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Welcome to The AI Report — the #1 AI newsletter for business leaders.

You don’t need to be technical. Just informed.

• 1. 👨‍🏫 Get expert analysis on the rise of AI with IBM
• 2. ⚡️ Google challenges AWS agents
• 3. 💼 Your Business Briefing
• 4. 💸 Turn every signup into revenue with Brew.new
• 5. ✍️ Today’s Policy Corner
• 6. 🗞️ The News Bulletin

Are you ready to launch AI transformation for your company?

TOGETHER WITH IBM

‘Where are our returns on AI?’

For many companies, AI’s arrival has disrupted long-term plans. Multiple studies suggest that only a small minority of organizations are capturing meaningful value at scale.

As investment rises, boards and executives are increasingly asking why—and what can be done.

Expert analysis reveals problems and solutions, including:

 Rethinking: Adopt AI as a companywide effort.
 Accountability: Consolidate ownership and responsibility across the C-suite.
 Translation: Address the perception-versus-reality divide among management levels.
 Collaboration: Recognize 5 distinct executive agendas that might collide.

Latest in AI

Google challenges AWS agents

🚨 Our Report

Google has introduced Agent Executor, an open source runtime designed to help enterprises run AI agents reliably at scale. The release reflects a broader shift from building agent prototypes to tackling the operational challenges of putting them into production.

🔓 Key Points

• The runtime supports long-running workflows that resume after outages or human approvals, plus secure sandboxing and connection recovery that preserves execution state during interruptions.

• Agent Executor introduces "trajectory branching," letting developers test alternate execution paths from saved checkpoints without losing prior context for easier debugging.

• Analysts say durability, orchestration, and resumability are the real blockers for enterprise agents. One SRE at Broadcom noted that existing frameworks like LangChain and AutoGen "fall apart in production" once agents run for hours.

🔐 Relevance

For enterprises, this addresses a gap between agent demos and deployable workflows. Google is not alone in this race: Microsoft (AutoGen) and AWS (Bedrock AgentCore) are pushing similar interoperable frameworks. Analysts note the strategy mirrors Google's Kubernetes playbook from a decade ago: release the runtime for free, drive consumption through cloud services and managed agents.

The AI Report Podcast

Inside the Rise of AI Employees and Autonomous Workforces | Swati Trehan

The AI Executive's Pass is live

Most business leaders are already paying for 4–6 AI tools they found separately, at full price, with no coordination between them. The AI Executive's Pass is the fix.

$11,000+ in tools and resources built for executives actually implementing AI — not just reading about it.

Inside: Notion, beehiiv, ListKit, Make.com, Paperform, Intercom, a private GPT training session, and a LinkedIn growth consult.

Are you ready to launch AI transformation for your company?

THE BUSINESS BRIEFING: FINANCE (powered by Upscaile)

Kogan.com (major Australian retailer, $809M annual gross sales) struggled with a catalog problem most search platforms can't solve: 16 million products across 20+ categories, thousands of marketplace sellers adding and removing inventory daily, and a search engine that couldn't tell the difference between "case" in electronics (phone case), furniture (display case), and beauty (makeup case). Long-tail queries representing significant revenue went unfulfilled. New products sat invisible until they accumulated click history.

Tool used: Marqo -- AI search platform that trains a dedicated model on your full catalog to understand product relationships and shopper intent from day one.

Result: $10.1M in incremental revenue from search alone. New products rank on merit immediately without waiting for behavioral data. Long-tail queries handled automatically across all categories.

The lesson: Dedicated AI trained on your specific catalog outperforms behavioral-only systems at enterprise scale. The larger and more complex the catalog, the bigger the cold-start problem for systems that rely on click history.

Steal this: Audit how long new products take to surface in search results this week. If you're waiting for clicks to build ranking signals, that's revenue sitting invisible while the AI learns.

TOGETHER WITH BREW.NEW

Turn Every Signup into Revenue with Beautiful, On-brand Email Sequences 🚀

You're signing up new users but not welcoming, educating, or nurturing them. Your emails are outdated, off-brand, and new campaigns take 8 days on average to execute. You're leaving money on the table.

Brew.new solves this. Describe your campaign and its AI builds the entire sequence in seconds, welcome flows, drip campaigns, newsletters, multiple on-brand variants, pulled automatically from your website and Figma. Renders perfectly across Gmail, Outlook, and Apple Mail every time.

Your team stays in control. The AI does the heavy lifting.

• Agent-native: Claude, Lovable, and Replit work with it out of the box

• Pushes to Klaviyo, HubSpot & more

THE POLICY CORNER

EEOC moves to eliminate federal EEO-1 workforce reporting — but state obligations still apply.

The Equal Employment Opportunity Commission has submitted a proposal to rescind long-standing federal EEO reporting requirements, including the EEO-1 framework that requires employers with 100+ employees to submit annual demographic workforce data. The proposal now enters Administrative Procedure Act rulemaking, which includes public comment, OIRA review, and potential legal challenges. Current obligations remain in effect unless formally rescinded — the EEOC has not announced 2026 filing dates yet, and 2025's deadline was June 24.

Deadline: Current rules remain active until formal rescission completes. Timing uncertain, could take months or face court challenge.

Your move: Don't dismantle demographic data collection yet. Confirm state obligations with counsel, preserve EEO-1 readiness, and monitor Federal Register for public comment window.

AI News

• 💸 DeepSeek cuts V4-Pro pricing by 75%: Flagship model now costs $0.003625 per million tokens (down from $0.0145), escalating AI pricing war and pressuring OpenAI, Anthropic, and Google to respond. FULL STORY

• 🔐 SailPoint partners with Anthropic on enterprise AI security: Integration uses Claude Compliance API to govern AI agents alongside human identities, addressing non-human identity risks as autonomous systems gain operational responsibility. FULL STORY

• 🖼️ OpenAI launches free AI image verification tool: New system uses Google's SynthID watermarking and C2PA authentication to identify AI-generated visuals, addressing deepfake concerns as synthetic media becomes harder to distinguish. FULL STORY

• 📈 Goldman Sachs forecasts AI agents drive 24x token surge by 2030: Research predicts agentic AI will reach 120 quadrillion tokens monthly, with 12% of knowledge workers using agents by 2030 (rising to 37% by 2040). FULL STORY

Trending AI Tools (Sponsored by the AI Executive’s Pass)

A curated look at the AI tools quietly transforming how teams work.

1. Gamma* — Create stunning presentations and websites from a single prompt, no design skills required

2. Jobright is an AI job search assistant for personalized matches and resume optimization

3. SEOCHATBOT is an AI-driven SEO chatbot providing expert insights and advice efficiently

^{*indicates a sponsored tool, if any}

⚡️ Why pay for 4–6 separate AI tools at full price when the AI Executive’s Pass fixes that?

The Money: AI goes vertical in customer ops

Two enterprise deals this week signal capital flowing toward sector-specific AI applications over horizontal infrastructure. As model commoditization accelerates, investors are betting on domain-embedded solutions that deliver measurable ROI.

Deals to know:

• secondz digital (Series A, ¥300M) -- AI brand agent platform for enterprise sales transformation. Built AEO/GEO optimization across ChatGPT, Copilot, Google AI Mode. Investors: JAFCO Group, Sumisho Venture Partners

• Scapia (Growth, $63M) -- Travel fintech with AI-first product dev. 7x customer growth, 8x booking growth tier-2/3 cities. Investors: General Catalyst, Peak XV Partners, Z47

Signal: Smart money backing AI that automates high-frequency enterprise workflows, not general-purpose chatbots. Vertical integration wins.

Refer a Friend

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Until next time, Arturo and Liam.

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