We’re building Copilot as a new OS for work that spans every model, every form factor, and every task. Today, we’re announcing our biggest update to Copilot to date, bringing four things together: · Autopilot: proactive and long-running agent built for the enterprise · Code: build apps with Copilot, hosted inside your company’s tenant · Home: Chat + Cowork together · Office: now fully embedded in Copilot (and Copilot embedded in Office, of course!) Plus, you can invoke Copilot in Teams, and we’re introducing Today, a proactive experience that surfaces the most important information from across M365 without needing to ask for it. The way we work is changing and so are our workflows. This update brings AI into that flow, from answering a question, to building an app, to getting work done on your behalf.

for the developers in the back: muse spark 1.3 is now available on @googlecloud and @Oracle! get you some muse action

Meta has just unveiled their new VR glasses. • Price: $1,299 • Available Spring 2027 • Weight: 100 grams, about the weight of a deck of cards • Glasses contain the displays and sensors, while a separate puck houses the processor, battery and storage. • 5K display with micro-OLED panels • Pixel density: 37 pixels per degree • Custom pancake lenses • Dolby Vision • Dolby Atmos • No head straps • Qualcomm Snapdragon Reality Elite chip • Battery life: Up to 3 hours of continuous high-resolution media playback • 45W fast charging • Full-color passthrough cameras let you see your surroundings while wearing the glasses. • Open-sided design • Meta AI integrated directly into the operating system. • Voice commands, eye tracking and natural hand gestures, with no controllers required • First IMAX Enhanced-certified VR device, supporting select movies in IMAX's expanded aspect ratio. • Disney+ will offer select 3D movies • Streaming services: Partnerships with Disney+, Prime Video, YouTube, DIRECTV, AMC+, Crunchyroll, Plex, ESPN, Tubi and others • Immersive live sports: Front-row viewing experiences with 8K streaming and 180-degree views • Works with calling apps including WhatsApp and Zoom

Google says Gemini 4 release is coming 'as soon as possible' 9to5google.com/2026/09/24/go… by @nexusben

$ORCL -5% after Bloomberg reported Oracle is seeking protection from payments if its 2.45GW New Mexico Stargate data center is delayed beyond its planned 2028 opening.

I’m actually starting to get more bullish software… Dev tools, auth, security, hosting, CI/CD, CDNs, observability… Always thought that AI is a TAM multiplier, but seeing the virality over something like clawd (which btw is NOT that incremental compared to existing agentic open source frameworks for coding), makes me think the demand acceleration is closer.

Snapshot from our note in June 2025 laying out the bear case for $CRM and application software…. —- AI/Agent Technology & Interoperability Threatening System of Record Value: The rapid advancements in AI, particularly the rise of sophisticated AI agents and initiatives like the Model Context Protocol (MCP), pose a potential existential threat to Salesforce's traditional "system of record" moat. MCP and new interoperability standards (from Google) aim to allow AI agents to seamlessly access and interact with data across various enterprise systems, regardless of where the data resides. If successful, this could mean that the primary interface for users and the "intelligence layer" shifts from the CRM system itself to these AI agents. Salesforce could be relegated to one of many backend data sources, diminishing its strategic importance and the stickiness of its platform. The value could accrue to the AI model providers and agent orchestration platforms rather than the underlying record systems if they don't adapt quickly to become truly open and composable. While Salesforce is heavily investing in its own AI (Einstein, Agentforce), a future where open, interoperable AI agents become dominant could commoditize the underlying data storage and CRM functionalities. Structurally Lower Software Development Costs Reducing Barriers to Entry: Compounding the AI threat, the long-term trend of structurally lower software development costs - driven by advances in low-code/no-code platforms, open-source components, and AI-assisted development - reduces the barriers to entry for competing CRM systems. Niche players or even new entrants can potentially develop compelling CRM functionalities or equivalent business logic embedded within other platforms at a faster pace and lower cost than was previously possible. This could lead to a proliferation of more specialized, agile, and cost-effective solutions that chip away at Salesforce's broader market, especially if combined with interoperable AI agents that can orchestrate across these varied tools. It will also limit their ability to charge for additional modules and features. While Salesforce benefits from a massive ecosystem and installed base, the ease of developing sophisticated software could empower a new wave of competition over the very long term. New entrants, leveraging reduced development expenses, are positioned to undercut incumbents on price. As a result, established players (like Salesforce) will likely face increasing pricing pressure, especially as the inherent value of their system-of-record status diminishes over time.