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SpaceX and Cursor explore a team-up with Mistral to take on AI rivals

Elon Musk
Elon Musk expressed concerns to engineers about Anthropic’s lead in the AI race, sources say.
  • Elon Musk’s xAI recently announced a partnership with AI coding startup Cursor.
  • The two companies have also explored a three-way partnership with French AI startup Mistral.
  • Musk is looking to catch up to Anthropic and OpenAI.

Elon Musk is ramping up efforts to compete with AI giants Anthropic and OpenAI.

Musk’s AI startup, xAI, has held discussions in recent weeks with Mistral and AI coding startup Cursor about a potential three-way partnership, people familiar with the matter said. Mistral is a French AI startup that was founded in 2023 and has positioned itself as an independent alternative to US frontier labs.

SpaceX, which owns xAI, announced a deal this week with Cursor that gives SpaceX the option to buy the French company for $60 billion. Business Insider reported last week that Cursor was training its AI model on xAI’s infrastructure.

Musk is pushing xAI into more partnerships to try to catch Anthropic and OpenAI, which have lately jumped ahead in AI coding services and AI agents.

Musk has floated the idea of closer AI collaboration with Mistral and Cursor to take on rivals like Anthropic, insiders told Business Insider. Mistral cofounder Devendra Chaplot joined xAI last month, after a stint at AI startup Thinking Machines Lab. He currently leads pretraining at xAI.

Representatives for xAI, Cursor, and Mistral didn’t immediately respond to requests for comment.

Musk’s AI company, which launched its Grok chatbot in 2023, has been working to scale its infrastructure and improve model performance. It has rapidly established one of the largest data center footprints in the AI race. Last year, xAI said it had around 200,000 Nvidia graphic processing units, and Musk has said it plans to expand to 1 million GPUs.

Musk has made several changes to xAI’s leadership ranks over the past few months. Since late last year, he has repeatedly expressed concerns to engineers about Anthropic’s lead in the AI race, people familiar with the matter said. Michael Nicolls, a SpaceX executive and xAI’s president, said earlier this month that the company is “clearly behind” its competitors and needs to take action to catch up.

Musk has slammed Anthropic in public, describing its AI models as “misanthropic and evil.” Anthropic has emerged over the past year as a leading competitor in the AI race, particularly when it comes to AI coding tools. Anthropic in January blocked xAI from accessing its Claude AI models through the Cursor coding tool.

Musk, who helped found OpenAI in 2015, is also in the process of suing OpenAI, accusing the company of straying from its original nonprofit mission. Musk has positioned xAI as an alternative to what he calls “woke” AI.

Do you work at xAI or have a tip? Contact this reporter via email at gkay@businessinsider.com or Signal at 248-894-6012. Use a personal email address, a non-work device, and non-work WiFi; here’s our guide tosharing information securely.

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The US has been burning through weapons in Iran it could need in a war with China. Here are the latest estimates.

The Arleigh Burke-class guided-missile destroyer USS Frank E. Petersen Jr. fires a Tomahawk Land Attack Missile during operations in support of Operation Epic Fury.
US forces expended hundreds of munitions in the war with Iran, which saw the US strike over 13,000 targets prior to a fragile ceasefire.
  • The US has used large amounts of key munitions in its war with Iran, experts assessed.
  • It has enough for this fight, but “the risk — which will persist for many years — lies in future wars,” they said.
  • Many of those munitions would be vital against China, and they take a long time to replenish.

The US has been using critical munitions at such a high rate against Iran that it could face risk in a future war — especially with China, defense experts warned.

US forces “heavily used” seven key munitions in the 39 days of its air and missile campaign against Iran before a fragile ceasefire went into effect, two warfare experts at the Center for Strategic and International Studies said in a new report.

The US military “has enough missiles to continue fighting this war under any plausible scenario,” they wrote, looking at munition stockpiles. “The risk — which will persist for many years — lies in future wars.”

The problem is how many munitions have been used and how long it takes to replace them.

“These missiles will also be critical for a potential Western Pacific conflict,” CSIS researchers Mark Cancian and Chris Park said.

“Even before the Iran war, stockpiles were deemed insufficient for a peer competitor fight. That shortfall is now even more acute, and building stockpiles to levels adequate for a war with China will take additional time.”

Reduced stockpiles also affect supplies to Ukraine and allies, and ultimately, “the United States will compete with those countries that also want to replenish and expand inventories,” they said.

Depleted stockpiles

The seven key munitions, long-range ground attack munitions or air and missile defense munitions, “have been highly effective in fighting this war, and expenditures have accordingly been high,” the experts said. The report found that the US may have expended more than half of its prewar inventories of four of the munitions.

On defense, the US had around 360 Terminal High Altitude Area Defense, or THAAD, interceptors before the war, depleted by previous conflicts, and used about 190 to 290 during it, the researchers estimated, relying on publicly available information, including Pentagon budget documents.

PAC-3 interceptors for the popular Patriot air defense system have also been used at a high rate, with the US starting the war with around 2,330 and using up to 1,430, though it may still have older versions.

Two large green truck-mounted weapon systems in the snow
The Patriot system had already seen increased demand and strained stockpiles before the Iran war.

The interceptor missiles have seen surging demand globally, and there were concerns about their stocks even before the war. Ukraine has already warned of critical shortages and raised concerns about how the US use against Iran will affect its supply.

The US had more than 400 warship-launched SM-3 interceptor missiles before the war and has used between 130 and 250. Use of the SM-6 has been lower, with up to 370 used out of about 1,160.

For offensive strikes, the US had around 90 Precision Strike Missiles (PrSMs) before the war and has used an estimated 40 to 70. It’s a newer munition that saw its first combat use in this conflict.

Another munition is the Tomahawk land-attack cruise missile, for which the report estimated the US had more than 3,000 in its inventory before the Iran war and used more than 850 in the conflict.

And the US had more than 4,000 Joint Air-to-Surface Standoff Missiles (JASSMs), a long-range cruise missile, in its inventory before the war and has used around 1,000, the report said.

Replacing them is slow

The US has been moving to boost production. The White House in March announced plans to quadruple the output of some key weapons, and manufacturers have outlined increases.

Lockheed Martin said it will raise THAAD interceptor production capacity to 400 a year from 96 over the next seven years, and Tomahawk maker RTX said it will increase annual production to more than 1,000 and boost SM-6 production to more than 500 a year. There are also plans to increase production of Patriot PAC-3 interceptors by 2030.

Smoke as a is missile launched from a ship under a cloudy and blue sky
The US has eaten into stocks of missiles like Tomahawks, analysts warn.

Lockheed Martin has also increased PrSM production and has agreed to quadruple production.

The CSIS report warned that “until this increased production becomes available, the United States will face choices on allocating production to meet demands.”

Much of that expansion depends on new funding from Congress, and production will still take time.

Based on the five-year average production rates, the report presented estimates for how long it would take to replace the weapons. For JASSMs, the researchers estimated 48 months; 42 months for PAC-3s; and 53 months for THAAD. The shortest was Tomahawks at 47 months.

“Many of these systems are constrained by production capacity, so manufacturing lead time is even longer,” they said.

Franz-Stefan Gady, a defense expert at the Center for a New American Security, also warned on Wednesday that it would take four to five years to replenish US precision munition stockpiles. Others have likewise been sounding the alarms, many long before the war even started.

The US could be vulnerable in future wars

The US still has enough munitions to sustain operations against Iran, the experts said.

But many of the munitions being depleted are critical for a fight against a peer adversary like China, especially for countering ballistic missiles, where the US has few alternatives.

For the seven key munitions assessed, “large numbers are also needed for a future conflict in the Western Pacific. Many allies and partners use these systems as well, creating competition for output,” the researchers said.

In a war with China, the US would need sufficient long-range strike to overwhelm and penetrate Chinese defenses, as well as significant defenses to counter its substantial missile arsenal.

This assessment, like others before it, said that a high-intensity fight with China could consume US munitions even faster than the war with Iran.

The US military can shift assets back to the Pacific after the Iran war and rebuild inventories, “but restoring depleted stockpiles and then achieving the desired inventory levels will take many years.”

“Prewar inventories were already insufficient,” the CSIS report said. “The levels today will constrain US operations should a future conflict arise.”

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I visited West Point, the elite military academy with roots in the American Revolution. Take a look inside.

Inside the Cadet Chapel at West Point.
Inside the Cadet Chapel at West Point.
  • West Point is the longest continuously garrisoned military installation in the United States.
  • It also houses the highly selective United States Military Academy at West Point.
  • Public tours include the Cadet Chapel, Trophy Point, and views of the campus and academic buildings.

I knew I was in the right place when I saw the tank outside the parking lot.

Established by George Washington in 1778, West Point is the longest continuously garrisoned military installation in the United States. It is also home to the United States Military Academy at West Point, an elite, highly selective institution that trains future military leaders.

West Point’s storied history is especially resonant ahead of America’s 250th anniversary on July 4, 2026. Amanda Bundt, tour manager at West Point Tours, told Business Insider that West Point “is one of the reasons we are a country.”

“We were here for all four years of the Revolutionary War fighting for our independence, so we have great honor in that aspect,” Bundt said.

West Point is an active military post and college, but some parts of the campus are open to the public through guided tours.

I visited West Point in April to learn more about its Revolutionary War history and modern curriculum equipping soldiers for war. Take a look.

West Point, located about 50 miles north of New York City, played a key role in keeping the British at bay during the Revolutionary War.
A military map showing West Point in 1780.
A military map showing West Point in 1780.

West Point overlooks the Hudson River, which was the fastest and most reliable way to transport troops, weapons, food, and other crucial supplies during the war. George Washington knew that controlling the river was key to America’s survival in the fight against the British. He established his headquarters there, calling West Point “the most important Post in America.”

In 1802, Congress authorized the establishment of the United States Military Academy at West Point. Sylvanus Thayer, known as the “Father of the Military Academy,” became the school’s superintendent in 1817 and established a strict code of conduct, rigorous fitness standards, and a standardized curriculum.

Famous graduates include Presidents Ulysses S. Grant and Dwight D. Eisenhower, former Chief of Staff of the US Army Douglas MacArthur, and former CIA directors David Petraeus and Mike Pompeo.

Tours of the military academy begin at the Frederic V. Malek West Point Visitors Center.
The Frederic V. Malek West Point Visitors Center.
The Frederic V. Malek West Point Visitors Center.

I bought a $22 ticket for the West Point Story tour, which lasts 1 hour and 15 minutes.

While waiting for the tour to begin, I walked through the West Point Experience exhibit that shows what it’s like to be a cadet.
A model of a West Point barrack.
A model of a room in the West Point barracks.

The exhibit featured a model of a room in the West Point barracks, as well as details about West Point’s history, values, 47-month course of study, and graduation requirements.

To enroll in West Point, cadets must be between the ages of 17 and 23, be unmarried with no legal dependents, pass academic, physical, and medical examinations, and be nominated for admission by a member of Congress or the president or vice president of the United States. The acceptance rate is around 10%. Once admitted, tuition is free.

Graduates are required to serve in the Army for five years of active service and three years in the reserves.

When the tour bus pulled up into the parking lot, a staff member checked our tickets and IDs.
A West Point tour bus.
A West Point tour bus.

Since West Point is an active military post, everyone who takes a tour must present a government-issued photo ID to undergo a background check.

Our tour guide told us to keep our phones and cameras out of sight until we passed through the security checkpoint.
On the West Point tour bus.
On the West Point tour bus.

He also gave a rundown of the rules. Photographing cadets? Permitted. Photographing security gates or military police? Not allowed.

Once we were through the gate, our guide pointed out some of the brick homes where West Point instructors live.
Homes where West Point instructors live.
Homes where West Point instructors live.

West Point has 500 instructors, 75% of whom are members of the garrison and are posted to West Point. The other 25% are civilians.

With 4,400 cadets, the student-to-instructor ratio is six-to-one.

The bus took us past Michie Stadium, where West Point’s football and lacrosse teams play.
One of West Point's 22 athletic fields and complexes.
Blaik Field at Michie Stadium.

The outdoor stadium holds 40,000 people.

The grounds of West Point were full of military statues and monuments like “The American Soldier” by Felix de Weldon.
"The American Soldier," a sculpture by Felix de Weldon.
“The American Soldier,” a sculpture by Felix de Weldon.

The sculpture was a gift from the classes of 1935 and 1936, honoring enlisted combat soldiers.

Our first stop off the bus was the Cadet Chapel, a non-denominational Protestant worship space built in 1910.
The Cadet Chapel.
The Cadet Chapel.

The Gothic Revival chapel was designed by architect Bertram Goodhue and constructed using granite from a local quarry.

The chapel was decorated with replicas of battle flags donated as class gifts.
Inside the Cadet Chapel.
Inside the Cadet Chapel.

The space can hold 1,500 people.

The Bibles and hymnals were lined up in the pews with military precision.
Bibles and hymnals in the pews of the Cadet Chapel.
Bibles and hymnals in the pews of the Cadet Chapel.

Our tour guide said we were allowed to look through the books as long as we put them back exactly where we found them.

“Indeed, there is somebody with a wooden board who measures the space between them and makes sure it’s uniform,” the West Point tour guide said.

The Cadet Chapel houses the world’s largest pipe organ in a house of worship, with a total of 23,511 pipes.
Organ pipes at the Cadet Chapel.
Organ pipes at the Cadet Chapel.

The pipes range from the size of one’s index finger to “thunder pipes” measuring 30 inches in diameter.

A limestone carving of St. Michael, the patron saint of soldiers, was displayed behind the altar.
A carving of St. Michael, the patron saint of warriors, inside the Cadet Chapel.
A carving of St. Michael, the patron saint of warriors, inside the Cadet Chapel.

The carving was donated by the family of West Point alums and former President Ulysses S. Grant.

The Cadet Chapel’s 178 stained-glass windows were designed by Willett Studios, a Philadelphia-based company that beat Tiffany & Co. for the contract.
Stained-glass windows in the Cadet Chapel.
Stained-glass windows in the Cadet Chapel.

The Sanctuary Window at the front of the chapel features West Point’s motto: “Duty, Honor, Country.”

A pew at the front of the chapel was reserved for West Point’s superintendent.
The pew reserved for West Point's superintendent.
The pew reserved for West Point’s superintendent.

Every superintendent’s signature dating back to the founding of the chapel in 1910 appeared on silver nameplates on the pew.

The current superintendent, Lieutenant General Steven W. Gilland, graduated from West Point in 1990 and is married to his West Point classmate, Betsy Gilland.

Outside the chapel, we took in stunning views of West Point’s main post, which spans about 3,000 acres.
A view of West Point from outside the Cadet Chapel.
A view of West Point from outside the Cadet Chapel.

West Point also features a 13,000-acre military reservation with rugged terrain used for field training exercises, known as Camp Buckner.

Back on the bus, our tour guide pointed out the West Point Jewish Chapel completed in 1984.
The West Point Jewish Chapel.
The West Point Jewish Chapel.

West Point has a total of six chapels and one interfaith religious center.

As we disembarked from the bus at our next stop, Trophy Point, we got one of our first looks at some West Point cadets on their way to class.
Cadets at West Point.
Cadets at West Point.

The grey and black uniform is the cadets’ standard weekday uniform known as “As For Class.” The camouflage uniform, worn for field exercises, is called the Army Combat Uniform or ACU.

Looking out at the Hudson River, our tour guide explained how West Point was located in a crucial strategic position during the Revolutionary War.
The Hudson River viewed from West Point.
The Hudson River viewed from West Point.

West Point is situated above an “S”-shaped turn in the river, overlooking the narrowest part of the channel where the current is at its swiftest. In other words, it’s where British ships would be at their most vulnerable.

“Washington knew if those ships were fighting the ebbing tide, the narrow channel, and the swift current, there would be no better place to shoot at them than from West Point,” our tour guide said.

To further fortify the Hudson River, Washington ordered a giant chain strung from one end of its shore to the other as a deterrent.
The Hudson River Chains at Trophy Point.
The Hudson River Chains at Trophy Point.

The chain stretched 1,700 feet, weighed 65 tons, and took 270 men to anchor it in place. It successfully deterred the British from trying to attack West Point.

Instead, the British attempted to take West Point through other means by conspiring with the infamous traitor Benedict Arnold, who was placed in command at West Point in 1780. When Arnold’s plot to surrender West Point to the British was exposed, he evaded capture and defected to the British army.

While learning about West Point’s Revolutionary War history, two helicopters roared past in a reminder of its contemporary military significance.
Helicopters flew over West Point.
Helicopters flew over West Point.

The West Point tour guide guessed that the helicopters may have been used for air assault training, where soldiers rappel out of a helicopter while it hovers 50 feet off the ground.

Further along at Trophy Point, our guide pointed out the Trophy Point Amphitheater, where graduating classes receive their class rings.
Trophy Point Amphitheater.
Trophy Point Amphitheater.

The tradition of West Point class rings dates back to 1835.

Each year, gold from rings donated by past West Point graduates is melted down and incorporated into the outgoing class’ rings.

Sedgwick Monument holds special significance to West Point Cadets.
Sedgwick Monument.
Sedgwick Monument.

This statue of Major General John Sedgwick, nicknamed “Lucky John,” is said to bring good fortune to cadets who sneak out after curfew in their dress uniforms to spin the spurs on his boots the night before exams.

Across the parade ground, we could see the Jefferson Library, completed in 2008.
Jefferson Library at West Point.
Jefferson Library at West Point.

The library is named for President Thomas Jefferson, who was president when the United States Military Academy at West Point was founded in 1802.

Washington Hall houses West Point’s mess hall, which feeds all 4,400 cadets in under 25 minutes.
Washington Hall at West Point.
Washington Hall.

In West Point’s dining hall, a team of over 200 cooks serves more than 13,000 meals per day.

Mealtimes at West Point feature unique etiquette rules. Cadets line up in formation before the meal and march into the hall. Plebes, or freshmen, are in charge of setting the table and pouring water for the upperclassmen.

On the other side of the parade ground, the superintendent lives at Quarters 100, a home built in 1820.
Quarters 100 at West Point.
Quarters 100 at West Point.

The historic home spans 16,600 square feet.

Trophy Point also featured a putting green.
A putting green at West Point.
A putting green at West Point.

West Point features an 18-hole golf course open to the public.

On the bus back to the Visitors Center, we passed Lincoln Hall, which houses classrooms.
Lincoln Hall.
Lincoln Hall.

Lincoln Hall currently houses the English and Philosophy and Social Sciences departments, the Combating Terrorism Center, and the Office for Economic and Manpower Analysis, but is undergoing renovations.

Cullum Hall is an alumni building with a grand ballroom.
Cullum Hall at West Point.
Cullum Hall.

Cullum Hall was designed by architect Stanford White, who designed the Washington Square Arch in New York City, in 1898.

West Point Club, another event venue, featured a semicircular wall of windows overlooking the Hudson River.
West Point Club.
West Point Club.

Members of the public can also book events at the West Point Club.

When it was built in 1911, Thayer Hall was the world’s largest indoor riding arena.
Thayer Hall at West Point.
Thayer Hall.

“In 1959, they repurposed it as a classroom building and an office building, but the cadets say on a hot day, they can still smell the horses,” our tour guide said.

We caught a brief glimpse of the new Cyber and Engineering Academic Center that is under construction before returning to the Visitors Center.
Construction of West Point's Cyber and Engineering Academic Center.
Construction of West Point’s Cyber and Engineering Academic Center.

The building will house the departments of Civil and Mechanical Engineering, Electrical Engineering and Computer Science, and Systems Engineering.

“Cyber warfare is the latest thing in national defense, so West Point’s getting ready,” our guide said.

After the tour ended, I stopped at the West Point Museum, where I saw artifacts like President Dwight D. Eisenhower’s military uniform.
President Dwight D. Eisenhower's military uniform at the West Point Museum.
President Dwight D. Eisenhower’s military uniform at the West Point Museum.

Eisenhower graduated from West Point in 1915.

The West Point tour offered a combination of US history and contemporary Army education, providing a fascinating look into the past, present, and future of America’s military.
Abrams Gate at West Point.
Abrams Gate at West Point.

Evidence of West Point’s distinguished history and unbroken lineage, known as “The Long Gray Line,” was visible at every turn.

While admiring a view of the Hudson River and the surrounding mountains, my gaze was drawn up to a particularly striking tree along the sidewalk. Above its enormous trunk, its knarled branches had begun to flower with spring blooms. Then I noticed the plaque. It was a gift from the class of 1888.

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Walmart’s warehouse club ups the pressure on Costco with a new member perk

A Sam's Club sign hangs on the wall of a store on July 07, 2025 in Miami, Florida.
  • Walmart has made a big bet on ultrafast delivery across its US stores.
  • Now the company is bringing the perk to Sam’s Club, with a new one-hour service option for members.
  • Sam’s Club says its 10 fastest orders were fulfilled in under 12 minutes — way faster than Costco.

Walmart is doubling down on ultrafast delivery with a new option at its warehouse chain Sam’s Club.

On Wednesday, Sam’s Club e-commerce head Greg Pulsifer said a new “enhanced” express delivery option in the US has posted impressive numbers since it was rolled out three weeks ago.

“Our 10 fastest deliveries to date were all fulfilled in less than 12 minutes,” he said in a statement.

Members can now get Sam’s Club’s jumbo pack sizes with Walmart’s blazing-fast fulfillment.

The move ramps up pressure on warehouse club rival Costco, and underscores Walmart’s focus on growing e-commerce sales through a combination of convenience and value.

Last September, Walmart’s then-US CEO John Furner said Walmart’s fastest delivery time was under five minutes. The company also says more than 5% of store-fulfilled orders arrive in less than 30 minutes.

Sam’s Club has also had significant success with rapid fulfillment at international locations, most notably in China.

Faster fulfillment with a flat fee instead of higher prices per item

At Sam’s Club, sub-three-hour deliveries cost $17 for standard members and $5 for higher-tier Plus members and arrive within three hours, while the faster delivery option costs an additional $5 to get the order in less than an hour for both membership types.

Ralph Asher, founder of Data Driven Supply Chain, told Business Insider that this ultrafast delivery option could give Sam’s Club an advantage over its larger rival, Costco, especially since the product prices online match those at the warehouse.

Costco’s same-day services, which offer delivery in as little as an hour, are fulfilled by Instacart, and items are typically priced higher than those in-store. Costco says the higher prices allow most orders to avoid additional delivery fees, though long-distance orders are subject to a $10 fee.

Costco did not immediately respond to a request for comment on its delivery strategy.

Sam’s Club says it has now fulfilled nearly 65,000 orders under its three-hours-or-less delivery option, with an average delivery time of 55 minutes.

Top categories for express orders include water, produce, paper goods, and baby items, with more urgent items like baby formula and rotisserie chickens arriving in as little as 10 minutes. The fastest order Sam’s Club says it fulfilled was the delivery of Member’s Mark baby formula to a day care in Fargo, North Dakota, in nine minutes.

Asher said the logistics of delivering club-sized products aren’t all that different from delivering typical retail pack sizes — so long as the order fits in a gig driver’s car — but the lower unit cost of the club-sized item could make it a better deal for consumers.

And Sam’s Club isn’t doing this for fun. There’s a significant upside for sales growth.

Walmart has said that its fast delivery shoppers spend twice as much as the average digital customer. That figure jumps to three times as much when shoppers use fast delivery four or more times.

Your move, Costco.

Have a tip? Contact this reporter via email at dreuter@businessinsider.com or text/call/Signal at 646-768-4750. Use a personal email address, a nonwork WiFi network, and a nonwork device; here’s our guide to sharing information securely.

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Marketing to “a segment of one” is possible with AI, says Adobe’s enterprise CMO

A woman entering an Ulta beauty store
Ulta Beauty is using AI to scale personalization in its marketing, said Rachel Thornton, CMO at Adobe Enterprise.
  • In a video interview with CMO Insider, Rachel Thornton, CMO of Adobe’s enterprise business, spoke about how AI is driving experimentation.
  • Ulta, an Adobe customer, is using AI to create a more personal connection with customers.
  • Adobe’s customer events help Thornton think of ways to innovate its products.

Artificial intelligence creates “a culture of experimentation,” and gives marketers the power to quickly scale the innovative and creative work they do, said Rachel Thornton, chief marketing officer of Adobe’s enterprise business, in a video interview for CMO Insider.

A major benefit is optimized personalization. Thornton said one of its customers, the beauty retailer Ulta, is using AI to analyze customer data. AI can help pinpoint the specific customer preferences and market to a “segment of one,” creating a more personal relationship with the brand, she said.

“It’s a one-on-one relationship and is building that experience and that journey right around that customer,” she said.

Thornton was interviewed at Business Insider’s studio in New York.

The following transcript has been edited for clarity.

It’s been exciting to see how the marketing team uses AI to foster a culture of experimentation.

AI can really help you with understanding customer insights: What is the data telling us? How do we use things like the Adobe Audience Agent to help us find new audiences? How are we using our GenStudio performance-marketing product to scale our paid media efforts?

But it really is about how you embrace it and how you experiment with AI. It’s making sure that you’re keeping the marketer, the creative, at the center of the conversation, but then taking all the great innovative work they’re doing and scaling it. AI gives you that power.

AI is enabling Ulta to personalize the customer journey

Ulta Beauty is using AI to think about personalization and also about building a great customer journey. Previously, customers would have thought about the demographics and what demographic group their customer would fit into. Now, with AI, you can really understand, based on your customer data, preferences, what they’re buying, how they’re engaging, what they’re returning across stores, applications, and online.

Ulta can now see the entire customer journey. They can say, hey, I don’t have to market based on a demographic, I can market based on a segment of one. I can build a profile for an individual, understand what they want, and then really bring it to them so that they feel like that customer, and that relationship they have with that brand, is a personal relationship.

It’s a one-on-one relationship, and it’s really bringing them exactly what they need and building that experience and journey around that customer.

So, whether it’s creative products, marketing products, or segmentations, with our Adobe GenStudio product, you can think about creating assets for an amazing brand campaign, but then scaling it across multiple channels, even across multiple languages.

Then, thinking about your data platform — how you understand all of your customer data, what customers are doing, what you are seeing in terms of customer insights — it’s about bringing those insights to life to really feed that customer journey.

Celebrating creativity through customer events

At Adobe, we have a motto: We want to empower everyone to create. And I think that is so powerful because we believe and we see this in our customers. Everyone is creative at heart. How do we help you bring that creativity to life?

Whether you’re a creative pro, whether you’re a marketer, whether you’re an influencer, or whether you’re just looking to create great videos or great content, there are so many tools across our history, across our platform that customers are using every day and experiencing every day, and they love them.

In October 2025, we held our Adobe Max event in Los Angeles, where thousands of people came together to really learn and share with one another.

We have our marketing-centric event, Adobe Summit, happening in Las Vegas in April. It’s so exciting to have all these customers come together not only share with each other, but also to share with Adobe what they love about their products.

Listening to customers, taking their input, and really understanding what they love is how we build great products and innovate. And having such passionate customers and fans, it’s completely innovating. You get up every day and think, ‘How do I make these tools even better for all of the customers that use them?’

AI fuels exploration at home, and beyond

I love AI from an exploratory point of view. So, I travel a lot and bake a lot, and it’s actually great. I do recipe research and also iterate, like, what if I tweaked this about a recipe? So that’s a lot of fun. It’s like I have sort of a mini chef with me in the kitchen.

And then of course, when I’m traveling, it’s useful to be able to come up with highly customized itineraries and ideas, and even menu planning. That’s what I’ve loved it for.

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Meta employees are up in arms over a mandatory program to train AI on their mouse movements and keystrokes

Meta CEO Mark Zuckerberg.
Meta CEO Mark Zuckerberg.
  • Meta launched internal AI software that tracks US employees’ keystrokes.
  • Many employees reacted negatively to Meta’s new AI tool, questioning its privacy practices.
  • Meta said its AI tool has privacy safeguards and is limited to work apps.

Meta is installing new software on its US employees’ computers that will track their keystrokes and mouse movements to train its AI, and it’s sparking backlash within the company, according to internal communications obtained by Business Insider.

Business Insider obtained the full internal announcement about the launch of the new AI training program. The post says that the software helps AI models improve how humans actually use computers, such as using keyboard shortcuts and choosing from dropdown menus. Reuters first reported on the new tracking software.

“For agents to understand how people actually complete everyday tasks using computers, we need to train our models on real examples,” the post said.

“This makes me super uncomfortable. How do we opt out?” was the top-rated comment in response to the internal announcement, according to a post on Meta’s internal workplace communications site seen by Business Insider.

The “angry-face” emoji was the most common reaction to the original announcement.

Meta CTO Andrew Bosworth responded in the thread that “there is no option to opt out of this on your work provided laptop.” This comment received a mix of crying, shocked, and angry-face emojis.

“There are safeguards in place to protect sensitive content, and the data is not used for any other purpose,” a Meta spokesperson told Business Insider.

Across the company, Meta has been going all-in internally on AI, forming a Meta Superintelligence Labs unit last year, launching AI Weeks, and reorganizing staff into “AI pods.”

While employees can’t opt out of the tracking software program, Meta employees’ work on their work devices has long been monitored, and staff are informed of that when they sign on, so the new program is more an extension of existing rules than a brand-new policy shift, according to a person familiar with the matter.

The post says the software is limited to a list of commonly used work applications, like Gmail, GChat, and Metamate, an AI assistant for employees. It also says it only applies to computers, not to employees’ phones.

Read the full internal announcement obtained by Business Insider below:

As Mark and Alexandr recently shared, our launch of Muse Spark is the first in a series of new large language models from MSU. We’re on a really strong trajectory with our models and one of the ways we can accelerate our path is by tapping into our own work day to day. While AI models excel at research and technical skills like coding, they still lack some of the basic ways that humans use computers like choosing from dropdowns and keyboard shortcuts. For agents to understand how people actually complete everyday tasks using computers, we need to train our models on real examples.
This is where all Meta employees can help our models get better simply by doing their daily work.
Starting today, we’re rolling out a tool for US-based FTEs and Contingent Workers that captures computer inputs like mouse movements, click locations and keystrokes as well as screen content for context.
Scope is limited to a pre-approved list of work-related applications and URLs, like Gmail, GChat, Metamate, and VSCode. US-based employees will see a pop-up with instructions to enable the tool called Model Capability Initiative (MCI).
This only applies to your computer and not your phone. To learn more about how the tool works including privacy safeguards, check out the wiki and FAQs.

Have a tip? Contact Charles Rollet via email at crollet@businessinsider.com or on Signal and WhatsApp at 628-282-2811. Use a personal email address, a nonwork WiFi network, and a nonwork device; here’s our guide to sharing information securely.

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