Applied AI by The Information Staff

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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.

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Recent Editions

LinkedIn CEO and Microsoft EVP Ryan Roslansky. Bryan van der Beek/Bloomberg/Getty Images.

LinkedIn’s AI Agent Product Becomes a Surprise Bright Spot for Microsoft

By Aaron Holmes and Laura Bratton · Apr 16, 2026 10:30am PDT · 1 comment

Microsoft has so far seen mixed results in its efforts to sell AI-powered products to businesses, with only around 3% of its Office 365 users paying to use 365 Copilot as of the end of last year. But a seemingly niche AI product released last fall by its subsidiary LinkedIn has taken off as a surprise hit. And I’m told that leaders... Microsoft has so far seen mixed results in its efforts to sell AI-powered products to businesses,...

Praveen Neppalli Naga. Photo by Big Event Media/Getty Images

Uber CTO Shows How Claude Code Can Blow Up AI Budgets

By Laura Bratton · Apr 14, 2026 10:33am PDT · 2 comments

Uber’s surging use of AI coding tools, particularly Anthropic’s Claude Code, has maxed out its full year AI budget just a few months into 2026, according to chief technology officer Praveen Neppalli Naga.“I'm back to the drawing board because the budget I thought I would need is blown away already,” Neppalli Naga said in an interview.Neppalli... Uber’s surging use of AI coding tools, particularly Anthropic’s Claude Code, has maxed out its...

Art by Getty Images.

Even Without Mythos, Researchers Say AI is Getting Scary Good at Hacking

By Aaron Holmes and Laura Bratton · Apr 9, 2026 10:30am PDT · 1 comment

Anthropic says that its new AI model, Mythos, is so good at carrying out cyberattacks that the company has decided not to release the full version of the model publicly—instead, it’s only sharing the model with top tech companies so they can start building up their defenses.But in the meantime, existing AI models—which are already publicly... Anthropic says that its new AI model, Mythos, is so good at carrying out cyberattacks that the...

Art by Clark Miller.

Microsoft’s GitHub Sees Booming Traffic—and Outages—as AI Agents Flood Platform

By Aaron Holmes · Apr 7, 2026 10:30am PDT · 1 comment

Art by Clark Miller.

Microsoft’s GitHub Sees Booming Traffic—and Outages—as AI Agents Flood Platform

By Aaron Holmes · Apr 7, 2026 10:30am PDT · 1 comment

Software developers are using AI agents to crank out more lines of code than is humanly possible, with companies like Meta hosting “tokenmaxxing” contests to see which coders can spin the AI meter the fastest.That trend is leading to a surge in traffic at Microsoft-owned GitHub, which hosts repositories where companies can upload and edit their... Software developers are using AI agents to crank out more lines of code than is humanly possible,...

Art by Getty Images

Anthropic ‘Mythos’ Model Signals New Era of AI Cybersecurity Risks

By Aaron Holmes · Apr 2, 2026 11:37am PDT

The cybersecurity field is buzzing about an upcoming Anthropic AI model that could be used by hackers to “exploit [security] vulnerabilities in ways that far outpace the efforts of defenders,” according to a draft blog post the company mistakenly made public.Anthropic has been briefing cybersecurity researchers and is giving them early access to... The cybersecurity field is buzzing about an upcoming Anthropic AI model that could be used by...

Photo via Getty Images

‘Guardian’ Apps Aim to Stop AI Agents From Going Rogue

By Laura Bratton · Mar 31, 2026 3:28pm PDT

As rogue AI agents cause security problems and product outages even at sophisticated companies such as Meta and Amazon, major firms such as ServiceNow as well as startups are developing new AI to monitor and stop them.The new AI, also known as guardian AI agents, comes in the form of a cloud application and can be laborious to set up. To use a... As rogue AI agents cause security problems and product outages even at sophisticated companies ...

Art by Mike Sullivan

Ozempic Maker Says AI Agents Are Shortening Its Clinical Trials

By Aaron Holmes · Mar 26, 2026 11:00am PDT

In the ultracompetitive world of drug development, getting a new medication on the market as fast as possible can have major business implications. There’s perhaps no better recent example than Novo Nordisk, which has generated nearly $100 billion in sales of weight loss drugs Ozempic and Wegovy while trying to fend off competition from Eli... In the ultracompetitive world of drug development, getting a new medication on the market as fast...

Slack, Workday and LinkedIn Are Resisting Customers’ AI Agents

Slack, Workday and LinkedIn Are Resisting Customers’ AI Agents

By Laura Bratton · Mar 24, 2026 1:24pm PDT · 2 comments

Slack, Workday and LinkedIn Are Resisting Customers’ AI Agents

Slack, Workday and LinkedIn Are Resisting Customers’ AI Agents

By Laura Bratton · Mar 24, 2026 1:24pm PDT · 2 comments

Every day seems to bring new excitement—or in the case of Amazon employees, trepidation—around AI agents that aim to perform any white-collar task involving a computer. Monday night, for instance, Anthropic announced its latest march in this direction with a version of its Claude chatbot that can take over your computer and operate any... Every day seems to bring new excitement—or in the case of Amazon employees, trepidation—around AI...

Art via Getty Images

Cohesity CIO Shows How AI Can Eat Into Revenues of ServiceNow, Splunk

By Aaron Holmes · Mar 19, 2026 12:05pm PDT · 1 comment

The debate over whether AI might replace traditional enterprise apps such as Salesforce, ServiceNow, SAP, and Workday often ignores a more likely near-term scenario: that AI will stop some customers increasing their spending on those apps.Brian Spanswick, chief information officer at data security firm Cohesity, which generates more than $2... The debate over whether AI might replace traditional enterprise apps such as Salesforce,...

Palantir CEO Alex Karp via Getty

Palantir Has What OpenAI and Anthropic Want

By Laura Bratton · Mar 17, 2026 12:50pm PDT · 1 comment

Anthropic and OpenAI have leaned heavily into serving businesses with AI agents that automate white collar tasks and software that helps businesses manage these agents. The two AI developers are even competing to sign up private equity firms to create joint ventures that would sell AI to the PE firms’ portfolio companies, my colleagues... Anthropic and OpenAI have leaned heavily into serving businesses with AI agents that automate...

Oracle Chairman Larry Ellison with former Microsoft chair Bill Gates. Photo via Getty

Oracle’s Answer to the SaaS Slump: Free AI Features

By Kevin McLaughlin · Mar 12, 2026 2:39pm PDT

Investors’ fears that AI could dampen spending on traditional business applications have wreaked havoc on the shares of companies like Salesforce, ServiceNow and Workday. But Oracle executives this week cited how businesses can use Oracle’s AI tools as evidence that Oracle is immune to the so-called Saaspocalpyse. On an earnings call... Investors’ fears that AI could dampen spending on traditional business applications have wreaked...

Judson Althoff, CEO of Microsoft's commercial business. David Paul Morris/Bloomberg via Getty Images.

Microsoft Doubles Down on Seat-Based Pricing For AI

By Aaron Holmes · Mar 10, 2026 10:30am PDT

Judson Althoff, CEO of Microsoft's commercial business. David Paul Morris/Bloomberg via Getty Images.

Microsoft Doubles Down on Seat-Based Pricing For AI

By Aaron Holmes · Mar 10, 2026 10:30am PDT

Microsoft appears to be betting that its tried-and-true subscription pricing model for software is here to stay, even in the era of AI agents that run 24/7, and that customers will be OK with ever-higher prices.Microsoft on Monday announced a new AI subscription bundle that combines Office 365 and with 365 Copilot, a suite of AI tools for... Microsoft appears to be betting that its tried-and-true subscription pricing model for software...

Alibaba headquarters in Hangzhou, China via Getty Images

Alibaba is Moving Faster Than Amazon and OpenAI in AI For Commerce

By Juro Osawa and Qianer Liu · Mar 5, 2026 10:53am PST

Last week, my colleague Qianer tested an AI agent inside Alibaba’s Qwen app, which resembles ChatGPT. She asked to get a ticket to see Pegasus 3, a comedy film about a race car driver that has been topping the Chinese box office. The agent found the nearest theater showing the movie and recommended seats and screening times for later in the day.... Last week, my colleague Qianer tested an AI agent inside Alibaba’s Qwen app, which resembles...

Amazon CEO Andy Jassy. David Paul Morris/Bloomberg via Getty Images.

What OpenAI’s ‘Stateful’ AI is Good For

By Aaron Holmes · Mar 3, 2026 12:10pm PST · 2 comments

OpenAI and Amazon last week said they were developing a new cloud service for a new generation of AI agents, but their description of the service generated confusion among AI buyers. Let’s clear it up.The new AI cloud service aims to help Amazon Web Services customers develop custom AI agents— powered by OpenAI technology—to automate business... OpenAI and Amazon last week said they were developing a new cloud service for a new generation of...

Marc Benioff. Photo by Krisztian Bocsi/ Getty Images

From ‘Parasites’ to ‘SaaSquatch,’ Salesforce and Workday Leaders Take Swipes at AI Rivals

By Kevin McLaughlin and Laura Bratton · Feb 26, 2026 12:38pm PST

Leaders from Salesforce, Workday and Snowflake tried different tactics this week to show they’re benefiting from AI and will emerge as winners—even though their fast-growing AI products aren’t boosting overall revenue growth, fueling concerns known as the SaaSpocalpyse. (See details of their financial results here, here and here.) Some... Leaders from Salesforce, Workday and Snowflake tried different tactics this week to show they’re...

Anthropic CEO Dario Amodei via Getty Images

Anthropic and OpenAI Take Different Stances On Disrupting Software Incumbents

By Laura Bratton, Stephanie Palazzolo and Aaron Holmes · Feb 24, 2026 11:58am PST · 1 comment

Anthropic CEO Dario Amodei via Getty Images

Anthropic and OpenAI Take Different Stances On Disrupting Software Incumbents

By Laura Bratton, Stephanie Palazzolo and Aaron Holmes · Feb 24, 2026 11:58am PST · 1 comment

Anthropic on Tuesday unveiled new details of how businesses could use its Claude Cowork AI software to access and use data stored in enterprise apps, including DocuSign, LegalZoom and Salesforce. Given the recent market jitters about the disruptive impact of AI on these software firms, you’d think the news would have depressed stocks even more.... Anthropic on Tuesday unveiled new details of how businesses could use its Claude Cowork AI...

Art via Shutterstock/Mike Sullivan

How Amazon Tracks Employee AI Usage—and Measures Results

By Catherine Perloff · Feb 19, 2026 11:00am PST

Amazon prides itself on being data obsessed, and its approach to tracking its own employees’ use of AI has been no different. Amazon has been using an internal system called Clarity to track how often employees use AI tools in their work, two people with knowledge of the tracking said. (Clarity also tracks other things about employees, such... Amazon prides itself on being data obsessed, and its approach to tracking its own employees’ use...

Ben McMillan, founder and chief investment officer at IDX Advisors. Photo via YouTube

How One Investment Firm is Using AI to Cut Software Costs

By Kevin McLaughlin · Feb 17, 2026 10:37am PST

Brokerage stocks were among the latest stocks to sell off last week on fears artificial intelligence would replace the financial institutions’ role as investment advisers. While those worries may be overblown, it’s easy to see why traders are skittish. Take the case of IDX Advisors, a Scottsdale, Ariz.-based asset management firm with... Brokerage stocks were among the latest stocks to sell off last week on fears artificial...

Photo by David Paul Morris/ Getty Images

The Looming Battle Over Agent Management Software

By Kevin McLaughlin and Aaron Holmes · Feb 12, 2026 11:05am PST

The next big AI battleground will be centered on software for managing agents, helping businesses handle the growing suite of AI agents they’re using from different providers, as we reported today. On that front, the older enterprise software firms feel they have advantages over OpenAI and Anthropic.That advantage boils down to software firms’... The next big AI battleground will be centered on software for managing agents, helping businesses...

Entire founder Thomas Dohmke. Credit: Mustafa Yalcin/Getty Images

GitHub’s Ex-CEO Bets On a Future in Which Humans No Longer Look at Computer Code

By Aaron Holmes · Feb 10, 2026 10:41am PST

Entire founder Thomas Dohmke. Credit: Mustafa Yalcin/Getty Images

GitHub’s Ex-CEO Bets On a Future in Which Humans No Longer Look at Computer Code

By Aaron Holmes · Feb 10, 2026 10:41am PST

Peter Steinberger, creator of OpenClaw, an AI agent that has taken the developer world by storm, recently made a stunning statement: he doesn’t even look at much of the AI-generated code he uses to make the agent. That could soon become the norm for a majority of people developing applications, said former GitHub CEO Thomas Dohmke. This... Peter Steinberger, creator of OpenClaw, an AI agent that has taken the developer world by storm,...