Welcome back! Markets are starting to push back on AI promises even as the tools creep into more corners of work. One storyline runs through investors staring at rising chip and data center bills, another through a browser that can click and scroll on your behalf, a third through a lab hunting for enough cash to keep training at full speed, and a fourth through a quiet dashboard that turns social chatter into a content pipeline. The shared tension is simple: intelligence is getting more powerful, more automated, and more expensive, and everyone from CFOs to marketing teams has to decide what they are truly willing to hand over.

In today’s Generative AI Newsletter:

  • Microsoft wipes $360B on AI spending fears.

  • Google adds Gemini Auto Browse in Chrome.

  • OpenAI chases $100B from three tech giants.

  • Sprout Social unifies inbox, posting, listening.

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