This is insane. Why even take the meetings this week and do the leaks to the media? WSJ: "President Trump has rejected Iran’s proposal for a seven-day ceasefire and has told aides he expects to resume bombing Iran after the November midterms, U.S. officials said."

Former Microsoft CEO Steve Ballmer was asked by Charlie Munger, in front of a whole golf club, why he held his Microsoft stock when his partners sold. Then Munger added: "I know you're not that smart." Ballmer's comeback: "No, but I'm that loyal."

Moments ago a US official told CBS that the Trump administration is having "positive and constructive discussions through the mediators." Iran has proposed a 7 day plan to reopen the Strait of Hormuz but this US official said the following: "The United States is in a very strong position with control of the Strait of Hormuz, so we are not in a rush. Over the last 48 hours, nearly 40 million barrels of oil have transited the Strait. " h/t @saraecook

SHOTS FIRED. Microsoft will go after Meta's Muse! From @alexeheath 's interview of @satyanadella : "He wants to bring Autopilot’s AI chief of staff to your personal life, too. Built on a hardened version of OpenClaw, the agent gets its own computer, workspace, and memory to work continuously. When I ask about Microsoft’s consumer strategy, he points to its 100 million-plus consumer subscribers: “Autopilot should also go to the consumer side.” He sees consumer agents potentially cutting out today’s middlemen, making that market more zero-sum. In the enterprise, he thinks agents will make the market bigger than cloud “by orders of magnitude.”

Today we announced the preview of Microsoft Autopilot is rolling out to our first customers - "Autopilot is a persistent, proactive and personal agent that keeps working even when you’re not" It's been a while since I updated you all on what we are building. First Scout is now Autopilot, and my team leads building this personal agent. We are building Autopilot on @openclaw, working with @steipete and the OpenClaw Foundation to make it a fantastic enterprise grade runtime. Re-introducing Sebastian, my Autopilot - and he is as excited as I am!

We’re building Copilot as a new OS for work that spans every model, every form factor, and every task. Today, we’re announcing our biggest update to Copilot to date, bringing four things together: · Autopilot: proactive and long-running agent built for the enterprise · Code: build apps with Copilot, hosted inside your company’s tenant · Home: Chat + Cowork together · Office: now fully embedded in Copilot (and Copilot embedded in Office, of course!) Plus, you can invoke Copilot in Teams, and we’re introducing Today, a proactive experience that surfaces the most important information from across M365 without needing to ask for it. The way we work is changing and so are our workflows. This update brings AI into that flow, from answering a question, to building an app, to getting work done on your behalf.

We're used to thinking of open-source models as an unadulterated good. But in the case of AI, they can actually pose additional dangers, as @ReidHoffman and I got into at #CGI2026#. I appreciated this nuanced discussion.

Spend of OpenAI vs Anthropic vs Open (Vercel AI Gateway, last 2 months) • Anthropic still #1# in spend, but went 69% → 40% • OpenAI: 10% → 24% in spend • GPT-6 Astra + GPT 5.6 Sol are ripping • OpenAI now leads in tokens # • Kimi K3 + DeepSeek took ~half of Anthropic's loss • Opus 5.5 is up to 10% of spend in 2 days • OpenAI is 62% of image generations Watch here:

I’ve seen a couple of posts about this so wanted to demystify. Today, every Muse user gets a free computer in the cloud. It's a real computer, and we’ve designed the security architecture of the Muse Secure VM carefully so you and your Muse can do almost anything you could with a computer sitting under your desk while keeping you and the system safe from threats like prompt injection. We wrote about this at length in our security blog post – Activity in the “runtime cell”, which you share with your Muse is unfettered, but sensitive actions are all overseen by the Sentinel, which runs outside of that cell. Similarly, all sensitive secrets - like the passwords you enter into Muse’s secure credential storage - are also stored outside the runtime cell. The runtime cell gets its own root filesystem (including a full Ubuntu linux image) separate from the host filesystem where your other more sensitive data lives. Because it is isolated from the sensitive stuff that runs on the same box, this means that we can, and do, offer users full visibility and control over the files in the runtime cell. Just as you can when you install Linux on your home computer, you can poke around and see all the files that make the system work - both debian system files and the binaries and data files that implement the parts of Muse which run in the runtime cell. This was a very deliberate choice - your Muse Secure VM truly is your own computer in the cloud. You can install software in it, write and compile code, use the browser to surf the web: it is your own Linux box that you can operate as you choose with your Muse. Poking around in this computer doesn't give you any privileged access to Meta infrastructure, or to other people's data If I may geek out a little here for a second… As a kid I loved to take things apart to see how they worked. As a teenager I got into computers and soon found myself drawn to C:\WINDOWS\SYSTEM and the system registry, later Slackware’s /dev/, /proc/ etc – I could see how the system was laid out and as I explored what DLL files and .so files actually did, I gradually became able to meld the computer to my own will. We’re really proud to be able to put a real computer in millions of people’s hands with a similar level of transparency. We built a file explorer right into the Library tab of the UI. We want you to be able to see the markdown files Muse writes while it thinks about how to serve you better, and explore the internals of the system if you’d like to. So, when you ask your Muse to show you its entire filesystem, and receive gigabytes of files you’re seeing the full contents of the runtime cell. It’s yours to explore and enjoy! If you’re not a geek like me, or simply want to download the data that you personally have created directly with your Muse, we added a feature for that too in Settings > Data controls > Download your agent data.