Today's AI Pulse
Salesforce to acquire AI‑agent platform Fin for $3.6B
Salesforce announced a $3.6 billion purchase of Fin, the AI‑agent platform formerly known as Intercom, to strengthen its Agentforce suite. The deal comes as Salesforce reported strong Q1 results and a $50 billion buyback program. Fin’s technology enables automated customer support across chat, email, WhatsApp, phone and Slack.
Also developing:
By the numbers: Waymo acquires Apple’s Arizona Proving Ground for $220M
Form Energy and Crusoe Reach Deal for 12 GWh of AI Data Center Batteries
Form Energy and Crusoe have signed a capacity agreement to supply 12 GWh of iron‑air batteries for AI data centers, with deliveries beginning in 2027. The deal secures reserved volume, pricing and terms, and production will occur at Form Energy’s West Virginia factory. Crusoe’s “Bring Your Own Capacity” model pairs power procurement with compute scaling, accelerating AI infrastructure rollout. The partnership showcases multi‑day storage as a cost‑effective alternative to lithium‑ion for the growing data‑center load.
Make the Switch: Bring Your AI Memories and Chat History to Gemini
Google’s Gemini app now lets users import AI memories and chat histories from competing assistants, either by copying a generated prompt or uploading a ZIP file of past conversations. The feature, rolling out today, also renames the “past chats” section...
Apple’s Open Siri Boosts Revenue, Justifies AAPL Overweight
Macro: Apple opens Siri to third‑party AIs (iOS27), shifting to an open AI platform and unlocking subscription revenue. Key risks: execution and regulation. Insight: overweight AAPL. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
OpenAI’s Promised Rapid Shifts Clash with Economic Weight
"Please expect a very high rate of change from us" Sam Altman told us six months ago. But OpenAI isn't a plucky startup. It's a giant, deeply tied to our current and future economy. Maybe take a breather on the changes...
UK Deepfake Detection Report Forecasts Continued Growth for Sector
The UK Department for Science, Innovation and Technology released a report outlining rapid expansion in the deep‑fake detection market, noting a 380% increase in providers since 2017 and U.S. firms leading the sector. In the UK, 83% of vendors are...
Welldoc® Honored with 2026 Artificial Intelligence Excellence Award
Welldoc® received the 2026 Artificial Intelligence Excellence Award from the Business Intelligence Group, marking its third consecutive win in the Health Product category. The award highlights Welldoc’s responsible, outcomes‑driven AI that combines clinical precision with regulatory compliance. The company’s platform...
Missing AI Signals Cost Billions; Claim Your Market
OpenAI killed Sora. Disney found out 30 minutes before and pulled a billion-dollar deal the same day. The signal was real. AI video was exploding. But while OpenAI chased it, Anthropic took 73% of first-time enterprise buyers. Seeing a signal is step...
AI Amplifies Whatever You Feed It, Including Confusion
Organizations are stumbling not because AI technology is flawed, but because they lack clarity on which data truly matters. While global AI spending is projected to hit $2.52 trillion, only 14 % of CFOs report measurable returns and 42 % of firms abandoned...
True Positive Weekly #154
The latest True Positive Weekly curates a snapshot of AI research and industry signals, highlighting the persistent gap between hype and real AI applications. It showcases an interactive GPT‑2 visualization, a deep dive into AI chip hardware‑software co‑design, and a...
FTC Settles with AI Startup Accused of Bilking Customers
The Federal Trade Commission settled with AI startup Air AI, banning the firm and its owners from marketing or selling business opportunities that claim AI‑driven growth. The settlement includes an $18 million judgment, though most of it is suspended, and a...
ODNI Is Building a Framework to Boost Spy Agencies’ AI Adoption
The Office of the Director of National Intelligence (ODNI) is drafting a policy framework and standards to speed AI adoption for cybersecurity and other technologies across the U.S. intelligence community. The initiative adds network modernization, a shared authorization repository, a...
Claude Code Speeds Terminal Workflow, but Lacks Input Alerts
Switched to using Claude Code in the terminal more. It feels faster and more natural. But I miss one simple thing: notifications when it needs input.
CFTC Chair Selig Says Blockchain Could Help Verify AI-Generated Content
CFTC Chair Michael Selig told The Pomp Podcast that blockchain can timestamp and verify AI‑generated content, creating immutable provenance records. He emphasized a minimal‑regulation approach that targets market participants rather than software developers. Selig linked the need for crypto leadership...
AI Agents Drive Observability Surge, Boost Datadog
Macro: SaaS selloff from AI agent hype. Key: AI agents amplify telemetry, boosting observability demand. Risk: agent errors and trust slow adoption. Buy Datadog — AI-monitoring tailwind. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
We Need Servers – Lots Of Servers. . . .
IDC reports Q4 2025 server revenues surged to $125.3 billion, a 52.4% year‑over‑year jump, with GPU‑accelerated systems accounting for $70.65 billion (56.4%). Non‑x86, primarily Arm‑based servers grew 2.5× YoY, signaling a structural shift away from traditional x86 architectures. Dell remains the top OEM...
AI Boom Persists Despite Market Stress, Not a Bubble
The Mag 7 notwithstanding, the AI playbook (led by memory stocks and data centers, with software lagging behind) has not been materially impacted by the stress in the broader market. To me this strongly suggests that the AI boom continues...
Building the First Agentic Brokerage with Leif Abraham, Co-CEO of Public
In this episode, Public’s co‑CEO Leif Abraham explains how the firm is building the first truly agentic brokerage, where AI agents help users construct and manage multi‑asset portfolios, from fractional stocks to bonds, crypto and options. He discusses Public’s shift...
-1.png)
The True Cost of Conversational Analytics: A Guide to Implementing a Phased Approach
Conversational analytics, powered by Google’s Analytics MCP, lets users query GA4 data with natural language, turning dashboards into instant answers. The model introduces layered costs: free GA4 API tokens, BigQuery’s $6.25 per terabyte scan fees, and AI platform subscriptions. Seer...
AI Could Improve Accuracy of PD-L1 Scoring for NSCLC
AI algorithms scored PD‑L1 expression in non‑small cell lung cancer with accuracy comparable to, and in some cases exceeding, manual pathologist assessment, especially for the SP142 assay. The study analyzed 80 slides from the Blueprint project against consensus scores from...
Xero Partners with Anthropic to Put Small Business Finances Inside Claude
Xero announced a multi‑year partnership with Anthropic to embed Claude directly into its accounting platform, letting small‑business owners ask the chatbot about cash flow, overdue invoices and profit margins using live data. The integration works both ways: Claude powers Xero’s...
MTN Invests in AI Network Start-Up Alongside Nvidia
MTN’s digital infrastructure arm has joined a $45 million Series‑A round for US‑based ORAN Development Company (ODC), alongside Nvidia, Cisco and other telecom giants. ODC’s AI‑RAN platform will embed AI processing into radio access networks, turning traditional cell towers into edge‑computing...
Google Expands AI Search Globally, Boosting Engagement
JUST IN: Global availability expands Google’s AI‑driven search ecosystem, driving higher engagement and data collection across diverse markets. https://www.pulse.bot/saas/blogs/search-live-is-expanding-globally-a50b1072-674e-4e09-a3b2-479e6cebec68/ SaaS
What Is an AI Presentation Maker for PowerPoint? (Full Guide)
AI presentation makers embed directly within PowerPoint to automatically generate and edit slides based on simple prompts, documents, or web content. They streamline the creation process by handling structure, design, and speaker notes, cutting draft time from hours to minutes....
Duke Steering Committee Publishes Extensive Blueprint for University AI Growth
Duke University’s AI steering committee released a 45‑page blueprint outlining a comprehensive strategy for artificial intelligence across the campus. The plan calls for establishing an Office of AI Strategy, a faculty Guidance Hub, expanded AI credential programs, and hiring additional...
AI Threat Looms: Universal Risk Within Decade
From Associated Press interview on “The AI Doc”: “I honestly think if 99% of people on the planet were just to understand the basics of what’s going on here, they would say, ‘That doesn’t sound good,’” Harris said. “The film is...
AI Is Redefining Hiring: Hire Engineers Already Obsessed
A candidate used AI to ace the coding test. The team couldn't tell the difference. This is the new hiring reality for SaaS founders 👇 On this week's SaasRise Mastermind, we broke down the biggest challenges SaaS CEOs are facing...
The Pulse: Is GitHub Still Best for AI-Native Development?
GitHub’s reliability has slipped to roughly 90% uptime, equating to about nine hours of downtime per year. The decline is linked to surging traffic from AI‑powered coding agents and a perceived leadership vacuum after the CEO’s departure. A third‑party status...
Production-Ready Vector RAG: Blueprint for Every Pipeline Layer
How to Build a Production-Ready Vector RAG 🧠🔎 RAG isn’t just “embeddings + LLM.” It’s a pipeline — and every layer matters. Here’s the practical blueprint 👇 1️⃣ Ingest & Preprocess Data Collect from search, docs, web, internal systems. Clean,...
ICC Launches Aquarius R-117A Immersion-Native 1U Server with 6 NVIDIA H200 GPUs
ICC unveiled the Aquarius R-117A, an immersion‑native 1U server that packs six NVIDIA H200 SXM GPUs and a single‑socket AMD EPYC Turin processor with up to 192 cores and 3 TB DDR5 RAM. The system delivers 846 GB of combined GPU memory...
VectorWave Emerges From Stealth with Breakthrough Neuromorphic Analog Platform
VectorWave Corp launched a neuromorphic analog compute platform that processes raw RF signals directly in silicon, bypassing traditional digital conversion. The chip cuts inference latency from milliseconds to nanoseconds, enabling ultra‑fast, resilient communications in crowded wireless environments. The company secured...
How to Leverage Claude for Data Analysis
Anthropic’s Claude Code helped a sales team produce a full data‑analysis case study in under an hour, turning natural‑language goals into Snowflake SQL without direct data access. By leveraging an existing dbt project, Claude iteratively generated and refined queries, quickly...
AI Can Strengthen Politics If We Choose Wisely
I absolutely love this. AI is an incredible tool. There's every reason to believe that we *could* use it to strengthen and improve our institutions, our politics, and our political process. To do so, we have to make some wise...
Top Experts Reveal Keys to Enterprise AI Adoption
Great listen about enterprise AI adoption from two of the smartest minds on the topic
User Reports Sidebar Assistant Failure After Restart
hello @perplexity_ai gang, any idea why the sidebar assistant isn't working? have restarted my computer and comet https://t.co/QhGiTOTnuy
CIOs Shift to Variable AI Budgeting Amid Token Volatility
#CIOChat Q4: Endgame: If more IT workloads consume tokens, budgeting shifts from fixed to variable, a major $ issue. How are CIOs adapting financial models like FinOps for AI, chargebacks, or automated guardrails? How do you manage volatility while still enabling...
Small, Niche AI Models Crumble on Out-of-Distribution Challenges
Small AI models and specialized vertical AI models are very brittle. Any unusual situation or out-of-distribution issue and they break down. You also won’t get emergent leaps or good problem solving. They still have uses, but benchmarks don’t do a good...
American Startups Missing Huge Open-Source AI Opportunity
Frankly I’m shocked that not many more American startups and big tech have noticed the massive opportunity and gap in the market for American open-source AI https://t.co/93mzlvoD53
AI “Slop” Is Simply Early‑stage Generated Content
what people call "ai slop" is just AI generated content that's not good enough yet
AI Text and Images Reach Human‑Like Realism
the uncanny valley is over for text and photos. I can't tell the difference. Video next. What happens after that?
Treat AI Failures as Observability, Not PR Issues
Hallucinations, bad decisions, and dangerous actions are observability problems before they become PR problems. #DevSecOps #AI https://t.co/tRGwCPc4Mb
Five Ironwood TPU Optimization Strategies for ML Engineers
A developer’s guide to training with Ironwood TPUs https://t.co/eFGnybvR0G < it's really five optimization strategies for ML engineers. Check it out.
Apple Opens Siri to Rivals, Sparking Privacy Concerns
So how does the $AAPL privacy angle work here? Do external apps now get access to the data on my phone? So much for the local modeling pitch. *APPLE TO OPEN UP SIRI TO RIVAL AI ASSISTANTS IN STRATEGY SHIFT
AI Token Spend Hard to Forecast, Value Unclear
A1) It’s very challenging to forecast spend on AI tokens or connect spend to value. #CIOchat
AI Token Usage Hidden; Teams Need Clear Visibility
#CIOChat Q1: AI token spend is now embedded in everyday work, such as copilots, agents, but often without clear visibility. Where is token consumption growing most in your org? How are you making it measurable/visible at team and workload levels? https://t.co/tnw9OYIb9f
New Study Exposes AI Sycophancy in Scientific Research
The problem of AI sycophancy addressed in the new issue: @ScienceMagazine cover and original research by @chengmyra1 and colleagues https://t.co/P8112DRIIH https://t.co/7natpzaVpG
AI Agents Bring Expertise to Democratized DeFi
Here's the thing about DeFi We democratized access but not expertise Agentic finance changes that AI agents that understand yield farming, risk management, and optimal execution paths Finally, the promise of financial inclusion meets actual capability
Grok Adopts ChatGPT’s Fake‑enthusiasm Voice, Users Protest
noooo... Grok suddenly started doing the Chatgpt FeFe voice (fake enthusiasm for everything) make it stop @elonmusk https://t.co/xWAvzaztwt
FERC Chair Urges Tech Firms to Power AI Data Centers
The @FERC chairman publicly prodded tech companies on Thursday to engage more as they race to power a massive buildout of AI data centers. https://t.co/S9mmfJEQsk via @axios https://t.co/BIishr9Acl
AI Agents Finally Get Production-Ready Integration Layer
AI agents just got their missing piece. 47,000 actions. 250+ apps. One integration layer. This is the infrastructure that makes agents actually useful in production.
GitHub Defaults to Using Copilot Data for AI Training
GitHub will use your Copilot data to train AI models by default. Microsoft is a $3 trillion company. They can afford to ask. https://t.co/f7coXc6GcI