A profile of Microsoft EVP of Copilot Charles Lamanna, a potential Satya Nadella successor; a source says Microsoft is on track to pay Anthropic $2B+ per year
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In the summer of 2025, Microsoft was fielding customer complaints that its AI assistant, Copilot, was buggy and not good enough at automating work in Excel or PowerPoint.
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Outside of tech there has been no financial payoff to US companies for using AI, now viewed as a margin-hurting cost center, as VC-backed firms burn more tokens
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Source: Replit recently moved most AI spend from Anthropic to OpenAI, which gave 30%+ off in a deal worth $100M+/year, after Anthropic discontinued its discount
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A look at Alpha School, a network of private schools that claims to teach kids 2x as fast using AI; data shows ~50% of K-8 students missed this goal in math
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An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpacing supply for Ciena's optical networking chips, and more
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