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Spreadsheets just got a lot smarter. Anthropic’s new Claude for Excel brings natural language reasoning right into your cells, debugging, explaining, and auditing complex formulas with full traceability. Let’s unpack…

Today’s Summary:

• 📊 Anthropic releases Claude for Excel

• 🌍 Google brings Gemini to Earth AI

• 📚 State of AI Report 2025

• 💡 OpenAI adds Company Knowledge to ChatGPT

• 🧭 Microsoft unveils its own AI browser

• ⚙️ Mistral launches AI Studio

• 🛠️ 2 new tools

TOP STORY

Anthropic releases Claude for Excel

The Summary: Anthropic has introduced Claude for Excel, letting users analyze, debug, and update complex spreadsheets directly inside Microsoft Excel. It explains formulas with cell-level citations, preserve dependencies while testing scenarios, and trace calculation errors instantly. Alongside, Anthropic is also expanding Claude for Life Sciences with new research connectors.

Key details:

• Claude for Excel runs as a sidebar inside Excel, analyzing, editing, and explaining while maintaining formula integrity and formatting

• Available in beta to selected users (waitlist)

• Claude tracks every change and cites the exact cells it references, enabling full auditability for financial and analytical models

• Life sciences edition adds connectors for researchers

Why it matters: Excel is the hidden operating system of business, with tens of millions of complex models driving real decisions. Claude is now able to provide verifiable analytics interpretation directly inside Excel, with the capacity to trace errors and assumptions, and improve workflows before the numbers reach the boardroom.

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GOOGLE

Google Earth AI learns to reason about the real world

The Summary: Google is expanding Earth AI, integrating Gemini reasoning with geospatial data. The system can interpret satellite, weather, and demographic data to answer complex questions. Early users are applying it to flood response, health forecasting, and environmental monitoring.

Key details:

• Can train a new model on the fly by blending live weather, demographic, and satellite data, then instantly map which postal codes will take the hardest hit in an incoming storm

• Enables natural language queries like “find flooded roads” or “spot collapsed bridges after a storm”

• Google says its flood forecasts now reach 2 billion people, informing real-time alerts and powering NGO responses

Why it matters: Google is pushing AI from text and images into the physical world’s complexity. Earth AI is capable of spatial reasoning helping predict events and plan interventions. This works by linking data about people and the planet so they can be analyzed together coherently.

Demos and imagery

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REPORT

State of AI Report 2025

The Summary: The 2025 State of AI Report from Air Street Capital captures a reset year for the field. It documents how reasoning, compute efficiency, and infrastructure defined AI in 2025. The analysis spans technical, industrial, and safety dimensions, offering a data-rich map of where the frontier stands today.

Key details:

• Reasoning is the new frontier: OpenAI created reasoning as the new performance lever, letting models plan and self-check

• The AI industry has become a real economy: AI companies are now generating tens of billions in revenue, proving their commercial viability

• China is now leading the open-source community

• Power grids are the new bottleneck

• Safety has become critical as models learn deception

• AI is evolving from static to interactive "world models"

• 2026 predictions:

  • A Chinese lab overtakes the US labs as #1 in frontier benchmarks

  • A deepfake cyber attack triggers an UN emergency debate

  • A major retailer reports >5% of online sales from AI agents

Why it matters: The report tracks how AI is scaling in power, compute, and capital, giving a grounded look at real progress and limits across the field. It gives a data-driven picture of where AI is accelerating or hitting practical limits.

Read the full report

QUICK NEWS

Quick news

• Just days after OpenAI Atlas, Microsoft brings its own AI browser

• OpenAI introduces Company Knowledge in ChatGPT

• Mistral AI introduces AI Studio for enterprise-scale app building

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