Companies & Products

MongoDB doubled its share repurchase authorization to $2 billion on September 25, one day after CJ Desai gave notice to join Meta as Chief Enterprise Platform Officer.

S&P Global Energy turned its commodity data estate into MCP endpoints by curating one Databricks Genie Agent per dataset group. The managed servers carrying it are still in Public Preview.

Google is gating Gemini 3.8 Flash Cyber and its CodeMender harness behind the Fairwind Program, with more than 650 partners signed up and no benchmarks published.

Slack Code opens shared channels where Claude, Devin, Copilot and Vercel agents work in front of the whole team. Slack says over 70% of those channels close within a day, and its own post lists ChatGPT as still to come.

Perplexity Portable Computer runs on-device on an Nvidia DGX Spark, charges no token fees for local work, and reaches Windows RTX machines in September.

Apple M5 Ultra fuses two dual-die M5 Max chips into its first quad-die design, with up to 80 GPU cores, 512GB of unified memory and 1.2TB/s of bandwidth. Every performance figure so far is Apple s own.

Daybreak Red and Daybreak Blue are on Amazon Bedrock for vetted customers, in US East (Ohio) only. What each access level unlocks, and what AWS says about where your data goes.

Generation costs collapsed. Reading code is still done at human speed, by people who did not write it.

You do not need a better model to improve a margin. You need an adequate one you are not renting.

Meta has sold attention, not software. Three product launches in a fortnight show what converting model spending into revenue looks like.

Nobody funds a startup to solve a problem that is already solved. A company selling AI deployment says a lot about where projects die.

An agent decides at runtime what to fetch. There is no query you can review in advance, because it has not been written yet.