Business

The traditional boundaries of business applications are disappearing. For decades, people went to their customer relationship management (CRM) to find customer context, take action, and move work forward. AI is inverting that model. This shift creates two complementary opportunities: greater individual productivity and organization-wide process transformation. Customer context, expertise, and actions can now come directly into Copilot and Microsoft Teams, helping sales and service reps get work done where they already work. At the same time, autonomous agents can move defined processes across teams and systems, bringing people in when judgment, approval, or specialized input is needed.

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An Interview With Chad Silverstein10 min readOct 8, 2026--Press enter or click to view image in full sizeThe move from Reporting to Reasoning is something I am particularly excited about and believe this will revolutionize the finance and business world over the next decade. As a part of this series, we had the pleasure to interview Rohit Gupta. Rohit Gupta is the founder and CEO of Auditoria. AI, which builds intelligent applications for the Office of the CFO. He founded Auditoria in 2019 to build finance-specific AI that can understand business documents, conversations, and context, then act within the controls finance teams require. Thank you so much for joining us in this interview series. Before we dive into our discussion, our readers would love to “get to know you” a bit better. Can you share with us the backstory about what brought you to your specific career path in AI? I had spent about 20 years watching companies try to automate enterprise work. Business process management and robotic process automation made important contributions, but they were usually effective only when the process followed a predictable path.

The US economy is top of voters’ minds ahead of the November midterms with food and gas prices remaining high, the job market unstable, consumers angrier than ever, and a new Fed chair, Kevin Warsh, in place. We’ll be hosting a live midterm election Q&A on Thursday 15 October 2026 at 12pm EDT on the Guardian US site with a panel of our business, labor and consumer rights reporters: Lauren Aratani, Michael Sainato, Heather Timmons and Gaya Gupta. The team will cover cost of living challenges, tariffs, inflation and new federal policy proposals from local candidates. If you have a question about how the economy could shape midterm election results, we’d like to hear from you – and be sure to tune into our live conversation on 15 October when reporters may answer your question. The US politics team is hosting a series of reader Q&As leading up to the November US midterm elections. See our earlier conversations as part of this series, here: Will the Iran war cost Trump in the US midterm elections? Your questions answered

Applied Materials’ AMAT Applied Global Services (“AGS”) is growing alongside fab utilization and the need to improve output, yield and ramp speed. AMAT’s third-quarter fiscal 2026 revenues reached a record $1.78 billion, up 22% year over year, while non-GAAP operating margin rose to 30.1% from 27.3%. More than 37,000 chambers are connected to AIx software for monitoring, diagnostics and predictive analytics. AMAT’s AGS business also benefits from the doubling of its manufacturing space over the past several years. AMAT plans to double quarterly system output from current levels by 2028. AMAT added more than 1,500 manufacturing and AGS support employees in the third quarter of fiscal 2026 and is planning further capacity for demand through 2030. This visibility can improve supply-chain readiness and execution across customer ramps. Applied Materials' recurring AGS revenues, more than 37,000 AIx-connected chambers and value-based pricing provide operating support for that durability. AGS is becoming an important part of Applied Materials’ long-term earnings model.

Today, Waymo closed a $5 billion term loan, marking our first debt financing and an important step in our evolution into a scaling commercial enterprise. PIMCO, Blackstone, and Sixth Street participated as lead syndicated lenders, with Capital Group, Loomis Sayles, T. Rowe Price as significant lenders. Additional lenders included Apollo, Blue Owl, Diameter Capital Partners, Franklin Templeton, Fidelity Management & Research Company, HPS Investment Partners, and Oaktree. Goldman Sachs served as the sole lead bookrunner. Earlier this year, we closed a $16 billion equity investment to accelerate the expansion of the Waymo Driver. Last month, we launched service in our fifteenth U. S. city and announced new international cities as our commercial operations continue to grow at a record pace. Our strong momentum has enabled us to complement our equity financing with debt, providing additional financial flexibility to strengthen our balance sheet and position us to capitalize on the significant opportunities ahead. Safely Scaling GloballyThis capital will accelerate the continued expansion of our fully autonomous ride-hailing service across the United States and internationally.

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Harvard Business Review LogoOctober 8, 2026Illustration by Jason FordAI isn’t simply replacing sales work or automatically equalizing sales performance; it’s providing disproportionate lift to individuals and organizations that can build systems aroundGenerative AI has produced two competing views about which workers will benefit most. One view is that AI will narrow performance gaps by giving lower performers templates, answers, and coaching directly in their workflow. The other is that AI will widen those gaps by eliminating routine but necessary work, which will allow top performers to spend more time on higher-value activities where they already have an advantage. At the individual task level, high and low performers may both benefit, but the more important question is which effect dominates on net in real jobs, where workers perform bundles of activities. The answer matters for how firms hire, train, organize teams, and adjust practices built for their current talent mix.

Listen now on Apple, Spotify or YouTubeIn This Edition, Who won September? Zelda and GTA 6 boost console marketThe perils and opportunities of industry consolidationPlus! Interview with Pearl AbyssHello there! So much to get through this week, so little time! On the podcast, we are joined by top game analyst Joost van Dreunen, author and writer of the SuperJoost Playlist substack (which I strongly recommend). Joost has been doing some research into the consolidation of the video game space and what might happen next. We talk about that and naturally deviate onto various other tangents. I enjoyed the chat, and you should check it out! Also this week, I share some numbers from a highly competitive September for the video game market (and there’s some real positives in there). And as an extra treat, we have a short interview with Lybee Park, who is the CEO of Pearl Abyss Europe (that’s the Crimson Desert folks). You can read some of the headlines below, or listen to the full conversations above. Enjoy! It was a month full of blockbuster AAA releases, but it was new IP from independent developers that delivered the goods in September.

The stability and reliability of half the world’s electrical grid partly depend on equipment built and maintained by one company. Reinhausen has been developing innovative products for the energy market for over 100 years. Sustained high demand and long-term growth prospects create a dynamic environment for innovation.