Daily Edition · Page 2

THE DAILY INDEX

Technology, AI, software, security, crypto and business

GENERAL

TLDR

THE LINUX KERNEL WILL SOON BE MIT-LICENSED AND COPYLEFT WILL BE DEAD WITHIN 5 YEARS

A disagreement in a project licensed under the GPL resulted in a developer reimplementing the project with AI from start to finish. The AI generated a complete clean room implementation with just 1.3% in common code. This scenario signals the end of copyleft. Companies that want to use GPL software will likely rather spend a week reimplementing projects with AI assistance than dealing with the headaches of licensing.

STABLECOIN FIRMS BET BIG ON AI AGENT PAYMENTS THAT BARELY EXIST

Circle and Stripe are racing to build a payments system for a world where autonomous AI agents transact millions of times a day using stablecoins. Circle's Arc is a blockchain for stablecoin payments that allows autonomous agents to hold a balance and spend across networks with transaction costs of only fractions of a penny. Stripe's Tempo is a blockchain with a $5 billion valuation designed specifically for stablecoin payments. While fast and cheap, stablecoin transactions lack the fraud protection, dispute resolution, and credit extension that cards bundle into every payment. A potential path forward may be virtual cards that settle on the back end via stablecoins, which allows card networks and stablecoin rails to coexist rather than compete.

FOR OPENAI AND ANTHROPIC, THE COMPETITION IS DEEPLY PERSONAL

OpenAI created the fastest-growing consumer app in tech history. However, Anthropic managed to add thousands of big businesses as customers in just a few months and expects to see $19 billion in revenue this year. The recent controversy with the Pentagon has helped Anthropic, and its app has soared to the number one spot on Apple's App Store. The situation is just the latest round in a long-running and deeply personal feud between the two companies, whose executives have differing views on how AI should be created.

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