Microsoft builds an Agent factory

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☕ Good morning,

The pattern here is decentralization disguised as automation. Microsoft wants every company building their own AI workforce. Stack Overflow wants knowledge generation to happen continuously between humans and machines. Lovable proved you don't need to be in San Francisco to win.

_{—Here’s to the first sip.}

TODAY IN AI
Microsoft unveils Agent 365

Microsoft is shifting hard into the AI-agent future, and this update makes that pretty obvious. The company is building what it calls an “agent factory,” and the centerpiece is Agent 365 basically a control room where businesses can create, manage, and monitor their own AI coworkers.

Instead of just giving you a chatbot inside Office apps, Microsoft wants companies to deploy full-on agents that can handle tasks, connect to company data, and work alongside employees. Agent 365 shows you what those agents are doing, what they can access, and whether they’re running into any issues. You can register them in Entra, limit their permissions, plug them into Word, Excel, Outlook, and keep an eye on them with dashboards and alerts. Microsoft is also pulling in agents from other companies like Nvidia, Adobe, ServiceNow, and Workday, so it’s not a closed system.

At the same time, Microsoft is making a bunch of AI features free inside the core Office apps. Outlook’s Copilot Chat will soon read your whole inbox and calendar so you can clean it up or prep for meetings. Word and Excel get Agent Mode for generating documents or spreadsheets from a single prompt. PowerPoint gets an agent that can rebuild old decks with your brand style or spin up new ones from scratch.

A lot of this will roll out in early 2026, and smaller businesses will get a cheaper $21 Copilot plan too.

TECH BARISTA
Stack Overflow launches AI-ready enterprise hub

Stack Overflow is trying to level up from being just a place where developers copy answers. At Ignite, it showed off Stack Internal, a version of the site that lives inside a company and feeds clean, trusted knowledge directly into AI agents.

Think of it as your company’s private Stack Overflow, but upgraded for the AI era. Developers can still post questions and answers, but now all that info gets packaged with extra metadata like who answered, how reliable it is, and how topics connect. That gives AI agents actual context instead of random text to chew on, which means fewer hallucinations and more useful results.

Stack Overflow says big companies were already using its API to train models, and it has licensing deals with major AI labs, so this move just formalizes the demand. The wild part is what comes next: Stack Internal will eventually let AI agents write their own questions when they hit gaps in their knowledge. So the system becomes this ongoing feedback loop where humans and AI build the knowledge base together.

Stack Overflow isn’t making the agents themselves, but it’s clearly positioning its platform as the backbone for how companies teach AI about their internal processes. It’s basically turning years of developer Q&A into a structured, AI-ready brain.

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GADGETS BARISTA
Huawei unveils MatePad Edge 2-in-1 tablet

Huawei isn’t just dropping new phones this month. Alongside the Mate 80 lineup and the Mate X7 foldable, the company is bringing a new tablet to the stage on November 25, the MatePad Edge.

This one is built like a proper 2-in-1 machine. You get a detachable keyboard, HarmonyOS, a pop-out kickstand, and a circular rear camera module with two sensors. Huawei is going big on memory too: the tablet goes all the way up to 32GB RAM and 2TB storage, which is laptop territory. It’s already up for pre-order on Vmall in several variants, starting from 16GB/256GB.

Leaks add a bit more detail. Expect a 14.2-inch display with an optional anti-glare finish, a Kirin 9 PC chip, and even an active cooling fan inside the tablet. The keyboard accessory has its own perks: a 65W charging port, 1.8mm key travel, and a pressure-sensitive trackpad.

STARTUP BAR
Lovable hits $200M ARR

Lovable pulled off another crazy jump. The Swedish AI-coding startup has doubled its ARR to $200 million in only four months, and its CEO Anton Osika says the win came from doing the exact opposite of what everyone told them.

Instead of packing their bags for Silicon Valley, they stayed in Europe. Osika said that choice gave them access to great talent without the chaos of the US AI race, and it let the team stay focused and move fast. The funny twist is they still convinced top people from places like Notion and Gusto to relocate to Stockholm and build the company in person.

A huge part of Lovable’s growth is also coming from its community. Their users basically live on Discord, constantly sharing ideas, breaking things, fixing them, and pushing the product forward. That nonstop feedback loop has helped Lovable grow at a pace that feels unreal for a company that’s only a year old.

The boom in AI coding tools is turning into a full-on wave. Cursor just raised billions at a huge valuation, and Lovable has now raised more than $225 million since launch, with a $1.8 billion valuation back in July.

For a startup that ignored the Valley playbook and stayed in Sweden, hitting $200 million ARR this fast says a lot about where the next big AI companies might actually come from.