🛎️ Not The Temperature

Good Morning, AI Enthusiasts!

The past year made it feel like “agent startups” were a new layer of the stack. However Claude Cowork showed that this layer was never stable.

NEW LAUNCH

Qwen Got Me Milk Tea, Just Not The Temperature

👀 What’s happening: Alibaba upgraded its Qwen app so it can order food, book travel, and complete payments directly inside chat. In testing, my team member asked for an milk tea with less iceand received a hot one instead. The system can act now, but intent still slips at the edges.

🌍 How this hits reality: This is not a feature update. It is a shift from conversational AI to transactional infrastructure. Once payments, logistics, and bookings live inside a model, every misunderstanding has a dollar value. At claimed scale above 100 million monthly users, even a 1 percent execution error becomes a customer support and trust problem, not a UX quirk.

🛎️ Key takeaway: Agentic AI is moving faster than reliability. As systems follow paths opened by OpenAI and Google, the hard work is no longer intelligence. It is precision, handoffs, and failure handling inside real commercial flows.

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SHOPPING

Why AI Shopping Split Between Google and OpenAI?

👀 What’s happening: Google introduced UCP, a universal commerce protocol that lets AI handle discovery, checkout, payment, and fulfillment across merchants. OpenAI answered with Agentic Commerce Protocol ACP, a lighter framework where AI agents trigger purchases without owning the full transaction stack. This makes the split structural, not cosmetic.

🌍 How this hits reality: UCP looks like Android for commerce. Open source in name, Google certified in practice. Merchants gain reach and user access, but must adopt Google schemas and compliance. ACP stays minimal. It plugs into existing systems, avoids payment custody, and limits liability. That lowers friction, but also limits how much commerce logic OpenAI can control.

🛎️ Key takeaway: This is Android style openness versus lightweight adaptability. Google UCP offers depth and standardization with tighter gravity. OpenAI ACP offers speed and flexibility with less lock in. Merchants will weigh scale against autonomy. The standard that feels least risky to adopt may spread fastest.

CLOUD

Microsoft Starts Selling More Than One AI Future

👀 What’s happening: Microsoft is increasing spending on Anthropic models inside Azure and is now paying cloud sales teams to actively sell Claude alongside its own offerings. Internal incentives reportedly run through 2026. This marks a shift from quietly supporting alternatives to formally productizing them.

🌍 How this hits reality: Azure customers increasingly want choice as model performance, safety, and pricing diverge. OpenAI dependence concentrates leverage and risk. By adding Anthropic, Microsoft broadens coverage across regulated industries, spreads compute demand, and strengthens Azure against buyers asking for model redundancy and negotiating power.

🛎️ Key takeaway: Microsoft is hedging, not defecting. OpenAI stays central, but leverage is built ahead of future shifts. If this continues, cloud AI turns into a portfolio game, with Azure positioned as neutral layer.

QUICK HITS

• Two co-founders of Thinking Machines Lab, including its CTO, are leaving to rejoin OpenAI, marking early key talent departures.
• Elon Musk denies Grok produced underage nudes as California’s attorney general probes xAI over nonconsensual sexualized images.
• Google has added Gemini-powered features to its Trends Explore page to automate and streamline trend discovery and comparison.
• OpenAI has launched ChatGPT Translate, emphasizing tone and context control, but it still trails Google Translate in overall capabilities.
• Bandcamp has banned AI-generated music and prohibited the use of its content for AI training, becoming the first major music platform to take such a stance.

TRENDING

Daily AI Launches

• remio 2.0 has released an update that syncs full context to create an effortless AI "Second Brain."
• Vellum has launched a no-code platform that turns plain English descriptions into functional AI agents.
• Simpl. has launched a tool that instantly converts Postgres connection strings into a clean, browsable admin interface.
• 0xCal has launched a minimal, AI-powered calorie tracker with a native iOS design and photo logging.

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