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Stripe's 200-platform survey finds AI pushing SaaS beyond seats — but vertical businesses favour embedded finance

The interesting signal is segmentation, not 'seat pricing is dead': vertical SaaS operators expect payments and finance to become a larger part of revenue, while horizontal platforms expect usage and hybrid software charges to lead. The survey is vendor-produced and forward-looking.

Docker turns coding-agent sandboxes into movable cloud compute — and packages their authority as OCI

Docker’s new agent stack combines pay-as-you-go microVM sandboxes with an OCI-based Kit format for declaring what an agent can use. Cloud sessions cost from $0.07 to $1.12 an hour, and Docker says it plans to take the Kit specification toward CNCF neutral governance.

Cloudflare Containers exposed previous tenants’ disk data through unzeroed blocks

This was not a Firecracker escape or access to a live victim disk. It was a storage-isolation failure underneath the sandbox: researchers recovered foreign directory structures, database pages and complete SQLite databases from reused blocks, and Cloudflare had to fix allocation plus retire existing disks and cached snapshots.

ZCode uploaded local repositories without consent — then Z.ai open-sourced the client after the backlash

The useful lesson is broader than one coding assistant: repository indexing can quietly become a data-export boundary. ZCode’s response improves inspectability going forward, but builders using AI coding tools still need to know exactly which indexing, wiki and memory features send source code or Git metadata off-device.