Anthropic announced Claude for Healthcare five days after OpenAI's rival launch. Both entered a market that has already buried Microsoft HealthVault and Google Health. The question is whether AI models can succeed where human engineers kept failing
Within 72 hours of publishing its AI adoption report, Microsoft's messaging saturated LinkedIn. The coordination wasn't secret—it was architectural. When you own the platform, distribution is just moving furniture between rooms.
Google unveiled the Universal Commerce Protocol at NRF, with Shopify, Walmart, and twenty other partners. The "open standard" routes AI shopping through Google's surfaces. Merchants trade customer relationships for visibility.
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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.
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.
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.
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?
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.
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