Deep Dive
Jensen Walks
Jensen Huang gave back the presidency, the CEO job and his board seat on the same night his board appointed its first chairman.
Read the storyUnderstand what changes.
And why it matters.
From breakthrough models to billion-dollar bets—we follow the technology, business, and people shaping AI.
1.5Msubscribers.
One clearer perspective.
Your daily edge in AI.
Get the free daily briefing in your inbox.
Read by people atAcross industries. Around the world.
Google
Microsoft
OpenAI
Meta
NVIDIA
Apple
Amazon
Latest briefs
Short reports on the people and companies shaping AI.
Microsoft Splits Itself Around Agents
Microsoft now reports in two segments built around agents, with $268.1 billion of fiscal 2026 revenue in Agents and Infra.
Zendesk Bills for Outcomes, Not Seats
Zendesk dropped seat fees for unlimited seats paid by outcome, and its new Bridge lets ChatGPT, Claude and Copilot finish support cases without opening Zendesk.
Cohere Closes Its Third and Fourth Deals
Cohere closed its third and fourth acquisitions of 2026, buying London code review startup Cubic and Czech cybersecurity firm Aisle, with no price disclosed.
Moonshot Dismantles Its Cayman Company
Moonshot AI is dismantling its Cayman holding company to clear a Hong Kong IPO of up to $5 billion at a $50 billion valuation.
Notion's Zero Retention Promise Did Not Hold
Notion AI chat transcripts from under 1% of workspaces sat in data breached at Fireworks AI despite a zero retention contract.
Krea's Nine Bots Remember Your Taste
Krea opened a waitlist beta for nine named creative agents that keep approved style lessons per bot, project and workspace, plus ,000 in credits.
The latest newsletters
Daily Rundown Nov 12, 2026 · 7 min read · Members
United Bans Meta Muse
Plus: Claude Wants to Be Your Apps' Landlord, Grok Leaks Again
Daily Rundown Nov 11, 2026 · 7 min read · Members
KFC Turned the Ice Green
Plus: Anthropic Concedes to SpaceX, Stanford's AI Study Expires on Arrival
Daily Rundown Nov 10, 2026 · 7 min read · Members
Anthropic Unveils Fable 5.2
Plus: OpenAI Ships a Game Boy, AI Is Now Buying Used Jet Engines
Daily Rundown Nov 9, 2026 · 6 min read · Members
Huang Admits Affair With Suspected Spy
Plus: Fuji TV Tests AI on Its Dramas, Accenture Hallucinated by Hand
Article Nov 6, 2026 · 6 min read · Members
The Bubble Got a Credit Rating
The bill arrived in October, in the name on the key.
Daily Rundown Nov 5, 2026 · 6 min read · Members
Musk, Trump and Their AIDC Lost
Plus: OpenAI Ships a Frontier GIF Model, Apple Delivers Siri's 2024 Promise
Daily Rundown Nov 4, 2026 · 8 min read · Members
Jensen Discovers Export Controls
Plus: OpenAI Wants More Ads, Google Pulls an Adobe on Schools
Daily Rundown Nov 3, 2026 · 8 min read · Members
Europe Taxes the Future
Plus: OpenAI Guards the Grid It Drains, Musk's Abundance Lasted Three Days
Daily Rundown Nov 2, 2026 · 8 min read · Members
AI Injected Live Mouse Brain
Plus: Google Needs SpaceX 35 Times Cheaper, OpenAI Can't Find $19 Billion
A little less noise
A more considered view of AI.
Make space for the ideas that deserve your attention.