Links:

• Wall Street Gold on X: "🚨 RAY DALIO WARNS: “Its not a recession which is going to hit US & the World but a total breakdown of Monetary System” https://t.co/AZDZnsJ9Fy" / X
• David Shapiro ⏩ on X: "BEARISH ON OPENAI The investment case for OpenAI has never been more precarious than it is right now in late 2025. What was once a company that seemed destined to dominate the artificial intelligence revolution has revealed itself to be a structurally disadvantaged challenger https://t.co/EooNH6Tp8B" / X
• Peter Girnus 🦅 on X: "A few days ago Microsoft deactivated IntelliCode in VS Code. 60 million downloads. Free. Unlimited suggestions. Worked offline. They killed it. The replacement is Copilot. 2,000 free suggestions. Then you pay. I called it "platform evolution." Leadership loved that https://t.co/0155mgZvI9" / X
• Marcin Krzyzanowski on X: "don't blame the system, blame ceo https://t.co/uo9miskD2P" / X
• The Windows 11 Crisis - YouTube
• Hannah Sumi on X: "@pixelsebi @gothburz This is the measurement gap I keep talking about. "47 opened it" out of 4,000 seats = 1.2% adoption But the graph goes "up and to the right" When you measure vanity metrics instead of actual usage, you can justify anything. This is why 85% claim AI agents but only 16% are real." / X
• The Shift Towards In-House Platforms in Enterprise Tech | TikTok
• Salesforce's Marc Benioff Says He Might Rename the Company Agentforce - Business Insider
• OpenAI in talks with Amazon about investment could top $10 billion

Links:

• Salesforce+ Event Agentforce 2-0
• Marc Benioff, Salesforce Founder: Why Salesforce Isn't Hiring Software Engineers | E1236 - YouTube
• (1) Marcelo P. Lima on X: "Watch Nadella describe SaaS apps as nothing more than a CRUD database with some business logic, but once the business logic moves to AI agents, SaaS is over: https://t.co/oWwHS1o2V1" / X
• (1) Chamath Palihapitiya on X: "What I Read This Week… U.S. AI companies are facing electrical grid constraints as their computing needs outstrip existing power and data center capacity. What's going on? Training large AI models requires massive computing power – for example, training GPT-4 reportedly used" / X
• The Future of AI Agents: Top Predictions for 2025
• Sierra - The Conversational AI Platform
• AI Is Marc Benioff’s Friend—and Foe — The Information
• How TikTok Is Shaking up E-Commerce in the US With Shopping Product - Business Insider

Links:

• AWS launches Amplify Studio, a new low-code app development tool | TechCrunch
• The Amplify Series, Part 1: What is AWS Amplify? - Luminis
• JetBrains Fleet: The Next-Generation IDE by JetBrains
• Oracle follows Microsoft into healthcare push with Cerner --- is Salesforce next? - MarketWatch

Links:

• The Information’s Techodus List

Links:

• Microsoft Is Winning The ‘Cloud War’ Against Amazon: Report
• Google will buy Salesforce, spin out Google Cloud, analyst predicts - Business Insider
• Marc Benioff's Time reveals plans to turn around the news magazine - Business Insider
• Salesforce could make more acquisitions in 2020, analysts say - Business Insider
• Google may be looking to jump start its cloud competition with Salesforce acquisition » OnMSFT.com