The Information's TITV Nvidia–Thinking Machines Deal, Tencent Enters China AI Agent Race, Vibe Coding Paradigm Shift
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Mar 10, 2026 Aditya Agarwal, former Dropbox CTO turned investor, reflects on the vibe-coding paradigm shift. Jing Yang, Asia bureau reporter, breaks down Tencent’s push to link WeChat agents to mini programs. Aaron Holmes, Microsoft reporter, covers Office plus Copilot bundling and regulatory risk. Venky Ganesan, Menlo Ventures partner, discusses Nvidia’s Thinking Machines tie-up and broader chip-and-AI deal dynamics.
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2026 Becomes The Year Of Agent Wars
- 2026 is positioned as the year of agents with big players acquiring agent frameworks and talent.
- Venky cites Meta buying Moldbook and Madness as evidence Mark Zuckerberg is doubling down on agentic strategies.
Microsoft Bundles Office With Copilot And Agent Management
- Microsoft bundled Office 365 with Copilot, added Agent 365 and extra security, pricing the package at $99 per seat per month.
- Aaron says Microsoft aims to boost Copilot usage by making AI a core part of Office subscriptions.
Copilot Usage Is Still Low Despite Big Push
- Copilot adoption remains small: Microsoft said about 3% of Office customers pay for Copilot as of January.
- Aaron notes customers worry about seats going unused, driving Microsoft to improve usefulness and introduce Anthropic-style Cowork features.