Nutanix said Nutanix Enterprise AI 2.7 is available and includes the Nutanix Agent Gateway, which is focused on controlling agent costs and governance. Nutanix Agent Gateway is a single OpenAI-compatible endpoint to govern cloud provider models as well as local models. It can deploy on any CNCF-certified Kubernetes distribution.
3D printing company Stratasys said it acquired MarkForged, a subsidiary of Nano Dimension, in a deal valued at $42.5 million. MarkForged had $70 million in 2025 revenue. Stratasys said the purchase will give it a broad 3D printing software platform and Fused Filament Fabrication technology.
Stratasys is one of the larger companies in the 3D printing space, which hasn't taken off despite efforts to bring manufacturing back to the US. Stratasys recently reported a first quarter net loss of $23.8 million on revenue of $132.7 million.
Box reported better-than-expected first quarter results. The company reported first quarter earnings of 8 cents a share on revenue of $306 million, up 11% from a year ago. Non-GAAP earnings were 37 cents a share.
The non-GAAP earnings topped estimates by a penny a share.
For the second quarter, Box projected revenue of $319 million, up 9% from a year ago. Non-GAAP earnings will be 39 cents a share. For fiscal 2027, Box projected revenue of $1.28 billion, up 9% from a year ago. Non-GAAP earnings will be about $1.56 a share.
CVS's Aetna unit said its second generation Aetna Claims Assist Manager, an agentic AI claims advisor platform, has cut processing time by more than 20% for complex claims. The Aetna AI agent pulls together eligibility, coverage and data to resolve claims and recommend next-best actions.
The AI agent is part of CVS Health's AI-driven transformation.
Dropbox is getting a new CEO after 19 years. The company named Ashraf Alkarmi, who currently runs Drobox Core, as its new CEO. The company detailed the swap in an SEC filing.
Drew Houston has been CEO for the last 19 years and the company's start. Houston will become Executive Chairman. There will be a transition period where Houston and Alkarmi will be co-CEOs. Houston co0founded Dropbox when he was 24.
Alkarmi had previously held executive roles at Vimeo, Amazon and Meta. He joined Dropbox in 2024. Effective June 1, Alkarmi will get an annual salary of $825,000 per year ang be granted RSUs worth $12.66 million vested over four years.
First, the Pope Leo XIV whipped up 42,000 words on AI's impact on humanity and the big picture. Pope Leo XIV warned that AI can normalize an anti-human vision, concentrate power in the hands of few and reduce humans to mere cogs in a machine.
Pope Leo XIV also said AI could become a Biblical Tower of Babel, a top-down project that fails or rebuilding Jerusalem. "I ask everyone to abandon the construction of yet another Tower of Babel and to join forces in building up the common good, so that humanity will never lose its beauty," he said.
“From probabilistic to deterministic… move from token to code (easy). From high cost tokens to low cost , server-less agents. Only work when need. This combination has a mean reduction of 60%. have had as much as 98% token reduction.”
Giambruno then followed up with a hard example of how he has mixed and matched models to keep token costs in check. Bottom line: Inference costs can be managed with skill. Here are a few links that have included Giambruno.
Anthropic posted its Project Glasswing update covering how 50 partners are leveraging Mythos Preview to find more than 10,000 high- or critical-severity vulnerabilities. The limitation is how quickly the vulnerabilities can be verified, disclosed and patched.
The update is worth a read, but at a high level Anthropic is arguing for new cybersecurity workflows to patch systems faster. Mythos Preview has also found a bevy of issues with open source code.
In a graphic, here's the update.
Anthropic said it will expand its partners with the US and allied governments.
Spotify held its Investor Day this week and the news revolved around access to concert tickets and a deal with Universal Music so users can spin up AI covers. The company also said it will have a compounded annual growth rate in mid-teen percentages and gross margins between 35% to 40%. Spotify plans to reach 1 billion subscribers and $100 billion in revenue as a goal.
The recap is here, but there are a few nuances worth noting. Consider:
The company's customer experience metric revolves around time well spent for users. Spotify wants to spin up features and categories so customers say their time on the service is worth it. It is an interesting twist on CX and plays into Spotify's penchant to raise prices over time.
Spotify knows how AI benefits the company. Niklas Gustavsson, VP of Engineering, said Spotify's AI advantage isn't about LLMs, but "applying general intelligence to our proprietary “Large Taste Model,” trained on trillions of behavioral signals and years of user interaction data across music, podcasts, and audiobooks."
For Spotify, metadata, user behavior, creator tools and cultural context is the secret sauce. Gustav said AI isn't a cost layer but monetization opportunity.
Bottom line: The Spotify game is lifetime value of the customer.
Constellation Research's Liz Miller on a staff rant:
"Everyone wants to be AI native. And everyone wants to move up the stack. The ladder isn't strong enough to support everyone moving up the stack. It's going to tip over. And if I hear about a moat one more time..."
After perusing this IPO filing and thinking for a bit, I can't help but wonder about the following:
Index funds and money managers are going to cash out winners (or losers) to pay for SpaceX shares. Look for the MAG 7 led by Nvidia to become the source of cash for SpaceX.
This source of cash issue is going to be a bigger deal when Anthropic and OpenAI go public. There's only so much capital.
I thought SpaceX was bigger. That reaction is common when you read the IPO filing of a private market darling.
That xAI purchase changes the profile for SpaceX and it's a financial sinkhole. Most space sector investors would have preferred SpaceX and Starlink.
Who the hell approved this ridiculous total addressable market graphic? Oh we all know.
End of day I'll let the market figure this one out.
"How many tokens does it take to do one thing? Is it consistent across every model? Is it consistent across every employee? Are you even measuring how many tokens a task costs? Because if you’re not, that token budget is basically throwing a dart blindfolded.
Okay, now you’ve measured a task, did you make sure to measure it multiple times? Because LLMs can randomly do things differently even with the same prompt and same Claude.MD file and same strictures and same data sources. You’re gonna need at least 10 samples of each task, and you’re gonna need to make sure somebody who actually knows what they’re doing can measure them, because if you get a dimwit, they’re going to say it can do something it can’t.
Unless, of course, you can’t actually measure how many tokens a particular task can take with much accuracy, in which case every single AI token budget is bullshit. And each model does things differently depending on many different variables, some of them a result of the user, some of them a result of the AI labs themselves."
