25 May 2026
AI is killing the lower priced smartphone in emerging markets
Welcome back to our latest weekly email. If you’re one of the new subscribers, Mondays are a recap of the previous week. Today, we look at the end of an era for cheap smartphones, thanks to the AI industry’s...
Jon Russell
2026
25 May 2026
Nasdaq Rebound: 3 Stocks to Buy Before They Hit New All-Time Highs
The stock market has rallied strongly this spring, led once again by the tech-heavy Nasdaq. While the index is set up for another strong year of outperformance, there are stocks well off their highs that investors can scoop up before they join the rally. Let's look at three Nasdaq growth stocks to buy right now before they rally to new all-time highs.
Geoffrey Seiler
2026
24 May 2026
A Weekend of Vibe Coding ⭐
A vibe coded Windows native app in the back and a vibe coded web app in the front, both with the same document At some point, I will move past the magic that is vibe coding new apps, not just with Google AI Studio, but with other tools as well. But today is not that day.
@thurrott, Paul Thurrott
2026
23 May 2026
The end of free compute is the beginning of better engineering
I guess we all knew this day was coming. Here are two stories to illustrate what I mean. Tell me if you spot the pattern. Let’s start with Uber: Uber Technologies, Inc is learning the hard way that scaling AI isn’t just about speed—it’s about cost. Despite spending $3.4 billion on research and development, the company has already exhausted its planned AI budget just months into 2026. According to…
@TheKenWeb, Gopal Krishnan, Krishnan Gopal
2026
22 May 2026
Microsoft reports are exposing AI's real cost problem: Using the tech is more expensive than paying human employees
Firms today are pushing employees to use as much AI as possible to squeeze out the technology’s productivity gains. But that pressure is leading to cracks, and those cracks may be irreparable.
Jake Angelo
2026
22 May 2026
Satya Nadella is reorganizing Microsoft around AI — and changing who holds power
Microsoft CEO Satya Nadella just dismantled the senior leadership structure that has run Microsoft for decades. It's the latest step in his plan to reboot Microsoft for the AI era and transform the 220,000-person behemoth into a company capable of competing with its smaller, faster, technically sophisticated rivals.
Ashley Stewart
2026
22 May 2026
Claude too expensive? Report says Microsoft is cancelling licenses for internal use after rising cost
Microsoft is reportedly winding down most Claude Code licenses amid rising AI coding costs, even as the company discusses supplying its Maia AI chips to Anthropic.
Om Gupta
2026
21 May 2026
Goodbye, grunt work. AI is fast-tracking Gen Z employees into more complex jobs.
Before joining Microsoft as a junior software engineer last year, Ume Habiba, imagined spending most of her time fixing bugs and juggling other mundane tasks. Instead, the University of Maryland graduate was charged with building a new feature for Azure Networking, one of Microsoft's flagship products. Habiba's miscalculation? Not realizing she would get to offload the kind of grunt work that…
Sarah E. Needleman
2026
20 May 2026
Microsoft Hired An Analyst With An Influential Video Game Blog To Fix Xbox
Matthew Ball is the new chief strategy officer for Xbox ahead of Project Helix.
Jessica Conditt
2026
