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Applied AI·October 12, 2026·1 min read

Katrina Dudley on AI Spending and ROI

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Public market strategists are already pressing on AI ROI, not just AI narrative—capital is starting to differentiate between spend that compounds and spend that doesn’t. If you’re pitching AI initiatives internally, move from “efficiency stories” to concrete unit economics and payback windows this quarter.

Applied AI

Microsoft CEO Satya Nadella wants your PC to become 'an infinite software factory' in final blow to the app store concept — but I'm afraid businesses won't bite the AI apple

If every employee is a Copilot app builder, IT shifts from gatekeeping installs to governing internal “shadow software” at scale. This week, tighten policies and telemetry around Copilot-generated workflows—governance and security will decide whether enterprises actually embrace Nadella’s ‘infinite factory’ vision.

Applied AI

Anthropic researchers say small AI models may be months away from being able to self-replicate on IoT devices like smart ovens and off-brand Android TV boxes

Self-replicating small models on commodity IoT hardware turns every cheap appliance into a potential propagation surface—this is a malware and governance problem, not just a research curiosity. If you ship connected devices or run fleets of them, treat model execution and update paths as critical security perimeters now, not later.