Walk reports, counts and the occasional argument, newest first.
Apr 30, 2026
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3 min read
Agentic AI inside Word and Excel went from feature flag to default this week, which changes who has it from the early adopters to everyone with a 365 license. Plus four shorter reads on Big Tech earnings, GM and Gemini, the largest seed in European history, and an open model crossing a frontier coding threshold.
Apr 29, 2026
2 min read
Microsoft ended OpenAI's cloud exclusivity, and within 48 hours, OpenAI was live on AWS. Plus five shorter reads on Musk, Manus, NVIDIA, Joby, and Google's Pentagon deal.
Apr 28, 2026
8 min read
An AI agent deleted nine seconds of work that took three months to build. Your stack might be running the same access pattern.
Apr 24, 2026
4 min read
GPT-5.5 set a new bar, the coding wars got ugly, and Sullivan & Cromwell showed operators exactly how AI velocity breaks.
Apr 23, 2026
Today's signal: the AI tools you connected to your systems over the last 18 months are now a supply-chain attack surface, and three breaches in one week are the evidence. Plus, what to do about it, OpenAI going after enterprise, and five other things that moved.
