The Last Mile Business

The Signal · 2026-07-05

The hard part of AI isn't building it — it's shipping it. Microsoft just committed two and a half billion dollars to a dedicated deployment company, joining Amazon, OpenAI, and Anthropic. The last mile of enterprise AI is now its own industry.

Also today: Midjourney wants three Hollywood studios to disclose their own quiet AI usage.

Alibaba reportedly bans Claude Code, flagging the foreign tool as high-risk software.

Apptronik feeds robot simulation data into DeepMind's Gemini-powered humanoid machines.

Amazon, Google, and Meta report AI-driven emissions spikes as Europe weighs softer targets.

That's today's Signal. Thanks for watching.