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The AI Breakdown

AI Weekly Briefing: Lovable Raises Big and Salesforce Buys Qualified

10 min24 december 2025

AI is getting embedded everywhere and this week proved it. Salesforce is buying Qualified to power always on AI agents for pipeline. Lovable just raised big money at a massive valuation as vibe coding explodes. Microsoft and Google are leaning on partners to push AI from pilots to production. Notion reveals that AI now drives a huge chunk of revenue, and Zoom launches AI Companion 3.0 to turn meetings into actions.

But there’s a catch: Reuters reports that many companies still aren’t seeing the ROI they expected. So what separates hype from real value?

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