Microsoft

As you know, deploying agents at enterprise scale is one of the key areas of my consulting work. Microsoft and Google are making it a lot easier. Continue Reading →

Google, Microsoft, Meta, and Amazon collectively committed approximately $700 billion to AI infrastructure spending this year, a 77% increase over 2025. All four reported earnings this week. Every single one beat expectations. The stock market yawned. Continue Reading →

This has already been a crazy week in the world of AI. The Wall Street Journal reported that OpenAI missed its monthly revenue targets multiple times this year. The company also missed its internal goal of one billion weekly active ChatGPT users by year-end 2025, and OpenAI CFO Sarah Friar reportedly told colleagues she’s worried Continue Reading →

An early preview of WebMCP, a standard co-authored by Google and Microsoft that makes it easy for agents to navigate websites, is now available in Chrome 146. This feature was added so quietly last week that a lot of people missed it. Continue Reading →

Wikipedia has signed deals with Amazon, Meta, Microsoft, Perplexity, and Mistral AI. The nonprofit that famously rejected advertising is now a paid data supplier to the AI industry. Google signed in 2022; the rest just caught up. Continue Reading →

Microsoft just announced Copilot Mode for its Edge browser, turning its traditional browser into an active AI-powered assistant. Continue Reading →

Those of us wishing Copilot didn't suck just got a gift from our friends in Redmond. Starting today, Anthropic’s Claude Sonnet 4 and Claude Opus 4.1 models will be available to Copilot users in the Researcher tool and through Copilot Studio. Microsoft says this gives customers flexibility to “mix which models are used for specific tasks.” Continue Reading →

There's a meme that's been circulating around the interweb this week. I like the simplicity of this meme, but there are far more than three probable futures. Continue Reading →

Yesterday, Reuters reported that OpenAI finalized a cloud deal with Google in May. This might look like routine tech news. It is not. This is a strategic inflection point in the AI infrastructure wars. OpenAI, whose ChatGPT threatens the core of Google Search, is now paying Google billions of dollars to power its growth. Continue Reading →

Microsoft just introduced NLWeb, an open-source project designed to bring natural language interfaces directly to websites. The vision is simple and powerful: turn any site into an AI-powered app that can answer user questions in plain English. Continue Reading →