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Microsoft and OpenAI rewrote their contract on 27 April. OpenAI can now serve its products on any cloud, Microsoft has stopped paying it a revenue share, and OpenAI's revenue share to Microsoft is now subject to a cap. AWS and Google Cloud will be selling OpenAI models. The marketing-relevant point: the "all roads lead to Azure" assumption for OpenAI procurement is over.

DeepSeek cut V4-Pro list prices by 75% through 5 May and dropped input cache hits across its entire API to one-tenth of the previous rate. V4-Pro output is now around $3.48 per million tokens versus roughly $25–$30 for Claude Opus 4.7 and GPT-5.5. The frontier-versus-good-enough cost gap has widened again.

Stagwell and FreeWheel launched a unified, AI-led CTV buying platform on 27 April, anchoring it around supply-path optimisation and reduced ad-tech fees. It is a holdco rewiring its CTV stack at the infrastructure layer, not a new feature in a media plan.

Avoca raised more than $125m at a $1bn valuation on 27 April to put 24/7 AI call handling, scheduling and follow-up into HVAC, plumbing, automotive and other services businesses. Customers include Turnpoint, 1-800-GOT-JUNK and Goettl. The "AI front office for the trades" category is now venture-validated at unicorn level.

Watchlist: Anthropic's reported Bugcrawl feature for Claude Code, scanning repos with parallel agents; and Kite Passport opening early access — an identity and payment layer for AI agents that could matter once agentic commerce hits volume.

The pattern of the day is unflashy but commercially clean. Procurement is loosening, unit economics are tightening, the holdcos are rebuilding their ad infrastructure, and a previously unsexy slice of the economy is being absorbed into the AI stack. None of this is a demo. All of it is operational.