Episode 2: Microsoft Picks Claude, the OpenAI Paradox, and the Vibe Coding Reckoning

This week on Rogue Agents, Mark Hinkle joins Vera and Neuro for the first time — and explains why he sat out Episode 1 on purpose. Plus: the biggest stories in enterprise AI for the week of March 9–13, 2026.

Stories covered this week, from theaienterprise.io:

Deep Dive 1: Microsoft Just Picked Claude Over OpenAI
Despite a ~$135B investment in OpenAI, Microsoft chose Anthropic's Claude to power Copilot Cowork — its new agentic feature for Microsoft 365 that automates calendar triage, meeting packets, and company research. The era of single-model loyalty is over.
Read the full story →

Deep Dive 2: The OpenAI Paradox — GPT-5.4 Drops as Users Flee
OpenAI released GPT-5.4 — their most capable model yet, with a 1M token context window, 33% fewer factual errors, and autonomous Agent Mode. But 1.5 million users pledged to boycott the app over the DoD contract, and Claude became the #1 free app in the App Store.
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Deep Dive 3: Vibe Coding for Business — The New Bottleneck
63% of vibe coding users today are non-developers. Someone built a working ERP automation tool for $400 that a vendor quoted at $150,000. But 45% of AI-generated code fails security tests. The coding bottleneck is gone — and a harder one has taken its place.
Read the full story → | Deep Dive →

Quick Hits:

• Yann LeCun's AMI Labs raises $1.03B for "world models" — AI that learns from reality, not text
• Anthropic launches the Claude Marketplace with zero commission
• Google closes its $32B acquisition of Wiz — its largest deal ever
• Software stocks rebound: Oracle +10%, CEOs bet on proprietary data as the AI moat

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