🗞️In this edition

• Half the Software You Pay For Just Became Optional

• Sponsored: Become an AI consultant and deliver ‘ROI with AI’ to your clients

• Meta's Betting Billions on What Comes After Apps

• Anthropic Just Killed the Margin on AI

• In other AI news –

  • The Race to Control How AI Gets Taught

  • Saudi Arabia's $3B Just Unlocked Two Industries

  • DeepMind Credentials Just Became a Business Model

• 4 must-try AI tools

Half the Software You Pay For Just Became Optional

What's happening:

Half the software companies pay for is about to disappear.

Mistral's CEO said it this week. Over 50% of enterprise software gets replaced by AI. Companies are building custom applications in 48 hours instead of paying subscriptions for years. The math is simple: $50 per seat per month versus pennies per query.

Software stocks dropped 20%. Investors finally calculated what it costs to defend a business model that just became optional.

Why this is important:

Klarna dropped Salesforce and Workday. Built their own AI stack instead.

That's not a tech company experimenting. That's a mainstream business deciding the software they paid for doesn't justify the cost anymore. The CEO putting a number on it just named what everyone building AI already knows. Half the software industry is betting customers still need them. The other half is watching those customers build replacements overnight.

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Meta's Betting Billions on What Comes After Apps

What's happening:

Meta just committed to infrastructure that doesn't make sense unless apps disappear.

Multi-year partnership with Nvidia. Millions of GPUs. 30 data centers. The stated goal: "personal superintelligence to everyone in the world." Not better recommendations. Superintelligence. The math only works if you're not building for the platform you have. You're building for the one that makes it obsolete.

Why this is important:

Software runs on servers. Intelligence runs on planetary infrastructure.

Meta's bet isn't better AI features inside Facebook. It's AI that doesn't need Facebook to exist. Personal superintelligence doesn't live in apps you open. It lives in infrastructure you never see, making decisions before you think to ask.

Nvidia's providing the foundation. Meta's building what comes after the internet stopped being pages you visit.

Comments from the editor:

This is what replacing the platform looks like before anyone admits the platform is getting replaced.

Meta's building intelligence that operates independent of apps, feeds, or screens. The stated goal reveals everything: not "better social media" but "superintelligence for everyone." That doesn't augment. It eliminates the need.

The companies spending tens of billions aren't improving products. They're building what makes products obsolete before the market realizes products became the old model.

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Anthropic Just Killed the Margin on AI

What's happening:

Anthropic just made premium AI intelligence impossible to charge for.

Sonnet 4.6 matches Opus on most benchmarks. Costs five times less. Developers with early access prefer it over the previous flagship. The pricing stayed flat while capability jumped an entire tier.

This isn't an upgrade. It's the moment AI became too cheap to charge premium prices for.

Why this is important:

Intelligence just became a commodity before companies figured out how to monetize it.

Anthropic made flagship-level AI accessible at one-fifth the price. Every enterprise that couldn't justify the cost can now afford the same performance. The competition stopped being about who builds the smartest model. It became about who's willing to give it away first.

The companies that win won't have the best technology. They'll be the ones who realized intelligence has no defensible margin left.

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📢 What else is happening?

• The Race to Control How AI Gets Taught – OpenAI partnered with India's top universities to reach 100,000 students. The contest isn't access to AI. It's who defines how it's taught.

• Saudi Arabia's $3B Just Unlocked Two Industries – Saudi Arabia invested in AI and accidentally bought into space. Musk's consolidation just made diversification impossible.

• DeepMind Credentials Just Became a Business Model – Ex-DeepMind researcher raising $1 billion. No product. Pedigree became more fundable than ideas.

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