Open-weight models are essential to a healthy AI ecosystem. Together with others across our industry, we are outlining a path for open-weight models to strengthen American competitiveness and expand economic opportunity, while protecting national security. …↗

Chris Hohn did a 90-minute sit-down with Nicolai Tangen and then dropped an investor letter the FT got hold of last week. You’d think the guy who printed a record $18.9B last year would be doing victory laps. Instead he’s quietly rewiring his whole portfolio. My favorite takes…↗

we have updated our partnership with microsoft. microsoft will remain our primary cloud partner, but we are now able to make our products and services available across all clouds. will continue to provide them with models and products until 2032, and a revenue share through 203…↗

🚨BREAKING: MICROSOFT DUMPS OPENAI Microsoft announces that they’re cutting their dependence on @OpenAI This comes as OAI faces a projected 14b loss and backlash across the globe by #keep4o as Altman rebrands and ships the nonprofit asset 4o model to his invested biotech company.↗

Microsoft quietly released an MCP server that converts any Office file (Powerpoint, Word, Excel) to markdown: markitdown-mcp↗

Let's go back 5 years to May 2016 The markets are panicking. SaaS stocks are down 50%+. The mood is gloomy. Very gloomy. LinkedIn sells in a fire sale to Microsoft for 7x ARR a month later. And then they, & everyone else, go on to the most epic run in the history of software↗