☕️ The AI disruption in software is here

Hi there, this is your daily ☕️ Techpresso.

In today's Techpresso:

💥 The AI disruption in software is here

📉 Microsoft Copilot is running into big problems

🚫 Anthropic says ‘Claude will remain ad-free,’ unlike ChatGPT

🎮 Intel will start making GPUs

🛰️ AWS CEO says orbital data centers 'pretty far' from reality

📱 Gemini ‘screen automation’ will place orders, book rides for you

🎁 + 14 other news & articles you might like

🧰 + 6 trending tools

📚 + 2 trending papers & reports

FROM OUR PARTNER

• Fears that new AI tools will replace traditional software wiped around $300 billion from the market value of software and data stocks on Tuesday, hitting companies across legal, finance, and tech sectors.
• The selloff began after Anthropic announced new legal tools for its Cowork assistant, sending shares of Thomson Reuters, Legalzoom.com, and London Stock Exchange down more than 12% each.
• Private-funds firms like Ares, KKR, and Blue Owl also dropped sharply because they invested heavily in software companies over the past decade, leaving them exposed to AI disruption risk.

• Microsoft's Copilot chatbot, a key part of CEO Satya Nadella's plan to make the company AI-first, is struggling with confusing brand positioning, interoperability problems, and falling user preference compared to ChatGPT and Google's Gemini.
• Survey data from Recon Analytics shows that the share of Copilot subscribers who use it as their primary option dropped from 18.8% to 11.5% between July and late January, while Google's Gemini rose from 12.8% to 15.7%.
• Microsoft has sold only 15 million corporate Copilot seats out of 450 million paid 365 seats, and some companies use just 10% of the Copilot subscriptions they pay for, according to Citi Research analysts.

• Anthropic announced that its AI assistant Claude will stay ad-free, setting it apart from competitors like ChatGPT, because the company believes advertising would conflict with Claude's role as a helpful thinking tool.
• The company argues that AI conversations are different from search engines because users share sensitive or personal information, and ads could create pressure to steer responses toward transactions rather than genuine help.
• Anthropic plans to fund Claude through enterprise contracts and paid subscriptions instead, while exploring lower-cost tiers and features like agentic commerce where Claude handles purchases only when users ask.

• Intel CEO Lip-Bu Tan announced at the Cisco AI Summit that the company will start producing graphics processing units (GPUs), chips used for gaming and training artificial intelligence models.
• The project will be led by Kevork Kechichian, executive vice president and general manager of Intel's data center group, with Eric Demers, a former Qualcomm senior vice president, also hired for the effort.
• The initiative appears to be in early stages, with Tan saying Intel plans to develop its strategy around customer demands, marking a notable expansion from the company's traditional focus on CPUs.

• AWS CEO Matt Garman said that data centers in space are "pretty far" from becoming real, despite startups and Amazon founder Jeff Bezos exploring the idea through his rocket company Blue Origin.
• The growth of artificial intelligence demands huge amounts of computing power and cooling, which strains land-based data centers and has pushed cloud companies to consider alternatives like sending equipment to orbit.
• Garman explained that the cost of launching payloads into space is massive, and there are not enough rockets to send the million satellites needed, making the concept not economical right now.

• Google is developing a Gemini feature called "screen automation" that will let the AI place orders and book rides on your phone by scrolling and tapping on your behalf.
• New code in the Google app beta reveals that users must closely monitor what Gemini does because the AI can make mistakes, and users will be held responsible for its actions.
• Google warns that trained reviewers will see screenshots from your device if Keep Activity is on, so users should avoid entering sensitive information or payment details during automation.

Other news & articles you might like

• Nvidia's Jensen Huang denies OpenAI deal rumors: 'There’s no drama' LINK

• AMD reveals next-gen Xbox could launch in 2027 LINK

• Adobe reverses decision to discontinue Animate, apologizes for 'confusion and angst within the community' LINK

• Microsoft is building content licensing marketplace for AI LINK

• Agentic coding comes to Apple’s Xcode with agents from Anthropic and OpenAI LINK

• Netflix claims subscribers will get “more content for less” if it buys HBO Max LINK

• Nvidia AI chip sales to China stalled by US security review LINK

• Google court filings suggest ChromeOS has an expiration date LINK

• A new platform lets AI agents pay humans to do the real-world work they can't LINK

• Pinterest CEO rebukes, fires 'obstructionist' employees who created tool to track layoffs LINK

• Coinbase confirms insider breach linked to leaked support tool screenshots LINK

• OpenAI accuses Musk's xAI of systematic evidence destruction in antitrust case LINK

🧰 Trending tools

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📚 Trending papers & reports

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