
While everyone builds chatbots, SAP just closed a €1bn-plus bet on AI that understands your spreadsheets
THE SO WHAT
SAP closing its €1bn‑plus Prior Labs deal is a clear bet that tabular and structured‑data AI — not chatbots — will be the real lock‑in for enterprise workflows. If your product touches ERP, finance, or ops data, assume the incumbents will ship native “spreadsheet‑native” intelligence and plan your differentiation beyond a chat UI.
READ THE SOURCE
MORE FROM THE WIRE
Applied AISources: Meta is in talks to rent computing power from its data centers to Anthropic in a deal that could be worth ~$10B over two years
If a hyperscaler is ready to rent ~$10B of its own AI-tuned capacity to another lab, compute has crossed from internal moat to tradable commodity. For AI-heavy teams, this is a cue to treat compute like a multi-vendor market—negotiate harder, diversify providers, and model scenarios where your rivals can buy your supplier’s excess capacity.
Applied AIMoonshot reveals new AI model, and it's a big surprise — here's why Kimi K3 is a threat to the likes of OpenAI
A competitive, more open model with strong coding performance like Kimi K3 pushes the floor up on what “good enough” looks like for dev tooling. Operators should assume model-switching costs for code use cases are dropping—design your stack so you can swap backends without rewriting workflows.
Applied AIPatreon stops asking AI bots not to scrape — and starts blocking them
Patreon moving from robots.txt to Cloudflare‑level blocking is the shift from “polite requests” to active defense in the AI scraping wars. If you own valuable content, this is your cue to treat model training as an adversarial crawler problem — not a terms‑of‑service issue.
Applied AIAgentic AI is moving from drafting doctors’ notes to routing their patients. Bunkerhill just raised on it.
Bunkerhill’s $55m raise for Carebricks — agents that route patients and orchestrate hospital ops — shows healthcare is skipping straight from documentation to operational decision automation. Health systems and vendors need to treat this as workflow rewiring, not a UX layer: governance, liability, and integration into EHR and scheduling stacks become the hard problems.