Two times/week

Applied AI

By Jessica Lessin

Applied AI focuses on deep storytelling and reporting around the application of AI in business and beyond. From how companies drive innovation, support their customers, and foster collaboration with their teams, to how CEOs are applying AI to optimize their organizations.

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Recent Editions

AI Internals
Applied AI

AI Internals

By Ali · Jun 1, 2026 10:03am PDT
All of the big tech companies have long been cash geysers. But the rate at which Nvidia’s cash production has exploded in the past couple of years is on a whole different level than other companies have experienced. And that’s raising questions about how Nvidia will spend its fast-expanding cash pile.Nvidia’s free cash flow has mushroomed from... All of the big tech companies have long been cash geysers. But the rate at which Nvidia’s cash...
Amy Hood, CFO of Microsoft. Photo by Chona Kasinger/Getty Images
Applied AI

Microsoft Pushes Usage-Based Pricing as AI Eats into Cloud Margins

By · Apr 30, 2026 11:59am PDT
Microsoft CEO Satya Nadella said Wednesday that a lot more people were heavily using the company’s AI-powered applications. But his company’s first quarter financial results showed the usage was dragging down profit margins in its cloud unit, prompting Microsoft to effectively boost prices. Microsoft CEO Satya Nadella said Wednesday that a lot more people were heavily using the company’...
Ozempic Maker Says AI Agents Are Shortening Its Clinical Trials
Applied AI

Ozempic Maker Says AI Agents Are Shortening Its Clinical Trials

By Aaron Tilley · Feb 20, 2025 7:25am PST
Hello again, and welcome to this edition of the newsletter.What a year! 2024 toned down some of the AI hype from the previous year, as buyers of AI software began asking when they’d start seeing returns from their purchases. Meanwhile, several well-funded AI developers like Inflection, Adept and Character.AI scrambled to safety in the arms... Hello again, and welcome to this edition of the newsletter.What a year! 2024 toned down some...