Uber’s COO has said that it’s getting “harder to justify” its AI costs because there was no way to show a link between AI spend and any meaningful increase in useful features. This is the first time I’ve seen a company say this directly.
https://t.co/xUhZvtpwah
The confounding factor is that virtually every big company is overstaffed by 2-4x and has been for decades. AI is the catalyst/excuse to finally fix that. Of course nobody wants to say this out loud.
Just use OpenCode + OpenRouter at this point after using all the coding agents. Too much drama, anxiety about token usage and poor support from frontier companies is making me not go with them.
Best talent will go to who has the compute power. We already saw this with top researchers going to frontier labs. Now I believe highly productive people are also going to join companies who can offer lots of token budget without constraints.
I don't like how the Claude Code subscriptions for enterprise tier work. If you run out of tokens, every surface area stops working. Claude code, cowork, everything. I think there should be early warning or at least lower models should still work at some capacity.
The best thing Apple did over the last 10+ years was move off Intel to their own chips, and you all are shocked the hardware chief got CEO, don’t be retarded.
Been telling this for past few months to my friends. The firing is also to reduce covid era workforce who refuse to upskil and use AI. Hiring will continue but it will be for AI Native skills sets.
"In the next 12-24 months, we're going to see massive shedding of staff, and then a massive rehiring. You might see a company shed 30,000 and hire 8,000. But the 8,000 people they're gonna hire are going to all be AI-first."
Today, in The Information:
"Google Creates Strike Team to Improve Coding Models" (because Gemini is just nowhere as good as Claude 4.5+, GPT 5.4 etc)
No wonder AI agent uptake is lower at Google, if coding models are not SOTA...
https://t.co/pXmLZN9cU2
Another (real) story on how Google seems to hate paying customers:
- Dev is a paying Antigravity customer
- Wants to track usage. Antigravity doesn't provide a tool.
- Uses CodexBar
- Gets banned with Antigravity
- "No problem, let me use Gemini CLI"
- Gemini CLI also banned!!
Seriously @Microsoft stop doing this crap. "Confirm" or "Set later". Why isn't there a no? Can't you respect my choice? Why can't you respect me as a user? I'm sick of being treated as an ad channel. I paid for your product.
So funny to see this again because I once heard that Scott Gu had to put execs in a room and build an app on Azure and it failed badly and then they fixed it.
I invite you to try to create a simple, functioning OAUTH app on both Google's and Microsoft's identity systems.
Just that.
Start with nothing, and count how long it takes.
I’ve been using Claude more for “personal assistant” stuff and it’s shocking how bad Gemini has become.
Gemini is embarrassingly sycophantic, overly structured with formatting, and is just generally inauthentic.
I can’t tell if this is an Anthropic W or a Google L.
Once Microsoft Obsesses over a name or a trend they start slapping that name everywhere. Remember everything had Visual Studio name added, then Copilot, now they are also adding AI to all Certifications and retiring old ones for stupid reasons.
Microsoft has now renamed this product four times in four years and each name is worse than the last.
Microsoft Office (1990-2022). Thirty-two years of brand equity. Everyone on Earth knew what it meant. Your grandmother knew what it meant. “I need to open Office” required zero explanation in any language.
Then: Microsoft 365. Then: Microsoft 365 (Office), because even Microsoft couldn’t stop using the old name. Then: Microsoft 365 Copilot. The app icon is now identical to the Copilot chatbot icon with a tiny “M365” badge in the corner. Users are opening the AI chatbot when they want Excel.
“Office 365” still has double the search traffic of “Microsoft 365.” “Microsoft 365 Copilot” has virtually none.
The reason this keeps happening is the same reason it will keep getting worse. Microsoft sells Copilot to Wall Street, not to the person trying to open a spreadsheet. Satya Nadella told investors 70% of Fortune 500 companies “adopted” Copilot. The actual conversion rate, the share of employees with access who choose to use it, is 35.8%. ChatGPT’s is 83.1%. When workers have access to multiple AI tools and can pick freely, 8% choose Copilot. 70% choose ChatGPT.
Copilot’s paid subscriber market share dropped from 18.8% to 11.5% in six months. Gemini passed it in November 2025.
So Microsoft did the only thing left: rebrand the world’s most recognized productivity suite after the AI product nobody is voluntarily using, and raise the subscription price to pay for it.
This is the same company that rebranded MSN to “Microsoft Start” in 2021 and quietly reverted to MSN three years later after everyone ignored the new name. The same company that renamed Microsoft Remote Desktop to “Windows App.”
400 million paid seats. The switching cost is so high that Microsoft could name it Microsoft Copilot Clippy 365 AI Turbo and most companies would renew anyway.
Nitin Gadkari ji says "A new AI-driven toll system will capture photos of number plates & deduct toll amount directly from bank accounts".
So why can’t we use same technology to capture photos of potholes & deduct salaries of govt employees?
Accountability can't be one sided!
Couldn't agree more. How long Microsoft stays focused on this singular goal over long haul is the key. It's not like Microsoft is bad at focusing or assembling team but they will shift again when something new and shiny comes along.
How many years have I spent trying to make Microsoft see this?
Creating native apps with WinUI is like swimming in a pool. Creating an interactive, immersive web app is like slogging through a swamp. It's no surprise that most web apps end up cutting corners.
My biggest joy is when AI does the boring things where I would have give up in the past. Now the AI just does it for me. Recently I have been enjoying building small command line utilities.
One of the biggest productivty boosts I've gotten from agentic engineering is testing automation. Writing the code is great, writing tests are great, but nothing compares to having it open up browsers or run a sequence of command line operations to manually verify a change.