Neil Procter

London is the one of the major AI centers on earth, right behind San Francisco. Just think about all of this: 1/ Wayve (self-driving) raised $1.2B Series D at $8.6B valuation, with robotaxis already being seen in London. 2/ OpenAI & Anthropic launching offices in London, and hiring aggresively. 3/ Nscale raised £1.5b Series C for AI infra, building the UK's largest AI supercomputer with OpenAI & Nvidia. 4/ Ineffable Intelligence raised $1.1B at $5.1B with David Silver out of DeepMind being its cofounder 5/ Palantir made London their Europe Defence HQ 6/ Google Deepmind still standing strong at King's Cross 7/ Anthropic reportedly buying Fractile's AI inference chips, a company founded by an Cambridge PhD. The future is bright!

we have updated our partnership with microsoft. microsoft will remain our primary cloud partner, but we are now able to make our products and services available across all clouds. will continue to provide them with models and products until 2032, and a revenue share through 2030.

Today we're releasing Personal Computer. Personal Computer integrates with the Perplexity Mac App for secure orchestration across your local files, native apps, and browser. We’re rolling this out to all Perplexity Max subscribers and everyone on the waitlist starting today.

Microsoft just laid out a new way to keep enterprise software growing in an AI-heavy workplace: charge AI agents for software seats the same way companies pay for human employees. The old SaaS model was easy, a company buys 1 license for 1 worker, so revenue rises when headcount rises. AI agents threaten that model because 1 person might supervise 10 or 50 agents, which makes investors ask why a company would still need to pay for many separate licenses. So Microsoft executive Rajesh Jha’s answer is that an agent may become its own software user, with its own identity, login, email, permissions, and access to tools, which turns each agent into a possible paid seat. It shifts the pricing logic from “how many humans work here” to “how many active digital workers operate inside the company.” Basically his logic is, once an agent can read messages, call apps, update records, and take actions on its own, software systems may need to track it as a distinct actor for security, auditing, and workflow control. That gives Microsoft, Salesforce, and Workday a path to defend seat-based pricing even if AI reduces human hiring. --- businessinsider. com/microsoft-executive-suggests-ai-agents-buy-software-licenses-seats-2026-4