Michael Blau (ex-a16z crypto, ex-BlackRock) is building Drip, a pay-per-article layer where the buyer is a machine. We talked about vibe investing, why subscriptions are the wrong unit for an agent, and the aggregator's chicken-and-egg problem — with a look inside the product.

Cloudflare confirms bots now outweigh humans online, Robinhood opens trading to agents via MCP, Okta/Entra/Ping race to give agents an identity, and Workday and SAP start dropping the enterprise UI — plus Valyu, Context.dev, and Saris.

Anthropic acquires Stainless, Parallel launches Index for content attribution, the MCP land rush, and Stripe ungates the Machine Payments Protocol — plus profiles of Zinc, AgentMail, AgentPhone, and Browserbase.

The slow death of the GUI