Microsoft Expands Copilot Multimodel Power, Morgan Stanley Bets Meta AI Surge, Huskeys Deploys Instant WAF Boosts Revenue, Adobe Transforms Vectors to 3D, and more...

0:00Good morning. It's March 31st, and this is your daily brief in AI. Here's everything you need to know. Microsoft is expanding co-pilot with multi-model workflows and a new critique feature that lets the researcher agent pull outputs from OpenAI's GPT and Anthropics Clawed for each response. The updates are available in the Frontier program as early access tools to collect user feedback before a wider rollout. Early evaluations show the researcher with critique outperforming competitors on deep research accuracy, completeness, and objectivity. Microsoft is reducing reliance on a single provider by deepening partnerships with multiple vendors while prioritizing enterprise trust and data governance. Work IQ powers, co-work with enterprise context and governance to ensure secure data handling inside organizations. The company describes these capabilities as helping workers connect steps, coordinate tasks, and follow through across workflows while staying within security and risk boundaries.

1:03Scarlett Evans contributed reporting on these emerging technologies and related sectors. The move signals a broader shift toward interoperable multi-model AI systems that leverage strengths from different organizations rather than a single model. Executives emphasize the value of a multi-model approach for co-pilot, focusing on orchestration and enterprise data security over any one model capability. Markets frame enterprises as seeking reliable, governable AI with co-pilot seen as an orchestration layer that selects the best tool for a task and adds review steps to manage risk, contrasting with rivals pushing single model dominance. Competition may shift toward guardrails, transparency, and governance features to manage errors and compliance in AI-assisted work. Microsoft notes progress on co-pilot adoption with 15 million paid seats and around 3% penetration of commercial Microsoft 36-5 users, reflecting ongoing commercial rollout.

2:06Meta platform sits at the center of today's AI conversation with Morgan Stanley naming it their top stock pick and an overweight rating that implies about 50% upside from current levels. The case rests on resilient ad fundamentals, a discounted valuation, and AI-driven growth opportunities that could power a rebound despite regulatory AI spending and macro risks. Morgan Stanley pegs Meta around 15 times its 2027 earnings forecast of $36, roughly one standard deviation below the 10-year average, which supports the valuation argument. Three key outlook variables drive the scenario, AI-driven revenue translation, evolving regulatory frameworks, and the resilience of digital advertising demand in a potentially slower economy. Improved machine learning in both organic and paid experiences is expected to boost engagement and widen monetization opportunities through ads. While concerns persist about free cash flow and margin pressure from higher capital

3:06expenditure, Meta's core advertising remains high margin, with AI enhancements already boosting advertiser ROI. The bullcase points to about 45% upside to the target, anchored on AI-driven monetization, and better advertiser ROI from AI tools. Core advertising is viewed as resilient, with projected ad revenue growth of 28% in 2026, and 21% in 2027, driven by higher engagement and time spent monetization from video content. Advertising resilience is central, with 2026 revenue growth seen at 28% and 2027 at 21%, potentially beating consensus by a few points. Edge headlines focus on Meta's AI and data center investments, ongoing regulatory challenges, and mixed sentiment about monetization beyond advertising. The concept of agentic AI is highlighted as a growth driver, enabling autonomous optimization of campaigns and new revenue streams for creators,

4:10advertisers, and commerce partners. Meta's broader context includes its rebranding, core apps, Facebook, Instagram, WhatsApp, Messenger, and ARVR initiatives underpinning ongoing AI infrastructure investments. Huskies is redefining W-AFS as a revenue enabler by delivering security that deploys in minutes and starts delivering value within hours, turning protection from a blocker into a driver of revenue for fast-moving web apps. Chief Executive Officer Itai Gafni says the platform provides rapid deployment and immediate benefits without replacing existing security infrastructure, making Huskies a game changer for revenue-driven websites. The approach aligns security with the speed of modern applications, addressing API-driven and agent-driven traffic to prevent W-AFS from blocking legitimate users and missing revenue. An agentic AI layer analyzes traffic, evaluates security rules, and automatically adjust them in real-time to boost protection and reduce false positives.

5:15Huskies argues that current web security is inadequate as traffic shifts to APIs and automated agents, necessitating more connected, contextual, and autonomous protection that can adapt quickly. Legacy W-AFS are seen as ill-suited for modern API-driven traffic, creating security and business risks for enterprises. The platform plugs into existing W-AFS, analyzes thousands of rules daily across major vendors, and processes over a trillion traffic requests from tens of thousands of domains. Seed investors include 10D, SV Angel, Today Ventures, CCL, Alumni Ventures, plus over 30 CISOS, and notable figures such as Mario Gotsi, Kelvin Beacham, and Larry Fitzgerald, with the Players Fund among participants. The round features a mix of venture funds and industry executives, with high-profile athlete and cybersecurity figures contributing strategic value beyond capital. Huskies platform sits atop existing infrastructure with plug and play deployment across

6:19multi-cloud and multi-WAF environments, acting as the brain-unifying content delivery network, W-A-F, infrastructure, and app layers. An agentic layer over the edge security stack provides a unified control pane to orchestrate security across multi-cloud and multi-WAF setups. The solution emphasizes rapid integration and real-time learning from traffic behavior, business logic, and risk to balance security with business performance. Adobe's Turntable for Illustrator converts a single 2D vector into up to 74 editable 3D-like views, including full rotation and vertical tilt without redrawing. Each generated angle remains an editable vector, enabling turnarounds, animations, and production-ready assets while preserving original details. The tool speeds up production by handling turnaround tasks for animation tests and assets without the need to redraw. Beta Feedback suggests it works best with bold graphic illustrations

7:20with clear outlines. Abstract styles may be less consistent. Adobe cautions testing new tools in production environments, especially for stylized assets, tight deadlines and edge cases not shown in demos. Use cases highlighted include speeding up character turnarounds for pitches and generating concept art for games during beta testing. Turntable originated from user feedback about manually redrawing characters from multiple angles and was showcased at Adobe Max in 2024 as a sneak preview. The feature is discussed within a broader AY tools context in design and gaming, emphasizing a practical artist-centered approach compared with other AI tools. Industry reaction blends excitement and skepticism, noting turntable's precise, non-promotional approach, unlike typical prompt-driven image generators. Turntable is positioned as a practical improvement that augments existing workflows, expanding 2D artist possibilities without forcing major changes.

8:21During beta, adoption has been rapid across workflows. Animators speed up character turnarounds, game designers craft 360-degree concept art, and social teams create gifts and microanimations directly in Illustrator. The tool complements traditional animation workflows by introducing dimensional thinking into vector work rather than replacing core processes. Google Maps on Android Auto is getting AI-powered EV trip planning that suggests charging stops, estimates arrival battery level, and updates ETA based on charging time, all aimed at reducing range anxiety. The system uses AI with energy models that account for vehicle specifics like weight and battery size, and it factors in real-time traffic, elevation, and weather to improve accuracy. Users enter their destination and starting battery percentage, and Maps displays charging stations along the route, suggests dwell times at chargers, and estimates post-charging battery levels.

9:23The rollout is tied to Ford's broad participation, with hundreds of US models expected to be covered as the feature expands, and it builds on a CES 2024 feature to extend AI integration across more brands. Compatibility checks via Google Maps support pages show the feature currently covers hundreds of models across more than 15 brands, with more coming soon. Wall Street analysts have been favorable toward alphabet, with a strong buy across multiple firms in recent months, and an average price target implying about 37 percent upside. Alphabet's AI push continues beyond maps, with Gemini integration across workspace and Google TV and AI features in search. Alphabet investors include substantial institutional ownership around 6-6 percent, and insider ownership around 1 percent. Ford's financials indicate high leverage and potential near-term distress risk, while the broader alphabet story centers on AI expansion and strong investor sentiment.

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