How AI changes the math for startups, according to a Microsoft VP
Amanda Silver is a corporate vice president at Microsoft’s CoreAI division, where she works on tools for deploying apps and agentic systems within enterprises.
Meridian raises $17 million to remake the agentic spreadsheet
A new company called Meridian.AI has emerged from stealth with an IDE-based approach to agentic financial modeling.
Okay, now exactly half of xAI’s founding team has left the company
Whatever the cause of the departures, the cumulative impact is alarming. There is a lot of work left to do at xAI, and an IPO will bring more scrutiny than the lab has ever faced before.
Maybe AI agents can be lawyers after all
This week’s release of Opus 4.6 shook up the agentic AI leaderboards.
Amazon and Google are winning the AI capex race — but what’s the prize?
In 2026, Amazon plans to spend $200 billion in capex. Google is just behind at $175 billion to $185 billion. It’s a lot of money!
Elon Musk is getting serious about orbital data centers
We’re starting to see the idea of Musk-owned orbital AI data clusters cohere into an actual plan.
Fundamental raises $255 million Series A with a new take on big data analysis
Fundamental has built a new foundation model to solve an old problem: how to draw insights from the huge quantities of structured data produced by enterprises.
OpenAI launches new MacOS app for agentic coding
OpenAI has released a new MacOS app for Codex, integrating many of the agentic coding practices that have become popular since Codex launched last year.
Flapping Airplanes and the promise of research-driven AI
A new AI lab called Flapping Airplanes launched yesterday, and a Sequoia partner has an interesting take on why they stand out.
Zuckerberg teases agentic commerce tools and major AI rollout in 2026
Mark Zuckerberg says 2026 will be “a big year for delivering personal super intelligence.”