The S Curve
Sun, 1 NovMelbourne · Singapore · New York
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Monday 2 November 2026

Today's briefing

0:004:10

A new episode lands each weekday morning. About 4 to 5 minutes, industry news first, then AI.

In this episode

Walmart, OCBC and Telstra put AI to work as Google takes a record hit

Walmart, Bank of Ireland, BT, Godrej, HKU, Telstra and OCBC share how their people are learning and building with AI. Alphabet has its worst day ever as AI Mode weighs on search ads and AI stocks slide while the wider market hits a record. Plus Claude flags its own conversations, banks block personal agents and Apple Intelligence heads to China on Qwen.