{{first_name | Leader}}, welcome back. Today’s updates:
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Google deepens its bet on Anthropic
Nvidia backs $6B battery recycling giant in bid to power the AI boom
OpenAI buys Sky, an AI interface for Mac
Tools, resources, and a prompt to see a quick, risk-aware recommendation to guide a major business decision.⬇️
Google deepens its bet on Anthropic
Google and Anthropic are close to finalizing a cloud partnership worth tens of billions of dollars, making it one of the biggest AI infrastructure deals so far.
The agreement gives Anthropic more access to Google’s newest chips and cloud capacity to train and scale its Claude models faster.
What stands out
Closer partnership: Anthropic will use Google Cloud as its main home for building and running Claude.
Scale and spend: Reports suggest the deal could reach $30–40 billion over several years.
Long-term alignment: This builds on Google’s earlier $2 billion investment in Anthropic back in 2022.
Enterprise edge: More compute power means faster model upgrades and better reliability for business users.
What I’m watching
This deal shows how AI partnerships are getting bigger and more exclusive. For Google, it’s about securing a stronger place in the enterprise AI market.
For Anthropic, it’s about stability and having the resources to train safely and at scale. But it also widens the gap between big labs with compute access and smaller players still fighting for it.
In other news
Nvidia’s venture arm has invested in Redwood Materials, a battery recycling startup that raised $350M at a $6B valuation. Redwood is repurposing recycled batteries for large-scale grid energy storage, helping ease power constraints for US AI data centers.
OpenAI has acquired Software Applications, Inc., the team behind Sky — a natural-language AI interface for Mac. The Sky team previously built Workflow, which became Apple Shortcuts.
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When to use this?
When a major decision is on your table and you need a concise, risk-aware recommendation to brief leadership or act fast.
You are my Strategic Decision Advisor.
Analyze the following situation and create a one-page decision brief.
Include:
Summary of the decision (what’s being considered).
Key trade-offs — benefits, risks, and unknowns.
Short-term vs long-term impact (financial, operational, reputational).
Recommended option and rationale.
Next 2 actions if we proceed.
Keep it under 300 words and format cleanly with section headers.
Situation: [paste your business scenario below]Correct Input Style:
Describe your decision context clearly — not in bullet points, but in one short paragraph.
“We’re evaluating whether to build an in-house AI data-analysis platform or continue using a third-party vendor. Cost gap: $3M annually. Concern: data security, vendor lock-in, and slower customization. Objective: better analytics for our enterprise clients in the next 12 months.”
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Q. Do you believe boards should have a dedicated “AI competence committee”?
Stay curious, {{first_name | leaders}}
PS. If you missed yesterday’s issue, you can find it here.