Bain says the AI deployments worked, the cost savings didn't show up. Plus Alphabet's $80B raise, Coralogix's $200M, the Trump AI EO, and a Microsoft token-efficiency claim.
ReadMicrosoft shipped its first frontier reasoning model trained without OpenAI. Plus Anthropic's S-1, Dell's 88%, GitHub Copilot's desktop app.
ReadGitHub Copilot and MiniMax both flipped to token billing on the same day. Every AI tool you use is sitting on this trigger.
ReadThree real-money numbers landed in five days, and the first viral counter-narrative arrived alongside them. The week the AI category got measured
ReadA coding-agent company posted a $492 million revenue run-rate alongside its $1 billion round, and the run-rate is the number that matters for procurement teams. Plus five other things that moved.
ReadThe lab you wrote into your AI roadmap is about to answer to public markets. Plus five other things.
ReadPope Leo XIV's encyclical, Starbucks' quiet retirement, and the org-design problem AI just made expensive.
ReadThe week split the AI category into two operating modes: agents that keep working after you walk away, and buyers absorbing the gap.
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