Oracle booked $65B in AI cloud deals—including Meta—in 30 days, but the stock slipped after-hours despite raised 2030 targets. Investors want proof on 30–40% margins, not bookings. Demand's real. Execution's unproven. The scoreboard moves there.
Anthropic wired Claude into Microsoft 365, chasing institutional memory while Microsoft hedges with model choice inside Copilot. The fight isn't about chat features—it's about who mediates your company's knowledge day after day.
Good Morning from San Francisco, Apple promoted its Siri overhaul chief. Three weeks later, he joined Meta. That makes twelve
Oracle booked $65B in AI cloud deals—including Meta—in 30 days, but the stock slipped after-hours despite raised 2030 targets. Investors want proof on 30–40% margins, not bookings. Demand's real. Execution's unproven. The scoreboard moves there.
Anthropic wired Claude into Microsoft 365, chasing institutional memory while Microsoft hedges with model choice inside Copilot. The fight isn't about chat features—it's about who mediates your company's knowledge day after day.
Good Morning from San Francisco, Apple promoted its Siri overhaul chief. Three weeks later, he joined Meta. That makes twelve
Apple's newly promoted Siri AI chief lasted three weeks before jumping to Meta—the twelfth senior researcher to leave this year. With a March overhaul deadline looming and more exits expected, Apple's talent strategy collides with reality.
Anthropic's Haiku 4.5 delivers May's frontier coding performance at one-third the cost, collapsing the capability-to-commodity timeline to five months. Multi-agent systems just crossed the economic threshold for production deployment.
Good Morning from San Francisco, Oracle wants your data to stay firmly put while training AI models. Larry Ellison pitched
Oracle bets AI's next phase runs on private enterprise data, not public models. The database giant promises secure training without data exposure, backed by $500B in infrastructure. But tight coupling with Nvidia and OpenAI creates dependency risks.
OpenAI will let adults have erotic ChatGPT conversations by December—while facing a wrongful death lawsuit and fresh California AI regulations. The company claims new safety tools justify loosening restrictions. The age verification details remain unexplained.
OpenAI's new expert council will advise on AI safety—but won't decide anything. The timing reveals the strategy: FTC inquiry in September, wrongful death lawsuit in August, council formalized last week. Advisory input without binding authority.
Nvidia's $4K desktop AI box arrived five months late and $1K more expensive. It runs models too large for consumer GPUs but 4x slower than pro cards. The bet: developers need memory capacity more than speed for prototyping 70B+ parameter models locally.
Walmart wires ChatGPT to checkout, giving OpenAI 270 million weekly shoppers and landing an AI answer to Amazon's Rufus. But fresh food's exclusion reveals exactly where conversational commerce still hits operational walls.
Good Morning from Las Vegas, where Oracle World Conference kicks off today. OpenAI announced a multi-billion-dollar chip partnership with Broadcom
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