Ellison tops Musk, Microsoft hedges bets & more (September 10, 2025)

Good morning,

Today’s lineup mixes big-money power plays with cutting-edge tech breakthroughs. Microsoft hedges its AI bets with Anthropic, Alterego shows off a wearable that feels nearly telepathic, and Nvidia strengthens its hardware moat. Add in Oracle’s historic stock surge making Larry Ellison the world’s richest man, and it’s clear the AI boom is reshaping both boardrooms and labs.

Let's dig in👇

💰 Money Moves

📰 Microsoft to lessen reliance on Open AI by buying AI from rival Anthropic

Microsoft is reportedly moving to lessen its reliance on OpenAI by buying AI from rival Anthropic. The shift signals a strategy to diversify supply chains and reduce dependency on one provider. It also underscores growing competition in the foundation model space as enterprises seek stability and negotiating leverage.

🧠 Alterego’s “near-telepathic” wearable

Boston startup Alterego unveiled a headset that detects subtle jaw and throat movements to interpret silent communication “at the speed of thought.” The demo showed tasks like coding, texting, and direct speech between wearers, all without audible words. It’s a major step toward brain–computer–like interaction, but in wearable form instead of implants.

🚀 Nvidia unveils new GPU designed for long-context inference

Nvidia unveiled a new GPU designed for long-context inference. The product aims to address one of AI’s biggest technical bottlenecks by extending memory capacity. This positions Nvidia to maintain dominance as models get bigger and more complex.

🚀 New Launches

💾 Light-based chip boosts power efficiency of AI tasks 100-fold

Researchers announced a light-based chip that boosts AI power efficiency by 100-fold. This breakthrough could drastically cut costs and energy usage for training and inference. If scaled, it may shift the economics of AI infrastructure and push optical computing into the mainstream.

📢 Larry Ellison Becomes the World’s Richest Person

Larry Ellison, Oracle’s co-founder and executive chairman, has surpassed Elon Musk to claim the title of the world’s richest individual. This dramatic shift followed Oracle’s quarterly earnings announcement, which sent its stock soaring, resulting in an astounding one-day gain of approximately $101 billion in Ellison’s net worth, bringing it to around $393 billion.

📑 Claude gains file creation powers

Anthropic rolled out the ability for Claude to generate spreadsheets, Word docs, PowerPoints, and PDFs directly in chat. The upgrade includes a private compute environment to run code and convert between formats. For office workers, it’s a direct shot at OpenAI’s dominance in productivity AI.

📈 Still Trending from Yesterday

💰 Open AI Launches $50M People-First AI Fund

OpenAI launched a $50M People-First AI Fund to back startups prioritizing ethical and user-centered AI development. The initiative aims to steer AI funding toward companies balancing innovation with responsibility. Over time, this could influence how capital flows in the industry and set a higher bar for what “responsible AI” really means.

🚀 Lilly launches Tune Lab to enhance AI-powered drug discovery

Eli Lilly launched Tune Lab, an AI platform designed to accelerate drug discovery and development. The initiative reflects the pharmaceutical giant’s push to embed AI deeper into R&D workflows. If successful, it could shorten time-to-market for treatments and reshape how drug pipelines are built.

🧰 Tools of the Day

→ Modal Notebooks - High-performance, collaborative GPU notebooks in the cloud
→ BuildKit 2.0 - Build integration tools for MCPs & agents in minutes
→ Seedream 4.0 - A new-generation image creation model from ByteDance

✍️ Prompt of the Day

"Act as my marketing strategist. Review this product landing page [paste text] and identify 3 ways to improve conversion. Suggest headline changes, design tweaks, and CTAs. Format as a concise recommendations list."

⚡ Quick Hits

→ Graphics processing unit market report shows gaming and AI drive global surge.
→ ICS security market driven by AI, IoT, and cyber defense strategies.
→ Oracle's stock skyrockets on AI-driven cloud revenue projections.
→ Gradient AI launched a Risk Management Life Cycle Solution for Group Health

🧾 TLDR

Microsoft’s pivot toward Anthropic, Nvidia’s new GPU, and Google’s playful but data-sensitive AI highlight the mix of competition and trust issues defining today’s market. New launches in healthcare and infrastructure show how AI is embedding across industries, from group health insurance to light-based chips. Energy efficiency breakthroughs and healthcare rivalries make clear the next wave of AI is about scale, control, and trust. The race is only accelerating.

Cheers,
David