Two times/week

Applied AI

By The Information Staff

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.

By providing your email, you agree to The Information’s Privacy Policy

Recent Editions

Dev Rishi, general manager of AI at Rubrik. Photo Credit: Felicis
Applied AI

Rubrik Tests ‘Undo Button’ for Malfunctioning AI Agents

By Kevin McLaughlin · Nov 25, 2025 12:01pm PST
Many chief information officers at large companies are hesitant to put critical parts of their business operations in the hands of AI agents. That’s because when agents go off the rails, the damage can be potentially catastrophic, as one customer of AI coding startup Replit learned this summer after its service deleted the contents of one of his... Many chief information officers at large companies are hesitant to put critical parts of their...
Businesses Still Dream of Using AI to Replace Enterprise Apps
Applied AI

Businesses Still Dream of Using AI to Replace Enterprise Apps

By Kevin McLaughlin and Aaron Holmes · Nov 20, 2025 10:45am PST · 1 comment
We’ve been hearing for years about the theoretical threat AI poses to enterprise software apps like Salesforce, ServiceNow and Workday. While a disaster scenario for these firms hasn’t happened because AI generally isn’t reliable enough to duplicate what they do, some customers are still trying to use the latest AI models to replace those apps... We’ve been hearing for years about the theoretical threat AI poses to enterprise software apps...
Screenshot via Microsoft
Applied AI

Microsoft Wants to Bring Order to Agent Chaos

By · Nov 18, 2025 10:30am PST
As CIOs and IT execs labor to sort through a deluge of identical AI agent products sold by seemingly every enterprise software firm, they’re now being pitched on how to control and direct all these agents from one app. Enter “agent orchestration. As CIOs and IT execs labor to sort through a deluge of identical AI agent products sold by...
Marc Benioff, CEO of Salesforce, speaks during the 2025 Dreamforce conference in San Francisco. Photo by Getty Images
The Real Winners of the Enterprise Software Market’s AI Agent Free-For-All
By Aaron Holmes and Kevin McLaughlin · Nov 13, 2025 10:30am PST
Marc Benioff, CEO of Salesforce, speaks during the 2025 Dreamforce conference in San Francisco. Photo by Getty Images
Applied AI

The Real Winners of the Enterprise Software Market’s AI Agent Free-For-All

By Aaron Holmes and Kevin McLaughlin · Nov 13, 2025 10:30am PST
Something curious has happened in software: Nearly every established seller of enterprise tools started marketing the same general-purpose AI agents that aim to handle everything from drafting emails to customers to resolving IT service tickets. Even old-guard database providers like Snowflake are now in the AI applications game, going head... Something curious has happened in software: Nearly every established seller of enterprise tools...
He Xiaopeng, cofounder and chairman Xpeng, speaks during AI Day. Photo by Getty Images
Applied AI

The Tesla of China Follows Musk in AI Hardware—with More Pragmatism

By Juro Osawa · Nov 11, 2025 10:26am PST · 1 comment
A billionaire CEO of an electric car maker took the stage last week with a humanoid robot prototype and shared ambitious plans to also develop robotaxis and flying cars. It wasn’t Elon Musk, though. A billionaire CEO of an electric car maker took the stage last week with a humanoid robot...
Applied AI Newsletter
A new The Information franchise that will take you inside how businesses are using AI to automate all kinds of work.
By providing your email, you agree to The Information’s Privacy Policy
Trase Systems President Baskar Sridharan. Photo courtesy of Trase Systems
Applied AI

Agents Learn to Haggle Prices with Software Vendors

By Aaron Holmes and Kevin McLaughlin · Nov 6, 2025 10:42am PST
While artificial intelligence agents continue to generate mixed results, depending on how much assistance customers get from their AI vendors, some of them have gained a new skill: negotiating software contracts.Over the past year, data management startup Cribl has been using an AI agent from procurement software startup Zip that reads Cribl’s... While artificial intelligence agents continue to generate mixed results, depending on how much...
Sridar Ramaswamy. Photo by Getty Images
Applied AI

When Good AI Isn’t Good Enough; Snowflake’s AI Agents Arrive

By Aaron Holmes and Amir Efrati · Nov 4, 2025 10:30am PST
Talking to business leaders about AI these days can often feel paradoxical. On one hand, AI is becoming a steady part of company software budgets, especially productivity tools like chatbots and AI coding software that individual employees use. On the other hand, there’s a persistent frustration that AI isn’t living up to the hype when it... Talking to business leaders about AI these days can often feel paradoxical. On one hand, AI...
Amy Hood. Photo by Getty Images
How Microsoft Escaped the AI Margin Squeeze; An FDE Boom
By Aaron Holmes and Kevin McLaughlin · Oct 30, 2025 10:33am PDT
Amy Hood. Photo by Getty Images
Applied AI

How Microsoft Escaped the AI Margin Squeeze; An FDE Boom

By Aaron Holmes and Kevin McLaughlin · Oct 30, 2025 10:33am PDT
Microsoft shared some good and bad news with investors during its quarterly earnings call Wednesday: More customers have been using Microsoft’s suite of AI copilots, but many of them aren’t paying for it. Microsoft said more people are using Copilot Chat, which provides ChatGPT-like features to Office 365 subscribers for free (more advanced... Microsoft shared some good and bad news with investors during its quarterly earnings call...
Photo by Shutterstock
Applied AI

Microsoft’s AI Bundle Gets In Trouble

By Aaron Holmes and Kevin McLaughlin · Oct 28, 2025 10:30am PDT
Microsoft last year got more aggressive about getting people to pay up for artificial intelligence features in its Office productivity suite, such as those that draft emails or summarize documents. It began including AI features by default and raising the baseline price of Office for individual consumers by 30%. The maneuver paid off, as... Microsoft last year got more aggressive about getting people to pay up for artificial...
Airbnb CEO Brian Chesky. Getty Images
Applied AI

Airbnb CEO Throws Subtle Shade at OpenAI; Khosla’s Enterprise AI Fix

By Kevin McLaughlin · Oct 23, 2025 11:12am PDT
Welcome back! At its developer conference earlier this month, OpenAI showed a forthcoming feature that lets ChatGPT users access services from Expedia, Uber and Spotify directly in the chatbot. Some consumer apps might view such a feature as a threat because it bypasses their sites, preventing them from showcasing other products.For his... Welcome back! At its developer conference earlier this month, OpenAI showed a forthcoming...
Applied AI Newsletter
A new The Information franchise that will take you inside how businesses are using AI to automate all kinds of work.
By providing your email, you agree to The Information’s Privacy Policy
Andrej Karpathy. Getty Images
Applied AI

A Reality Check on Agents

By Aaron Holmes · Oct 21, 2025 10:30am PDT · 2 comments
Around the start of this year, executives at artificial intelligence providers like OpenAI and Salesforce said 2025 would be “the year of agents,” making it seem like fully autonomous AI would soon take over human jobs. Since then, Salesforce, Microsoft, SAP and many others pitched roughly seven types of agent to automate white collar tasks in... Around the start of this year, executives at artificial intelligence providers like OpenAI and...
Dell Founder, Chairman and CEO Michael Dell. Photo via Getty Images
What We Learned From Salesforce’s Dreamforce; Using OpenAI and Anthropic For Different Tasks
By Kevin McLaughlin and Jing Yang · Oct 16, 2025 11:06am PDT
Dell Founder, Chairman and CEO Michael Dell. Photo via Getty Images
Applied AI

What We Learned From Salesforce’s Dreamforce; Using OpenAI and Anthropic For Different Tasks

By Kevin McLaughlin and Jing Yang · Oct 16, 2025 11:06am PDT
Welcome back!Salesforce is shifting its artificial intelligence strategy to boost flagging growth as even CEO Marc Benioff this week acknowledged a gap between the technology’s capabilities and corporate customers’ willingness to buy it, Erin and I reported Wednesday. At its annual Dreamforce event for customers in San Francisco, we were... Welcome back!Salesforce is shifting its artificial intelligence strategy to boost flagging growth...
Amazon CEO Andy Jassy. Photo via Getty
Applied AI

Amazon’s Solution to Tough AI Cloud Margins: Non-Nvidia Chips

By Kevin McLaughlin and Laura Mandaro · Oct 14, 2025 10:39am PDT
Welcome back! Salesforce’s annual customer conference Dreamforce is under way, so check back in the coming days for our coverage of the event and what it means for artificial intelligence in enterprises.Now on to today’s column…Last week, our report on the razor-thin gross profit margins Oracle generates from renting out Nvidia chips to AI... Welcome back! Salesforce’s annual customer conference Dreamforce is under way, so check back...
DocuSign CEO Allan Thygesen. Screenshot via YouTube
Applied AI

OpenAI, Software’s Grim Reaper?

By Aaron Holmes and Erin Woo · Oct 9, 2025 10:30am PDT
OpenAI can hardly announce a new product before a chorus of tech pundits declare it will kill a bunch of other applications. In the most recent example, investors in several public software companies went into a panic last week after OpenAI showed a demo of an internal artificial intelligence tool it developed to analyze contracts. The... OpenAI can hardly announce a new product before a chorus of tech pundits declare it will kill a...
OpenAI DevDay 2025. Screenshot via YouTube/OpenAI
Applied AI

OpenAI Makes it Easier to Build Agents—and Harder to Switch Models

By Aaron Holmes · Oct 7, 2025 10:30am PDT · 1 comment
Over the past year, companies have been tinkering with generative artificial intelligence to create customized agents that automate complex tasks, but they’ve gotten mixed results. Now, OpenAI is pushing a new suite of tools to make the assembly of agents easier, and to peel customers away from competitors like Anthropic and Google.OpenAI on... Over the past year, companies have been tinkering with generative artificial intelligence to...
Applied AI Newsletter
A new The Information franchise that will take you inside how businesses are using AI to automate all kinds of work.
By providing your email, you agree to The Information’s Privacy Policy
Photo by Craig Warga
Anthropic Says Its AI Can Clone Enterprise Apps Like Slack
By Aaron Holmes and Kevin McLaughlin · Oct 2, 2025 10:30am PDT · 2 comments
Photo by Craig Warga
Applied AI

Anthropic Says Its AI Can Clone Enterprise Apps Like Slack

By Aaron Holmes and Kevin McLaughlin · Oct 2, 2025 10:30am PDT · 2 comments
When AI coding tools came into vogue in 2023 and 2024, chief information officers salivated at the idea of using them to develop their own versions of Salesforce and Slack and stop paying a fortune for enterprise apps. But the AI wasn’t accurate or consistent enough to do that.Now Anthropic is reawakening these app-replacement dreams. In a... When AI coding tools came into vogue in 2023 and 2024, chief information officers salivated at...
Satya Nadella. Photo via Getty
Applied AI

Microsoft Hopes Anthropic Will Solve Its Copilot Problems

By Aaron Holmes · Sep 30, 2025 10:30am PDT
After AI coding apps like Cursor and Replit popularized “vibe coding,” Microsoft wants to make “vibe working” happen.Microsoft on Monday unveiled Office Agent, which lets people create complex PowerPoint presentations and Excel spreadsheets based on simple written prompts in the Copilot chatbot. After AI coding apps like Cursor and Replit popularized “vibe coding,” Microsoft wants to make “...
Josh Klahr, a product management leader at Snowflake. Art by Clark Miller; YouTube.
Applied AI

Snowflake Tries to End the AI Data-Access Wars

By Amir Efrati and Kevin McLaughlin · Sep 25, 2025 10:44am PDT
Snowflake is reversing an incendiary trend of software incumbents such as Salesforce and Atlassian walling off data in their applications from artificial intelligence startups that threaten them.On Tuesday, Snowflake said a consortium of more than a dozen other enterprise app and database providers—including, ironically, Salesforce—have... Snowflake is reversing an incendiary trend of software incumbents such as Salesforce and...
Workday Chief Technology Officer Peter Bailis. Art by Clark Miller; image via YouTube.
Applied AI

Every Enterprise Software Firm is Selling the Same AI Products

By Amir Efrati and Aaron Holmes · Sep 23, 2025 10:30am PDT · 1 comment
Workday has spent most of its 20-year existence selling applications that businesses use to manage their employees and financial operations. Now, the company is joining the growing list of software incumbents that are competing head-on in ways they didn’t use to, by selling the same artificial intelligence-powered applications.Last week, Workday... Workday has spent most of its 20-year existence selling applications that businesses use to...
Photo via Getty
Studios Say AI Is Finally Good Enough to Design Videogames
By Catherine Perloff and Aaron Holmes · Sep 18, 2025 10:30am PDT
Photo via Getty
Applied AI

Studios Say AI Is Finally Good Enough to Design Videogames

By Catherine Perloff and Aaron Holmes · Sep 18, 2025 10:30am PDT
Without video games, the artificial intelligence boom may not have happened: the Nvidia chips that powered recent AI breakthroughs were originally designed to process video game graphics.Now, game studios are increasingly turning to generative AI to automate the work of developing their games. Without video games, the artificial intelligence boom may not have happened: the Nvidia chips...