- The Information reports ByteDance's H1 2026 net profit declined by a single-digit percentage to $20 billion as it ramped AI investments, while revenue rose ~30% year-over-year to $120 billion driven partly by TikTok international advertising and e-commerce.
- That top-line growth is marginally accelerating from prior years (2025 revenue $200B / +29%, net profit $42B / +27%), and puts ByteDance's revenue pace on par with Meta's.
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Open AI Chat →Satya Nadella sent an internal note urging AI firms to prioritize safety, embrace embedded evaluators, and pace the frontier, warning that companies which rush "risk losing their permission to operate." The memo lands alongside Microsoft's own Humanist AI Code of Conduct opening a six-week public review and aligns Microsoft with Anthropic, OpenAI, and xAI on public messaging — while Nvidia and the White House sit on the other side. Business Insider's newsletter also notes Google has now finally opened Anthropic's Claude to all its engineers.
- Salesforce and AWS announced an expanded collaboration that embeds Salesforce CRM context natively into Amazon Quick, brings AWS frontier agents into Slack, widens zero-copy data access across both platforms, and adds real-time voice interoperability between Agentforce Voice and Amazon Connect.
- Pipeline, account, and service-case data reaches Quick with no migration or custom integration.
- Salesforce unveiled Koa at Dreamforce — its first reasoning model, built on Nvidia's open-weight Nemotron and post-trained jointly for sales, marketing, and customer-support work.
- It was trained on synthetic data simulating service and sales scenarios rather than real customer data, and is positioned inside Agentforce as a cheaper, token-efficient, data-sovereign alternative to Claude and ChatGPT.