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Microsoft Sales Chief Responds to Potential Rivalry with OpenAI’s New Agent Product

By Kevin McLaughlin and Aaron Holmes · Feb 6, 2026 6:45pm PST · 1 comment
Microsoft’s top sales executive told staff on Friday that the company was uniquely positioned to compete against a new OpenAI product aimed at helping businesses automate office tasks across different software applications—including Microsoft’s own apps. In an email, Microsoft commercial CEO Judson Althoff provided talking points... Microsoft’s top sales executive told staff on Friday that the company was uniquely positioned to...
Amazon CEO Andy Jassy. Michael M. Santiago/Getty Images.
The Briefing

Amazon’s Cloud Liftoff

By Martin Peers · Feb 5, 2026 5:00pm PST
Talk about raising the stakes. A day after Google parent Alphabet scared the market by projecting plans to double its capital expenditures to around $180 billion, Amazon went one better by announcing it plans to lay out $200 billion on capex this year, 56% higher than what it spent in 2025. Investors were just as unimpressed as they had been... Talk about raising the stakes. A day after Google parent Alphabet scared the market by projecting...
Databricks CEO Ali Ghodsi. Jeff Chiu/AP.
Dealmaker

The Databricks IPO Watch

By Cory Weinberg and Valida Pau · Feb 5, 2026 4:00pm PST
Plummeting software stocks aren’t good news for any company with a big enterprise business that is considering going public. Nonetheless, there’s a growing consensus that 12-year-old Databricks—whose initial public offering has been chatted about for years—could take the step by the end of this year, according to several investment bankers and... Plummeting software stocks aren’t good news for any company with a big enterprise business that...
Airbnb CEO Brian Chesky. Getty Images
Applied AI

Airbnb CEO Throws Subtle Shade at OpenAI; Khosla’s Enterprise AI Fix

By Kevin McLaughlin · Oct 23, 2025 11:12am PDT
Welcome back! At its developer conference earlier this month, OpenAI showed a forthcoming feature that lets ChatGPT users access services from Expedia, Uber and Spotify directly in the chatbot. Some consumer apps might view such a feature as a threat because it bypasses their sites, preventing them from showcasing other products.For his... Welcome back! At its developer conference earlier this month, OpenAI showed a forthcoming...
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AI Agenda

Musk’s Rivals Take Jabs at His GPU Cluster, Nvidia’s Cuda Weakness, Enterprise AI Use Cases: Summit Highlights

By Stephanie Palazzolo · Sep 6, 2024 7:00am PDT · 4 comments
I’m still buzzing from getting to meet so many of you yesterday at our first-ever AI Summit. We got to talk all things LLMs, chips and AI applications with leaders such as Reid Hoffman, one of the earliest investors in OpenAI and a Microsoft board director; Chris Lattner, who helped Google launch their tensor processing units and TensorFlow... I’m still buzzing from getting to meet so many of you yesterday at our first-ever AI Summit. We...