The market is still arguing about chatbots. I’m watching who gets paid when AI starts doing the work. I figured a longer post would be better than chat
The past two days sharpened that distinction. Microsoft is turning intelligence into governed enterprise workflows. Google is spending more while Search growth slows. Oracle is spelling out the financing bill. And the reported Marvell–Lumentum talks put another piece of my Optical Cold War thesis in play.
Here’s what we’ll dig into
Where is Microsoft turning intelligence into useful work?
What still needs to go right for ServiceNow and Oracle?
How do optics, power and AI science fit the same trade?
Let’s get into it...
