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🖥️ Microsoft Ends Office Updates, Kimi Outscores GPT, China Biotech Booms
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🖥️ Microsoft Ends Office Updates, Kimi Outscores GPT, China Biotech Booms

Plus: Apple’s Browser Barriers Face Heat, U.S. Lags in Drone Race.

Good morning. It’s Monday, Jul 14. Today we are covering:

Let’s dive in


Microsoft will halt new Office features for Windows 10 in 2026

By Tom Warren via The Verge

  • Microsoft will stop adding new features to Microsoft 365 apps on Windows 10 starting August 2026, affecting both personal and business users across all update channels by January 2027.

  • Security updates for Office apps on Windows 10 will continue until October 10, 2028, even after Windows 10 reaches end-of-life on October 14, 2025.

  • The move is part of Microsoft’s broader push to migrate users to Windows 11, which is now the most widely used desktop OS, with incentives like free extended security support for users who enable Windows Backup.

𝕏: Microsoft will halt new Office features for Windows 10 in 2026. You’ll have to upgrade to Windows 11 if you want the latest Microsoft 365 app improvements. - Tom Warren (@tomwarren)


Alibaba-backed Moonshot releases new Kimi AI model that beats ChatGPT, Claude in coding - and it costs less

By Evelyn Cheng via CNBC

  • Alibaba-backed Moonshot has released Kimi K2, a low-cost, open-source AI model focused on coding, claiming it outperforms Claude Opus 4 and GPT-4.1 on multiple industry benchmarks.

  • Kimi K2 undercuts competitors on pricing, charging just $0.15 per million input tokens and $2.50 per million output tokens, compared to GPT-4.1’s $2/$8 and Claude’s $15/$75 rates.

  • The model’s release coincides with OpenAI’s indefinite delay of its first open-source model and rising investor interest in Chinese AI alternatives, with Kimi K2 drawing early praise for its production-ready performance and advanced coding capabilities.

𝕏: In case you still not catching up this… Moonshot had quite decent models even back to couple months ago during "DeepSeek frenzy" - Ray Wang (@rwang07)


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China Biotech's Stunning Advance Is Changing the World's Drug Pipeline

By Amber Tong via Bloomberg

  • Chinese biotech firms are rapidly closing the innovation gap with the US, developing over 1,250 novel drugs in 2024—surpassing the EU and nearing America’s 1,440.

  • Once seen as copycats, China’s drugmakers are now a driving force in global biotech, advancing treatments in areas like cancer and weight loss.

  • This surge mirrors China’s momentum in AI and EVs, signaling a broader push to challenge Western dominance in cutting-edge industries.

𝕏: “A key advantage that has fueled the rise of Chinese biotech firms is their ability to conduct research cheaper and faster at every step of the way, from lab experiments and animal testing to human trials.” Big Bloomberg piece on China’s biotech industry - Kyle Chan (@kyleichan)


Where are the iPhone's WebKit-less browsers?

By Jess Weatherbed via The Verge

  • Apple’s technical and legal barriers—including restrictive terms, lack of testing tools, and the requirement to build entirely new apps—have deterred major developers like Google and Mozilla from launching non-WebKit browsers on iOS, despite new EU rules.

  • The Open Web Advocacy (OWA) accuses Apple of noncompliance with the DMA, arguing that the company’s policies stifle competition and protect Safari’s lucrative revenue stream, estimated at $20 billion annually from Google search deals.

  • Regulators outside the EU, including in the UK, are also pressuring Apple to ease restrictions, citing its and Google’s role in hindering mobile browser innovation.


Why the U.S. Is Way Behind China in Making Drones for War

By Farah Stockman via The New York Times

  • The U.S. military is struggling to match China’s dominance in drone production, with tests in Alaska exposing technical failures, outdated countermeasures, and a lack of operational readiness compared to adversaries like Russia and China.

  • Bureaucratic hurdles and reliance on expensive legacy systems have left the U.S. trailing behind in fielding cheap, adaptable drones, while Chinese firm DJI accounts for around 70% of global commercial drone sales, dwarfing American output.

  • Startups like Neros and Dragoon are trying to fill the gap with U.S.-made drones, but domestic manufacturers still face scale, funding, and technological limitations, as highlighted by Defense Secretary Pete Hegseth and efforts like the “Unleashing American Drone Dominance” executive order.


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Jose Montes de Oca


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