Sources
- AI at Meta / @AIatMeta
- Amazon Web Services / @awscloud
- Anthropic / @AnthropicAI
- Cursor / @cursor_ai
- Google / @Google
- Google Cloud Tech / @GoogleCloudTech
- Google DeepMind / @GoogleDeepMind
- Grok / @grok
- Hugging Face / @huggingface
- Microsoft / @Microsoft
- OpenAI / @OpenAI
- OpenClaw🦞 / @openclaw
- Sequoia Capital / @sequoia
- Tesla / @Tesla
- Twitter / @a16z
- Waymo / @Waymo
- xAI / @xai
- Y Combinator / @ycombinator
Company@X — 2026-04-29#
Signal of the Day#
Microsoft reported a blowout $82.9 billion Q3, revealing that its AI revenue has now surpassed a massive $37 billion annual run rate and that paid Microsoft 365 Copilot seats exceed 20 million. This confirms that enterprise spending on “agentic computing” is translating into immediate, scaled commercial reality rather than just sustained R&D investment.