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Every few weeks they leapfrog each other. There is variation within those capabilities, it’s possible to drop off the curve (Meta, for now) or fail to get onto it (Apple, Amazon, Microsoft, for now), or remain six months behind the frontier (China), or rely heavily on other people’s work (China, again) and all of this needs a lot of money (of which more below), but today there is no mechanic we know of for one company to get a lead that others in the field could never match. There is no equival

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nd welcome to TL;DR AI . Each week, I sort through the noise to bring you a curated digest of important AI developments and practical advice for business leaders. In this edition: Microsoft signals the shift toward collaborative, team-based AI in the workplace HR Tech and Adobe highlight orchestration platforms that scale automation across functions Personal AI assistants evolve into full workflow partners for individuals and enterprises The AI-Native Office Suite: How AI Can Do Work For You Sum

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led to a 17% reduction in support costs since early 2025. Benioff stated the company is now reviewing every function for similar automation opportunities, echoing similar moves by Microsoft and Klarna. Why it matters: This is one of the clearest signals yet of AI-driven job displacement at a major enterprise, validating the shift from AI as a productivity tool to an outright workforce replacement for specific operational functions. Source: SHRM Summary: Microsoft has partnered with the US Genera

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he Amazon empire, generating 60% of group profits, and dominating the lucrative Cloud Computing market. But it struggles to translate this strength into the new GPU/XPU Cloud era. Microsoft Azure now leads the market on quarterly new cloud revenue, and the gap between Google Cloud and AWS has materially narrowed especially with Google's big moves on the TPU that we've been posting about for over a month. Markets have noticed. Year-to-date, Amazon is the clear laggard among the four tech-and-AI t

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ks especially to Josh Achiam, Boaz Barak and Aleksander Madry for reviewing drafts of this. By using the term AGI here, we aim to communicate clearly, and we do not intend to alter or interpret the definitions and processes that define our relationship with Microsoft. We fully expect to be partnered with Microsoft for the long term. This footnote seems silly, but on the other hand we know some journalists will try to get clicks by writing something silly so here we are pre-empting the silliness…

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e and so you wouldn’t have Google’s quality. In tech this is called a network effect; in competition theory it’s called a natural monopoly. Hence, Bing. Satya Nadella claimed that Microsoft has invested $100bn in search to date, yet Bing has only 5% of US search traffic, and both its results and its revenue-per-query are worse. It’s stuck on the wrong side of that virtuous circle. However, there's another virtuous circle: everyone uses Google because it's the default, it's the default because it

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ot looks like a product. You type something in and you get magic back! But the magic might not be useful, in that form, and it might be wrong. It looks like product, but it isn’t. Microsoft’s failed and forgotten attempt to bolt this onto Bing and take on Google at the beginning of last year is a good microcosm of the problem. LLMs look like better databases, and they look like search, but, as we’ve seen since, they’re ‘wrong’ enough, and the ‘wrong’ is hard enough to manage, that you can’t just

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an afford them. This is precisely what is already happening in AI – it’s why you can use state of the art generative AI not just at low cost but even for free today in the form of Microsoft Bing and Google Bard – and it is what will continue to happen. Not because such vendors are foolish or generous but precisely because they are greedy – they want to maximize the size of their market, which maximizes their profits. So what happens is the opposite of technology driving centralization of wealth

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