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The key to a $1.3T opportunity

A new trend in real estate is making the most expensive properties obtainable. It’s called co-ownership, and it’s revolutionizing the $1.3T vacation home market.

The company leading the trend? Pacaso. Created by the founder of Zillow, Pacaso turns underutilized luxury properties into fully-managed assets and makes them accessible to the broadest possible market.

The result? More than $1b in transactions, 2,000+ happy homeowners, and over $110m in gross profits for Pacaso.

With rapid international growth and 41% gross profit growth last year, Pacaso is ready for what’s next. They even recently reserved the Nasdaq ticker PCSO.

But the real opportunity is now, before public markets. Until 5/29, you can join leading investors like SoftBank and Maveron for just $2.80/share.

Invest in Pacaso today.

_{This is a paid advertisement for Pacaso’s Regulation A offering. Please read the offering circular at invest.pacaso.com. Reserving a ticker symbol is not a guarantee that the company will go public. Listing on the NASDAQ is subject to approvals. Under Regulation A+, a company has the ability to change its share price by up to 20%, without requalifying the offering with the SEC.}

Good morning! Today is Tuesday, May 20, 2025.

We have some exciting AI news today: Microsoft is enhancing Windows with the Model Context Protocol (MCP), streamlining AI app integration, and Google has launched the NotebookLM mobile app, bringing AI-powered note-taking to your fingertips.

1. Windows Embraces the ‘USB-C of AI’: Microsoft Integrates MCP to Power Smarter AI Agents

Microsoft is reimagining Windows for the AI age by adding native support for the Model Context Protocol (MCP). A new open standard that lets AI agents communicate seamlessly across apps, services, and even the Windows OS itself. Often called the “USB-C of AI,” MCP enables agents like Perplexity to perform tasks like file searches or system commands using natural language. This marks a major step toward Microsoft’s vision of an “agentic web,” where smart assistants can collaborate, remember user actions, and automate workflows. All while Microsoft rolls out strict new security controls to keep things safe.

2. Google Launches NotebookLM App for Mobile to Help You Learn On the Go

Google’s AI-powered research assistant, NotebookLM, is now available as a mobile app on iOS and Android. The new app lets users listen to offline Audio Overviews, ask questions about saved content, and instantly add websites, PDFs, or YouTube videos as sources directly from their phones. Whether you're commuting, studying, or multitasking, NotebookLM makes it easier to understand complex information anytime, anywhere.

3. NVIDIA Launches AI Blueprint to Transform Video Search and Summarisation Across Industries

NVIDIA has released its AI Blueprint for video search and summarisation, giving developers powerful tools to build video analytics AI agents that can watch, search, and summarise vast amounts of video data in real time. Built on the NVIDIA Metropolis platform and boosted by vision and language models, this technology is already being used by manufacturers, smart cities, and sports leagues to enhance safety, efficiency, and decision-making. From reducing factory defects to cutting city response times and streamlining sports content creation, these AI agents are turning video from a passive resource into a real-time engine of insight and action.

4. Klarna Hits Nearly $1M Revenue Per Employee Thanks to AI Overhaul

Klarna’s big bet on AI is paying off. The Swedish fintech giant revealed it has nearly doubled its revenue per employee to almost $1 million by replacing hundreds of roles and cutting costs with OpenAI-powered systems. The company scrapped its Salesforce contract, scaled back hiring, and saw major savings in customer service after replacing 700 agents with AI chatbots. Despite a 13% jump in Q1 revenue, Klarna is holding off on its planned U.S. IPO due to market uncertainty following recent tariff tensions.

5. Dell Launches New AI Servers with Nvidia Power to Accelerate Enterprise Adoption

Dell has unveiled a powerful new lineup of AI servers built with Nvidia’s cutting-edge Blackwell Ultra chips, aiming to meet surging enterprise demand for AI infrastructure. The servers, available in both air- and liquid-cooled versions, can handle up to 256 chips and train AI models up to four times faster than previous systems. Dell also debuted a new AI-focused laptop with on-device model processing and announced plans to support Nvidia’s next-gen Vera chips. With pricing set to be competitive, Dell is positioning itself as a key player in the race to bring high-performance AI tools to businesses.

6. Elon Musk’s Grok 3 AI Models Now Available on Microsoft Azure

Microsoft Azure is now offering managed access to Grok 3 and Grok 3 mini, the AI models created by Elon Musk’s startup xAI. Through Azure AI Foundry, enterprise customers can tap into Grok’s capabilities with the security, service-level agreements, and billing structure they expect from Microsoft. While Grok gained notoriety for its uncensored and controversial responses on Musk’s social platform X, the Azure versions are more tightly controlled and include enhanced tools for data integration, customization, and governance.

Stay tuned for more updates, and have a fantastic day!

Cheers,
Zephyr