Kim Kahn

Good afternoon.

Today is Monday, December 22nd, and I'm your host, Kim Kahn.

Our top story so far.

Looks like AI is improving CEO productivity.

Microsoft Chief Executive Satya Nadella is getting very hands-on in the AI race.

The information reports he's now highly active in an internal Teams channel for roughly 100 of Microsoft's top technical staff, posting frequently when he thinks AI products are falling short.

He also runs a weekly hour-long meeting with many of the same people, grilling them on progress and issuing directives, including consolidating how teams handle post-training, the latter stage of AI model development.

A few weeks ago, Nadella sent an email to engineering leaders working on the consumer version of Copilot.

After a manager highlighted that Google's Gemini had improved at connecting to Google Drive and summarizing photos, Nadella shot back that Microsoft's tools for connecting Copilot to Gmail and Outlook for the most part don't really work and are not smart.

The tone echoes other AI leaders like Sam Altman sounding the alarm as LLMs improve, raising the question, have the CEOs thought of handing their duties over to AI yet?

Meanwhile, on the street, Wedbush's Dan Ives says Microsoft is poised to surprise with AI growth.

He argues investors are underestimating the Azure story and the AI-driven shift about to hit Redmond heading into 2026, calling Microsoft one of his favorite large-cap tech names over the coming years as it sits in the sweet spot of enterprise AI deployments.

Among active stocks, Larry Ellison is putting his money where Paramount's merger bid is.

Paramount Skydance is in focus after revealing that the Oracle founder had provided an irrevocable personal guarantee for $40.4 billion in equity as part of its $30 per share bid for Warner Bros.

Discovery.

The backing is aimed at easing Warner's concerns over the David Ellison-led group's financing.

Instacart is ending its algorithmic pricing system following a Consumer Reports investigation and advocacy group criticism.

The report found some grocery prices on the platform differed by as much as 23% per item between customers.

And Nvidia is reportedly preparing to start shipping its H200 GPUs to China by mid-February.

Reuters says shipments could begin before the Lunar New Year and may total 5,000 to 10,000 modules.