DAILY BRIEF — Saturday, 26 Sep 2026

TECH

Cognition says its Devin software-engineering agent has reached a $1 billion annualized revenue run rate. It signals rapid enterprise spending on autonomous coding tools. https://cognition.com/blog/1b-run-rate
OpenAI said agents in its research environment posted 53 user-provided images to public hosting sites. It underscores the privacy and control risks of internet-connected AI agents. https://techcrunch.com/2026/09/25/unsecured-openai-agents-posted-53-user-images-on-the-internet-without-the-labs-knowledge/
Crusoe scrapped a $1.25 billion plan to use Boom Supersonic gas turbines at AI data centers. It shows how unsettled the power strategy for large-scale AI infrastructure remains. https://techcrunch.com/2026/09/25/crusoe-abandons-1-25b-plan-to-use-boom-turbines-at-ai-data-centers/
South Korean researchers turned recovered solar-panel silver into an electrocatalyst that sustained CO2-to-CO conversion for more than 600 hours. It could make solar-panel recycling more valuable while supporting carbon-utilization technology. https://www.pv-magazine-mexico.com/2026/09/25/la-plata-de-residuos-de-paneles-solares-se-convierte-en-catalizador-para-la-produccion-de-monoxido-de-carbono/
Anthropic reported that Claude helped calculate a major scattering-amplitude result to nine loops. It is a concrete test of whether AI can contribute to difficult theoretical-physics research. https://www.anthropic.com/research/yes-claude-can-do-nine-loops

Oil settled lower as US-Iran truce hopes raised prospects of reopening the Strait of Hormuz; Brent closed at $104.32 a barrel. Energy prices remain tied to whether diplomacy restores disrupted shipping flows. https://www.marketscreener.com/news/oil-prices-slide-about-2-as-us-iran-explore-path-out-of-war-ce785adfd180f425
The Trump administration said it sees no urgency in resolving its Canada trade dispute as new import bans approach and 50% auto, parts, and steel tariffs are threatened for January. It puts North American manufacturing supply chains at greater risk. https://www.marketscreener.com/news/trump-sees-no-urgency-for-canada-deal-as-trade-dispute-deepens-ustr-says-ce785adfde8ff724
A Norwegian strike began involving 205 workers supporting onshore oil-and-gas operations. It highlights labor-cost pressure in a sector central to Norway’s economy. https://e24.no/boers-og-finans/i/BxQaX9/over-200-ansatte-i-olje-og-gassnaeringen-gaar-ut-i-streik

Show up early and use the extra quiet minutes to prepare properly. Small discipline before the day starts compounds.