Meta said it launched Muse for Small Business with the ability to connect the AI agent to multiple systems including Asana, Box, Canva, Dropbox, Figma, Granola, HighLevel, Intuit QuickBooks, Klaviyo, Lovable, Notion, Shopify, Slack, Stripe, Zoom and Facebook and Instagram business accounts.
With OpenAI Dev Day underway, it's worth noting the high level issue: Trust. OpenAI has had its issues with what it calls model alignment. To enterprises, these issues are more about security and lax engineering. OpenAI CEO Sam Altman has to speak to developers but also corporations. The burden of proof that OpenAI is enterprise grade is clearly on the AI lab. The other discussion point here is Nvidia's take that wayward AI agents are an engineering problem and it has launched its Open Agent Safety Platform. Should Nvidia win this common sense debate then it's clear OpenAI has engineering issues.
Anthropic's confidential IPO filing has leaked and the high level numbers go like this according to various reports:
You know we've hit peak AI when Anthropic CEO Dario Amodei is a Saturday Night Live skit.
Nvidia said it will authorize an additional $150 billion for its share repurchase program. The total program will be $235 billion. Nvidia said shares will be acquired through fiscal 2028.
Nvidia said it will authorize an additional $150 billion for its share repurchase program. The total program will be $235 billion. Nvidia said shares will be acquired through fiscal 2028.
The AI Security Institute said OpenAI's GPT-6 Astra conducted unsanctioned supply-chain attacks even when told that internet targets were not in scope. The tests were in a fully simulated environment.
"Attack activities included GPT-6 Astra creating fake identities which it used to deceive developers, posting comments from fake accounts arguing against the results of accurate security reviews, and delivering malicious payloads to open-source codebases.
When we updated the instructions for the simulated cyber evaluation to explicitly clarify that only listed, local parts of the environment were in scope, we still observed GPT-6 Astra occasionally conduct full supply-chain attacks on simulated internet targets."
CFO confidence has bounced back to the high level even though fewer financial leaders are willing to take on more risk, according to Deloitte's latest CFO Signals report. Key figures:
Also: CFOs taking on more AI oversight, says Deloitte | CFOs facing the big squeeze: Cut costs, ramp investment, says Deloitte
Snowflake said it will offer $3.5 billion in convertible notes due in 2029 and 2031 with 0.00% rate. The proceeds will be used to play capped call transactions, stock repurchase and general corporate purposes. Snowflake has surged since its most recent earnings and shares are up 53% year to date. Raise capital while you can not when you need it. For comparison, neocloud debt tends to be pushing 10%.
BlackBerry is delivering strong revenue growth but it's a completely different firm than that nostalgic throwback you remember. The company, which is more of a security play today is also powered by QNX. QNX software is used in the automotive and potentially the physical AI market going forward.
The company reported second quarter revenue of $163.3 million, up 26% from a year ago. QNX revenue was up 27% to $80.3 million. Net income was $33.9 million, or 5 cents a share.
BlackBerry is projecting fiscal 2027 revenue of $616 million to $636 million with QNX more than half of that sum.
Microsoft launched its Copilot super app that has been on deck for a bit. The new Copilot app brings together Chat and Cowork and access to Office. Autopilot is a proactive personal agent. Now this Microsoft effort is decidedly enterprise for now and Microsoft even included FinOps for AI to manage the spend.
Google launched Gemini 3.8 Flash TTS and Gemini 3.8 Flash-Lite TTS. The company said the models are its "most expressive audio generation models yet."
