What FAANG VPs Are Reading

What the top of Big Tech was thinking about this week

This week Satya Nadella framed Microsoft's AI strategy as a 'frontier intelligence ecosystem,' Sam Altman launched OpenAI Robotics with a personal-robot vision, Sundar Pichai positioned quantum as 'where AI was five years ago,' and Greg Brockman's Codex commentary signals the agentic computer-use shift is already underway. Three converging bets: physical AI infrastructure, governance institutions, and quantum as a next platform cycle.