Salesforce’s latest earnings report suggests AI might not kill software sales after all. The company is pivoting from selling seats to selling autonomous digital labor with Agentforce. This fundamentally changes the investment case.
Microsoft has officially detailed the differences between its one-time-purchase Office 2024 suite and the subscription-based Microsoft 365. The key takeaway? The standalone version is frozen in time, missing AI Copilot features and future updates. This move solidifies the company’s push toward recur
JPMorgan Chase CEO Jamie Dimon offered a balanced take on AI’s economic impact. He predicts job losses but also a future where people work less, possibly just three and a half days a week. The key, he says, is managing the transition with government and corporate help.
Get ready for more expensive laptops. According to a new report, Dell and Lenovo are planning significant price increases, blaming component shortages driven by massive AI data center spending. The timing couldn’t be worse for the annual CES product refresh cycle.
A thought-provoking article frames true market segmentation not as a simple matrix exercise but as a complex, almost tensor-like challenge. The author argues it’s a fundamentally human, analog discipline that requires multidisciplinary thinking, not just algorithms.
Following the removal of apps like ICEBlock last October, the House Committee on Homeland Security is demanding answers. The companies have until December 12 to brief lawmakers on their efforts to screen for such tools.
Microsoft is hiking prices for most Microsoft 365 business and enterprise subscriptions. The increases start July 1 and follow the recent end of volume discounts.
AWS made dozens of AI announcements at its re:Invent conference, pitching agents and models as an inflection point. But with 95% of enterprises not seeing ROI on AI, the cloud giant might be running ahead of its customers. Its strength may still lie in the underlying infrastructure.
Paramount’s attempt to acquire Warner Bros. Discovery backfired spectacularly. Instead, it triggered a bidding war that ended with Netflix snagging the prize assets for $72 billion, leaving Paramount empty-handed and Netflix even more dominant.
The FCC has approved AT&T’s acquisition of $1 billion in wireless spectrum from UScellular. This follows UScellular’s major exit from consumer wireless after selling its operations to T-Mobile.
