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AWS Joins Superagent Race, Pushes Its Own Version of Claude Cowork

By Laura Bratton · Apr 28, 2026 11:50am PDT

Amazon Web Services has been in the spotlight this week because it can now sell OpenAI models to its cloud-server customers for the first time, thanks to a sudden change in OpenAI’s long-running partnership with Microsoft. But AWS is still chasing its white whale: creating a hit enterprise application.With that in mind, AWS on Tuesday... Amazon Web Services has been in the spotlight this week because it can now sell OpenAI models to...

Art via Mike Sullivan

Sunday Insights

Atlassian and HubSpot Join Shift From AI Flat Fees

By Laura Bratton and Aaron Holmes · Apr 26, 2026 8:00am PDT · 14 comments

Dozens of enterprise software firms have shifted away from charging customers flat, per-user subscription fees as AI threatens their seat-based pricing model. By the end of 2025, 79 of the 500 software companies tracked by former OpenView partner Kyle Poyar, including HubSpot, Adobe and Salesforce, had begun charging customers additional fees... Dozens of enterprise software firms have shifted away from charging customers flat, per-user...

Elon Musk. Fabrice Coffrini/AFP/Getty Images.

Elon Musk Strikes Unusually Cautious Tone on Tesla Call

By Theo Wayt · Apr 22, 2026 5:00pm PDT · 1 comment

Tesla’s earnings calls are usually freewheeling affairs, with pulsating electronic music and wildly optimistic projections from CEO Elon Musk, who often likes to crack crude jokes and giggle. Today was different. Instead of the typical sci-fi rhapsodies about self-driving vehicles taking over the world and robots solving poverty, Musk spent much... Tesla’s earnings calls are usually freewheeling affairs, with pulsating electronic music and...

Anil Chakravarthy, President, Customer Experience Orchestration Business. Screenshot via YouTube

Adobe Says It Will Start Charging For AI Agents Only When They Work

By Laura Bratton · Apr 21, 2026 10:57am PDT

Anil Chakravarthy, President, Customer Experience Orchestration Business. Screenshot via YouTube

Adobe Says It Will Start Charging For AI Agents Only When They Work

By Laura Bratton · Apr 21, 2026 10:57am PDT

A wave of AI pricing changes is keeping customers on their toes. Anthropic, Salesforce, ServiceNow and Workday have shifted to charging for AI based on how much customers use, rather than a flat subscription fee, for instance.Now Adobe is taking steps to join AI startup Sierra and other firms that want to go a step further, charging customers... A wave of AI pricing changes is keeping customers on their toes. Anthropic, Salesforce,...

Apple's Tim Cook and John Ternus. Getty Images.

Apple’s CEO Switch; Amazon’s AI Hedge

By Martin Peers · Apr 20, 2026 5:00pm PDT

Happy talk. That’s what you get when CEOs pass the baton, and so it was with Apple’s long-anticipated announcement that Tim Cook would give up the top job, effective in September. “I love Apple with all of my being,” Cook said in the announcement (he’s sticking around as executive chair). “I am filled with optimism about what we can achieve in... Happy talk. That’s what you get when CEOs pass the baton, and so it was with Apple’s...

LinkedIn CEO and Microsoft EVP Ryan Roslansky. Bryan van der Beek/Bloomberg/Getty Images.

LinkedIn’s AI Agent Product Becomes a Surprise Bright Spot for Microsoft

By Aaron Holmes and Laura Bratton · Apr 16, 2026 10:30am PDT · 1 comment

Microsoft has so far seen mixed results in its efforts to sell AI-powered products to businesses, with only around 3% of its Office 365 users paying to use 365 Copilot as of the end of last year. But a seemingly niche AI product released last fall by its subsidiary LinkedIn has taken off as a surprise hit. And I’m told that leaders... Microsoft has so far seen mixed results in its efforts to sell AI-powered products to businesses,...

Boston Dynamics' humanoid robot, Atlas. Photo by Chris Jung/NurPhoto via Getty Images

Google’s New Model Makes Robotic Brains Slightly Smarter

By Rocket Drew · Apr 16, 2026 7:00am PDT

Earlier this week, Google DeepMind released Gemini Robotics-ER-1.6, a new vision and language model to help robots make sense of their surroundings. To show off its capabilities, Boston Dynamics—which has an agreement to use Gemini in its humanoid robots—published a video of its robot dogs using the model to read a thermometer during an... Earlier this week, Google DeepMind released Gemini Robotics-ER-1.6, a new vision and language...

Art by Mike Sullivan

China’s Probe of Meta’s Manus Purchase Sends Startups Scrambling

By Jing Yang and Juro Osawa · Apr 15, 2026 7:00am PDT

Art by Mike Sullivan

China’s Probe of Meta’s Manus Purchase Sends Startups Scrambling

By Jing Yang and Juro Osawa · Apr 15, 2026 7:00am PDT

China’s AI startup founders are jittery. The Chinese government’s investigation of Manus’ sale to Meta Platforms has cast a shadow over a popular exit path for startup founders. And it has caused some startups to consider moving out of China or to shift some operations to Singapore.While some AI startups are happy to stay in China, relying on... China’s AI startup founders are jittery. The Chinese government’s investigation of Manus’ sale to...

Art by Mike Sullivan.

Anthropic Changes Pricing to Bill Firms Based on AI Use as Demand Jumps

By Kevin McLaughlin and Aaron Holmes · Apr 14, 2026 3:10pm PDT · 7 comments

Businesses whose employees are heavy users of Anthropic’s Claude products are likely to pay significantly more for them after the company changed its pricing model to charge business customers based on the amount of AI they use. The shift, which which some customers started to notice in recent weeks, is the latest indication of... Businesses whose employees are heavy users of Anthropic’s Claude products are likely to pay...

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The Enigma of the Data Labeling Startup Explosion

By Stephanie Palazzolo · Apr 14, 2026 7:52am PDT

If you’re like me, you’ve been watching the explosion of data labeling and reinforcement learning environment startups with a mix of confusion and awe. These companies, which hire experts in fields like medicine, law and software engineering and build fake copies of apps like Salesforce and Excel to produce training data for AI models, are... If you’re like me, you’ve been watching the explosion of data labeling and reinforcement learning...

Art by Mike Sullivan

‘Reinforcement Learning Gym’ Startup, Buoyed by Labs’ Appetite For Training Data, Reaches $750 Million Valuation

By Stephanie Palazzolo · Apr 13, 2026 7:00am PDT

AI developers are getting more creative in how they acquire data to train AI models. For instance, they’re paying startups to develop copies of popular apps, like Salesforce or Excel, to teach models how to use the apps—otherwise known as reinforcement learning environments or gyms.One beneficiary of this trend is Fleet, a two-year-old startup... AI developers are getting more creative in how they acquire data to train AI models. For...

Netflix co-CEO Greg Peters. Photo by Getty

Netflix on Deck This Week; Pressure on Software Stocks Intensifies

By Martin Peers · Apr 12, 2026 3:00pm PDT

Netflix co-CEO Greg Peters. Photo by Getty

Netflix on Deck This Week; Pressure on Software Stocks Intensifies

By Martin Peers · Apr 12, 2026 3:00pm PDT

We interrupt our regular AI programming to talk about something more entertaining: Netflix! The video-streaming giant kicks off tech earnings season on Thursday with its first-quarter earnings. It’s the first quarterly report since Netflix walked away from its $82.7 billion deal to buy Warner Bros. Discovery’s streaming and studio operations, so... We interrupt our regular AI programming to talk about something more entertaining: Netflix! The...

Sunday Insights

Atlassian and Figma Lead the R&D Arms Race

By Laura Bratton · Apr 12, 2026 8:00am PDT · 4 comments

Wall Street’s sell-off of enterprise software stocks resumed in earnest late last week, sending stocks such as ServiceNow and Snowflake down around 8% or so on Friday, as jitters over the impact of new AI tools on older software firms intensified. But the panic may be too indiscriminate. One way of sorting out which software firms may have more... Wall Street’s sell-off of enterprise software stocks resumed in earnest late last week, sending...

Art by Clark Miller; YouTube

How a Self-Taught Programmer Became the Father of Claude Code

By Rocket Drew · Apr 10, 2026 9:09am PDT

Boris Cherny, the head of Claude Code, almost parted ways with Anthropic for good last summer. Instead, he has helped shape the coding agent into a megahit that has closed the distance with rival OpenAI. Claude Code has supercharged Anthropic’s growth. After rising from $1 billion in December to $2.5 billion in February, Claude Code’s annualized... Boris Cherny, the head of Claude Code, almost parted ways with Anthropic for good last summer....

Michael Nagle/Bloomberg via Getty Images.

The Information Finance

Nvidia Worth $22 Trillion? This Old-School Financial Model Says Yes.

By Ken Brown · Apr 8, 2026 9:07am PDT · 2 comments

Nvidia shares should be worth a lot more than they are now—400% more, to be exact. And most software stocks should be worth less—some a lot less—than they are now. You can find assessments like these all over social media, but in this case, they come from one of the most respected quantitative investing models in finance. UBS HOLT is that... Nvidia shares should be worth a lot more than they are now—400% more, to be exact. And most...

Art by Getty Images

Codex and Claude Code Can Work Together

By Rocket Drew · Apr 6, 2026 7:00am PDT

Art by Getty Images

Codex and Claude Code Can Work Together

By Rocket Drew · Apr 6, 2026 7:00am PDT

Forget all the chatter about which AI coding tool is winning the race. The companies behind the leading AI coding tools are learning the benefits of peaceful co-existence. On Thursday, for instance, Cursor announced a new version of its app designed for coding with AI agents from different coding providers simultaneously, including ... Forget all the chatter about which AI coding tool is winning the race. The companies behind the...

Michael M. Santiago/Getty Images.

What the Coming Big IPOs Mean for Tech Stocks

By Martin Peers · Apr 5, 2026 3:00pm PDT

The first quarter is over, and tech earnings season is only a couple of weeks away. Here’s something worth thinking about: Big tech stocks out of favor with investors—particularly Microsoft, Amazon and Meta Platforms—need to show something striking when they report for the quarter if they want to get out of the doghouse they’re in.If they don’t,... The first quarter is over, and tech earnings season is only a couple of weeks away. Here’s...