Episode Details

Microsoft finally unveiled its Copilot super app, with chat, coding, and agents in one place. Tesla's Optimus ramp hit snags. Meta wanted you making AI games for Instagram. And a startup valued at $200M last week was suddenly talking $10B.

• Microsoft launches its Copilot "super app", bundling chat, coding, and agents into a single interface, and rebrands its AI assistant Scout as Autopilot (The Verge)
• Microsoft's new Copilot Code tab, built on GitHub Copilot tech, lets anyone describe a dashboard, workflow, or lightweight app in plain language and build it inside Microsoft 365, no coding required (Windows Central)
• Sources: Tesla ramped up Optimus production to several hundred units per week but faces hurdles with its hands, automation equipment, and supplier constraints (The Information)
• Meta unveils mobile app Horizon Create and web app Horizon Studio for building games with AI prompts; the games will run on Facebook, Instagram, and Horizon (The Verge)
• Sources: Jev developer TypeSafe is in talks to raise $1B+ at a $10B+ valuation; last week the startup announced a $40M seed, PitchBook says at a $200M valuation (The Information)
• Sources: OpenEvidence, an AI search engine for doctors, raised $250M at a $15B valuation, up from $12B in January; it could be open to selling itself (Business Insider)

Longreads

• The AI build-out is on track to become the biggest economic bet in US history, with $10.3T in data center and AI infrastructure investment projected from 2025 to 2032 (WSJ)

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