Edge Gets an AI Makeover, Musk Goes Chip Shopping, and IMAX Meets AI Cinema

Somewhere between Copilot buttons and IMAX premieres, it’s starting to feel like the AI wave is no longer knocking, it's barging in with popcorn and a GPU wishlist.

In today’s briefing:

• Microsoft gives Edge an AI brain transplant

• Elon Musk drops $16.5B on Samsung’s chip division

• China's new model boasts costs even DeepSeek can’t match

• And AI-made movies are hitting the big screen (yes, that one)

Let’s dive in.

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Microsoft Edge Gets It's Edge

Microsoft just rolled out Copilot+ Mode, a major AI upgrade that embeds large language model capabilities directly into Edge’s core experience. This is an AI copilot that knows what you're doing, what’s on your screen, and predicts what you probably need next.

Here’s what that looks like in practice:

• Context-aware intelligence: Reading a PDF? Copilot summarizes it. Inside Salesforce? It can pull out next steps or help draft a follow-up. Browsing competitor sites? It’ll flag pricing differences and drop them into a table, without switching tabs.

• Split-screen functionality: You can pin the Copilot panel alongside your browser window, effectively turning Edge into a dual-monitor assistant without the hardware.

• Seamless multi-app integration: Because it’s tied into Microsoft’s ecosystem, Copilot pulls in signals from Outlook, Teams, OneDrive, and Word to offer personalized, cross-platform recommendations.

For enterprise teams, it’s Microsoft’s clearest move yet to make the browser your next-gen productivity operating system.

And unlike standalone AI tools that require context uploads or APIs, Edge Copilot’s value lies in proximity. It’s there as you work; watching, parsing, and supporting in real time.

Enterprise impact:

• Fewer workflow disruptions: Instead of switching from doc to chat to task manager, teams stay focused while AI handles the busywork. Legal, finance, dev, and ops teams could cut down on manual cross-referencing across docs and dashboards.

• Deeper M365 lock-in: Microsoft is selling an end-to-end Copilot-first environment that makes alternatives harder to justify, pitting Microsoft Edge against Arc, Opera’s Aria, and Perplexity’s sidekick tab features.

• Browser-as-platform shift: Copilot now sits at every major Microsoft entry point: Windows, Office, Teams, and Edge. That’s vertical AI integration with a capital V. Meaning Edge is no longer a container for apps, it is the interface.

Whether it actually wins back Chrome defectors is TBD. But one thing’s clear: the “AI browser” isn’t a gimmick. Microsoft is redefining the interface of knowledge work. And rather than talking about productivity upticks we typically associate with AI implementation, this is more about full platform control.

News Roundup

Musk drops $16.5B on Samsung’s chip division
Tesla’s mega-deal with Samsung plants a new AI chip facility in Texas. This move tightens Elon’s control over the AI supply chain, especially as xAI trains larger models for full self-driving.
→ The Guardian

China’s new open-source model undercuts DeepSeek
A new LLM from Tsinghua University’s tech lab claims to be “ultra-cheap” to run, targeting inference costs below 50% of DeepSeek’s. Cost competition in open-source AI just got even more brutal.
→ CNBC

Runway’s AI film fest goes IMAX
AI-made short films from Runway’s AI Film Festival are hitting IMAX screens nationwide this fall. Expect surreal visuals, wonky plots, and very confused popcorn-munchers.
→ Forbes

TL;DR:

• Microsoft Edge launches Copilot+ Mode: The AI browser wars have officially begun.

• Tesla buys Samsung’s chip biz for $16.5B: A Texas AI factory is coming.

• China’s newest model claims sub-DeepSeek cost per inference.

• AI movies are going mainstream—with IMAX showings this fall.

Microsoft wants to turn Edge into your enterprise’s control tower. Meanwhile, Musk’s building the hardware runway, and China’s carving out the bargain aisle in the model market.

Translation: AI is already everywhere.

Stay sharp,

Cat Valverde
Founder, Enterprise AI Solutions
Navigating Tomorrow’s Tech Landscape Together