4 Oct 2021

Member Exclusive, Opinion

Letter from the Editor: The AI productivity story is easy to tell until you sit inside the institution building it

• Today’s analysis examines the widening gap between the AI capabilities being developed and the language used to describe them.
• If AI's role is to make banking more efficient, productivity matters. If its role is to redefine decision-making and workflow, productivity may be too narrow a lens.

AI Innovation, Artificial Intelligence, Member Exclusive, Payments

The real power struggle in agentic commerce isn’t building the smartest AI agents; it’s governing them

• J.P. Morgan Payments is moving the conversation beyond capability and toward the infrastructure and framework required to govern AI agents.
• Data is emerging as a core ingredient of agentic commerce, shaping the information agents can access and the decisions they can make.

AI Innovation, Artificial Intelligence

The 3-Min Read: Why Anthropic is becoming AI’s reference point

• In the last 1 year, Anthropic has gone from one of many AI labs to an industry gravity center, fueled by capital inflows, enterprise adoption, and platform-scale positioning.
• Recent shifts show Anthropic evolving into three roles.

Artificial Intelligence, Banking, Member Exclusive

AI, bank CEOs, and the emerging jobpocalypse debate

• Bank CEOs are publicly framing AI as a tool for workforce augmentation rather than replacement, but their messaging remains inconsistent and often tone-deaf.
• The real challenge lies in the short term, where displaced workers, underprepared institutions, and vague government-corporate accountability leave millions without a clear path forward.

10-Q

The Week in Market Moves | May 28-June 4, 2026

• This analysis tracks recent specific company developments and how markets responded, anchored to Thursday's close.
• Last week’s prominent moves came from Wise, SoFi, Affirm, LendingClub, and Bank of America.