Microsoft CEO says as much as 30% of the company’s code is written by AI

30%

As much as 30% of Microsoft’s code is now written by AI software, CEO Satya Nadella said on Tuesday.

Per CNBC, in a conversation with Meta CEO Mark Zuckerberg at the first-ever LlamaCon AI developer conference, Nadella said that “maybe 20%, 30%” of the code inside the company’s repos and some of their projects are now “probably all written” by AI. While Zuckerberg said he didn’t know an exact figure for how much of Meta’s code currently comes from AI, he did outline that, in the next year, “maybe half the development is going to be done by AI, as opposed to people.”

Still, Microsoft, Meta, and other Big Tech companies like Google — whose CEO announced in October that over 25% of Google’s code is written by AI — aren’t alone in the push toward replacing workers with the software. Just this month, both Shopify and Duolingo announced plans to streamline their workforces by going all in on AI.

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Jon Keegan14h

Report: Some of Meta’s new AI models will eventually be open-source

Axios reports that Meta is close to releasing its first new AI models after setting up its “superintelligence” team led by former Scale.AI CEO Alexandr Wang, and some of the models will eventually be released with an open-source license.

Per the report, Meta sees an opportunity to focus on consumers, rather than the lucrative enterprise market that both OpenAI and Anthropic have been focusing on.

Meta had previously embraced open-source AI with its Llama models, with CEO Mark Zuckerberg writing a manifesto declaring open-source AI as “the path forward.” Axios says that Meta will be pursuing more of a hybrid strategy of proprietary and open-source models going forward.

The New York Times previously reported that Meta was delaying the launch of its new AI model because of performance issues.

Scoop: Meta will still open-source AI models — just not all of them

The New York Times previously reported that Meta was delaying the launch of its new AI model because of performance issues.

OpenAI’s plan for an AGI world: AI for all and a 4-day workweek

The company’s policy paper calls for a new social contract that includes AI at the center of everything, which could lower costs and create cures for diseases, but also warned it may upend the public safety net.

Jon Keegan15h

🏠 $2.15M

Jon Keegan17h

The median price for a house in San Francisco is now $2.15 million, jumping 18% from last year. The AI startup boom is pushing what was already one of the most expensive housing markets to dizzying new heights. The median price for condos in the city jumped 27% to reach $1.36 million, according to data from Compass, reported by Bloomberg.

Jon Keegan18h

Report: OpenAI on track to burn $85 billion in 2028, expects profitability by 2030

Anthropic and OpenAI are racing to go public this year, and all eyes are on how long they can sustain burning billions in cash before they achieve something that looks like a viable business.

Investors have seen both companies’ projections, and there’s no sign of slowing down, according to a report from The Wall Street Journal.

OpenAI expects to burn tens of billions per year for the rest of the decade, peaking at $85 billion in 2028, before achieving profitability in 2030, per the report.

Anthropic will also continue to burn cash for years — far less than OpenAI — but it projects that 2026 will be its biggest year of losses. It targets 2029 for profitability, fueled by exploding enterprise revenue.

An Inside Look at OpenAI and Anthropic’s Finances Ahead of Their IPOs

OpenAI expects to burn tens of billions per year for the rest of the decade, peaking at $85 billion in 2028, before achieving profitability in 2030, per the report.

Form Energy iron-air battery system leaving Form Factory 1

Big batteries are the newest answer to Big Tech’s big energy needs

America’s booming energy demand is creating a powerful case for large-scale energy storage.

Patrick Sisson4/2/26

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