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The Download: Early adopters cash in on China’s OpenClaw craze, and US batteries slump

View original at technologyreview.com
MIT Technology Review - Ai Research Title: The Download: Early adopters cash in on China’s OpenClaw craze, and US batteries slump Date: 2026-03-12 13:02 Source: https://www.technologyreview.com/2026/03/12/1134207/the-download-china-openclaw-ai-craze-us-battery-industry-downturn/ <p><em>This is today’s edition of </em><…
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  • Elon Musk is an aggressive and irresponsible salesman, who has a long history of making dangerous design choices and over-promising the features of his products

    60% confidence
  • The mining site will help power a greener future for the US by producing the nickel needed for EV batteries

    60% confidence
  • Salesforce CEO dismissed fears of an SaaS-pocalypse

    60% confidence
  • Oracle CEO dismissed fears of an SaaS-pocalypse

    60% confidence

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The Agentic Takeover of the CFO's Office
Enterprise finance software vendors—BlackLine, OneStream, Numero AI, and Oracle—are racing to embed autonomous AI agents into core financial operations (close, consolidation, reporting), backed by consolidation M&A (Numero-Royu, BlackLine-WiseLayer), fresh leadership hires, and survey data showing nearly a quarter of CFOs plan to boost AI spending over 50%. Adoption momentum is strong even as at least one bellwether (Oracle) sees its stock lag year-to-date, suggesting the market hasn't yet fully priced in the shift from AI-as-feature to AI-as-agent in finance.
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Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
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Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
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