Nugget

Tech News · The field notes

Personal Tech — Friday, September 25, 2026

Microsoft overhauls Copilot with Code and Autopilot; Google tests TPUs on a satellite; agentic commerce accelerates; Bessemer closes a $5.75B fund; NYC moves to require kill switches and third-party validation for AI.

Microsoft Copilot overhaul (Sept 25)

  • "Code" tool builds apps/dashboards from natural language (same tech as GitHub Copilot), early access end of month
  • "Autopilot" always-on agent (Scout revamp from June) with its own company-directory identity and user-controlled permissions, private preview end of month
  • Word/Excel/PowerPoint embedded directly in Copilot
  • cost-management features for AI usage
  • Annie Pearl (CVP Copilot Product) quote on enterprise security/compliance/governance.

Google Project Suncatcher (confirmed Sept 24)

  • prototype satellite with Google TPUs launches October 1 aboard SpaceX Falcon 9
  • tests launch resilience, radiation tolerance, thermal management
  • pitch = orbit as answer to AI data center power problem (grids strained Virginia to Ireland)
  • bigger satellite trials in 2027.

Agentic commerce wave (Sept 24)

  • AudioEye — AI agents completed 31% of tasks on least-accessible site vs 96% on accessible version
  • NielsenIQ Agentic Commerce Tracker — 51% of US consumers used an AI shopping tool in past month (20% product recs, 16% personal assistants), up from 42% in May
  • Adobe brings Photoshop/Lightroom/Express/Firefly into Google Gemini, Acrobat into Claude plugin
  • Meta AI Charm (palm-sized, Tamagotchi-like, internal 5G, 2-inch screen, shelves by December) + Shopify partnership for agent checkout
  • Amazon blocked AI from shopping on its site
  • AI topped US app-download rankings.

Funding roundup

  • Bessemer Venture Partners closes $5.75B fund (Sept 24, seed-to-growth, Anthropic/Perplexity backer)
  • Precision Neuroscience $250M (Sept 25, Neuralink alum, non-penetrating brain-computer interface)
  • Numeral $100M (Sept 24, AI sales-tax accountant)
  • Mirendil (ex-Anthropic duo) in talks for $5B valuation three months after $1B seed, still no product.

NYC Council AI bills (Sept 25)

  • mandatory third-party validation to market/sell/deploy AI in the five boroughs
  • kill switches (human override)
  • $25,000 fine per offense
  • first-in-nation whistleblower cash rewards from collected fines
  • Zuckerberg and Altman requested at October 5 hearing
  • Altman spoke at UN Security Council AI meeting Sept 23.

Markets

  • US equity funds $37.6B net inflow, first in five weeks (LSEG Lipper), largest since June 17
  • tech funds $4.89B (biggest since July 29) on AI app-chart momentum
  • Nscale IPO filing at ~$30B valuation vs $14.6B March round — $1.02B net loss on $140.6M revenue (six months to June 30)
  • 30-year Treasury yield hit 22-year high 5.5016% on Fed tightening expectations.

Rapid-fire

  • Xiaomi 18 Pro / Pro Max launched in China (secondary rear displays, Snapdragon 8 Elite Gen 6, India/global teased)
  • Google Chrome student features (Gemini in Chrome works with podcasts/videos/lectures, quiz generation from open tabs)
  • Q.ANT launches open-source SDK for photonic computing (Python/C, compute with light).

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