Satya shared his perspective on where the industry is headed and how we can help shape this next platform shift. Learn more: msft.it/6011vcWxH #MSFTAdvocate

$NVDA is trading near its cheapest valuation in a decade. You’re paying a market multiple for the core compute engine of the entire AI economy powering the largest infrastructure buildout in history.

JUST IN: Google’s AI search is now surfacing answers that quote Grok.

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. Access to all other Claude models is not affected. We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible. Read our full statement: anthropic.com/news/fable-myt…

People are treating SpaceX like a once in a lifetime opportunity. But if you invest $11,000 today, SpaceX needs to reach $3.5 trillion just for you to make another $11,000. For context, Microsoft's entire market cap right now is $2.858 trillion. SpaceX needs to become larger than Microsoft, the 4th most valuable company on earth, just to double your money. That is how expensive this IPO already is.

Why the next AI safety problem is the conversation between models thenextweb.com/news/ai-safet…

Microsoft trades at a 1.33x PEG ratio. One of the world's highest-quality businesses is being valued near multi-decade lows. Right as AI investment accelerates. $MSFT

JUST IN: Jeff Bezos predicts AI will create a labor shortage rather than put humans out of work.

JUST IN: Elizabeth Warren urges the SEC to halt SpaceX IPO

Mira Murati Unveils Her Startup’s A.I. Model in First Interview Since OpenAI flip.it/SJr7aE

Is Software Losing Its Head? substack.com/inbox/post/1972…

How a VP of Product Uses Claude Without Producing Slop | Matthew Wensing, Customer.io substack.com/inbox/post/2006…

Omniscalers are a group of nine companies that are not only among the world’s biggest R&D and capex spenders but are also playing simultaneously across multiple arenas. Not only do these companies span many arenas, indeed they are often leading and escalating competition in them, too. mck.co/arenas2026

accurate

AI is driving innovation—and new risks. We’re seeing attackers use AI narratives to strengthen social engineering campaigns. Understanding this shift is key for organizations. Learn more: msft.it/6017vgHZ9

JUST IN: EU orders Meta to allow rival AI chatbots free access to WhatsApp.

The US job market is experiencing a historic divergence: US information technology employment has declined -11%, since the launch of ChatGPT in November 2022. During this period, the tech sector has shed -332,000 jobs, down to 2.78 million. At the same time, private education and health service employment has risen 13%, to an all-time high. This comes as the sector has added 3.16 million jobs. As a result, technology employment is now below pre-pandemic levels seen between 2017 and 2019. AI remains a key force transforming labor market conditions.

🔥 Wave 2 is here: #WorkIQ The #IQSeries just dropped a fresh set of must‑watch videos — practical, real-world insights you can apply immediately. ✅ Learn faster ✅ Work smarter with AI ✅ Unlock new productivity superpowers 👉 Start now: msft.it/6016vgEZ2 #MicrosoftIQ