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Today’s line‑up shows AI moving from the lab to day‑to‑day life. OpenAI is testing built‑in checkout to cash in on ChatGPT product links, Google Search is adding “Deep Search” research tools and even placing phone calls for you, and chip‑maker TSMC just logged its best quarter ever on soaring AI demand. We also cover Anthropic’s new dashboard that proves whether its coding bot is worth the money, AWS’s enterprise toolkit for deploying AI agents, and a big round of layoffs at data‑labeler Scale AI. Let’s dive in.

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1. OpenAI eyes a slice of ChatGPT‑driven sales

OpenAI is planning to add a full checkout flow inside ChatGPT so users can buy items without leaving the chatbot. Brands would pay OpenAI a commission on each sale, marking a shift from subscription‑only revenue toward transaction fees. Early demos have been shown to Shopify merchants, and insiders say the move is also meant to blunt Google’s search‑based shopping dominance.

2. Google Search gets Deep Search and AI calling

Starting this week, Google AI Pro and AI Ultra subscribers can switch to the new Gemini 2.5 Pro model inside Search’s AI Mode for tougher questions and “Deep Search,” which fires off hundreds of queries behind the scenes and returns a fully cited report. For everyday chores, Search can now call local businesses, ask about prices or appointment slots, and return with options—all managed through your Business Profile settings. The calling feature is rolling out across the U.S. first.

3. TSMC posts a 60 % profit jump—but warns tariffs could bite

Taiwan Semiconductor Manufacturing Co. reported NT$398.3 billion (about $13.5 billion) in net profit for Q2 2025, up 60.7 % year‑on‑year and ahead of analyst estimates. AI‑chip orders from Nvidia and Apple drove the surge, and management now expects full‑year revenue to climb around 30 %. Still, CEO C.C. Wei cautioned that a strong Taiwan dollar and potential U.S. semiconductor tariffs could squeeze margins later in the year.

4. Anthropic adds usage tracking to Claude Code

Enterprises can now see exactly how much value they get from Claude Code, thanks to a new analytics dashboard that shows lines accepted, acceptance rates, and per‑user spending. Anthropic says the feature was its top customer request and arrives alongside 5.5‑fold revenue growth for Claude Code since the company rolled out its Claude 4 models in May. Early users include Figma, Rakuten, and Intercom.

5. AWS launches AgentCore to run AI agents at scale

Unveiled at AWS Summit New York, Amazon Bedrock AgentCore (preview) packages everything teams need—runtime sandboxes, memory storage, observability tools, identity controls, and even a managed browser—so developers can deploy secure, serverless AI agents without building the plumbing themselves. AgentCore works with any framework (CrewAI, LangGraph, Strands) and hooks into AWS Marketplace for pre‑built tools.

6. Scale AI cuts 14 % of staff after “ramping too fast”

Just a month after Meta bought a 49 % stake, data‑labeling giant Scale AI is laying off about 200 employees and releasing 500 contractors. New CEO Jason Droege told staff the company expanded its generative‑AI unit too quickly and will consolidate 16 product “pods” down to five focused areas—code, languages, experts, experimental, and audio. Scale says it will still hire in enterprise and public‑sector sales later this year.

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Stay tuned for more updates, and have a fantastic day!

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Zephyr