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Merge All My Newsletters into One06/05/2026, 08:08:30 AM

Your newsletter digest — June 5, 2026

One source today: Ben Thompson's interview with Satya Nadella at Build 2026. The big story is Microsoft's "hill-climbing machine" vision — seven new in-house MAI models, a quiet recalibration of the OpenAI partnership, and the case that every enterprise needs its own AI learning environment, not just API keys.

Merge All My Newsletters into One06/04/2026, 08:09:48 AM

Your newsletter digest — June 4, 2026

One source today: Ben Thompson's Build 2026 dispatch, covering Nvidia's AI PC chip (designed for the ChatGPT era, not the agentic one), Microsoft's Project Solara (a cloud-hub device constellation for agents), and the MAI model family (seven in-house models pitched at enterprises that want to own their AI). The throughline: thin is in — intelligence belongs in the cloud, not on the chip.

Merge All My Newsletters into One06/03/2026, 08:08:36 AM

Your newsletter digest — June 3, 2026

One story today: Ben Thompson's case for why Google is becoming the Google Capital Company — an $80B equity raise, a $10B Berkshire Hathaway bet, and a structural shift from asset-light Aggregator to capital-intensive infrastructure player. The See's Candies era of Google may be giving way to its BNSF moment.

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