What AI Agents Actually Cost You
163% over four months, not five, and it measures ads per user-hour, not spend.
Apple’s models were distilled from Gemini — never say Gemini runs on the phone.
The four CEOs did not endorse on one day: Altman and Musk did, Hassabis hedged, Nadella came a day later on two pieces.
The Hawley probe is not bipartisan. One Republican senator’s subcommittee; Blumenthal sent his own letter.
Open
Cold open on Coxon’s resignation, then your standing open. Name the show and yourselves after the story, not before.
News · 6 stories
1 Salesforce in Claude · 2 Claude Docs and Slides · 3 the ad became an agent · 4 nobody is going to train you · 5 the pacing fight · 6 Apple Siri. Close on the dog and the twenty vets. The pacing fight sits at anchor 5, two minutes. All five panel personas cut it from the lead. Story 4, nobody is going to train you, is the Short.
Deep dive · Two prices for the same work
Dreamforce and UNBOUND, same week. Beat 1 the two conferences · 2 Benioff vs Yamini · 3 who named their agents · 4 the pricing card · 5 your Midas demo, Claude window only · 6 pick a lane · 7 takeaway. 23 min. Paste the codename line before the demo.
Funding · Week 42
AI raised $6.11B across 103 companies, 48.5% of all venture dollars. Half of last week, and the drop is backwards: last week was four billion-dollar rounds at 80% of everything, this week has one. Strip them from both weeks and the ordinary market nearly doubled, $2.43B to $4.81B. 71 funded companies became 103. Say “reported” for Anew Labs and Cornelis Networks. Positron is “at least $500 million, and the company says $875 million.” Motive is growth financing, not a round.