Microsoft Q3 FY2026 earnings — AI commentary and capex outlook
Microsoft's late-April 2026 earnings reaffirmed an $85B+ FY2026 capex envelope, with Azure AI revenue growth still pacing above 65% YoY. Coverage tuned for Boston, AZ.
6 min read
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AI Guides, Tutorials & News
Step-by-step guides, technical tutorials, and use-case playbooks for building AI voice and chat agents — plus the latest AI news, model releases, funding, and policy developments.
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Code Llama 70B Refresh vs Codestral 25.05 — North Carolina Edition
Meta refreshed Code Llama 70B for the Llama 4 era — here is how it compares to Mistral's Codestral 25.05. Practical context for teams in North Carolina.
7 min read
Bring-Your-Own-Model in Antigravity: Claude, GPT-5.5, Gemini 3
Antigravity supports Claude Opus 4.7, GPT-5.5, and Gemini 3 Pro out of the box — here is how to configure each. Practical context for teams in Ohio.
6 min read
Grok 4's 1M Context Window: Marketing or Real? — Tennessee Edition
Grok 4's 1M context window — independent benchmarks on retrieval accuracy and the cost picture. Practical context for teams in Tennessee. A 2026 builder briefing.
9 min read
Cerebras IPO update — April 2026 timing and pricing range
Cerebras updated its S-1 in April 2026 with revised financials, pointing to a Q2 2026 IPO at a target market cap above $10B if conditions hold.
6 min read
Cognition + Windsurf acquisition integration — April 2026 progress
Cognition's integration of Windsurf assets is largely complete by April 2026, with Devin's IDE experience now anchored on the former Windsurf code editor.
6 min read
CoreWeave aftermarket performance — April 2026 take
By April 2026 CoreWeave shares are trading roughly 60% above its March 2024 IPO price, with Q1 2026 earnings re-rating the AI infrastructure cohort.
6 min read
Databricks IPO speculation — April 2026 update — April 2026 update — Databricks valuation ipo timeline 2026
Databricks valuation ipo timeline 2026: databricks is reportedly targeting an H2 2026 IPO at a valuation above $80B, on the strength of $4B+ ARR and double-digit growth in AI workloads.
6 min read
OpenAI acquisitions and acquihires — April 2026 roundup
April 2026 saw OpenAI complete two small acquisitions and several acquihires across robotics and enterprise agent teams, expanding the post-Stargate hiring spree.
6 min read