Microsoft wants Windows 11 users to talk to their PCs and let AI agents manipulate files. Cortana failed at exactly this a decade ago, and corporate IT won't enable experimental agents that create new attack surfaces. Third time's the charm?
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 Las Vegas, where Oracle World Conference kicks off today. OpenAI announced a multi-billion-dollar chip partnership with Broadcom
Oracle's betting AI agents run where data lives, not where clouds want them. The company just shipped quantum-resistant encryption across its database stack and drew $1.5 billion in partner commitments—before the platform hit GA.
Broadcom's stock surged 10% on OpenAI chip news—then its president said OpenAI isn't the $10B mystery buyer. The deal's real, the payment terms stay vague, and OpenAI now owes hundreds of billions across multiple vendors while burning $10B yearly.
Salesforce goes global with AI agents and voice while its stock sits 25% down. The pitch: coordinate everyone's agents through Slack. The problem: fewer than 5% of customers pay for it. Three platforms now fight to be work's front door.
Slack's replacing keyword search with AI conversation and opening its platform to competing agents. The rebuilt Slackbot orchestrates work instead of just sending reminders. But multiple AI assistants in one workspace creates a new problem: which one should users actually ask?
Good Morning from San Francisco, 🟡 Meta offered a co-founder enough money to leave his eight-month-old startup just three months after
Jacob Silverman's Gilded Rage argues Silicon Valley's Trump embrace wasn't about wokeness or Biden hostility—it was about money. When free credit ended in 2022 and regulators pushed back, tech billionaires chose Trump over constraints.
The Netherlands seized control of Chinese-owned chipmaker Nexperia through coordinated executive rebellion and emergency law—without taking ownership. Three European managers triggered the intervention. Wingtech keeps the profits, loses the power. A new template.
Meta hired Thinking Machines co-founder Andrew Tulloch weeks after the startup raised $2 billion and shipped its first product. The timing reveals a brutal dynamic: even well-funded AI startups can't hold talent against platform-scale compensation packages.
Germany's most famous tech investor brings a €175M fund and a contrarian thesis to San Francisco: enterprise AI wins through contracts, not demos—and precision psychiatry can crack depression's trial-and-error curse if Phase-3 data holds.
Salesforce CEO Marc Benioff called for National Guard troops in San Francisco from his private plane, shocking his own PR team. The theatrical Trump embrace—timed before his big conference—tests whether loud loyalty beats quiet accommodation.
Coursera courses now live inside ChatGPT—world-class instructors summoned mid-conversation. No app switching, no browser tabs. EU users blocked by privacy laws while Wall Street bets big on AI-powered education. The learning shortcut arrived, but not for everyone.
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