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Applied AI·July 3, 2026·1 min read

What would be your worst nightmare for Windows? Leaked Microsoft video from 2024 shows what many would regard with pure horror: a Copilot OS

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An internal Copilot-first Windows concept shows how far OS vendors are willing to push assistant integration—even if users recoil. If you build desktop software, assume the OS will keep experimenting with agent overlays and voice-first flows, and design your UX so it degrades gracefully under heavy assistant mediation.

Applied AI

AI infrastructure stocks have overtaken the tech hyperscalers in a shift UBS calls ‘extraordinary’

Public markets are repricing from “own the platform” to “own the picks-and-shovels”—UBS is calling for 600% value creation in AI infra vs 100% for hyperscalers over four years. If you’re an operator, this means more aggressive infra vendors, richer financing options for hardware-heavy plays, and potentially tougher pricing from suppliers who now see themselves as the growth story.