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From cars to boats.

It’s Tuesday. OpenAI has entered into multiyear partnerships with major consulting firms like Accenture and McKinsey in a bid to progress its Frontier AI agent platform. Getting AI agents to work is a goal for companies of all stripes in 2026, when AI dreams need to become top-line realities.

In today’s edition:

—Jordyn Grzelewski, Beck Salgado

REVENUE STRATEGY & LEADERSHIP

Photo of Marco Batra

Marco Batra

During his nearly six-year stint at EV maker Rivian, Marco Batra experienced firsthand an enduring challenge for manufacturing startups: getting from zero to one.

Keep reading here.—JG

From The Crew

REVENUE STRATEGY & LEADERSHIP

passing torch between business men

Nuthawut Somsuk/Getty Images

AI-native go-to-market platform Apollo.io has announced that, after years of working together, Matt Curl is stepping up to take the CEO role from founder Tim Zheng. The change is effective immediately, with Zheng sticking around as board chair.

Keep reading here.—BS

REVENUE STRATEGY & LEADERSHIP

n/a

Somia Farid

If you did your Valentine’s Day shopping last minute, worry not—you aren’t alone. Walmart says 75% of its Valentine’s Day sales occur on February 13 and 14.

Keep reading here.—BS

Together With Pavilion

ACTIVE PIPELINE

An open laptop revealing sales graphs, stacked coins, profit.

Stat: $12 billion. That's how much (roughly half) of Starbucks’s company-operated US store sales happen by 11am. (the Wall Street Journal)

Quote: “[DoorDash] has a long runway for growth; reinvestment is in the company’s DNA, and this is not the last time we will end up debating an investment cycle—but there is merit to the strategy.”—Nikhil Devnani, Bernstein analyst (Reuters)

Read: Peacock’s next growth bet: selling subscriptions for other streamers. (Business Insider)

Morning Brew

Morning Brew

How important is retail as a proving ground for AI? (Retail Brew)

The AI hype train hit a prominent bump last month when Microsoft CEO Satya Nadella expressed concern that the sector could be dangerously overvalued if—and here’s the caveat—a wider set of companies don’t start benefitting from the technology soon.

Salesforce employees respond to CEO Marc Benioff’s insensitive ICE comment. Here’s what HR needs to know. (HR Brew)

Over 1,400 Salesforce employees signed a letter last week demanding that CEO Marc Benioff cease business operations with US Immigration and Customs Enforcement (ICE), sources told CNBC.

CFOs are slowing headcount growth, survey says. (CFO Brew)

The obvious story is the obvious story: CFOs are ready and eager to keep spending on tech. That’s one takeaway—the obvious one—from Gartner’s latest budget benchmarks report, released in early February.

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