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Bret Taylor’s Sierra reaches $100M ARR in under two years
Sierra, a San Francisco-based startup that is just 21 months old, has announced reaching an annual revenue run rate (ARR) of $100 million, signaling remarkable growth in its AI-powered customer service agents tailored for enterprises. This rapid expansion reflects a broad adoption of AI agent technology across various sectors. The pace of Sierra’s success has…
Read MoreIndia’s TCS gets TPG to fund half of $2B AI data center project
Tata Consultancy Services (TCS) has secured an investment of $1 billion from TPG as part of a broader $2 billion initiative aimed at constructing a network of gigawatt-scale data centers across India. This venture, named “HyperVault,” addresses the rapidly escalating demand for AI computing power, which currently outpaces the ability to develop the necessary infrastructure.…
Read MoreHow AI is changing developers’ mindsets, not just their code
Generative AI is profoundly altering the landscape of software development, changing not just how developers write code but also their overall approach and mindset toward their work. This transformation extends beyond coding itself into areas like data management, monitoring, and observability, fundamentally reshaping career trajectories for engineers. As AI assists with coding tasks, developers are…
Read MoreGoogle’s SIMA 2 agent uses Gemini to reason and act in virtual world
Google DeepMind has introduced a research preview of SIMA 2, the latest evolution of its generalist AI agent, which incorporates the advanced language and reasoning capabilities of Gemini, Google’s large language model. Unlike its predecessor, SIMA 2 moves beyond just following instructions to truly understanding and interacting dynamically with its environment. The original SIMA was…
Read MoreAI Chat Privacy At Risk—Microsoft Uncovers Whisper Leak Side-Channel Attack
Microsoft has uncovered a privacy vulnerability dubbed Whisper Leak that can inadvertently reveal the subjects you discuss with AI chatbots such as ChatGPT, despite the fact that your conversations are encrypted. This flaw allows observers of your internet connection to potentially deduce whether you are discussing sensitive topics like financial crimes, political issues, or other…
Read MoreSam Altman says OpenAI has $20B ARR and about $1.4 trillion in data center commitments
Throughout 2025, OpenAI has consistently secured multibillion-dollar agreements related to data centers, demonstrating an aggressive expansion strategy. In a detailed statement shared on X, OpenAI’s CEO, Sam Altman, provided clarity on the company’s financial trajectory, projecting an annualized revenue run rate exceeding $20 billion by year-end, with ambitions to scale into the hundreds of billions…
Read MoreAmazon says its AI shopping assistant Rufus is so effective it’s on pace to pull in an extra $10 billion in sales
Amazon has revealed a remarkable estimate regarding the financial impact of its AI-driven shopping assistant, Rufus, projecting that the chatbot will contribute an additional $10 billion in annual sales. This insight was shared by CEO Andy Jassy during the company’s third-quarter earnings call, where he highlighted key metrics showcasing Rufus’s growing importance in shaping customer…
Read MoreAI browsers are a cybersecurity time bomb
Web browsers are becoming increasingly interactive, and this trend accelerated recently with the introduction of advanced AI features by OpenAI and Microsoft, such as ChatGPT Atlas and Edge’s “Copilot Mode.” These new capabilities enable browsers to answer questions, summarize content, and even perform tasks autonomously. While still imperfect, they point toward a future where browsers…
Read MoreDirectors View
By Johan de Villiers. Welcome to our latest quarterly newsletter. In our final newsletter for 2025, I decided to do a bit of research on something called, the “Cargo Cult” from World War II and how that translates into the modern day frenzy of building massive, energy hungry datacentres, fuelled by an over-abundance of AI…
Read MoreChina Dives in on the World’s First Wind-Powered Undersea Data Center
The $226 million project uses ocean breezes and seawater to stay cool. China has completed the first phase of construction of what it claims is the … Read More
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