{{first_name | Leader}}, welcome back.
For a while, using more AI was treated as proof you were winning. Anthropic seems to think the industry may have taken that idea a little too far.
These are today's updates.
Anthropic pushes back on the tokenmaxxing obsession
Microsoft launches Scout
Lovable’s growth is becoming Google’s growth
Tools, resources, and a prompt to design a lightweight internal AI assistant
. Top News.
The tokenmaxxing debate has been hard to ignore. Coding agents are chewing through millions of tokens on complex tasks, and the industry is starting to ask whether all that usage is actually producing meaningful business outcomes.
Anthropic president Daniela Amodei addressed it directly at Bloomberg Tech. The company doesn't run token leaderboards internally and doesn't push employees to use Claude. Their position is straightforward: usage for usage's sake isn't the goal.
The timing matters because Claude Code sits right at the center of this conversation. It's one of the biggest drivers of token consumption right now, which makes Anthropic's stance more than a philosophical one. They're actively shaping how enterprise teams should think about value, not volume.
Autonomous agents have had a trust problem in enterprise environments. The capability was there, but the unpredictability made them difficult to deploy anywhere that legal, IT, or compliance teams had a say.
Microsoft just built an answer to that. Scout is a new AI assistant that draws on autonomous agent concepts but is designed from the ground up for enterprise use. It's persistent and customizable, working across Microsoft 365 with access to calendars, inboxes, browsers, and cloud services. Users can build custom skills, and built-in workflows handle things like meeting prep and scheduling.
What makes Scout different is the governance layer. Continuous policy checks, audit trails, and compliance controls are baked in from the start. It's available through Microsoft's Frontier program.
Lovable crossed $400 million in annualized revenue with just 146 employees. More than half of the Fortune 500 already uses the platform. This week, they expanded their Google Cloud partnership roughly fivefold.
Under the new deal, Lovable gets deeper access to both Claude and Gemini models, and its upcoming agent will be distributed through Google's enterprise agent marketplace.
The incentive structure is worth understanding. Lovable gets the infrastructure and model access it needs to keep scaling. Anthropic gets more enterprise usage driven through a fast-growing platform. Google gets another high-growth AI company driving demand for the compute capacity it's spending hundreds of billions to build.
Nobody in this deal is doing the other a favor. Everyone is feeding the same flywheel, and that alignment is exactly why these partnerships are accelerating. The companies sitting at the center of enterprise AI distribution are going to matter more than most people currently expect.
. Signals.
Tools
Links
. Poll.
. Market.
Funding
Supabase raised $500M at a $10.5B valuation to expand its agentic infrastructure platform.
Suno raised $400M+ (Series D) at a $5.4B valuation to scale its AI music creation platform.
Socials
. Prompt of the Day.
Design a Lightweight Internal AI Assistant
When to use this?
When teams keep asking for the same data, updates, or explanations, and you want an AI assistant to handle it.
I want to design a lightweight internal AI assistant for a specific task.
Your job:
Define what the assistant should handle (questions, summaries, lookups)
List inputs it needs (docs, links, dashboards, FAQs)
Define clear boundaries (what it should not answer or do)
Propose a simple setup using tools we already have
Give 3 example questions the assistant should answer well
Keep it practical. Assume no custom engineering.
Task to automate:
[describe the recurring questions or requests]P.S. Get more such prompts in the Prompting Playbook (free for you)
Stay curious, {{first_name | leaders}}
PS. If you missed yesterday’s issue, you can find it here.