Product · Thursday, 6 August 2026 · Issue 66 · 2 stories

Google's Anthropic bet pays off; Intercom's AI PRs cut downtime

Strategy & Growth

Google’s earnings validate Anthropic bet while Amazon justifies AI spend, says Jassy

Ben Thompson shows how Google’s latest earnings proved the Anthropic partnership was a smart hedge, signaling confidence in frontier AI. He also breaks down Andy Jassy’s defense of Amazon’s multi‑billion‑dollar AI capex, arguing the spend is essential to stay competitive. Both firms are betting heavily on the next AI wave.

stratechery.com ↗3 min read at source

Tools & Launches

Intercom auto-approves PRs with AI, slashing downtime 35%

Intercom now lets an AI model auto-approve about one-fifth of its pull requests, using a risk-scoring engine and strict guardrails to keep unsafe changes out of production. The rollout cut downtime from breaking changes by 35% even as they doubled their deployment frequency, proving speed and safety can coexist.

intercom.com ↗8 min read at source

You’re caught up.

That was all 2 stories in the 6 August issue.