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TL;DR
OpenAI gave Codex a way to share your work as a live interactive page inside your workspace
Microsoft went all-in at Build with in-house models, an always-on Teams agent, and a quantum chip
X lets you record video reactions with green screen and picture-in-picture directly from the repost button
Nvidia drops its most powerful open-weight model yet with a 1M token context window
Coralogix raised $200M to build monitoring infrastructure for AI agents running in enterprise production
Ollie is the AI family assistant that lives in your group chat and manages your schedule, emails, and to-dos so you don't have to
Local businesses can now build a complete, copy-ready website in one afternoon using Claude Projects
Someone just spent $236,000,000 on a painting. Here’s why it matters for your wallet.
Late last year, a Klimt sold for the highest price ever paid for modern art at auction.
An outlier sure, but it wasn't a fluke. U.S. auction sales grew 23.1% in 2025. The $1-5mm segment even grew 40.8% YoY.
Meanwhile, Apollo’s chief economist Torsten Slok said to expect ‘zero in return in the S&P 500 over the coming decade.’
Each environment is unique, but after dot-com, post war and contemporary art grew about 24% annually for a decade. After 2008, about 11% for 12 years.
It’s also had near-zero correlation with the S&P 500 since ‘95.*
Now, Masterworks lets you invest in shares of artworks featuring legends like Banksy, Basquiat, and Picasso.
$1.3 billion invested across over 500 artworks.
28 sales to date.
Net annualized returns on sold works held 12 months+ like 14.6%, 17.6%, and 17.8%.
Shares can sell quickly, but my subscribers can skip the waitlist:
*Investing involves risk. Past performance is not indicative of future returns. See important Reg A disclosures at masterworks.com/cd.
OPENAI IS TURNING CODEX INTO AN ENTERPRISE WORK PLATFORM
OpenAI is done letting Codex be just a coding tool.
The company just expanded Codex with three new capabilities: Sites, which turns your work into hosted interactive web apps your team can use via URL; Annotations, an in-place editing tool; and six role-specific plugins connecting 62 business applications including Snowflake, Figma, and Salesforce, with 110 automated skills built in.
OpenAI wants Codex to be the default interface for knowledge work, not just software development.
Non-developers now make up 20% of Codex's 5 million weekly users and are adopting the platform three times faster than engineers. Financial analysts, marketers, and operations staff are building in Codex. The vibe coding wave isn't a curiosity anymore. It's showing up in the numbers.
The plugin move is interesting. Instead of replacing your existing tools, Codex connects 62 of them and lets you run everything through one interface. Salesforce, Figma, Snowflake, all from a single prompt. Microsoft and Salesforce tried the same thing with Copilot and Agentforce. Difference is Codex already has 5 million people using it weekly.
The 3x non-developer adoption number is the one SaaS companies should be losing sleep over. The threat isn't engineers building custom replacements for off-the-shelf software. It's everyone else realizing they can do it too.
OUR TAKE
Lovable and Replit built real businesses on the gap between wanting an app and being able to build one. Codex is closing that gap for 5 million weekly users who already live inside OpenAI's ecosystem.
The Sites feature alone doesn't end those platforms. But combined with plugins, non-developer adoption, and OpenAI's distribution, this starts to look less like a product update and more like a land grab.
Anthropic will ship something similar. So will Google. The window for vibe-coding platforms to lock in their user base is getting shorter every week.
We're still cooking. But the kitchen is getting crowded.
QUICK HITS
Microsoft is done playing catch-up: Seven new in-house AI models, its first always-on agent living inside Teams, a quantum chip it used AI to help design, and a new hardware platform built around agents. Microsoft had a full plate at Build 2026. Plus, they're not routing everything through OpenAI anymore.
X just added video reactions to posts: Tap repost and you can now record a video response with green screen, split screen, or picture-in-picture, your face over the content you're reacting to. Available on iOS now. Basically X is going after the reaction video format that's kept YouTube and TikTok creators busy for years.
Nvidia drops its most powerful open model yet: Nemotron 3 Ultra launched today with a 1-million-token context window, meaning agents can chew through an entire codebase in a single pass. Nvidia claims it's up to 5x faster and 30% cheaper than competing open models, and they're releasing the weights and training recipes publicly.
Someone has to watch the AI agents: Coralogix just raised $200M at a $1.6B valuation to build monitoring infrastructure for AI agents in production. The pitch: enterprises are deploying autonomous systems that can move money, update CRMs, and talk to customers without human oversight, and the tools to catch them when they go wrong don't really exist yet.
Renewals stop being a fire drill.
Most churn blindsides the CSM in renewal week. Champion left. Usage dropped. NPS slid months ago.
A colleague in Slack watches the signals around the clock. Your CSMs catch every risk months before renewal.
11,000+ teams use Viktor daily. SOC 2 certified. Your data never trains models.
THE $0 ALTERNATIVE TO HIRING A WEB AGENCY
Use Claude Projects to generate a complete, copy-ready website without writing a single word yourself.
⏱️ 45–60 min | 🔧 Claude Projects, any website builder (Squarespace, Wix, Framer)
Why build this? Most local business owners either don't have a website or have one they can't touch themselves. A decent agency charges $2K–$10K and takes weeks. And even then, you're emailing someone every time you need to change your hours. What do you say? How do you explain what makes you different without sounding like every other business online?
Claude Projects solves both. You load your business context once, and it informs every conversation from there. The copy comes out specific, on-brand, and ready to use.
Steps:
Open Claude and create a new Project for your business
Write your project instructions: business name, what you offer, your vibe, your customer, what sets you apart, and your tone
Attach supporting files like a menu, branding doc, or service list so Claude has full context
Start with the homepage hero: ask for a headline, subheadline, and a short intro paragraph
Work through each section: About, services or menu intro, what to expect, a featured offering, contact or booking block
Get specific as you go. More detail in = better copy out
Pull it all into one doc and hand it to a designer, or build it yourself in any website builder
Expected outcome: A complete website content package written in your business's actual voice. Not "Welcome to our restaurant. We serve food." Real copy, real structure, real personality. And because it lives in a Claude Project, updating it later takes minutes, not a phone call to an agency.
Full tutorial:
TOOL OF THE DAY
The AI family assistant that lives in your group chat
Ollie connects to your calendars, emails, and WhatsApp, then runs quietly in the background handling the mental load most people don't even realize they're carrying.
Overnight, it scans for anything that needs attention: unpaid bills, school deadlines, schedule conflicts. When your spouse's flight gets delayed, Ollie doesn't just tell you. It reschedules your morning Zoom, suggests a closer lunch spot, and reminds you about the permission slip.
If you're a founder who's missed a school pickup because of a 3pm standup, this one's for you.
