Microsoft Reaffirms AI Focus in Annual Letter

AI systems just got a huge context boost. Anthropic adds memory to Claude, OpenAI launches “Company Knowledge” to connect ChatGPT directly to enterprise data, and Microsoft debuts long-term memory and shared context in Copilot. Plus, Oracle’s record $38B debt deal to fund AI infrastructure, Google’s massive TPU expansion with Anthropic, and a real-world success story showing what vibe coding can do.

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