Avia

זה די מדהים שהרבה מהחדשות שמצוינות בפוסט הזה חמקו לי מהרדאר. כנראה בגלל ההצפה מהמלחמה. צוקרברג (כמעט) סוגר לחלוטין את מחלקת הMetaverse. אחרי בזבוז של 80 מיליארד דולר+ ואינסוף פיבוטים, מטא מודיעה על סגירה של Horizon Worlds, הפלטפורמה החברתית המרכזית במטאוורס. ההודעה הזאת, בשילוב הפיטורים של 20% בכוח האדם שהוכרזו בשבוע האחרון, באופן לא מפתיע מחזיר הכל למירוץ חימוש הAI. המשאבים צריכים להיות מופנים למקום מסוים וצוקרברג מבין שאין למטא את הפריבלגיה לבחון את החלופות.

kill your free plan

Nadella paid $650 million to acquihire Mustafa Suleyman and 70 Inflection employees in March 2024. The job: make Copilot the AI product that justifies Microsoft’s infrastructure bet. Two years later, Suleyman no longer runs Copilot. The corporate framing is generous. “Freed up to focus on superintelligence.” The numbers tell a different story. Microsoft 365 has 450 million paid commercial seats. After two years on the market, during the largest AI hype cycle in history, Copilot converted 15 million of them. That’s 3.3%. At $30/user/month, those seats generate roughly $5.4 billion annually. Microsoft spent $37.5 billion on AI infrastructure in a single quarter. The competitive data is worse. Recon Analytics surveyed 150,000+ enterprise users in January 2026. Copilot’s paid subscriber share dropped from 18.8% to 11.5% in six months. Gemini passed it in November. The most damning finding: 70% of users initially preferred Copilot because it was already embedded in their Office apps. After trying ChatGPT and Gemini, 8% kept choosing it. That 70-to-8 drop is the number that explains this entire reorg. Microsoft has the greatest distribution advantage in enterprise software history, and 90% of users leave after trying the competition. So Nadella hands Copilot to Jacob Andreou, a former Snap executive. You bring in an eight-year consumer growth operator when the problem is adoption, not science. And Suleyman gets “superintelligence”: no shipped product, no revenue target, no quarterly earnings call where an analyst asks about the 3.3%. The $650 million acquihire just became the most expensive research fellowship in tech history.

We're shipping a new feature in Claude Cowork as a research preview that I'm excited about: Dispatch! One persistent conversation with Claude that runs on your computer. Message it from your phone. Come back to finished work. To try it out, download Claude Desktop, then pair your phone.