Silicon Valley's heavyweights are under pressure to prove their bets still pay off. Salesforce's Agentforce is faltering despite Marc Benioff's hype, Microsoft is slashing prices to boost Copilot use across Office 365 and OpenAI is luring Apple's top hardware talent for its next big swing. Subscribe now for just $299 and save 25% on the first year.

Key highlights:

• Less than 5% of Salesforce customers pay for Agentforce amid setup complexity and stiff competition.
• Microsoft reorganized leadership and rolled out discounts to accelerate Copilot adoption across Office 365.
• OpenAI struck deals with Apple suppliers and hired its hardware engineers for a 2027 device launch.

Salesforce and Microsoft

Exclusive Marc Benioff Said AI Was Easy. A 'Crazy' Team at Salesforce Proved Him Wrong By Kevin McLaughlin

Applied AI Salesforce, Microsoft Find Selling AI to Enterprises Is Easier Said Than Done By Aaron Holmes and Kevin McLaughlin

Artificial Intelligence Microsoft Hopes Hastened AI Rollout, Price Discounts Can Fuel Office 365 Growth By Aaron Holmes

Can Microsoft Resist Trump's Call for Exec's Firing as Tech Bends to His Will? By Sylvia Varnham O'Regan

Oracle and Tesla

Exclusive Internal Oracle Data Show Financial Challenge of Renting Out Nvidia Chips By Anissa Gardizy, Anita Ramaswamy and Cory Weinberg

Exclusive As Elon Musk Preps Tesla's Optimus for Prime Time, Big Hurdles Remain By Theo Wayt

Apple and Meta

Exclusive OpenAI Raids Apple for Hardware Talent, Manufacturing Partners By Wayne Ma, Aaron Tilley, Qianer Liu and Juro Osawa

Exclusive Apple Rushes to Boost Production of Cheaper iPhone 17 By Wayne Ma and Qianer Liu

Exclusive A Meta Change on Publishing Research Causes a Stir in Its AI Group By Kalley Huang and Cory Weinberg

Q&A Meta's Wearables VP Alex Himel Discusses New Display Glasses By Akash Pasricha

Google

Google's Ad Tech Defense: The Web Is in Decline By Catherine Perloff

Opinion Breaking Up Google Won't Fix the Ad Market. Here's What To Do Instead By Bill Ready

The Information helps you make sense of where big tech is going—before the rest of the market catches up. Save 25% on the first year when you subscribe today.

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