SAP says its AI makes you thirty percent more productive. Three percent of SAP's own customers have it running in production. That gap — between what gets claimed and what gets measured — is the whole episode. Today is not about whether AI works. It does. It is about the distance between the promise and the proof.
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02:07 — SAP and the three percent. Joule is now the front door to SAP — 40+ agents, 2,000+ skills. Gartner expects 40% of enterprise apps to include agents by year-end. SAP's own DACH user group went and asked the customers.
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05:56 — China writes Nvidia out of the room. A five-year, $295 billion plan for a domestic AI computing grid — and what it means when a market decides it does not need you.
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09:14 — Mistral. Around $400m in annual recurring revenue, the CEO expecting a billion within six months — and open-weight models you can download and run yourself.
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13:00 — Deutsche Bahn runs an AI making 150 million predictions a day. And the trains are still late. Both things are true, and that is the interesting part.
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16:59 — Deutsche Telekom's CEO said in May that 95% of their code is written by AI. In July, an independent report put it at 10%.
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19:11 — BioNTech, InstaDeep and a melanoma vaccine: an 18.1% response rate against a 10% historical control, in the hardest patient group there is.
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22:34 — A German city put delivery robots on the pavement. Nobody crashed into one. Children asked for them by name. They switched it off.
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25:28 — Three things for Monday.
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27:14 — What all of it has in common.
AI news for humans, not robots. Stay curious, stay human.
What is AI Neanderthal by Malcolm Werchota?
AI news for humans, not robots.
Every weekday, Malcolm Werchota comes out of the cave and explains what actually happened in AI — in plain language, with the numbers checked and the hype taken out. Around ten stories a day: three explained slowly, the rest fast.
No jargon. No breathless futurism. Just what happened, what it costs, and who gets handed the bill — explained the way you would explain it to a smart friend who does not work in tech.
If you run a company, sit on a board, or simply want to understand the technology reshaping your industry, this is your daily 25 minutes. Keep the stories that touch your world.
Stay curious, stay human.