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Salesforce posts strong results and bullish guidance as it looks forward to buying Informatica

  • Salesforce delivered a solid earnings and revenue beat following the announcement of acquiring Informatica for $8 billion.
  • The company reported a profit of $2.58 per share, surpassing analyst estimates, with revenue reaching $9.83 billion.
  • Investors reacted minimally to the news, with the stock rising only slightly in after-hours trading.
  • The acquisition of Informatica indicates Salesforce's return to active acquisitions, following their previous significant cost reductions.
  • Informatica, known for its ETL platforms, will enhance Salesforce's data integration and governance capabilities.
  • Salesforce sees potential in leveraging Informatica's expertise for AI agents that require extensive data.
  • Analysts express optimism about the acquisition, highlighting Informatica's margin improvements and potential value to Salesforce.
  • However, concerns are raised about Salesforce's historical challenges in fully integrating acquired companies with its platforms.
  • Salesforce introduced AgentExchange marketplace and Agentforce agents, focusing on AI innovation and operational efficiency.
  • Salesforce raised its guidance for the quarter and full year, expecting earnings between $2.76 and $2.78 per share and revenue of $10.11 to $10.16 billion for the quarter.

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Apple’s Logic Pro for iPad and Mac can now capture your performances even when you forget to hit record

  • Apple has released a significant upgrade to Logic Pro for Mac and iPad with features like Flashback Capture that automatically records performances.
  • Flashback Capture, previously known as Capture Recording, saves your performance even if you forget to hit record, capturing your brilliance before you press record.
  • Stem Splitter in Logic Pro gains enhanced functionality allowing separation of vocals, bass, drums, piano, and guitar into individual tracks for better audio fidelity.
  • Logic Pro introduces Writing Tools integration in Notepad, offering access to Apple's models or ChatGPT to assist in lyric writing.
  • New sound packs like Magnetic Imperfections, Tosin Abasi, and Dancefloor Rush are added for Mac and iPad versions of Logic Pro, providing alchemy patches and themed loops.
  • Learn MIDI arrives on Logic Pro for iPad to simplify assigning functions to physical controls, aiding users in handling MIDI devices with ease.
  • The updates are available in Logic Pro 11.2 for Mac and Logic Pro 2.2 for iPad, with features like Flashback Capture, improved Stem Splitter, Writing Tools integration, and new sound packs.
  • Apple maintains the pricing for Logic Pro, offering new features for free to existing users and providing trial options for interested customers.
  • Logic Pro for Mac is a one-time purchase at $199.99, while Logic Pro for iPad is available at $5.99 monthly or $49.99 annually.
  • Apple plans to launch a gaming hub for Mac, iPhone, and iPad, in addition to celebrating Disneyland's 70th anniversary with new offerings like MagicBand+ and LED spectacles.

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How to create custom Azure DevOps Pipelines that autoscale with Virtual Machine Scale Sets (VMSS)

  • Using custom pipelines in Azure DevOps can overcome limitations of Microsoft-hosted pipelines, such as accessing private networks and disk size restrictions.
  • Utilizing Virtual Machine Scale Sets (VMSS) allows for scalable deployment of identical virtual machines in Azure Pipelines.
  • By creating a custom VM image using Packer and Azure CLI, you can include specific tools like Azure CLI not available in base images.
  • Steps to create a VM image include defining VM details in Packer, installing required tools, and deprovisioning to maintain a clean state.
  • Creating the VMSS involves specifying image, resource group, VM size, and authentication type using Azure CLI commands.
  • Service principal creation is necessary to manage VMSS in Azure DevOps, granting Contributor role and configuring service connection.
  • Configure VMSS to access Azure Key Vault by assigning Key Vault Administrator role, disabling public access, and attaching to VMSS network.
  • The process can be automated using Azure DevOps pipelines, ensuring efficient resource usage and access control.
  • Additional references are provided for detailed guides on building VM images with Packer, installing Azure CLI, and creating service connections.
  • Overall, custom pipelines and VMSS integration offer more control and scalability in Azure DevOps for unique project requirements.

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Apple might be about to make a major change to how it names its operating systems

  • Apple is rumored to change how it numbers its operating systems by matching them with the year - for example, iOS 26 instead of iOS 19.
  • The change in naming convention will apply to iPadOS, macOS, watchOS, tvOS, and visionOS as well.
  • The new naming convention aims to bring uniformity and clarity to Apple's branding and may coincide with a design refresh codenamed 'solarium.'
  • This change in operating system naming reflects a trend of tech companies making significant shifts in their naming conventions.

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C3 AI stock surges after earnings and revenue exceed expectations

  • C3.ai stock surged over 12% in late trading after beating earnings and revenue expectations.
  • For the fiscal year 2025 Q4, C3 AI reported an adjusted loss of 16 cents per share on revenue of $108.7 million, surpassing analysts' expectations.
  • The quarter saw subscription revenue of $87.3 million and total revenue from subscription and prioritized engineering services of $104.4 million.
  • C3 AI renewed and expanded its joint venture with Baker Hughes and strengthened partnerships with Microsoft and McKinsey & Co., projecting revenue of $100-109 million for Q1 FY 2026.

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Telegram gets some AI integration but you may not love the source

  • Telegram is integrating xAI's Grok chatbot into its app for an estimated $300 million deal, where Grok will be accessible to all users, offering a snarkier and unhinged interaction experience.
  • Grok will be embedded in various chat features like pinned chats, search bar, message writing, summarizing group chats, creating stickers, answering trivia, and moderating community groups.
  • Elon Musk's AI company signed the deal with Telegram, giving 50% revenue from Grok subscriptions sold through the app. This strategic move is seen as a response to Meta AI's integration with Facebook, Instagram, and WhatsApp.
  • Privacy concerns and data ownership questions arise as Grok absorbs real-time interaction data from Telegram users. The potential for data-driven development through user interactions could prove valuable for xAI's Grok despite privacy implications.

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Cloud Computing In 2025 Is Broken

  • Cloud platforms built for a world where software was big and slow are now facing challenges with the rise of AI enabling rapid development of ephemeral services like scripts and bots.
  • Current cloud economics have not evolved to support the new wave of AI-first developers, where costs explode when launching multiple tools due to per-app or per-service charges.
  • While some platforms are adapting by introducing usage-based billing, challenges persist in aligning pricing models with the way AI-first developers work.
  • Serverless architecture, although ideal on paper, presents complexities in practice, especially for solo developers creating AI-generated tools nightly.
  • The shift in building software now emphasizes cheap creation, fast disposal, and minimal infrastructure understanding, distinct from past trends like microservices hype.
  • Builders today seek a hosting solution that bridges the gap between fragmented serverless options, expensive PaaS models, and manual self-hosting processes.
  • Proposing a model where users pay for capacity rather than per app could revolutionize the cloud hosting landscape, incentivizing creativity and lowering costs.
  • The divergence between VC-backed platforms focusing on high revenue and vibecoders prioritizing innovative, rapid development calls for a fundamental shift in hosting pricing and strategies.
  • As software evolves into a swarm of disposable tools, hosting models must adapt to support this new era of development to stay relevant and accommodate chaotic creativity.
  • The call is made to change how hosting is priced and perceived to align with the needs of modern developers who value creativity, experimentation, and rapid deployment.
  • The evolution in software development signifies a shift from traditional app-centric models to a more dynamic and agile approach, highlighting the necessity for hosting services to keep pace with this transformation.

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Google Cloud rolls out new BigLake and BigQuery features to ease analytics projects

  • Google Cloud introduced new features for its BigLake and BigQuery services to facilitate analytics projects.
  • The updates center around Apache Iceberg, enhancing data organization, query efficiency, and SQL support.
  • BigLake now allows easier data loading from external sources, improved integration with other Google Cloud services, and enhanced cybersecurity measures.
  • BigQuery is getting a set of features under the BigQuery advanced runtime to speed up user queries, including data pruning and vectorization for faster operations.

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Microsoft wants to simplify all Windows updates, and it could make everyone’s life easier

  • Microsoft is aiming to simplify software updates by having Windows 11 manage all app updates through Windows Update.
  • This initiative, primarily for businesses initially, is expected to eventually benefit consumers as well.
  • Developers are encouraged to integrate their apps with Microsoft's unified delivery platform for updates.
  • The plan is for Windows Update to handle all software updates in the future.
  • A private preview of the new update system is commencing for app developers to prepare their software.
  • The introduction of a Windows-native update platform aims to simplify obtaining all updates from one source.
  • App developers will be able to utilize Windows Update to deliver patches for their software along with Windows 11 updates.
  • Users can expect a history of all updates on their PC and more control over update timings with this centralized approach.
  • The convenience of consolidating updates under Windows Update could lead to better software update management.
  • There might be concerns about app support if developers choose not to adopt Microsoft's new platform for updates.

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Nvidia RTX 5050 GPU spotted in Acer gaming laptops, so it could arrive soon – but I’m becoming more doubtful about a desktop variant

  • Acer accidentally listed RTX 5050 GPUs in some gaming laptops, revealing power usage and clock speeds.
  • Details from the leak by Acer gave insights into the upcoming Nvidia RTX 5050 mobile GPU.
  • Specs of the laptop graphics card have been teased through various leaks and rumors.
  • The RTX 5050 was mentioned in Acer's Predator and Nitro gaming laptops before listings were removed.
  • Acer's leaked specs include power options ranging from 50W to 100W with varying clock speeds.
  • The RTX 5050 is expected to offer an 'Acer OC' boost and up to 115W power in overclocked mode.
  • Rumors suggest the RTX 5050 may come with GDDR7 VRAM and an entry-level 8GB configuration.
  • Speculations hint at an imminent laptop release of the Nvidia RTX 5050, possibly in Q2.
  • Concerns rise over the absence of updates on a desktop variant of the RTX 5050, indicating uncertainty.
  • It remains unclear whether Nvidia will introduce a budget-friendly desktop GPU based on the RTX 5050.

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Memory for the machine: How vector databases power the next generation of AI assistants

  • Aquant Inc. used a vector database, Pinecone, to ground its AI models with real-time knowledge for its AI-powered platform.
  • Vector databases act as a semantic memory for AI, enabling assistants to understand context and intent, making them critical for modern AI applications.
  • They allow for real-time search in vast data collections, aiding in interpreting human conversations and surfacing insights from unstructured data.
  • Vector databases have become essential for AI agents by providing situational awareness and on-demand memory for decision-making.
  • Their roots lie in similarity search, using multidimensional data to understand subject matter, such as text, images, or audio.
  • The vector database market is growing rapidly, projected to reach $10.6 billion by 2032, driven by the demand for AI-driven applications across industries.
  • Enterprises are adopting vector databases to support AI assistants, and are exploring their use in indexing images, audio, and video for multimodal AI applications.
  • Vector databases are being used to facilitate structured knowledge graphs for intelligent querying, aiding in different industries like finance and document processing.
  • They are crucial for AI agents to have access to real-time data for accurate responses, and are evolving to support multi-agent systems for autonomous decision-making.
  • Major providers are integrating vector databases with existing technologies, opening up new possibilities for AI applications across various domains.

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Layering Approach (Lambda)

  • Lambda Layers offer a way to distribute libraries and dependencies for AWS Lambda functions, reducing the need to include everything in the function's zip file.
  • Using YAML in AWS SAM, developers can define Lambda Layers in a structured manner within template.yaml, enhancing reusability and performance.
  • Benefits of Layering include reusability across functions, smaller deployment sizes, faster CI/CD processes, and improved security through easier patching.
  • Drawbacks of Layering involve size and layer limits, versioning challenges, potential latency increases during cold starts, and difficulties in debugging layers when issues arise.

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Someone just built the world's smallest working Mac – and at this price, I desperately want one

  • 1-bit Rainbow has created the world's smallest working Mac called Pico-Mac-Nano, featuring a two-inch display and powered by a Pico Zero Raspberry Pi.
  • The tiny computer is a 3D printed replica of the classic Macintosh from the 1980s, runs the MicroMac 128K emulator, and is available for purchase fully assembled for just $59.
  • For those interested, 1-bit Rainbow also offers 3D printing files to create your own case and assemble it with a regular Pico Raspberry Pi at a lower cost.
  • There is a Collectors Edition available for $78 that comes packaged in a small-scale replica of Apple's original 'Picasso' Macintosh box.

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xAI Pays Telegram $300m To Deploy Its Grok AI Chatbot

  • xElon Musk's xAI is paying Telegram $300 million to introduce its AI chatbot Grok to users.
  • Telegram will receive $300 million in cash and equity from xAI, along with 50% of revenue from xAI subscriptions sold via Telegram.
  • This partnership strengthens Telegram's financial position and provides access to xAI's technology for its billion+ users.
  • Despite the deal, Telegram is facing privacy concerns and operational challenges, including an ongoing French investigation into criminal activities on its platform.

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Google Photos just got a new AI editor – and it brings the Pixel's best tricks to your Android or iOS phone

  • Google Photos is celebrating its 10th birthday with a redesigned photo editor and new AI-powered features.
  • The editor revamp includes suggested enhancements, AI-powered tools like Auto Frame and Reimagine, previously exclusive to Pixel phones, now available to all.
  • Users can change specific areas of photos, alter the sky using the Reimagine tool, and the redesigned editor will roll out to Android next month and iOS later this year.
  • In addition to the editor update, Google Photos now allows easier sharing via QR codes and offers tips like using natural language in searches; Google Photos has more than 9 trillion photos stored and over 1.5 billion monthly users.

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