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U.S. Blocks Chip Sales To Chinese Firms

Microsoft adds reasoning agents to Copilot, Sweden announces largest military buildup since the Cold War, and Napster sells for $207M.

Welcome back to your daily memorandum talking tech, business, AI, markets, and more. 🗞️

In today’s edition we are tackling the following:

🚫 U.S. blacklists 50+ Chinese tech firms to curb access to sensitive chip technology.
🧠 Microsoft’s Copilot gains AI agents that handle research and analyze raw data.
🔌 OpenAI adopts a new protocol to give its models live access to workplace tools.
🎵 Napster acquired for $207M with plans to re-launch as a virtual music social platform.
🇹🇷 Mass protests erupt in Turkey following the arrest of Istanbul’s mayor.

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TECH

  • Microsoft Enhances 365 Copilot with 'Deep Reasoning' AI Agents

    • Microsoft unveiled Researcher and Analyst, new AI agents built into its 365 Copilot productivity suite.

    • The researcher performs complex research tasks using OpenAI models and third-party business integrations.

    • The analyst uses Python and o3-mini to interpret raw data, acting like a virtual data scientist at scale.

  • OpenAI Adopts Anthropic's Model Context Protocol (MCP)

    • OpenAI will support MCP, an open-source format allowing AI models to pull real-time data from systems.

    • The protocol enables deeper integration with tools like Notion, Slack, and internal company databases.

    • MCP will soon roll out across OpenAI products, including ChatGPT’s desktop app and enterprise tools.

  • Waze Phases Out Google Assistant on iOS

    • Waze is removing Google Assistant from its iOS app due to persistent bugs and integration issues.

    • It plans to introduce a new voice assistant, potentially powered by Google’s Gemini technology.

    • The Android version will retain Google Assistant support for now, pending further Gemini rollout.

BUSINESS

  • ChatGPT's New AI Image Feature Delayed for Free Users

    • OpenAI CEO Sam Altman announced a delay in rolling out ChatGPT's AI image generation feature to free users due to high demand.

    • The feature, introduced on Tuesday, allows users to create and edit images within ChatGPT using the GPT-4o model.

    • Currently, only subscribers to ChatGPT Pro, Plus, and Teams have access; no timeline was provided for free-tier availability.

  • President Trump Imposes 25% Tariff on Imported Automobiles

    • A 25% tariff will be applied to all foreign cars and light trucks entering the U.S. starting April 2.

    • The White House expects the policy will generate $100B annually and revive American manufacturing.

    • Trade partners including Canada have condemned the move, warning of retaliation and rising prices.

  • Napster Acquired for $207 Million

    • Infinite Reality bought Napster with plans to reinvent it as a music-focused social metaverse platform.

    • The new Napster will blend streaming with virtual shows and fan monetization in immersive spaces.

    • Once a file-sharing disruptor, Napster is now repositioned to lead music innovation once again.

CONTENT

  • David Perell's 'The Ultimate Guide to Writing with AI'

    • Perell explores integrating AI tools into writing workflows to enhance creativity and efficiency.

    • He emphasizes maintaining a personal voice to differentiate human writing from AI-generated content.

    • The guide offers practical strategies for writers to effectively collaborate with AI technologies.

  • a16z Podcast: 'The Top 100 GenAI Products, Ranked and Explained'

    • Andreessen Horowitz's Consumer team discusses the latest 'GenAI 100' list, highlighting leading AI-first web products and mobile apps.

    • The episode examines shifts in the consumer AI landscape, noting emerging trends and standout applications.

    • Insights into user engagement and monetization strategies for AI products are also provided.

  • DoorDash CEO Tony Xu on Building the Future

    • Tony Xu discusses DoorDash's origin, emphasizing customer obsession and overcoming early startup challenges.

    • He highlights the importance of adaptability and resilience in transforming the food delivery industry.

    • Xu shares insights on sustaining growth, fostering innovation, and maintaining a strong company culture.

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WORLD

  • Sweden Plans Largest Military Buildup Since the Cold War

    • Sweden will raise defense spending to 3.5% of GDP, the biggest increase since Cold War tensions.

    • The move aims to strengthen NATO ties and respond to rising threats from Russia in the region.

    • Prime Minister Kristersson emphasized the urgency of building a stronger European defense base.

  • Istanbul Mayor's Arrest Sparks Mass Protests Across Turkey

    • Ekrem Imamoglu’s arrest ignited protests nationwide, with critics calling it a political crackdown.

    • Demonstrators accuse Erdogan of targeting rivals ahead of key elections to retain power longer.

    • The unrest has drawn international concern over democratic backsliding in Turkey’s legal system.

  • Trump Administration Restricts Chinese Tech Firms' Access to U.S. Chips

    • Over 50 Chinese firms were added to a U.S. export blacklist to limit military access to chip technology.

    • The restrictions target companies like Inspur Group to disrupt China's supercomputing and defense aims.

    • U.S. officials say this move protects national security by curbing sensitive tech transfers to China.

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  • Italy Pursues VAT Payments from Meta, X, and LinkedIn

    • Italy is demanding nearly €1 billion in unpaid VAT, arguing platforms offer taxable services in exchange for user data.

    • Meta, X, and LinkedIn are accused of failing to declare VAT on years of user access between 2015 and 2022.

    • If upheld, the ruling could reshape digital tax enforcement and influence policy across the European Union and beyond.

  • Krisp Introduces AI Tool to Convert Accents to American English in Real-Time

    • Krisp’s new Accent Conversion tool modifies a speaker’s voice into American English without changing identity or speech timing.

    • The tool supports 17 Indian dialects and integrates directly into Zoom, Google Meet, and Microsoft Teams video platforms.

    • Users receive 60 minutes per day free, with unlimited usage available under a $15-per-month premium subscription plan.

  • Stephen Curry and Michelle Obama Collaborate on New Sports Drink

    • Steph Curry and Michelle Obama partnered on PLEZi Hydration, a healthier sports drink with reduced sugar and added potassium.

    • The drink is aimed at kids and teens, launching in three flavors and marketed as an alternative to Gatorade.

    • PLEZi sells for $2.29 per bottle and is now available nationwide at Amazon, Walmart, Target, and additional retail stores.

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