPUs, to add 6GW of data center compute capacity and diversify its AI stack beyond Nvidia. <a href="https://app.daily.dev/posts/vYZNsZv8f" target="_blank" rel="noopener nofollow">Read more</a></li>
<li><strong>AI agent infrastructure, security, and observability developments</strong>: New platforms like Agentuity’s Gravity Network and Tinybird’s Branches are emerging to support AI agent workloads with isolated environments and persistent storage, while OpenLLMetry extends OpenTelemetry for AI agent observability. <a href="https://app.daily.dev/feed-by-ids?id=0HG7ge0iD&amp;id=29JQKm5zh&amp;id=4Ak1fvjod&amp;id=EUE0Dit8s&amp;id=F9Y7SyAcI&amp;id=OBZ9FuH7A&amp;id=fWsa69inU&amp;id=yvChN5rlV" target="_blank" rel="noopener nofollow">Read more</a></li>
<li><strong>New LLM inference technique triples speed</strong>: Researchers developed a multi-token prediction technique that triples LLM inference speed without auxiliary draft models, achieving 3x+ speedup with under 3% accuracy loss on reasoning-heavy tasks by embedding acceleration directly into model weights. <a href="https://app.daily.dev/posts/hxaAjvILy" target="_blank" rel="noopener nofollow">Read more</a></li>
<li><strong>Hetzner Cloud price hike due to hardware costs</strong>: Hetzner, a budget cloud provider, is increasing prices by up to 50% due to dramatic rises in hardware costs, particularly DRAM, NAND, and server CPUs, driven by AI industry demand. <a href="https://app.daily.dev/posts/van1jyyDC" target="_blank" rel="noopener nofollow">Read more</a></li>
<li><strong>Private Kubernetes for enterprise hybrid cloud portability</strong>: Private Kubernetes offers a vendor-neutral abstraction layer for hybrid cloud, enabling workload portability across on-prem, private, and public clouds with consistent security and operations. <a href="https://app.daily.dev/posts/j1OYXy6B1" target="_blank" rel="noopener nofollow">Read more</a></li>
<li><strong>Order Editing migrates analytics from DynamoDB to Tinybird</strong>: A bootstrapped team processing $5B in Shopify GMV replaced a failing DynamoDB analytics pipeline with Tinybird, reducing engineering bandwidth consumption from 50% to a fraction, and handling 3M events/day for ~$300/month. <a href="https://app.daily.dev/feed-by-ids?id=Z4gH3Ev4a&amp;id=Q124S9eRv" target="_blank" rel="noopener nofollow">Read more</a></li>
<li><strong>AMD HIP adopts LLVM offload driver</strong>: AMD’s HIP GPU programming framework is switching its default offload driver to LLVM’s modern offload driver, a change merged into upstream LLVM Git targeting LLVM 23. <a href="https://app.daily.dev/posts/Pq3celfCB" target="_blank" rel="noopener nofollow">Read more</a></li>
</ul>
<h2>Bullshit police</h2>
<ul>
<li><strong>Cursor launches autonomous cloud AI agents for software development</strong>: Cursor is now touting ‘autonomous cloud AI agents’ that can supposedly do your coding, produce ‘merge-ready Pull Requests with video and screenshot artifacts,’ and even ‘run the software they build.’ So, we’re just going to trust an AI to write, test, and demo code without human intervention? What could possibly go wrong? I’m sure the ‘smooooth’ low-latency remote desktop experience will make up for the inevitable debugging nightmares. <a href="https://app.daily.dev/posts/BbESdM4Ct" target="_blank" rel="noopener nofollow">Read more</a></li>
<li><strong>Claude Code introduces remote control feature</strong>: Claude Code’s new ‘Remote Control’ feature lets developers ‘start tasks in their terminal and manage them remotely’ from a mobile device. Because nothing says ‘increased productivity and flexibility’ like debugging a complex system from your phone while on a walk. I’m sure this won’t lead to anyone accidentally deploying to production from a park bench. <a href="https://app.daily.dev/posts/nVKmTfT2y" target="_blank" rel="noopener nofollow">Read more</a></li>
<li><strong>AI agents accelerate feature development on personal site</strong>: Kent C. Dodds claims AI agents like Cursor helped him rapidly implement semantic search and clear his GitHub issues, a feature he’d had on his backlog since 2019. It’s great that AI can help clear backlogs, but let’s be real: if a feature has been on your backlog since 2019, maybe the problem wasn’t the lack of AI, but the priority. <a href="https://app.daily.dev/posts/HVH19Oob1" target="_blank" rel="noopener nofollow">Read more</a></li>
</ul>
