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If Microsoft is haunted by AI, should everyone else be nervous too?

Microsoft 'haunted' by AI, OpenAI and NVIDIA’s $100 billion pact, Facebook adds AI dating bot, Meta launches AI Super Pac to influence politics and more.

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Everyday AI
September 23, 2025

Sup y’all! 👋

Ya’ll wanted to hear a #HotTakeTuesday on Microsoft being (reportedly) ‘haunted’ by AI, so we delivered on today’s show.

For tomorrow’s ‘AI at Work on Wednesday’ we’re gonna show you some CRAZY useful features of Google’s new Gemini in Chrome.

But wondering…. what’s your main browser you use?

What is the browser you use most?

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Jordan

P.S. you might wanna go repost today’s show on LinkedIn. Cooked up a goodie bonus for y’all.

Outsmart The Future

Today in Everyday AI
8 minute read

🎙 Daily Podcast Episode: Microsoft is reportedly haunted of not surviving the AI era. What? Give it a watch/read/listen.

🕵️‍♂️ Fresh Finds: Perplexity releases autonomous email agent, Google dev study shows 90% ai usage, AI agent prompt injection problems and more. Read on for Fresh Finds.

🗞 Byte Sized Daily AI News: OpenAI and NVIDIA’s $100 billion pact, Facebook adds AI dating bot, Meta launches AI Super Pac to influence politics and more. Read on for Byte Sized News.

🧠 AI News That Matters: If the company leading AI implementation globally is kinda scared about surviving the AI era, what’s that mean for the rest of us?. Keep reading for that!

↩️ Don’t miss out: Did you miss our last newsletter? We talked about Microsoft CEO says AI might make them irrelevant, Oracle and Meta's $20 billion deal and Gemini rolling out to Chrome and more! Check it here!

If Microsoft is haunted by AI, should everyone else be nervous too? 😯

The headline was kinda shocking

"Satya Nadella is haunted at the prospect of Microsoft not surviving the AI era" 

This was a story in The Verge that detailed an internal Microsoft town hall and its CEO's kinda urgent plea on Microsoft keeping pace. 

But real talk now..... if one of the key companies pushing AI innovation is kinda haunted by keeping up with AI, what's that mean for the rest of us? 

We'll break it down.👇

Also on the pod today:

• Microsoft’s $80B AI bet 💸
• AI agents vs Office software 🤖
• 15,000 layoffs despite profits 📉

It’ll be worth your 37 minutes:

Listen on our site:

Click to listen

Subscribe and listen on your favorite podcast platform

Listen on:

Here’s our favorite AI finds from across the web:

New AI Tool Spotlight – Atla helps you spot errors in your AI agents, SalesTarget.ai helps with B2B outreach, Monologue is effortless voice dictation.

Chinese AI Models — Alibaba released Qwen-3 omni, a multimodal version of Qwen-3.

Software Development — A new Google dev study found 90% AI adoption among software pros.

Email and AI — Perplexity released an autonomous Email Assistant, only available to Max subscribers.

AI Wearables — More details have emerged behind Meta’s kinda disastrous demo of their new AI glasses.

AI and Thinking — Why the next generation is afraid of tinking without AI. 

AI Agents — Notion says it’s boosting defenses against prompt injection after researchers showed a malicious PDF could make its new AI agents leak data.

 

1.OpenAI and Nvidia seal $100B AI buildout pact 🤑

OpenAI and Nvidia struck a $100 billion partnership finalized hours before Sam Altman flew to Abilene, Texas, tying Nvidia’s massive investment and chips to OpenAI’s 10-gigawatt supercomputing push under the Stargate program.

The deal, negotiated without bankers and previewed to President Trump during his recent U.K. state visit, sets Nvidia to invest in ten $10 billion tranches while supplying processors, with the first site expected online in the back half of next year. Microsoft was notified a day before signing and remains a key partner, but OpenAI is hedging across Oracle, SoftBank and others as it weighs building its own cloud and even offering commercial cloud services within a couple of years.

2.Meta adds AI wingman to Facebook Dating 😍

Meta is rolling out an AI-powered “dating assistant” chatbot and a weekly “Meet Cute” match to fight swipe fatigue on Facebook Dating in the US and Canada.

The assistant lets users ask for specific matches like “find me a Brooklyn girl in tech,” polishes profiles, and suggests date ideas, while Meet Cute auto-pairs you once a week using a personalized algorithm with opt-out controls. This move signals Meta’s push to make Facebook feel more culturally relevant after recent product tweaks like turning all videos into reels and tackling spam

3. Meta launches state-level AI super PAC 🏛️

According to Axios, Meta just unveiled the American Technology Excellence Project, a nonfederal super PAC seeded with tens of millions to sway state races as a bulwark against a flood of restrictive tech and AI bills.

Run by GOP strategist Brian Baker and Democratic firm Hilltop Public Solutions, the group will back candidates who support AI advancement, protect U.S. tech leadership, and push parent-centered controls for kids’ online experiences. The timing matters because Congress is gridlocked while states are moving fast, which means the real regulatory battlefield for AI and social platforms is shifting to statehouses.

4. Sam Altman Targets Massive Compute Scale ⚡

According to a new blog post from Sam Altman called Abundant Intelligence, his goal is to ramp AI infrastructure to a factory-like cadence that adds one gigawatt of compute capacity per week, positioning compute as the key bottleneck and primary growth lever for AI. For comparison, right now the Global industry adds ~0.15 GW/week total (7–10 GW for all of 2025).

Altman frames access to smarter AI as an economic driver and potentially a future right, arguing that with enough power AI could tackle breakthroughs like curing cancer or delivering customized tutoring, but that scarcity will force tough choices if capacity lags.

5. Law Schools Fast-Track AI Training �*

According to Reuters, at least eight U.S. law schools have moved quickly this fall to make AI training mandatory for first-year students, signaling that fluency with tools like ChatGPT is shifting from novelty to baseline skill.

Fordham kicked off orientation with a Drake vs. Kendrick case study to stress verification and spot errors, while schools like Arizona State, Case Western, and Quinnipiac launched required modules focused on responsible use and real-world pitfalls. Big firms are not yet requiring AI expertise, but leaders at Ropes & Gray and Cleary Gottlieb say new hires should understand both the tech and its limits, which hints at where hiring expectations are headed.

Microsoft's CEO (reportedly just signaled to employees he’s haunted.

Not by ghosts. 👻

By Digital Equipment Corporation's collapse and Microsoft’s ability to thrive in the AI era.

DEC was the second biggest computing company in the computing world before missing the PC shift in the 90s and pretty much vanishing.

Satya Nadella doesn’t want Microsoft to become the DEC of the AI era. A recent report from The Verge detailed an internal Microsoft town hall meeting, where Nadella reportedly told staff he was haunted at the prospect of Microsoft not surviving the AI era. 

Yeah… that Microsoft. The same Microsoft that currently has a friggin stranglehold on enterprise AI adoption. 

  • So could large buckets of Microsoft’s revenue go out the window because of AI?

  • Or was this just a preemptive PR push to get 220,000+ Microsoft employees to innovate faster after more than 15,000 had recently been laid off? 

  • The message was brutal. Disrupt yourself or someone else will.

We covered it all in-depth on today’s show, so make sure you peep that. But here’s the 101 of what you need to know. 👇

1 – Revenue streams become extinction risks 💀

We broke down exactly how Microsoft makes money during the episode.

40% comes from Azure cloud services. 22% from Office 365 subscriptions. 10% from Windows licenses.

That Office bucket? It's $55 billion annually.

But here's what Nadella hinted to his 220,000ish employees that should terrify every subscription-based business.

AI agents don't need software licenses.

When your agent writes quarterly reports, analyzes spreadsheet data, and drafts email responses, why pay monthly fees for Word, Excel, and PowerPoint?

Might autonomous agents kill the need for software licenses in the future?

The math is brutal. Microsoft's second-biggest revenue stream could shrink dramatically as agents replace human workflows that require those tools.

Try this

Pick your highest-volume daily task that currently requires multiple software applications.

Test whether ChatGPT or Claude can handle that entire workflow from start to finish.

Request it to create your weekly status report, analyze your sales pipeline, or draft those client follow-ups you normally spend two hours crafting.

Time both approaches and compare the quality. You'll understand exactly why subscription revenue models are facing existential threats.

2 –  Small teams demolish enterprise advantages ⚡

Here's the insight that should keep every Fortune 500 executive awake.

More salespeople meant more revenue. Bigger marketing budgets meant better reach. Larger development teams meant faster delivery.

Not anymore.

We explained how small teams with proper AI orchestration can now outmaneuver massive corporations because they pivot instantly while big organizations take months to change direction.

Nadella knows this reality. That's why he's forcing cultural transformation alongside the $80 billion technology investment.

90% of Fortune 500 companies are already using Microsoft's Copilot Studio to build autonomous agents.

230,000 organizations have adopted it.

But the companies actually winning? They've built small, autonomous teams that can deploy AI solutions without corporate approval processes.

Try this

Form a three-person team this week to tackle one specific business challenge using only AI tools.

Give them complete autonomy to choose their technology stack without requiring IT department approval.

Set a 30-day deadline to deliver results that normally take your traditional teams 90 days to complete.

Compare the output quality, delivery speed, and total cost. This experiment reveals exactly why enterprise advantages are disappearing and why agility beats size.

3 – Cannibalize profits before competitors do 🔥

Nadella's town hall message wasn't actually about survival fear.

It was strategic.

He's using existential threat language to force a 228,000-employee organization to disrupt its own profitable operations before competitors do it for them.

The Digital Equipment Corporation example was deliberate. DEC was the second-largest computing company before completely missing the personal computer transition.

They went from industry leader to bankruptcy in a hot second.

But their laid-off engineers? They helped build the team that created Microsoft's Windows NT operating system.

Nadella is essentially telling Microsoft employees that comfortable, profitable businesses become extinct when they ignore transformational shifts.

And that Microsoft employees need to start cannibalizing their own profitable, yet slow-moving ships before competitors gobble them up.

The threat is real. Apparently even for the second largest company in the world.

Try this

Identify your three most profitable business processes that could theoretically be replaced by AI agents within 24 months.

Don't sugarcoat this exercise.

Create specific pilot programs to test AI-powered alternatives to those profitable workflows, even if it means potentially reducing short-term revenue.

Launch these pilots this quarter, not next year. The goal is disrupting yourself before market forces or competitors do it for you.

Bonus Content 👇

We put together ‘A Leader’s Guide to Surviving AI’ with more actionable and practical insights.

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