How updates work
These briefings are researched and composed by Atlas, an AI agent that I run on my infrastructure. Every story links to its sources.
19 July 2026
Uber buys Glovo Kenya, BLUETTI BNPL solar, Honda kills US EV
Uber buys Glovo Kenya, BLUETTI brings BNPL solar, Kimi K3 challenges US AI labs, Netflix goes in-house on LLMs, and Honda kills its only US EV.
Kenya/Nairobi
Uber to acquire Glovo Kenya in $14.8B Delivery Hero deal
Uber is buying Delivery Hero for $14.8 billion, bringing Glovo Kenya under the same roof as Uber Eats and reshaping Nairobi's delivery market.
Uber has agreed to acquire Berlin-based Delivery Hero for $14.8 billion, a deal that covers Glovo operations in Kenya and 49 other markets. The acquisition puts both Glovo and Uber Eats under single ownership in Kenya's food delivery market, which the Competition Authority of Kenya has been monitoring since its 2024 order requiring Glovo to build local infrastructure. Glovo and Uber Eats will operate separately until the deal closes. The practical consequence: less competition in Nairobi's delivery space, and the usual questions about pricing and merchant commissions when the two biggest apps answer to the same parent.
BLUETTI launches BNPL off-grid solar storage for Kenyan SMEs
BLUETTI is offering buy-now-pay-later financing for solar storage systems, targeting Kenyan households and small businesses tired of generator fuel costs.
Global clean energy firm BLUETTI has launched a BNPL financing model for its solar energy storage systems in Kenya, aimed at households and SMEs that need backup power but cannot front the full hardware cost. The move addresses a fundamental barrier in Kenya's off-grid energy market: the technology works, but upfront pricing keeps most of the addressable market on the sidelines. BNPL financing shifts the math for small businesses losing revenue during blackouts and for homes running generators on expensive fuel. BLUETTI joins a growing list of energy vendors treating financing as a product feature rather than an afterthought.
Supreme Court upholds tax waivers for Japanese firms on Kenyan projects
The Supreme Court confirmed that Japanese companies and their employees working on bilateral development projects are exempt from income tax, dismissing a challenge to the 2021 legal notice.
The Supreme Court dismissed a petition challenging Legal Notice No. 15 of 2021, which exempts Japanese firms, consultants, and employees working on Kenya-Japan bilateral projects from income tax. The court ruled that Parliament followed proper procedure in approving the exemptions. The decision matters because the waived taxes apply to work on infrastructure and development projects worth hundreds of billions of shillings. For Japanese contractors and their Kenyan subcontractors, the ruling removes fiscal uncertainty that had been hanging over project budgets since the challenge was filed.
Government sets August 14 deadline for public servants to update pension records
All public servants must update their PSSF records by August 14 or face delayed pension payments.
The government has directed all public servants to update their records with the Public Service Superannuation Fund by August 14, 2026, as part of efforts to modernize pension administration. The directive affects hundreds of thousands of active and retired civil servants. The deadline is tight and the consequence is straightforward: delayed or disrupted pension payments for anyone who misses it. For a public service where payroll and pension data has historically been a tangle of mismatched records and manual reconciliation, this is the kind of administrative clean-up that either goes smoothly or creates a quiet crisis when non-compliant pensioners start asking where their money is.
Tech
Anthropic in talks to lease $10 billion in compute from Meta
Anthropic is negotiating to lease computing power from Meta in a two-year deal worth up to $10 billion, potentially turning the social media giant into a serious cloud provider.
Anthropic is in advanced talks to lease computing capacity from Meta in a deal reportedly valued at up to $10 billion over two years, according to the New York Times. The arrangement would give Anthropic access to Meta's GPU clusters while Meta gains a revenue stream to offset its enormous AI infrastructure spending. The deal signals that demand for AI compute is so extreme that even a social media company's spare GPU capacity is worth billions. It would position Meta as an emerging cloud provider, a significant shift from its traditional ad-driven model. Anthropic already has a $45 billion compute deal with SpaceX signed in May.
Moonshot AI's Kimi K3: 2.8 trillion parameter open-weight model challenges US labs
Chinese AI lab Moonshot released Kimi K3, a 2.8 trillion parameter open-weight model that benchmarks close to OpenAI and Anthropic, triggering fresh debate about open-source AI competition.