OpenAI's restructure puts a $130B nonprofit in control of a $500B for-profit. Microsoft locked in 27% and access through 2032. But a year of regulatory review produced new numbers, not new transparency—and Microsoft's accounting gaps remain unaddressed.
Good Morning from San Francisco, Adobe stopped pretending one AI model will rule them all. The company built a switchboard
Adobe unveils agentic AI assistants for Photoshop that chain multi-step edits via prompts, but staggered rollout and third-party model integration reveal strategic hedging. The bet: workflow orchestration beats model supremacy in creative software.
Explore our in-depth analysis of Apple's latest iPad Air. Uncover its features, performance, and where it stands in the competitive tablet market.
The iPad Air just got smarter. Apple quietly dropped its latest tablet via press release, packing it with the M3 chip and a dash of marketing pizzazz.
This isn't a revolution. It's a calculated evolution. The new Air comes in 11-inch and 13-inch flavors, starting at $599 and $799 respectively. The M3 chip promises to be twice as fast as older models – though Apple conveniently skips comparing it to last year's version.
The Magic Keyboard got an upgrade too. For $269 or $319 (depending on size), you'll get function keys and a bigger trackpad. Finally, your iPad can pretend to be a laptop just like its Pro siblings.
Tim Cook teased the launch with a cryptic "something in the Air" post on X. It's a surprisingly quick update, coming less than a year after the previous model. Bloomberg suggests Apple's riding high on recent tablet success and wants to keep the momentum going.
Why this matters:
Read on, my dear:
OpenAI's restructure puts a $130B nonprofit in control of a $500B for-profit. Microsoft locked in 27% and access through 2032. But a year of regulatory review produced new numbers, not new transparency—and Microsoft's accounting gaps remain unaddressed.
Anthropic's $7B revenue run rate trails OpenAI's $13B, but the gap narrows when accounting for customer mix. New Excel integration and financial connectors target Wall Street as Microsoft embeds both AI providers—hedging infrastructure bets in an uncertain market.
Qualcomm's stock jumped 11% on inference chips that won't ship until 2026. The company landed a Saudi buyer but still needs a Western hyperscaler. With Nvidia and AMD shipping today, the question is whether a two-year runway leaves room to catch up.
China restarted robotaxi permits and its companies are racing into Dubai, Abu Dhabi, and Singapore. Cost matters: Baidu builds vehicles for $29,000 using EV supply chains while US firms refine premium markets at home. Strategy follows economics.
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