2026-04-29

Sources

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.

2026-05-01

Sources

Tech Videos — 2026-05-01#

Watch First#

Agents on the Canvas in tldraw — Steve Ruiz, tldraw is the must-watch of the day. Ruiz ditches the tired chat UI by wrapping the canvas in an Electron app that gives Claude direct script-injection access to the DOM, effectively demonstrating what it looks like when AI models break out of the sidebar to collaborate natively on a visual canvas.

2026-05-03

Sources

Company@X — 2026-05-03#

Signal of the Day#

Google Cloud is accelerating the transition from prompt-based enterprise AI to production-grade engineering by bringing agent building to Agent Studio within the Gemini Enterprise Agent Platform. Developers can now export logic directly into an ADK for full-code customization, while a new Knowledge Catalog provides a universal context engine to ensure agents reliably adhere to unwritten business rules.

2026-05-06

Sources

Company@X — 2026-05-06#

Signal of the Day#

OpenAI partnered with AMD, Broadcom, Intel, Microsoft, and NVIDIA to release Multipath Reliable Connection (MRC), a new open networking protocol that reduces wasted GPU time and accelerates large AI training clusters. The protocol is already deployed across OpenAI’s frontier supercomputing sites and is being made available to the entire industry via the Open Compute Project.

2026-05-17

Sources

Company@X — 2026-05-17#

Signal of the Day#

Tesla has officially begun rolling out Full Self-Driving (FSD) version 14.3.3 bundled directly with its Spring Update. This release focuses on practical automation enhancements, most notably increasing the top speed of the Smart Summon feature to 8 mph (13 km/h) and surfacing a new metric that tracks autonomous distance traveled between human interventions.

2026-05-20

Sources

Company@X — 2026-05-20#

Signal of the Day#

OpenAI’s general-purpose reasoning model autonomously solved the planar unit distance problem, a famous open mathematical question posed by Paul Erdős in 1946. This marks a historic milestone as the first time an AI system has autonomously solved a prominent open problem central to a field of mathematics, signaling a shift toward AI capable of executing long, difficult chains of reasoning.

Company@X

Company@X — Week of 2026-05-16 to 2026-05-22#

Signal of the Week#

The tech ecosystem is decisively abandoning synchronous conversational chat in favor of parallel-executing, autonomous agents capable of multi-day workflows. Google anchored this shift with Antigravity 2.0 and its 24/7 persistent Gemini Spark agent, while OpenAI launched a “Goal mode” for Codex that allows hands-off operation on complex objectives over extended periods. This transition from chat to systemic action was vividly demonstrated at Google I/O when a swarm of 93 agents autonomously wrote a functional operating system in just 12 hours.