Amazon said it will add a 3.5% fuel and logistics-related surcharge across Fulfillment by Amazon (FBA) in the US and Canada as well as to Remote Fulfillment with FBA from the US into Canada, Mexico, and Brazil. The surcharge starts April 17.
Buy with Prime in the US and Multi-Channel Fulfillment (MCF) will wee the surcharge kick in on May 2. The surcharge applies to fulfillment fees not the sale price of items.
Cursor launched Cursor 3 and will more directly compete with Anthropic's Claude Code and OpenAI's Codex by giving developers the ability to manage multiple AI agents. In a blog post, Cursor said:
"The new Cursor interface brings clarity to the work agents produce, pulling you up to a higher level of abstraction, with the ability to dig deeper when you want. It's faster, cleaner, and more powerful, with a multi-repo layout, seamless handoff between local and cloud agents, and the option to switch back to the Cursor IDE at any time."
The interface of Cursor 3 provides access to multiple workspaces, runs agents in parallel and hands off between local and cloud environments.
OpenAI said it will buy Technology Business Programming Network (TBPN) to have big conversations about AGI and how AI changes society. I've always said every vendor is a publisher. Now OpenAI is proving out the case.
Box said its new Box Agent is generally available and applies multiple AI models to unstructured data to carry out tasks. Box Agent will be able to search across content libraries, create files in various formats, analyze documents, summarize and complete multi-step tasks.
Box also added a bevy of features to Box AI Studio to create custom AI agents for workflows.
Cloudflare said it has used AI coding agents to create a content management system in two months. The CMS, called EmDash, is designed to be "the spiritual successor to WordPress."
"EmDash is written entirely in TypeScript. It is serverless, but you can run it on your own hardware or any platform you choose. Plugins are securely sandboxed and can run in their own isolate, via Dynamic Workers, solving the fundamental security problem with the WordPress plugin architecture. And under the hood, EmDash is powered by Astro, the fastest web framework for content-driven websites. EmDash is fully open source, MIT licensed, and available on GitHub."
Cloudflare's core pitch is that EmDash solves security issues with plugins.
EmDash is another interesting project from Cloudflare worth watching.
Microsoft launched 3 new models from its in-house AI team. The company rolled out MAI-Transcribe-1, MAI-Voice-1 and MAI-Image-2. The models are available in Microsoft Foundry and MAI Playground.
But the big takeaway from this launch needs to be viewed through a directional lens. Microsoft is building its own models and intends to be able to compete at the frontier levels in 2026 into 2027. In interviews with The Verge and Financial Times, Microsoft's AI head Mustafa Suleyman said the company is pursuing superintelligence, AI independence and reaching frontier model levels.
In other words, Microsoft's trio of models are a nice first installment but more of an indicator of where it's headed.
Raspberry Pi rolled out its 3GB Raspberry Pi 4 for $83.75 and raised prices due to increased memory prices. The company outlined new prices increases for a series of systems. That news isn't all that surprising, but this tidbit is: Raspberry Pi said it will reverse the increases once memory prices ease.
"We’ve said a number of times now that memory prices won’t remain at their current very high level indefinitely; the circumstances in which we find ourselves are challenging, but in the future they will abate. When they do, we will reverse our price increases, and until they do, we will continue to work hard to limit their impact in every way we can."
You may hear something similar from other hardware vendors, but I kinda doubt it.
Hasbro said in an SEC filing that it was hit by a cybersecurity attack that forced the company to take certain systems offline.
In the filing, Hasbro said it discovered unauthorized access to its network March 28. Hasbro added:
"The Company’s investigation is ongoing, and it is working diligently to resolve the matter and determine the full scope of impact. The Company has implemented and continues to implement business continuity plans to enable it to continue to take orders, ship product and conduct other key operations while it resolves this situation. The need to run these interim measures may continue for several weeks before the situation is fully resolved and may result in some delays."
Oracle has cut anywhere between 20,000 to 30,000 jobs, or 18% of its workforce, and the emails to affected employees are sprinkled throughout X and LinkedIn. The roundup of coverage is here.
The company has a heavy debt load and negative cash flow due to its AI infrastructure buildout. Oracle raised $50 billion in debt and equity for its data center buildout earlier this year.
In a nutshell, Oracle is clearly choosing GPUs over people. It remains to be seen whether AI has enabled Oracle to simply be more efficient or the company needs to cut costs anyway it can. Free cash flow on a trailing 12-month basis is horrid.
Another argument for Oracle layoffs is that the company is simply rightsizing after the Cerner acquisition. In 2019, which I use as a primary benchmark due to the COVID hiring spree, Oracle had 136,000 employees. At end of fiscal 2025, the company had 162,000.
Salesforce said it is adding 30 new capabilities to Slackbot, which is the linchpin of positioning Slack as a work OS for agentic AI.
New capabilities include meeting transcription and note taking, reusable AI skills defined by teams, the ability to act as an MCP client and route work or questions to Agentforce and access to Customer 360 interfaces and data.
Blue Yonder's Supply Chain Compass report provides a sobering look at the supply chain and how leaders are adapting to frequent disruptions. In a survey of 700 supply chain pros, Blue Yonder found that 66% of leaders are ready for the future, down from 73% last year.
The No. 1 priority for supply chain leaders was improving efficiency and productivity with faster and better decision-making No. 2, up from No. 7 a year ago. Geopolitical disruptions were a big concern with only 20% of leaders being able to develop and deploy a response within 24 hours.
Oracle NetSuite launched the NetSuite AI Connector Service so customers can bring their own AI assistants via Model Context Protocol (MCP). The service will connect AI assistants to NetSuite apps as well as the NetSuite Analytics Warehouse.
NetSuite said a NetSuite AI Connector Service Companion will help AI assistants understand NetSuite data for permissions, workflows and grounding. The connector service companion will also include a library of more than 100 finance-specific prompts, best practices and governance for various roles.
