{{first_name | Leader}}, welcome back.
Today’s headlines cover Reddit's search dilemma, Microsoft's $450B AI win, and Apple's iCloud strategy
These are today's updates.
See why teams are switching to Kimi K3 on Fireworks*
Google AI Overviews disrupt search
Microsoft proves AI spending can pay off
Apple doubles down on AI services
Funding, jobs, and enterprise AI resources
Plus: A Boardroom AI Brief Generator ⬇️
. Together with Fireworks.
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With Kimi K3 on Fireworks, you can:
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- Meet enterprise requirements: US-hosted serverless endpoints and zero data retention by default for teams in finance, healthcare, and other regulated industries.
. Top News.
Reddit says Google's AI Overviews are making search referrals more volatile, contributing to slower U.S. user growth. CEO Steve Huffman said AI summaries haven't replaced traditional search results, but acknowledged they aren't sending the same volume of traffic that Google's "10 blue links" once did.
Google's biggest traffic beneficiaries is seeing search become less predictable. Businesses that depend on search traffic should expect new ways of measuring reach, engagement, and customer acquisition.
Microsoft added nearly $450 billion in market value in a single day after stronger-than-expected Azure growth convinced investors that its AI investments are paying off. The company also reaffirmed its massive infrastructure spending, signaling it expects AI demand to keep growing.
Seems like the market is rewarding companies that can turn AI spending into measurable business growth.
Apple says AI is becoming a reason for customers to stay within its ecosystem, with Tim Cook pointing to on-device AI and Private Cloud Compute as key differentiators, rather than charging separately for AI, Apple plans to use it to make services like iCloud more valuable and keep users subscribed.
Established brands are rediscovering AI as a product by itself that drives customer loyalty instead of just an add-on feature.
. Signals.
Tools
Adomate: Turn data into winning ads. At scale.
Glaze by Raycast: Create any app in minutes by chatting with AI
Links
. Poll.
Choose the AI prompt you want us to publish next.
. Market.
Funding
Cathedral raised $160M to build AI for military cyber operations
Simile raised $100M to simulate human behavior with AI
Roles In AI
Senior Director, Machine Learning & AI at AstraZeneca
Director of Enterprise AI Adoption at SupplyHouse
Socials
. Prompt of the Day.
Boardroom AI Brief Generator
When to use this?
When you need to explain an AI initiative to executives or board members who care about business outcomes, not technical details.
You are a Chief AI Strategy Advisor preparing a board presentation.
Based on the information below, create a concise executive briefing suitable for a CEO, board of directors, or executive committee.
Include:
1. Executive Summary
What happened?
Why does it matter?
What decision needs to be made?
2. Business Impact
Revenue opportunities
Cost implications
Competitive advantage
Customer impact
Operational impact
3. Risks
Technical risks
Security and compliance
Financial risks
Organizational risks
4. Recommended Actions
What should leadership do now?
What can wait?
What metrics should be tracked?
Present everything in a tables with a final executive summary.P.S. Get more such prompts in the Prompting Playbook (free for you)
Stay curious, {{first_name | leaders}}
PS. If you missed the last issue, you can find it here.