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The Exchange Daily - November 28, 2025

Today’s Show Notes: Agentic AI from Microsoft and AWS, AI in healthcare, data-layer cleanup, and two case studies in cyber risk.

Microsoft Ignite 2025 and the rise of the “Frontier Firm”

Microsoft Ignite 2025 put Copilot with Agent Mode and agentic applications front and center, painting a picture of the “frontier firm” that aggressively adopts AI to rewire knowledge work. Agent Mode in Word, Excel, PowerPoint, and Dynamics 365 can now orchestrate multi-step tasks, from drafting a full report to shaping complex spreadsheets, while using multiple reasoning models behind the scenes.

For executives, the key message is that agentic AI is moving from concept to practical platform capability. The near-term opportunity is to identify a handful of high-value workflows in finance, sales, and operations, and stand up controlled pilots where humans and agents work together, with clear governance and success metrics.

Sources:
https://www.microsoft.com/en-us/microsoft-365/blog/2025/11/18/microsoft-ignite-2025-copilot-and-agents-built-to-power-the-frontier-firm/
https://www.microsoft.com/en-us/dynamics-365/blog/business-leader/2025/11/18/microsoft-ignite-2025-powering-frontier-firms-with-agentic-business-applications/


AWS Well-Architected AI lenses bring structure to AI governance

AWS has introduced three new Well-Architected lenses focused on AI workloads. The Responsible AI lens, the updated Machine Learning lens, and the Generative AI lens give architecture and governance teams a structured way to evaluate AI systems for safety, fairness, security, and cost.

Instead of inventing governance from scratch, organizations that already rely on the Well Architected framework can fold these lenses into existing review cycles. That allows AI initiatives to be judged with the same rigor as other production systems, while creating a common language for risk and value across teams.

Sources:
https://aws.amazon.com/blogs/architecture/architecting-for-ai-excellence-aws-launches-three-well-architected-lenses-at-reinvent-2025/
https://aws.amazon.com/about-aws/whats-new/2025/11/new-aws-well-architected-lenses-ai-ml-workloads


AI for chronic disease management from Tencent Healthcare and Fangzhou

Fangzhou and Tencent Healthcare have launched a full-stack AI solution aimed at chronic disease management in China. The platform combines a large language model, clinical pathways, and patient-facing mobile apps to support long-term monitoring, tailored interventions, and more efficient clinician engagement.

With tens of millions of users and hundreds of thousands of physicians already on the Fangzhou platform, this initiative highlights what it takes to apply AI at a genuine population scale. Healthcare CIOs and payers can use this as a benchmark for their own virtual care and remote monitoring strategies. At the same time, leaders in other industries can draw lessons about pairing domain-specific content, AI, and apps to transform service delivery.

Sources:
https://www.globenewswire.com/news-release/2025/11/27/3195482/0/en/Fangzhou-and-Tencent-Healthcare-Launch-Full-Stack-AI-Solution-for-Chronic-Disease-Management.html
https://aithority.com/tag/fangzhou/


Getting the enterprise data layer unstuck for AI

A recent InfoWorld feature argues that the real blocker to AI at scale is not access to models but the state of the enterprise data layer. Many organizations still operate with fragmented, inconsistent, and poorly governed data estates, leading AI systems to hallucinate and leak value.

The article recommends investing in knowledge graphs, semantic layers, and governance models that integrate meaning alongside data. It also emphasizes bringing AI to the data wherever possible to avoid unauthorized copies and the loss of proprietary advantage. For CIOs and chief data officers, this serves as a practical blueprint for the next wave of data modernization that is required to unlock reliable AI.

Sources:
https://www.infoworld.com/article/4094124/getting-the-enterprise-data-layer-unstuck-for-ai.html


Cybersecurity as a core business discipline

SecurityWeek carries a timely reminder that cybersecurity has become a core business discipline rather than an IT specialty. With recent incidents wiping out hundreds of millions in profits for major retailers, cyber risk now sits alongside strategy, operations, and geopolitics at the board level.

The piece calls for assumption breach thinking, honest reviews of vendor and telecom dependencies, and risk metrics expressed in business language. For boards, CEOs, and security leaders, it is a useful framing document for repositioning cyber programs as engines of resilience and reliability, not just compliance.

Sources:
https://www.securityweek.com/cybersecurity-is-now-a-core-business-discipline/


OpenAI and the Mixpanel analytics breach

OpenAI has disclosed that its analytics provider, Mixpanel, suffered a smishing-driven compromise that resulted in the export of an analytics dataset for some API users. The exposed data includes names, email addresses, and coarse location information, but not passwords, payment data, API keys, or chat content.

OpenAI has suspended use of Mixpanel, notified affected developers, and initiated a broader supplier review. For enterprises, the incident underscores that analytics and telemetry vendors are part of the AI supply chain and must be covered by the same vendor risk, least privilege, and monitoring practices applied elsewhere. It is also a cue to prepare developer communities for targeted phishing built on exposed contact details.

Sources:
https://openai.com/index/mixpanel-incident/
https://www.bleepingcomputer.com/news/security/openai-discloses-api-customer-data-breach-via-mixpanel-vendor-hack/
https://www.securityweek.com/openai-user-data-exposed-in-mixpanel-hack/


Asahi’s ransomware breach and the long tail of disruption

Japanese beverage giant Asahi is still working through the impact of a ransomware attack that began in late September. The company has confirmed that personal data tied to roughly two million individuals was stolen, including customers, external contacts, employees, and family members. Ransomware also encrypted data center servers, forcing manual workarounds for ordering, shipping, and customer support.

Logistics operations are not expected to normalize until early 2026, and the company has delayed financial reporting as it restores systems in phases. For CIOs, CISOs, and COOs, Asahi provides a concrete case study in the operational and reporting impact of a long-running incident, and a realistic scenario for tabletop exercises across manufacturing and supply chains.

Sources:
https://www.securityweek.com/asahi-data-breach-impacts-2-million-individuals/
https://www.reuters.com/world/asia-pacific/personal-details-15-million-asahi-group-customers-may-have-been-leaked-2025-11-27/
https://www.techradar.com/pro/security/asahi-confirms-cyberattack-leaked-data-on-1-5-million-customers


Topics We’re Tracking (But Didn’t Make the Cut)

Dropped Topic: Trend Micro prediction that 2026 will mark the full industrialization of AI-driven cybercrime

  • Why It Didn’t Make the Cut: Important, but overlaps heavily with other cyberindustrialization themes we have covered this week.

  • Why It Caught Our Eye: Provides a useful one-year horizon for budgeting AI augmented defense and automation investments.

Dropped Topic: Analyses of recent AWS, Azure, and Cloudflare outages as concentration risk signals

  • Why It Didn’t Make the Cut: We covered hyperscaler and network concentration risk in depth in previous editions and chose to prioritize fresher AI and governance news today.

  • Why It Caught Our Eye: Continues to shape regulatory expectations and third-party risk management requirements for cloud-dependent enterprises.


Quick Disclaimer and Sources Note: The author used AI in part to create this newscast. Our goal is to be transparent and show you how we sourced the info we used.


This newscast was developed using only public sources of information.


The Exchange Daily is a production of Metora Solutions. For more information about how to participate in this daily newscast, contact us at podcasts@metorasolutions.com.

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