OpenAI's ChatGPT for Healthcare can now connect to Epic electronic health records and healthcare public data. The integration is a big win for OpenAI's healthcare industry ambitions. If you can't connect to Epic, you simply don't have much of a shot in healthcare.
Salesforce has invested $166 billion in AI-native HR software provider HiBob in a fund raise that included Farallon Capital Management. HiBob's platform focuses on "Organizational Intelligence for the AI era." In a blog post, HiBob CEO Ronni Zehavi said:
"Every organization is unique. Its people, capabilities, relationships, culture, structure, decisions, and ways of working are what make it different.
As AI becomes more capable and more deeply embedded in work, that uniqueness becomes an asset.
For years, workforce data helped companies manage their people. Its next role is bigger: helping companies understand what they are capable of, where their workforce can create the most value, and how people and AI can work together most effectively."
You've always wanted an AI toothbrush and live stream your flossing. Now Dyson is aiming to deliver with its CameraJet toothbrush, which uses Gap Optical Targeting, Dyson's AI models for oral care, to analyze 28 live images per second for your precision flossing. The system is trained on 470,000 dental images.
Perhaps this Dyson toothbrush is just more evidence of AI saturation.
The Federal Trade Commission and 22 states are suing Amazon alleging that its sponsored ads are inflating prices. The complain alleges that "for over seven years, Amazon has covertly and substantially increased the prices that more than one million brands and sellers were required to pay to advertise on its platform."
For its part, Amazon has called the lawsuit misguided and strongly disagrees.
The biggest takeaway here is that this lawsuit could be a stumbling block for Amazon's ad business, which is growing at a rapid clip and has great profit margins. Without delving into the lawsuit merits, what seems obvious is that there a bunch of pols that need to look like they’re doing something constructive vs inflation. Amazon makes a nice headline.
MapQuest is proclaiming a return as the No. 1 navigation and mapping app in the US Apple App Store. The company is the No. 8 overall free app in the US and No. 2 overall in the Canada Apple App Store. Why? MapQuest is sticking to Lake Ontario as a name. The surge comes as Google lists Lake Ontario as Lake America per President Trump's executive order in the US.
Will MapQuest's surge last? Possibly. Aside from the lake naming hubbub retro brands are in.
Nvidia will invest $3.5 billion in convertible bonds issued by MediaTek in an expanded strategic partnership that will cover AI infrastructure, local AI compute via Nvidia RTX Spark and DGX Spark systems and automotive. MediaTek will also adopt Nvidia's NVLink Fusion platform.
OpenClaw launched its latest version with easier setup and browser-based experiences. OpenClaw in a blog post said Open Claw 2.0 is the largest release in its history, which isn't saying a lot since no one really heard of it 12 months ago. What's more interesting is how OpenClaw was the rage in March and then faded into the background. Nevertheless, the project is worth watching.
OpenAI said that it will remove its models from SpaceX's Cursor as of November 12. OpenAI said: "We are making this choice because we cannot be confident that SpaceX will use our technology within our terms of service, based on our experience with Elon Musk's companies violating contracts."
It's a safe bet that you'll see more of these moves ahead.
Nutanix, HP, Okta, Rubrik and SentinelOne.
Elastic reported a better than expected fiscal first quarter. The company reported a net loss of 16 cents a share on revenue of $478 million, up 15% from a year ago. Non-GAAP earnings in the quarter were 70 cents a share, 12 cents better than Wall Street estimates.
As for the outlook, Elastic is projecting revenue growth of nearly 15% in the second quarter and 15.2% for the fiscal year.
OpenAI published a technical report on the Hugging Face attack and what its plans are to prevent it from happening again.
CrowdStrike revenue growth accelerated in the second quarter as concerns about securing AI drove demand.
The company reported second quarter net income of $5.3 million, or a penny a share, on revenue of $1.47 billion, up 26% from a year ago. Non-GAAP earnings were 31 cents a share.
CEO George Kurtz said the quarter was its best performance in CrowdStrike's history. "The Mythos moment translated into mass-market acceptance that AI adoption needs security, and that's CrowdStrike. Every enterprise will run on AI, and securing it is the largest market opportunity in our history," he said.
CrowdStrike projected third quarter revenue of $1.523 billion to $1.529 billion with non-GAAP earnings of 31 cents a share. For fiscal 2027, CrowdStrike projected revenue of $5.99 billion to $6.01 billion with non-GAAP earnings of $1.25 a share to $1.26 a share.
