Salesforce Pitches AI for Deportations, Microsoft Resurrects Failed Voice Assistant
Good Morning from San Francisco, Salesforce answered an RFP you didn't know existed. The pitch: use AI to
Latest news (Page 4)
ASML names CTO as chip monopoly faces AI infrastructure stakes
ASML fills an 18-month CTO vacancy as the chip monopoly races to expand Eindhoven capacity, deploy AI tools, and navigate China export bans—while every AI model depends on machines only it can make. Succession meets systemic risk.
Healthcare becomes Microsoft's differentiation play as Copilot trails ChatGPT
Microsoft licenses Harvard Medical School content for Copilot health queries while training models to replace OpenAI's infrastructure. The healthcare play addresses a billion-download gap and builds switching costs where credibility trumps speed.
Fathom’s enterprise push bets distribution can outrun accuracy gaps
Fathom adds enterprise features competitors launched months ago while testing whether unlimited free access and HubSpot distribution can compensate for transcription accuracy that independent reviews place 30% below market leaders.
Germany rejects EU ‘Chat Control,’ upending next week’s vote
Germany blocked Chat Control, killing the Council majority needed for mandatory message scanning. The move preserves Europe's encryption advantage but leaves child safety policy unresolved—and exposes the continent's privacy-versus-sovereignty split.
OpenAI's Trillion-Dollar Circle: When Vendors Finance Their Own Payday
Good Morning from San Francisco, Sam Altman promised one AI that follows you everywhere. The bill arrived. OpenAI signed $1
Altman’s unifying thesis: one AI for your whole life—and the hardware empire to run it
Sam Altman laid out OpenAI's plan: one AI assistant that follows users everywhere, backed by a trillion-dollar compute buildout. The vision is coherent. The execution surface is vast, spanning chips, power, and partner risk across simultaneous bets.
Google’s Gemini 2.5 ‘Computer Use’ bets on the browser, not the desktop
Google released a browser automation agent days after OpenAI, choosing narrower scope over desktop control. The bet: faster, more reliable web tasks matter more than operating system reach. Internal use proves it works. External adoption will test the claim.
OpenAI’s trillion-dollar tab comes due by 2027
OpenAI signed $1 trillion in compute deals with Nvidia, AMD, and Oracle—obligations stretching to 2029 that dwarf its current revenue. The company burns $5B annually while chipmakers now hold equity and expect payment. The tab comes due by 2027.
a16z backs FurtherAI’s $25M bet to pull insurance out of the PDF era
FurtherAI closed $25M from Andreessen Horowitz six months after seed to automate insurance workflows—from submission intake to claims processing. The velocity signals a shift from AI pilots to production deployment, with early customers reporting measurable ROI.
Open Code, Gated Access
Good Morning from San Francisco, OpenAI just opened ChatGPT to third-party apps this week. Canva, Spotify, and Zillow all launched
OpenAI turns ChatGPT into an app platform with distribution it controls
OpenAI opened ChatGPT to third-party apps that render inside conversations, built on an open standard but distributed through algorithms it controls. The trade: reach 800M users, lose funnel ownership. Platform economics arrive at chat.
Google automates defense as AI agents expand the attack surface
Google launches three security tools to automate defense against AI-accelerated attacks: an agent that patches code, a unified bug bounty, and guardrails for autonomous systems. The bet is that automation can flip the security balance. Execution will tell.