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Merge All My Newsletters into One2026. 06. 05. 08:08:30

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 One2026. 06. 04. 08:09:48

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 One2026. 06. 03. 08:08:36

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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