
Meta is leveraging AI to accelerate app development, enabling faster testing and innovation, with new apps like Marketplace sellers and a vibe-coded gaming app in the pipeline. The company has faced challenges in creating standalone social apps but is using AI to improve user experience and engagement, particularly through content recommendations and LLMs. Investors are focusing on AI spending and enterprise applications rather than new consumer products, while Meta aims to scale new apps using recommendation systems and LLM-native systems.
Microsoft is simplifying Copilot by combining its consumer and business apps, and dropping AI-generated podcasts, Group Chats, Deep Research, and its Mico character.

Nvidia has a plan to make sure its GPUs won't lose value. It wants to convince a new crop of financiers to keep lending for AI buildouts.

The tech giant has considered a nine-figure budget for the payments, according to the WSJ.
