Oracle's stock exploded 40% after revealing a $455B AI contract backlog and projections for $144B cloud revenue by 2030. The surge made Larry Ellison briefly the world's richest person—but can the company turn massive bookings into sustainable margins?
Publishers like Reddit and Yahoo launched a new licensing standard to charge AI companies for training data. The Really Simple Licensing protocol lets sites demand payment per crawl or per AI response. No major AI company has agreed to comply yet.
Good Morning from San Francisco, Meta's $72 billion talent splurge hits turbulence. ChatGPT co-creator Shengjia Zhao nearly bailed
Discover how Notion's bold AI initiative shifted its identity from a basic note-taking app to a digital brain, revolutionizing modern productivity.
Talk about a productive week off. The gamble worked. Within weeks, two million people jumped on the waitlist for Notion AI. Users now save over 70 minutes weekly through automated summaries and content generation. The company has morphed from a simple note-taking app into what co-founder Akshay Kothari calls their users' "second brain."
But this isn't your typical Silicon Valley AI publicity stunt. Notion rebuilt their entire platform around OpenAI's technology, integrating GPT-4 and other models into every corner of the workspace. The result? A system that doesn't just store information – it helps you use it.
The transformation runs deep. Notion's engineering team can now evaluate new AI models in half a day. Their Q&A feature lets users interrogate their entire workspace like a knowledgeable colleague. Response times have dropped from minutes to milliseconds.
The numbers tell a compelling story. Two-thirds of AI feature adopters become more active users. A whopping 86% would be "very disappointed" if the AI features vanished. Translation: they've become essential tools, not just fancy add-ons.
The partnership between Notion and OpenAI has evolved beyond a simple vendor relationship. They've shaped each other's development, with Notion's real-world feedback influencing OpenAI's technical roadmap. It's less David and Goliath, more Rogers and Hammerstein – if they wrote code instead of musicals.
The future looks ambitious. Notion aims to transform their AI from a writing assistant into something closer to a chief of staff – a digital partner that helps users "operate at the top of their game." Given their track record, they might just pull it off.
Why this matters:
Read on, my dear:
AI startup Perplexity bids $34.5B for Google's Chrome—nearly double its own valuation—as federal judge prepares antitrust ruling. The timing isn't coincidental. Browser control becomes the new battleground in AI search competition.
While AI music rivals face billion-dollar lawsuits for copyright infringement, ElevenLabs took a different approach: they asked permission first. Their new music generator launched with licensing deals already signed.
Chinese startup Z.ai's new AI model costs 87% less than DeepSeek while running on half the chips. Built despite US trade restrictions, GLM-4.5 uses 'agentic' approach that breaks tasks into steps—potentially reshaping how AI works.
Chinese startup Moonshot AI released Kimi K2, an open-source model that matches GPT-4.1 performance while costing five times less. Silicon Valley's response? OpenAI delayed their planned open-source release hours after K2 launched.
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