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Earlier this year, Microsoft stopped trying to convince consumers to pay extra for AI features in Office 365—and instead bundled them to make them pay for it by default. There's evidence that strategy is paying off (for now): theinformation.com/articles/micro…

OpenAI has reversed course on its plan to split from the nonprofit that owns it (Elon Musk had sued to stop the conversion). OpenAI says shareholders who invested in the convoluted capped-profit will now get stock through a "normal capital structure": theinformation.com/briefings/open…

Scoop: Microsoft is hiring former Meta marketing exec to steer its consumer Copilot brand: theinformation.com/articles/micro…

New from aaron holmes and me. And the AI hiring continues. theinformation.com/articles/micro…

🚨 Reporting job alert: Join Stephanie Palazzolo & our incredible team The Information to lead coverage of OpenAI (w/ lots of support).

Exclusive: Behind Microsoft Layoffs, Automation Efforts Boom Behind Microsoft's layoffs, automation efforts are booming, stoking employee fears. Read more from aaron holmes 👇 theinformation.com/articles/behin…

👀<🤖Site reliability engineers should “become AI prompt engineers” rather than traditional coders, a Microsoft executive told his 400-person eng team.

OpenAI goes public with its acquisition of the Jony Ive device startup, which we first scooped here: theinformation.com/articles/opena…

GitHub Copilot was the dominant (only) enterprise player from 2023-2024. How quickly this has shifted shows how early we are in the AI development ecosystem. There are no safe incumbents

Scoop: Microsoft's ex-deals chief Chris Young, who left in March, is the latest investor to plot a PE venture focused on AI rollups: theinformation.com/articles/micro…

A number of PE firms are popping up to back AI-enabled roll ups. A window into the latest efforts and momentum in this world w/ aaron holmes: theinformation.com/articles/micro…

SCOOP: Axiom, a pre-product AI startup founded by a Stanford math PhD, is in talks to raise at a $300m valuation. Goal is to build AI trained on math proofs that can solve complex math problems with certainty. w/ natasha mascarenhas and Stephanie Palazzolo: theinformation.com/articles/stanf…

More MSFT news: the company is reshuffling executives overseeing Office 365 and Dynamics as it prioritizes AI agents. It's a bet that CRM and other software will be disrupted by AI as it competes with Salesforce. Details: theinformation.com/briefings/micr…

Scoop on Meta/Scale deal deets: - Meta investing >$14B in Scale, owning 49% of the startup. - Alex Wang and other top Scale people going to Meta. - Scale shareholders get paid Questions: - What's Scale's future look like? - Was this Zuck's top choice? theinformation.com/articles/meta-…