Cards · Thursday, May 21, 2026 · 175 newsletters
Today's reads
Every newsletter in the inbox, distilled to 3-5 claims. The briefing for this day at /whatimreading/2026-05-21 is the editorial curation on top of this layer.
a16z
Flock cameras show how license plate tech is changing urban safety.
- Flock cameras helped solve a recent crime in Austin by tracking a vehicle.
- The technology addresses a national bottleneck: solving crimes through license plate evidence.
- Garrett Langley developed the system after observing local crime patterns.
- ALPR systems are crucial because 70% of US crimes involve a vehicle.
After School by Casey Lewis
by Casey Lewis
Whimsy, IRL events, and reading gaps define modern Gen Z anxieties.
- Whimsy is trending as 'everyday escapism' from information overload.
- Tinder is shifting focus to IRL events to counter swipe fatigue.
- The platform is introducing 'Groups' tools for structured social connection.
- Young women report being in 'reading-gap relationships' with male partners.
Links: whimsy-related items, TINDER IS BETTING GEN Z DATERS WOULD RATHER BE OFFLINE, Groups” tool that lets female users form friend groups, reading-gap relationships
Agentic AI
by Ken Huang
Slash commands provide direct, model-bypassing control over agent sessions.
- The slash command system acts as the agent's meta-language.
- The harness intercepts commands locally, costing no tokens to the LLM.
- This structure is distinct from model-invoked skills or model-called tools.
- It allows human users to maintain direct control over the session.
Links: all previously written 15 Hermes Agent and Claude Code agentic harness design patterns are now available in a single book on Amazon
AI as Normal Technology
by Arvind and Sayash from AI as Normal Technology
AI risks require resilience, not extraordinary government intervention.
- Thompson agrees AI is normal economically, but fears its emergent risks.
- The authors argue against extraordinary government intervention.
- Resilience requires improving the normal process of policymaking.
- AI's economic diffusion is slow, mitigating fears of rapid job loss.
- Misuse risks require building societal resilience.
Links: AI as Normal Technology, Derek Thompson, extraordinary government responses, societal resilience
AI MARKET FIT
by Guillermo Flor
Peptides represent a $200B opportunity where AI can make a difference.
- The peptide drug class is projected to hit $200 billion by 2030.
- AI is uniquely positioned to solve key development hurdles, like oral delivery.
- This market is a concentrated profit pool for AI in biology.
- The value is locked in solving issues like tolerability, manufacturing, and patient matching.
Links: oral delivery, tolerability, manufacturing, patient matching
Anna Mack's Stack
by Anna Mack
Essential advice for financial stability when working for yourself.
- Diversify your income streams to spread risk and create multiple money levers.
- Keep business and personal funds separate, running a proper month-end process.
- Maintain a dedicated slush fund covering at least six months of personal expenses.
- Collect evidence of your worth by asking past colleagues and clients.
- Price high and use the 'fee sandwich' approach to justify your rates.
Atoms
Atoms shoes fight odor with antimicrobial lining for all-day freshness.
- The shoes feature an antimicrobial lining to fight odor-causing bacteria.
- They keep feet fresh through long days, travel, and errands, even without socks.
- The brand focuses on precision sizing and comfortable, thoughtful design.
- Atoms outlines data handling and security in its Privacy Policy.
Links: Shop Atoms, Privacy Policy
Axios AI+
by Ina Fried and Madison Mills
Anthropic signs massive compute deal with SpaceX.
- Anthropic is paying SpaceX $1.25 billion monthly through 2029.
- Google balances AI disruption with protecting profitable core businesses.
- Google favors fast, cheap models like Gemini 3.5 Flash for broad scale.
- Google's existing scale allows massive investment without constant fundraising.
Links: Gemini 3.5 Flash, Mythos, The competition is fierce,
Axios Communicators
by Christine Wang
Human connection and taste are the new competitive edge against AI.
- AI makes polished, optimized content generic and mistrusted.
- The new advantage lies in original voice, taste, and human connection.
- In-person events and genuine interactions are proving more valuable than main stages.
- The best communicators must bring judgment, curiosity, and personality.
Links: Sign up for event and programming updates, Go deeper
Balancing Act
by Nikunj Kothari
Corporate structures often prevent employees from developing true ownership.
- Many corporate practices, like 1:1s and free food, were originally strategic tools.
- These tools have become expected rights, creating a sense of dependency.
- The current system provides an 'apparatus' that acts like a daycare for adults.
- True ownership is learned when you realize you are the only person who can fix what is broken.
Bankless
HYPE hits new ATH, fueled by ETF interest and momentum.
- Hyperliquid has seen a significant year-to-date price increase.
- The recent surge is largely attributed to ETF activity.
- The analysis explores the core drivers behind the current momentum.
- Readers can learn more about the market's catalysts.
Links: HYPE All-Time High, Why HYPE Is Running, HYPE ETFs Drive New All-Time High
Blockworks
DAS London offers ticket upgrades for enhanced event experiences.
- The Digital Asset Summit (DAS) London is scheduled for November 10-11.
- GA PLUS upgrades provide access to a private VIP Lounge.
- The VIP ticket includes the private lounge and speaker dinner.
- Spots are limited, encouraging early ticket purchases.
Links: Buy Tickets, Connect
Bloomberg
Access global business insights with a limited-time discount.
- The subscription provides expert analysis on global business and geopolitics.
- Benefits include custom watchlists, 30+ newsletters, and 24/7 streaming.
- The introductory rate is $140 for the first year.
- The special offer expires on May 21st.
Links: Claim over 60% off
by Angela Cullen
Dimon addresses AI's impact on jobs with careful words.
- Dimon suggests AI will reduce jobs, but attrition will manage the shift.
- JPMorgan will hire more AI specialists and fewer traditional bankers.
- His tone is less alarming than peers like Goldman Sachs.
- He is choosing his words carefully regarding AI's impact.
Links: Listen to the day’s top stories, a notably less dystopian tone, alarmist messaging, Goldman Sachs, Standard Chartered
Bloomberg Technology
Nvidia CEO Huang charts the future trajectory of the AI economy.
- Jensen Huang stated the chipmaker is well-positioned for the changing AI economy.
- Samsung averted a strike after reaching a tentative deal with its labor union.
- Airbnb is diversifying services, adding car rentals and luggage storage.
- Anthropic expects to post its first operating profit this quarter.
- SpaceX filing revealed billions in losses and Musk's super-voting shares.
Links: Read more about the 11th-hour truce., Here’s everything that’s coming to the Airbnb app., See the numbers here, SpaceX Filing Reveals $4.28 Billion Loss, Musk’s Tight GripSpaceX filed publicly for what stands to be the largest-ever , get the Tech In Depth newsletter
Breaking News from Pod Save America
DNC Chair Ken Martin releases the 2024 Autopsy Report.
- DNC Chair Ken Martin has released the 2024 Autopsy Report.
- The report is available for viewing on the associated platform.
- Supercast subscribers can access the full video content.
Brew Markets
The article discusses Quantum stocks and market earnings.
- The content focuses on Quantum stocks.
- It relates to US government and Walmart earnings.
Brian from Off Message
by Brian from Off Message
Brian Beutler hosts a live conversation with David Seligman.
- A live conversation is scheduled for May 22 at 11:30 AM EDT.
- The discussion features David Seligman and Brian Beutler.
- Attendees are encouraged to add the event to their calendars.
Links: Add to calendar
ByteByteGo
by ByteByteGo
Async patterns extend API capabilities beyond simple request-response cycles.
- Standard request-response models fail for long-running or continuous tasks.
- Async patterns include WebSockets, SSE, and webhooks for complex interactions.
- These techniques extend API functionality beyond a single HTTP request.
- Each pattern, like polling or WebSockets, has a specific use case.
Callaway Climate Insights
by David Callaway
US resistance to EVs contrasts with global market boom.
- Global sales of electric and hybrid vehicles reached nearly a third of all vehicles last year.
- The U.S. is a holdout, while Europe and Latin America show strong EV growth.
- Local EV popularity is driven by performance and cost, not solely climate concerns.
- Despite US resistance, the global shift toward EVs is inevitable.
Links: electric and hybrid vehicles, U.S. exceptionalism
Carnegie Corporation of New York
Comic series tells the story of AI pioneer Yann LeCun.
- The comic series highlights the contributions of naturalized citizens.
- Yann LeCun, an AI pioneer, is featured in this edition.
- He developed his interest in AI from building circuits and synthesizers.
- LeCun is a 'godfather' of AI, sharing the 2018 Turing Award.
Links: Great Immigrants, Great Americans Comic Series, READ THE FULL YANN LECUN COMIC
Cautious Optimism
by Alex Wilhelm
SpaceX's IPO valuation hinges on Anthropic's compute needs.
- Nvidia reported strong earnings, projecting $1 trillion in GPU sales.
- SpaceX's AI infrastructure spending is currently draining cash flow.
- The deal with Anthropic provides temporary growth stability for SpaceX.
- The overall business valuation of SpaceX remains highly questionable.
Links: notes on Elon Musk’s compensation, who owns what?, for how much voting power Musk will retain after the IPO
ChinaTalk
Achieving big policy goals requires mission-driven talent and persistence.
- Policy success is possible if talent is ambitious and mission-driven.
- Successful policymakers focus on outcomes, not just managing portfolios.
- Policymaking rewards immersion, sensemaking, and coalition-building.
- Persistence and stamina are vital for long-term public service careers.
- The ability to move from ignorance to expertise is surprisingly high.
Links: Remco Zwetsloot, Horizon Institute for Public Service, Kumar Garg, Renaissance Philanthropy, Launchpad
Club Athletic
Limited edition Members Core Tee drops for 48 hours only.
- The Members Core Tee is a limited quantity release.
- The exclusive drop is available for the next 48 hours.
- An exclusive launch offer of 20% off is available.
- The discount applies only to the first 50 pre-orders.
Links: PRE-ORDER NOW
Contentment
by Tracey Wallace
AI content resources and updates are tracked for better writing.
- Creating a Claude.md file improves AI output by reducing human editing time.
- A skill was developed to remove signs of AI writing from Wikipedia.
- ChatGPT is sending more traffic to SaaS websites as Google becomes zero-click.
- Training AI for taste requires great documentation and clean skills.
Links: Let's Partner
Copyhackers
by Joanna Wiebe
Success comes from starting before you feel fully qualified.
- Many successful people started without apparent qualifications.
- You do not need a degree for most intimidating ventures.
- The key is to take the step and just start anyway.
- Examples show that action outweighs perceived readiness.
Links: Start before you're ready, Just go do the thing
Crocs
Save 30% on clogs, sandals, and Jibbitz charms.
- A limited-time sale offers 30% off clogs, sandals, and Jibbitz charms.
- Use the code RE30-5GFPRB6LDN99 to apply the discount.
- Customers can also qualify for free shipping on orders.
- The site features various clog styles and personalization options.
Links: Free shipping on qualified orders, Last Chance!, 30% Off, Your Entire Purchase, Is This Goodbye?, Start Saving, Our Favorite Clogs Styles, Shop Classic Clogs
Crooked
Trump's overconfidence strains the Republican Party's unity.
- Trump gloats about wins and threatens political opponents like Fox News’s Jacqui Heinrich.
- He demands extreme loyalty, creating internal conflict within the GOP.
- His spending plans and projects strain the party's finances and unity.
- Trump appears immune to negative polling or political feedback.
Links: Fox News’s Jacqui Heinrich, Do not ever doubt President Trump and his political power, Republicans squirm as Trump pursues legacy, control and revenge, little to do with, Republican leaders are not exactly racing
Crooked Media
by Matt (Crooked)
DNC's flawed election autopsy raises questions about the party's future.
- The DNC released a flawed 'autopsy' of the 2024 election.
- The report is riddled with errors and dodges major controversies.
- The release followed controversy regarding Ken Martin's leadership.
- The document offers little guidance on how the DNC should move forward.
Links: autopsy, Pod Save America, public pressure, What A Day’s, list of takeaways
Dan Nelken
by Dan Nelken
Meaningful personal goals require enduring difficult, dark stretches.
- Plan content in series to create better content faster.
- Career stress can be No-Bueno (work) or Yes-Bueno (self-created).
- Yes-Bueno stress feeds the soul, unlike work stress.
- Achieving personal goals requires enduring difficult stretches.
- Do not let excuses prevent you from starting your own projects.
Dane | The Athletic Clubs
by Dane | The Athletic Clubs
Club Athletic is beginning a new chapter of growth and change.
- The club is entering a new phase of development.
- This new chapter promises exciting growth and opportunities.
- Details regarding the club's future direction will follow.
Democracy Docket
DOJ loses voter roll cases in Maine and Wisconsin.
- Federal judges ruled the DOJ has no right to demand voter records from Maine and Wisconsin.
- These dismissals bring the DOJ's record to 0-8 out of 31 lawsuits.
- A lawyer accuses Maricopa County officials of felonies regarding a recent resolution.
Links: Trump DOJ loses in Maine, Wisconsin as courts rebuff demand for voter rolls, More context on each dismissal, DOJ-v-States, In Maricopa County, election-denier official stirs chaos ahead of July primary
by Marc Elias
Trump has escalated from grifting to looting the federal government.
- Trump's history of grifting and poor conduct continued into the presidency.
- He has moved beyond schemes against supporters to looting federal resources.
- The failure is systemic, involving leaders and institutions, not just cabinet members.
- Big Law firms settling with Trump abused pro bono services meant for the vulnerable.
- This abuse threatens non-profits and pro-democracy legal issues.
Links: Support Democracy Docket’s mission to always shine a light on the truth
Digital Commerce 360 | Learning Lab
Modernizing e-commerce through personalization, fraud prevention, and unified platforms.
- Real-time personalization interprets in-session behavior to increase conversions.
- Retail fraud often starts at account creation and login, not payment.
- Consolidating B2B and DTC operations onto one platform simplifies management.
Links: Personalizing the Moment: From Static to Living, Checkout Fraud Is a Symptom, Not the Problem, Run B2B and DTC from one place
Dotdigital
Customer success teams offer hands-on insight beyond simple support.
- CS teams are an extension of your team, going beyond support tickets.
- They provide hands-on insight into campaign performance and gaps.
- Successful marketers learn how to collaborate with CS teams.
- Early team involvement can save time and improve overall results.
Links: See what she had to say », READ THE BLOG, REQUEST A DEMO, Success stories, Dotdigital blog
DTC Newsletter
Meta ad health checks and partnership ad testing results.
- A Reddit tool tracks Meta complaints to determine platform health.
- Single partner identity ads outperformed dynamic ads for CAC and CVR.
- A consistent identity may build better audience familiarity over time.
- Tips are available to revive email performance without paid ads.
Links: isitmeormeta.com, The Pilothouse team, Join Walmart Marketplace Today
Elena's Growth Scoop
by Elena Verna
Tech roles are changing rapidly, requiring proactive career preparation.
- Tech workers should prepare for job changes, even if they keep their current role.
- AI and organizational shifts are rewriting job responsibilities and expectations.
- The first step is honestly assessing if you actually like your current job.
- Proactively exploring career optionality is key to surviving industry shifts.
Links: Get your head out of the sand, IC work is the new career flex
ELEVATOR
by ELEVATOR
Weekend guide offers recommendations for entertainment and activities.
- The email provides curated suggestions for the upcoming weekend.
- Recommendations cover activities, food, and drinks.
- It serves as a guide for local entertainment and leisure.
Elizabeth Wipff
by Elizabeth Wipff
Returning to school is an act of rebellion and self-definition.
- The author struggled with anxiety about returning to graduate school.
- She realized the motivation was not achievement, but a need for structure.
- The decision to study is about living boldly until the end of life.
- It is also an act of rebellion against societal decline and misinformation.
EMARKETER
by Emmy Liederman
Connecting social spend to measurable business results is key.
- Social budgets are growing, but linking spend to outcomes lags behind.
- Successful brands use partners with data infrastructure and AI workflows.
- These partners focus on measurement, not just engagement.
- A live Q&A will discuss evaluating agency partnerships for results.
Links: The New Rules for Picking a Social Agency: What AI, Data, and Smarter Tools Actually Change, SAVE YOUR SPOT
Eric at Superpath
by Eric at Superpath
Google's AI search guide is a win, but AEO is distinct from SEO.
- The guide validates creating valuable, non-commodity content for marketers.
- Marketers should adopt 'non-commodity content' as a core business term.
- AEO differs from SEO because off-site mentions are much more important.
- Google prefers that content creators do not know how to optimize for AI search.
Links: this section of the article, non-commodity content, This article from Mike King
Every
by Dan Shipper
AI progress creates more work for humans, not less.
- The popular narrative that AI eliminates human work is incorrect.
- Technological progress creates more roles for people to fill.
- AI's cheap competence creates sameness, requiring human framing.
- Humans must stay structurally ahead of the models.
Links: Read "After Automation", Watch the video, Chain of Thought column, AI & I
Exec Sum - Litquidity
by Exec Sum - Litquidity
Major IPOs and strong earnings mark a historic moment for capital markets.
- Goldman CEO David Solomon contacted Musk regarding the SpaceX IPO lead.
- SpaceX and OpenAI are preparing for massive, historic IPO filings.
- Nvidia beat earnings, with data center revenue accounting for 92% of sales.
- Target and Lowe's also reported strong Q1 earnings and consumer resilience.
- US stocks rebounded on optimism following a US-Iran deal.
Links: BILL Spend & Expense, Read the report here, Autopilot, CNBC, here, Polymarket, WSJ
Feed Me
by Emily Sundberg
Alison Roman opens a new store in New York City.
- Alison Roman is opening a store in New York and hiring a baker.
- A former Eric Adams staffer donated to Spencer Pratt’s mayoral campaign.
- 831 Books is expanding into the movie business.
- The beloved seaside restaurant Dockers suffered a serious fire.
Links: Alison Roman is opening a store in New York, former Eric Adams staffer donated to Spencer Pratt’s mayoral campaign, 831 Books is getting into the movie business, Dockers... had a really serious fire
FinAi News
Help shape the future of FinAi News with the annual reader survey.
- The annual survey seeks feedback on AI and financial services.
- Your input helps improve editorial coverage and analysis.
- The survey is quick, taking less than five minutes to complete.
- Participants are entered to win a $50 gift card.
NewFed Mortgage adopts Friday Harbor's AI for pre-underwriting.
- NewFed Mortgage tapped Friday Harbor’s AI platform for pre-underwriting.
- Anthropic reportedly beat OpenAI in business adoption in April.
- National Bank of Canada implemented Sardine for AI fraud prevention.
Links: Transactions: NewFed Mortgage taps Friday Harbor’s AI pre-underwriting platform, Anthropic beats OpenAI in business adoption in April, Ramp reports, National Bank of Canada taps Sardine for AI fraud prevention
Fintech Business Weekly
by Jason
Knot CEO discusses growth and connectivity in fintech.
- Rory O'Reilly discussed dropping out of Harvard to start his first company.
- Knot expanded from card switching to a full merchant connectivity layer.
- The platform hit a milestone of 100 million API calls per month.
- Knot is expanding internationally into Canada and Latin America.
Links: merchant connectivity platform Knot’s, cofounder and CEO Rory O’Reilly, card switching, merchant connnectivity layer, international expansion to Canada and Latin America
Fintech Takes Network
Upcoming virtual event discussed with Embedded Finance Org.
- The recipient was mentioned in a conversation with @Embedded Finance Org.
- An upcoming virtual event is being hosted.
- The event features @Alex Johnson and @Ajay Gopalan.
Links: View & Reply, Add memberships@workweek.com to your address book, Click here to unsubscribe
fintechisfemme
by Nicole Casperson
Mercury's $5.2B valuation signals fintech's path toward maturity.
- Mercury raised $200M at a $5.2B valuation, signaling strong growth.
- The company is pursuing a bank charter and an IPO independently.
- This contrasts with Brex, which was acquired by Capital One.
- These differing paths show the maturity of the fintech industry.
- AI is currently acting as a major customer acquisition engine.
Links: Zelle, Immad Akhund, CNBC, Brex, Capital One
Foreign Affairs
by Thant Myint-U, Danny Citrinowicz, Victor Cha, Kristi Govella
Global peace pillars are crumbling amid regional power shifts.
- Global peace is threatened by the weakening of institutions like the UN.
- The U.S.-Israeli assault has unintended consequences for the Iranian regime.
- East Asia still faces proliferation risks, despite Japan and South Korea's status.
- The newsletter also discusses Trump's potential strategy.
Links: Subscribe Now, The Foreign Affairs Interview, Click Here
Fortune
IPO market activity suggests continued growth and investor interest.
- The current market environment supports high levels of investment.
- Companies are strategically preparing for public listings and growth.
- Investors should monitor various sectors for emerging opportunities.
Links: Read online, Sign up
Victoria's Secret stock ticker is officially changing to 'VSXY'.
- The company is updating its stock ticker symbol.
- The new ticker designation is officially 'VSXY'.
- This change affects how investors track the brand's stock.
Fortune Tech
The subject suggests a focus on achieving complete control.
- The article discusses the implications of total control in modern technology.
- Key areas of control are analyzed for industry leaders.
- Understanding these dynamics is crucial for market positioning.
Links: Read online, Sign up, Alexei Oreskovic, Jeremy Kahn
Freight Pulse
by Matthew Leffler
Supreme Court ruling fundamentally changes freight broker liability rules.
- The Supreme Court decision in Montgomery v. Transport II obliterated legal precedent.
- Brokers lost their federal shield, fundamentally changing liability rules.
- Plaintiffs must now prove more than boilerplate legal conclusions.
- Cheap rates could be interpreted as willfully ignoring safety red flags.
Links: Montgomery v. Transport II (U.S. Supreme Court), Barkholtz v. Ivory (Case No. 24-CV-889), The FAAA Act of 1996 & the Safety Preemption Exception, The Twombly and Iqbal pleading standards
Frich
by Katrin from Frich
Founders can access billions in non-dilutive grant funding.
- Over $4.6 billion in federal grants are available yearly for small businesses.
- SBIR/STTR programs offer non-dilutive funding up to $30M.
- The Allstate x Hello Alice grant offers $20,000 to 100 winners.
- Cartier offers grants up to $100,000 for women-led businesses.
- Verizon provides $10,000 grants monthly through December 2026.
Links: Small Business Innovation Research (SBIR) and Small Business Technology Transfer (STTR) programs, Allstate x Hello Alice Small Business Grant, Cartier Women's Initiative, Verizon Small Business Digital Ready Grant
FSA Store
by FSA Store
Shop FSA-eligible health products for your wellness needs.
- The store features best sellers, new arrivals, and hi-tech health items.
- Products are curated into easy-to-shop categories.
- Every item sold is guaranteed to be FSA eligible for reimbursement.
Links: Best Sellers, New, Hi-tech Health, FSA eligible
by FSA Store
Save 25% on therapy and shop FSA eligible health products.
- Receive 25% off your first month of therapy.
- Every product is guaranteed FSA eligible for coverage.
- Shop curated categories including Best Sellers and New arrivals.
- Explore high-tech health items for wellness needs.
Links: Best Sellers, New, Hi-tech Health
FT Editor’s Digest
by Roula Khalaf
Luxury struggles while global powers navigate economic and geopolitical shifts.
- Luxury remains a key champion for Europe, despite current sector slowdowns.
- The UK Treasury considered price controls, prompting a rethink from the sector.
- Geopolitically, China banned an Nvidia chip amid the battle to dominate AI.
- London's economy has seen a significant decline in recent years.
- An investigation suggests signs of a “premeditated” role in a recent fall.
Links: luxury is a rare champion for Europe, Saint Laurent, Dior, regretting his invasion of Ukraine, the superpowers’ battle to dominate AI, how London lost its lustre, a “premeditated” role in the fall.
FXC Intelligence
by Daniel Webber
dLocal reports record volumes amid Philippines remittance slowdown.
- dLocal, an emerging markets leader, reported record volumes this quarter.
- The Philippines, a major remittance market, has experienced a material slowdown.
- OFX is facing headwinds and providing forecasts for its next three years.
- The week covers insights from several major financial institutions.
Links: DLOCAL, MONEY20/20, PHILIPPINES REMITTANCES, TOP 10
Gothamist
by James Ramsay
Outer boroughs host political events, circumventing gift laws.
- NY state law bans gifts over $15 to public officials.
- Food and drink are exceptions at 'widely attended events.'
- Lobbyists used events like Queens Day to interact with lawmakers.
- Other news includes Penn Station rebuilding plans and weather updates.
Links: Here's what's on offer at these various outer borough 'days.', And here's what else is happening:
Gothamist Daily
Officials blame harsh winter for debris on Manhattan expressway.
- Port Authority blamed the unusually harsh winter for the debris.
- Chunks of metal and concrete fell from the bridge's approach.
- The incident occurred earlier this month.
Links: Atlantic Yards project in line for $175M in NY state budget, Manhattan DA expands deadly Inwood fire investigation to landlord’s company, An interview with the forefather of New York City graffiti, Staying in NYC for Memorial Day weekend
Gov Brief Today
January 6 officers sue Trump to block his $1.776 billion fund.
- Officers sued Donald Trump to block his Anti-Weaponization Fund.
- They argue the fund violates the 14th Amendment, Section 4.
- The complaint labels the fund 'presidential corruption.'
- The author urges readers to contact Congress to end the fund.
Hiten Shah
by Hiten Shah
Learn how to build a personalized morning brief using AI.
- A live session will demonstrate building a personalized morning brief.
- The setup uses Claude Cowork and saves hours every week.
- Attendees will learn actionable tips for improving workflow.
- The session is scheduled for tomorrow at 10am PT.
Links: Register here.
How Leaders Lead
From $8/hour to CEO, learn the power of progress over perfection.
- Kecia Steelman, CEO of Ulta Beauty, built her empire from humble beginnings.
- Her success is driven by a 'progress over perfection' mentality.
- She emphasizes building a strong team culture focused on customers.
- The discussion covers her 80/20 rule for making bolder decisions.
Links: Kecia’s 80/20 rule for faster, bolder decisions, Why your company strategy might not be sticking (and what to do about it), How to respond when you get passed over for a promotion, The advice she wants every other woman in leadership to hear
Hyper
Wellness trends and brand archetypes are fundamentally reshaping consumer habits.
- The snack industry is at a crossroads due to the massive shift toward wellness.
- GLP-1 usage signals a fundamental change in consumer eating habits.
- This wellness shift may alter markets more drastically than AI.
- The author provided a playbook using five archetypes for brand social media.
Links: Vangroup’s new report on luxury wellness, Archetypes for Brand Social, Watch the video, check out the examples, pick an archetype, and fix your brand social media.
International Intrigue
by International Intrigue
Europe launches Qivalis, a fully reserved euro stablecoin.
- Stablecoins are pegged to an asset, offering stability unlike volatile crypto.
- The new Qivalis euro stablecoin is backed by 37 European commercial banks.
- Fully reserved stablecoins are the most trusted type of cryptocurrency.
- The global stablecoin market is worth ~$318B, but 99% is USD-pegged.
James Murray
by James Murray
Attribution dashboards justify decisions, they do not drive them.
- The dashboard, built to guide decisions, only serves to justify past actions.
- Attribution methods, from last-click to MMM, have become confidence games.
- The field treats attribution as a budget justification tool, not a decision tool.
- The CFO controls the model, ensuring the output supports the existing budget.
Links: The Deal You Lost Was Never Real
Joanna Wiebe
by Joanna Wiebe
Day 4 of the challenge focuses on sending cold emails for copywriting work.
- Day 4 is dedicated to sending cold emails to potential freelance clients.
- The author emphasizes that action is required; the business will not grow itself.
- Participants are encouraged to complete the challenge using the provided template.
- Users should reply to the author to confirm they have completed the task.
Links: Come see what I mean in today's challenge video, complete, as always, with a template.
Judd at Popular Information
by Judd at Popular Information
Trump dismisses war costs, but the economic impact is severe.
- Trump repeatedly downplayed the financial impact of the Iran War.
- The Iran War Energy Cost Tracker shows Americans spent billions extra on fuel.
- The closure of the Strait of Hormuz is the biggest disruption to global supply.
- Experts say opening the strait is the only sure way to lower fuel costs.
Links: The Iran War Energy Cost Tracker, biggest disruption, opening the strait, estimate
Katie Harbath
by Katie Harbath
A new network addresses the gap between tech and policy leaders.
- The tech and policy sectors lack a space for cross-pollination of ideas.
- She launched the Anchor Change Briefing Network for senior practitioners.
- The network uses Chatham House Rule to ensure candid discussion.
- Members receive private memos, AI insights, and career guidance.
Links: Anchor Change Briefing Network, Chatham House Rule, private memo, AI tips
Lenny's Newsletter
Technological shifts predict significant job displacement by 2027.
- Automation and AI are rapidly changing job requirements across industries.
- Many current roles face high risk of being automated or significantly altered.
- Workers must focus on developing uniquely human skills for future resilience.
- Adaptability and continuous learning are critical for career longevity.
Lessons
by Molly G.
Goals are a communication tool that creates company clarity.
- Goals should be viewed as a communication tool, not just a management ritual.
- Their real purpose is creating clarity about what success looks like for everyone.
- The focus must be on building the operating system for consistent improvement.
- Molly shares six rules for setting effective goals.
Linas from Linas's Newsletter
by Linas from Linas's Newsletter
Google is making a play to own the entire e-commerce stack.
- Google is using Universal Cart and UCP to become the e-commerce operating system.
- The protocol aims to own the entire commerce stack, from intent to AI agents.
- Google's strategy is to define the open standard and then win implementation.
- This move connects every merchant to every AI agent, changing the market structure.
Links: Google’s UCP, $GOOGL, how it just won Agentic Commerce, why AmEx skipped the protocol race altogether
Lincoln Square
Maine candidate Graham Platner discusses military service and Senate bid.
- Platner, a veteran of the Marines and Army, is running for the U.S. Senate.
- He cites his military duty and the struggles of Maine's fishing community.
- He discussed his campaign with former Navy Commander Bobby Jones.
- The race is viewed as a must-win seat for Democrats.
Mamdani's early record shows progress in NYC policy and finance.
- Mayor Mamdani is delivering on his vision for a people-focused city.
- He reduced a $12 billion deficit and launched a public grocery store.
- Mamdani has successfully built coalitions with state and city officials.
- The Epstein hearing transformed a national scandal into policy for survivors.
Links: reduced a $12 billion deficit, city’s first publicly-operated grocery store, COURIER New York, First Draft with Susan J. Demas and COURIER New York’s Audrey Kemp
by Tim Whitaker and April Ajoy
Christian Nationalism celebrated a victory at the Rededicate 250 event.
- A nine-hour event, Rededicate 250, took place on the National Mall.
- The event was sponsored by the Freedom 250 organization.
- MAGA religious figures view the event as a win for Christian Nationalism.
- Tim Whitaker and April Ajoy covered the highlights on their show.
Links: The Tim & April Show, Christian Nationalism, Rededicate 250
by Jennifer Schulze
CBS faces scrutiny over bad calls, logistical screwups, and declining news quality.
- Colbert and Letterman protested CBS by throwing furniture off the Ed Sullivan Theater roof.
- The CBS Evening News has struggled, reporting under 4 million viewers for five weeks.
- CBS failed logistically, sending an anchor to Taiwan instead of the Xi-Trump summit.
- The network's issues highlight a decline marked by questionable calls and internal flubs.
Links: Jennifer Schulze, top-rated late night show,, under 4 million viewers., CBS News: when events happen, we’re at most one country away.”, CBS News failed to get news anchor Tony Dukopil a required visa, Both ABC News and NBC News
Defending democracy requires action, not just passive remembrance.
- The freedom we enjoy was paid for by fallen heroes on battlefields.
- Current political actions threaten democratic institutions from within.
- We must defend democracy by fighting for constitutional ideals.
- American history shows a recurring struggle against totalitarianism.
Lowpass
by Janko Roettgers
AI video solutions must evolve beyond simple clips to revolutionize film production.
- Early AI pitches promised making movies faster and cheaper using video models.
- Generating short clips is insufficient; professional film requires sequences and scenes.
- AI companies are shifting focus from just video to using AI for entire workflows.
- The new approach involves integrating AI into all aspects of production, not just single shots.
Links: Daniel Craig riding a Vespa, Godzilla fighting King Kong, The Avengers zooming through Manhattan, 7-day free trial., Why am I seeing this?
Maritime Analytica
ZIM's negative Q1 earnings signal a critical test for container shipping.
- ZIM's Q1 decline was more than just a normal weak-quarter story.
- The key signal is when freight rates fall faster than margin protection.
- The carrier maintained cash flow and liquidity despite negative earnings.
- This quarter may explain the next major test for the container shipping industry.
by Maritime Analytica
Yang Ming's Q1 2026 results show resilience amid market pressure.
- Revenue declined and freight rates softened in Q1 2026.
- Yang Ming remained profitable, signaling strong operational resilience.
- The company is strategically strengthening its operating base.
- This suggests preparation for a potentially harder market cycle ahead.
Links: Maritime Analytica
Mark Manson
by Mark Manson
Goals are experiments, not destinies, and may be holding you back.
- Goals are guesses about happiness, not objective truths.
- Their value comes from what they teach us about our true values.
- The most valuable lesson is often realizing you didn't want the goal.
- We must treat goals as experiments, not as fixed life paths.
Links: Pre-order your copy now.
Marketing Brew
by Marketing Brew
The full content of the 'Glass Half-Full' article was inaccessible.
- The email body was truncated, preventing access to the main article.
- The provided text only contained boilerplate links and disclaimers.
Marketing Letter
Google Search results are undergoing chaotic AI transformations.
- Google is transforming Search into an AI science experiment.
- AI search results seem to favor simple listicles.
- ChatGPT may be developing its own web cache.
- Google I/O 2026 highlighted deep Gemini integration in Workspace.
Links: Google I/O 2026, Gemini integration, AI search
MasterClass Executive
MasterClass Executive offers AI-native business education for modern careers.
- The program is an AI-native business education experience developed with UChicago.
- It provides a co-credentialed certificate from MasterClass and UChicago.
- The curriculum includes 12 weeks of self-paced learning and AI workshops.
- Students gain skills in modern business fundamentals and practical AI fluency.
Links: Apply For Free, MasterClass, MasterClass Certificates, MasterClass On Call, Support, Privacy, Terms, Unsubscribe
Modern Operators
Low-grade stress is pervasive among successful business leaders today.
- The author observed widespread 'low-grade stress' at high-level business gatherings.
- This tension is linked to uncertainty, AI, and rapid global change.
- The stress is not limited by success or prior problem-solving.
- This pervasive stress signals a larger, ongoing societal and business shift.
Morning Consult
Reebok's challenge is converting awareness into deeper occasion ownership.
- Reebok has a reach problem, not an awareness problem.
- High aided awareness (67%) does not translate to strong Mental Market Share (6.5%).
- The brand's mental footprint skews toward older buyers.
- Growth requires converting broad awareness into deeper occasion ownership.
Links: See the research in action., athletic apparel category brands research, Category Advantage research framework
Nate's Substack
by Nate from Nate's Substack
AI agents require briefing, not just prompts, for maximum leverage.
- Advanced AI agents can now run complex tasks for hours, far beyond simple prompting.
- The most significant shift is moving from prompting to providing detailed briefings.
- A brief defines goals, context, and constraints, mirroring a senior partner's input.
- Mastering this briefing skill improves communication with human colleagues as well.
Links: The senior-partner shift, The generic output trap, The six-field brief, The same brief, for humans
Nautilus
Graduates are booing commencement speakers who promote AI.
- Graduates are booing speakers who promote AI at commencement ceremonies.
- They oppose platitudes calling AI the 'next Industrial Revolution.'
- The opposition targets speakers who treat AI as an unstoppable force.
Links: Read about the widespread smattering of boos →, The Real Differences Between Human and Artificial Intelligence, AI Is the Black Mirror, Defending Our Consciousness Against the Algorithms
by Amanda Gefter
September 1, 1939, marked a day when multiple global systems collapsed.
- The day saw the start of WWII, the publication of fission research, and black hole theory.
- It was a moment when world order, matter, and time seemed to unravel at once.
- The article explores the period before major violence, when the tipping point is unknown.
- It contrasts big historical events with small, everyday occurrences.
Links: The Most Precarious Day in the Universe, Nautilus
Newcomer
SpaceX aims to become the world's largest orbital data center operator.
- SpaceX's IPO prospectus positions the company as an AI infrastructure giant.
- The core bet is that orbital data centers will power frontier AI models.
- This capacity aims to unlock a massive $22.7 trillion enterprise market.
- The orbital data center concept remains highly speculative, with deployment expected in 2028.
Links: IPO prospectus, AI segment, orbital data centers, Tesla's humanoids
News Items by John Ellis
by John Ellis
Mallaby's book explores Demis Hassabis's role in AGI development.
- Sebastian Mallaby's book, The Infinity Machine, covers DeepMind and AGI.
- Hassabis is considered vital for the pursuit of artificial general intelligence.
- Mallaby is a CFR fellow and author of investment classics.
- The email promotes a podcast interview with Mallaby.
Links: The Infinity Machine: Demis Hassabis, DeepMind, and the Quest for Superintelligence, The Spillove, News Items Podcast interview with Sebastian Mallaby.
by News Items by John Ellis
OpenAI model solves major math problem, signaling ASI capabilities.
- An internal OpenAI model autonomously disproved Paul Erdős’ conjecture.
- The proof bridged algebraic number theory and elementary geometry.
- Experts view this as AI demonstrating original, ingenious mathematical ideas.
- The breakthrough suggests entering Artificial Super Intelligence (ASI) territory.
- The result highlights how rapidly AI reasoning systems are evolving.
Links: Dr. Alan Thompson, autonomously disproved Paul Erdős’ planar unit distance conjecture (1946), Fields medalist Tim Gowers, Prof Arul Shankar, announcement, proof, companion paper, History will mark this moment (20 May 2026) as the first publicly visible ASI achievement, Thomas Bloom, OpenAI, this proof came from a general-purpose reasoning model
next big thing
by Nikhil Basu Trivedi
Princeton Class of 2011 was uniquely positioned for entrepreneurial success.
- The author reflects on his 15th reunion at Princeton.
- His real learning came from startups and clubs, not just the classroom.
- The class was social-media-native and protected from the 2008 financial crisis.
- This unique timing led to a high density of successful entrepreneurs.
Links: startups I worked on during college, clubs, activities, Patrick Wendell, Jack Altman
next play
by ben at next play
Chariot is tackling the messy financial infrastructure of nonprofits.
- Nonprofits are vital for solving global issues like hunger and disease.
- The world needs nonprofits to raise more money and improve effectiveness.
- The core challenge is the messy financial infrastructure for charitable giving.
- Chariot is building the solution to streamline this entire industry.
Links: Chariot, financial infrastructure, Should You Join
Nik Sharma
by Nik Sharma
Website performance is often the biggest overlooked cost for e-commerce brands.
- OuterSignal identifies real humans behind orders, enriching data beyond simple tags.
- Master brands use conversion copy, even in empty cart states, not just filler.
- Effective copy anticipates customer objections, solving problems before they are raised.
- True personalization requires actual customer data, not just educated guesses.
Links: YouTube | Spotify | Apple Podcasts, Use my link, post-trial pricing is 50% off for the first two months
Noahpinion
by Noahpinion
Crime drops in major US cities, but immigration policy is flawed.
- Violent crime fell sharply across major US cities, suggesting systemic progress.
- The argument that deporting immigrants boosts wages is incorrect.
- Immigration creates a labor demand shock that balances supply.
- These drops show real progress is possible in making America safe.
Links: about 5x as violent as Europe, tough-on-crime measures, via Axios, Violent crime, it just isn’t true
Nord Media
Four simple changes can boost pop-up conversion rates from 2% to 5%.
- Improving pop-ups requires optimizing timing, structure, targeting, and offer.
- A higher pop-up rate significantly grows your email list from paid traffic.
- The article stresses checking post-purchase revenue against industry peers.
- Klaviyo benchmarks pop-ups into four performance bands: Poor to Excellent.
Links: Learn More, Check Where Your Popup Stands
Not Another CEO
Founders must go all-in, or they must not play the game.
- The tech industry currently focuses heavily on AI, making claims about its use.
- Founders face a binary choice: massive growth or building something sustainable.
- Securing venture capital forces a commitment to high, massive returns.
- Once VC money is involved, there is no middle ground or hedging.
- The choice to go all-in is often made by the investors, not the founder.
Links: J Zac Stein
Numlock News
by Walt Hickey
The newsletter covers box office, Alaskan geology, and Neptune's moon Nereid.
- The North American box office is up 16.2 percent over the last 20 weekends.
- Geologists in Alaska use inexpensive radar to monitor shifting, unstable landscapes.
- Nereid, Neptune's moon, may be the last survivor of original moons after Triton's incursion.
- Pabst Brewing Company will discontinue the classic Schlitz beer brand.
- A survey found Americans have fewer strong memories of age 16 than expected.
Links: Erik Gruenwedel, Media Play News, Christian Elliott, National Geographic, Marcia Dunn, The Associated Press, Stephen Bradley, Vine Pair
NYC Small Business Services
Expo offers free resources and consultations for NYC small businesses.
- The Expo provides resources to solve top small business challenges.
- Free consultations are available on finance, legal, and business topics.
- Workshops cover topics like AI, social media, and government contracts.
- Networking opportunities are available for various industries.
Links: Register to Attend the Expo, Learn More About NYC Small Business Month
Off Message
by Brian from Off Message
Modern politics ignores the lasting power of historical memory.
- The current political focus ignores historical legacy, unlike the Nixon era.
- Many believe they can bend history to avoid accountability or ignominy.
- Political actions are often driven by self-interest, not principle.
- The institutional right built structures to avoid accountability.
- Some leaders openly discuss American politics as a contest for dominance.
Links: Nixon, end-of-history mindset, Trumpism, Sam Alito
On my Om
by Om Malik
SpaceX's valuation is underpinned by the rapid success of Starlink.
- SpaceX is seeking a massive $1.75 trillion valuation in its IPO.
- The company's financial reality is driven by its satellite internet service, Starlink.
- Starlink generated $11.4 billion in revenue in 2025, showing massive growth.
- Starlink's network capacity now rivals the entire global public internet.
Pirate Wires Daily
Bezos argues government needs Amazon efficiency, not more taxes.
- Bezos argues government needs efficiency like Amazon, not more tax revenue.
- SF's proposed CEO tax could cost the city 1,000 jobs and reduce GDP.
- The tax measure is criticized for being economically unsound.
- A progressive candidate faces political attacks and moderation from national Democrats.
Product Focus
by Eddie Pratt
AI won't replace PMs, but it will raise the bar for skills.
- AI is not replacing good product managers.
- It is significantly raising the bar for required skills.
- Product professionals must sharpen their skills to stay relevant.
- Training is available in PM, AI-Powered PM, and Leadership.
Links: course syllabus, Book Product Management and Product Marketing course, View our course syllabus, Book AI-Powered Product Management course, View our course syllabus, Book Leading Product Management course, rated our courses
Product Market Fit
by Guillermo Flor
Automate founder communication using Gamma and Claude together.
- Gamma and Claude can now generate multiple founder artifacts in seconds.
- The playbook provides prompts for pitch decks, sales decks, and board updates.
- It ensures brand consistency across all generated communication materials.
- A 'Claude Project' keeps all future outputs looking like one company.
Links: The McKinsey Slide Playbook for Claude, Claude x Clay Playbook, The Ultimate Guide to Building Skills for Claude, Claude For Finance: The CompIete Guide
Retail Brew
by Retail Brew
A company is attempting to solve major issues in online shopping.
- The article discusses a specific company's efforts to improve e-commerce.
- The core focus is on fixing systemic problems within the online retail space.
Rich Diviney
by Rich Diviney
Hiring success depends on attributes, especially under pressure.
- Skills are easy to assess but fail when conditions change.
- The true test of a role is under uncertainty, not stability.
- Attributes like discernment and adaptability matter more than skills.
- Leaders must define roles by a configuration of attribute demands.
Links: discernment, adaptability, situational awareness, open-mindedness
Rick Wilson
by Rick Wilson
The Breakdown post analyzes current events and community support.
- The post provides an analysis of recent events.
- The author thanked several people for tuning into a live video.
- A future live video session will be held in the app.
by Rick Wilson
DNC's post-mortem report is hollow and reveals party weakness.
- The DNC released a post-mortem on the 2024 election, eighteen months late.
- The report, "Build to Win. Build to Last," lacks substance and key sections.
- It is filled with redactions and excisions, resembling the Epstein Files.
- The document serves as a fossil record for political opposition groups.
by Rick Wilson
Rick Wilson is hosting a live session called "The Breakdown."
- The live event, "The Breakdown," is scheduled for May 21.
- The broadcast will take place at 7:00 PM EDT.
- Readers are encouraged to add the event to their calendars.
Links: Add to calendar
Roundhill Investments
Memory stocks offer growth and value, presenting a compelling investment opportunity.
- Samsung surpassed $1 trillion in market cap, with high profit expectations.
- SK hynix reported an all-time high operating margin of 72%.
- Memory stocks show strong earnings growth compared to tech peers.
- The Roundhill Memory ETF (DRAM) offers precise memory exposure.
Links: Explore DRAM, For the fund’s current holdings, click here:
by Roundhill Investments
MAGY ETF announced its weekly distribution.
- The Roundhill Magnificent Seven Covered Call ETF (MAGY) paid a distribution this week.
- The fund expects weekly distributions, but this is not guaranteed.
- The distribution composition includes a return of capital (ROC) of 100%.
- Investors should consult a tax advisor regarding the distribution's tax character.
Links: MAGY
Route One Daily Brief
England World Cup leaks and major football play-offs are happening.
- Thomas Tuchel will announce the 2026 World Cup squad today.
- The Championship Play-Off Final is Hull City vs. Middlesbrough on May 23.
- Middlesbrough reached the final after Southampton were expelled over Spygate.
- League One play-off final is scheduled for Bolton Wanderers and Stockport County.
Links: Spygate
Runtime
by Tom Krazit
GitHub and Grafana detail how supply chain attacks compromised their code.
- Grafana's source code was held for ransom after a missed token.
- GitHub lost access to 3,800 internal repositories via a compromised extension.
- Both major incidents traced back to the TanStack npm attack.
- The attacks underscore the vulnerability of open-source software.
Links: Grafana's security team "detected the malicious activity", a missed token led to the attackers gaining access to our GitHub repositories, GitHub noticed that one of its employee's computers was behaving strangely, TanStack developer tool
Sacra
by Jan-Erik Asplund
Kraken's $4B acquisitions signal push into full-stack B2B crypto.
- Kraken (Payward) acquired Reap, a stablecoin card provider.
- This follows major acquisitions by Stripe, Ripple, and Mastercard.
- The combined acquisitions total nearly $4 billion.
- Kraken aims to build a full-stack B2B crypto offering.
Links: Stripe, Ripple, Mastercard, Kraken, Reap, global money movement
Scott’s Newsletter
The belief that difficulty is a virtue is often wrong.
- Society often frames ease as a failure and difficulty as a virtue.
- This internalized belief, the Suffering Premium, costs time and opportunity.
- We learn this from childhood, believing nothing worth having comes easily.
- Choosing the hard way is often a habit, not a necessary virtue.
Semafor Business
AI hype fails to match corporate or political reality.
- Students and the public are skeptical of AI hype.
- Companies plan to use AI for higher margins with fewer workers.
- The skills gap is widening, and retraining plans are insufficient.
- Political promises about AI echo failed 1990s globalization hype.
- Future political messaging must focus on improving daily life for average families.
Links: Musk’s interplanetary manifesto
Semafor DC
Trump may sign AI order; Congress struggles with Iran votes.
- Trump could sign an executive order allowing private AI model sharing with the federal government.
- Congress is struggling with war powers resolutions regarding the ongoing Iran conflict.
- Trump-aligned Republicans are backing Julia Letlow in the Louisiana Senate runoff.
- Trump's recent stock trades complicate efforts to pass a ban on elected officials.
Links: Axios, involved, Semafor’s Burgess Everett scooped, Bloomberg
GOP struggles and policy delays mark Washington's political turmoil.
- Republicans abandoned a major immigration bill over resistance to Trump's $1.8 billion fund.
- Trump delayed an AI executive order, suggesting internal White House debate on the technology.
- Democrats fear Republican changes to the Smithsonian bill grant Trump undue influence.
- Rubio faces scrutiny at NATO regarding the pause of troop deployments to Poland.
Links: Republicans delay immigration vote over Trump’s $1.8 billion fund, Trump delays AI order that signaled a shift, Democrats fear Trump interference at women’s Smithsonian, Conflicts cloud NATO meeting
SHIFT
by SHIFT
Effective weight loss programs share common characteristics.
- The article discusses common elements of successful weight loss.
- It suggests specific methods are key to achieving sustainable results.
Sidebar.io
UX design directly impacts revenue, retention, and long-term growth.
- Facts link user experience directly to revenue.
- Understanding UX is key to improving retention rates.
- The truths guide long-term business growth.
Links: TEN DATA-BACKED TRUTHS OF UX ROI
Sinocism
by Bill Bishop
Analyzing US-China summit messaging and geopolitical trends.
- Andrew and Bill parse messaging from the US-China summit.
- They discuss the PRC's view of 'strategic stability.'
- The US framing of the relationship was also analyzed.
- The summit lacked tangible deliverables, suggesting a stalling tactic.
Links: Bill Bishop
Snacks
Nvidia reports strong earnings and boosts future guidance.
- Nvidia reported better-than-expected Q1 results and strong Q2 guidance.
- The company raised its dividend and boosted its buyback authorization.
- Analysts focused on potential upside for Blackwell and Rubin chips.
- Nvidia is currently a laggard compared to memory and CPU peers.
Links: GameStop, eBay, $55.5 billion unsolicited offer, Nvidia delivers another sales and earnings beat in Q1, with strong Q2 sales guidance, 15th consecutive top-line beat, would top $1 trillion, laggard (and a dullard) relative to its semiconductor peers
SpyTalk News
by SpyTalk News
Mossad reportedly proposed installing Ahmadinejad after Iran's regime collapse.
- A NYT report claimed Mossad persuaded the CIA to consider Ahmadinejad.
- The plan involved installing Ahmadinejad if Israel collapsed the clerical regime.
- Both CIA and Israeli intelligence were initially skeptical of the operation.
- Indirect contacts occurred over three years with Ahmadinejad's aides.
Stratechery
by Ben Thompson
Parag Agarwal discusses valuing content on the agentic web.
- The interview focuses on Parallel, an AI agent search engine.
- It explores how to incentivize content creation on the agentic web.
- The discussion covers economic models like Shapley values and auctions.
- The conversation also touches on Parag Agarwal's background and time at Twitter.
Links: Parag Agarwal, Parallel, The Agentic Web and Original Sin, Shapley values, what we announced today with Index
StretchLab Union Square NYC
Limited-time offer for assisted stretching packages through May 31st.
- Packages of 5, 10, 15, or 20 sessions are available now.
- Benefits include increased range of motion and improved posture.
- Stretching helps reduce pain and improves daily movement.
- Take advantage of this limited offer before May 31st.
Links: Increased range of motion and flexibility, Improved posture and alignment, Reduced pain and tightness, More efficient movement during daily activities and workouts
Substack
Anand Giridharadas and Lindsey Tramuta discuss America as a nation of emigrants.
- The live video explores America's identity as a nation of emigrants.
- Anand Giridharadas and Lindsey Tramuta lead the discussion.
- The conversation addresses the complexities of modern American identity.
by David G.W. Birch
Quantum computing threatens current cryptography, especially Bitcoin.
- The Trump administration awarded grants to quantum-computing companies.
- Quantum computers can steal Bitcoin, as much of the supply is vulnerable.
- Google adjusted their quantum era timeline to 2029, pushing PQC migration.
- Bitcoin developers proposed BIP-361 to mitigate the quantum threat.
Links: quantum-computing companies, Bitcoin in circulation, Google think we are getting ever nearer to Y2Q, Google have adjusted their quantum era timeline to 2029, BIP-361
Live video now available featuring Graham Platner and Bobby Jones.
- A live video is currently available on Substack.
- The special edition features Graham Platner.
- The content explores the connection between Platner and Bobby Jones.
Links: Graham Platner Joins Bobby Jones, Anchor Watch SPECIAL EDITION
tastylive
by tastylive
OKLO trade suggests potential rally over the next few weeks.
- The insights provide pre-market trading recommendations.
- A bullish trade is suggested for OKLO stock.
- The recommended strategy is a short put vertical.
- This trade anticipates continued upward movement.
Tech Brew
Nvidia's latest developments signal a new tech gold rush.
- The subject suggests significant investment opportunities.
- Nvidia's position in AI hardware remains critical.
- The market may be entering a new growth cycle.
Techmeme
US awards $2B for quantum chips; Trump postpones AI executive order.
- The US Commerce Department plans to award $2B in grants to nine quantum computing companies.
- IBM is launching Anderon, a dedicated quantum chip foundry, with government support.
- The White House postponed a planned EO signing on AI and cybersecurity.
- Trump stated he did not like certain aspects of the AI order.
- Spotify and UMG plan to allow users to create AI covers and remixes.
Links: U.S. to award quantum computing firms 2 billion and take equity stakes, IBM today announced plans for Anderon, America's first purpose-built quantum chip foundry, White House postpones a planned Thursday ceremony for Trump to sign a new EO on AI and Cybersecurity, Spotify and UMG plan to let premium users create AI covers and remixes
The Average Joe
by The Average Joe
Consumer stress and gas prices are slowing retail and home improvement spending.
- Wall Street is aggressively buying stocks, with allocations surging from 13% to 50% overweight.
- Rising gas prices are causing consumers to pull back, creating stress for retailers.
- The economy is showing a 'K-shape,' where high-income spending persists while others pull back.
- Home improvement spending is slowing, pointing to a cautious consumer despite earnings beats.
Links: 13% to 50% overweight, right in the zone, four-year losing streak, toughest housing market he has seen since the financial crisis, K-shape, Walmart’s e-commerce scale and upmarket push
The Breakdown
Market rotation favors liquid venues, while Coinbase reprices on fundamentals.
- BTC finished the week down -2.4%, tracking losses in the S&P 500 and Nasdaq.
- Traders rotated into liquid, high-velocity venues like Perps.
- HYPE generated $10.5M in fees, driven by perps trading volume.
- Coinbase is repricing on fundamentals after its S&P 500 inclusion.
- Strong subscription revenue and $19B in USDC holdings are key metrics.
Links: 0xResearch, joined, estimated, posted
The Bulwark
by Will Sommer
Massie's sex exposé reveals deeper political motivations.
- Ex-girlfriend Cynthia West exposed private details of Massie's sex life.
- The author suggests motivations stem from MMTLP investor resentment.
- The incident highlights how smear campaigns target politicians.
- The exposé reveals a pattern of right-wing media smear tactics.
Links: pine cone, Lauren Boebert, libertarian once described, MMTLP
by Joe Perticone
Trump allegedly used his presidency for massive personal financial gain.
- Trump allegedly enriched himself through gifts, lawsuits, and oil sales.
- He conducted over 3,600 stock trades worth up to $750 million in three months.
- These trades involved various sectors, including technology, banking, and entertainment.
- The author notes this behavior mirrors historical Congressional corruption.
Links: gifts, suing his own government, pooling revenues, Office of Government Ethics’s recent disclosure, combined value of up to $750 million, technology, entertainment
by William Kristol
Defending democracy requires bipartisan effort and commitment.
- Freedom House defends democracy and promotes human rights globally.
- It was founded in 1941 to counter fascism and authoritarianism.
- A recent dinner honored dissidents from totalitarian countries.
- The focus was on building a community for democracy, transcending parties.
- Global events underscore the ongoing fight for freedom.
Links: Freedom House, Who Goes Nazi?, Freedom House’s annual reports
The Code
AI agents are changing how junior developers enter the industry.
- AI agents are taking over junior developer tasks, potentially removing entry points.
- Tech leaders advise forking dependencies due to increasing supply chain risks.
- Cohere released Command A+, a powerful, open-source AI model.
- Google is moving developers to Antigravity CLI for agent orchestration.
Links: See his take, supply chain attacks, See the details., Command A+, Antigravity CLI
The Creative Independent
Activists discuss balancing careers and community organizing.
- Soft Power Vote works to make voting more accessible for NYC's younger voters.
- The duo emphasizes moving with intention and strategic planning.
- Balancing day jobs with organizing requires careful process and focus.
- Advocacy efforts now include housing justice and community land trusts.
Links: Activism, Day jobs, Process, Time management
The Daily | FreightWaves
FMCSA signals new carrier vetting standards after Montgomery ruling.
- Montgomery invalidated defenses brokers used for carrier liability.
- FMCSA confirmed broker activity falls within its purview.
- The agency is clarifying a new vetting standard, but no timeline was set.
- Brokers must document all carrier evaluation steps due to the gray zone.
- DOT launched Motus, a new biometric carrier registration system.
Links: Read the full story →, TL spot rates reach 4-year high as regulatory capacity attrition outpaces demand
The Daily Skimm
by The Daily Skimm
Trump settles IRS lawsuit, creating a controversial 'Anti-Weaponization Fund.'
- Trump settled his $10 billion lawsuit against the IRS.
- The settlement creates an 'Anti-Weaponization Fund' for taxpayers.
- The fund could pay out to groups like Jan. 6 insurrectionists.
- Creatine is trending among menopause influencers for muscle loss and brain fog.
Links: $10 billion lawsuit against the IRS, considering throwing out the case, Jan. 6 insurrectionists, harassing abortion clinics, menopause influencers, Trump’s Pet Projects Are Costing Us How Much
The Daily Upside
SpaceX IPO sets the stage for a massive battle among Wall Street banks.
- SpaceX filed a prospectus to list on Nasdaq, aiming for a record-breaking IPO.
- The listing could raise up to $80 billion at a $2 trillion valuation.
- The IPO triggers intense competition among major banks for underwriting roles.
- Goldman Sachs secured the lead underwriter slot, referencing its work with Tesla.
- Morgan Stanley was named the stabilization agent, tasked with managing the stock price.
Links: SpaceX IPO Sets Stage for Clash of Wall Street Titans over Mega-Cap Debuts, spacex.com/humanspaceflight/moon, prospectus, lead, OpenAI
The Download from MIT Technology Review
Researchers sue Trump administration over online safety policies.
- Researchers are suing the Trump administration over visa restrictions.
- The lawsuit claims the policy violates due process for content moderators.
- Climate tech firms are pivoting beyond decarbonization to critical minerals.
- This shift helps companies survive weak support for industrial decarbonization.
Links: Find out how the case could impact online safety and free speech, Read the full story on its high-stakes shift, our analysis of how they’re reframing their missions
The GIST Sports Biz
MLB and ticketing partnerships are focusing on female fans.
- MLB is partnering with The GIST to engage female fans.
- StubHub announced a multiyear partnership with the Chicago Sky.
- Ticketing platforms now comprehensively aggregate demographic and engagement data.
- Data shows Gen Z women favor women's basketball.
Links: teaming up with us here, multiyear partnership, alternative ticket platforms, comprehensively aggregate demographic and engagement data, released a report
The Information
Unpacking the critical shifts defining the future of AI.
- The event will analyze frontier model signals from OpenAI, Anthropic, and Google.
- Topics include AI infrastructure and which white-collar industries face disruption.
- Attendees will debate open source versus proprietary AI development strategies.
- The session will detail how enterprises are deploying AI agents today.
Links: AI Agenda Live, $200 discount, Reserve your spot
The Information AM
by Valida Pau and Sri Muppidi
OpenAI plans IPO soon, while rivals and chipmakers report strong growth.
- OpenAI is preparing to file for an IPO in the coming weeks.
- Anthropic projects achieving operating profit in the second quarter.
- Nvidia anticipates 95% sales growth this quarter.
- The IPO valuation could potentially reach $1 trillion.
Links: OpenAI Prepares to File for IPO in Coming Weeks, Anthropic Projects Turning an Operating Profit in Second Quarter, Nvidia Projects 95% Sales Growth in the Current Quarter, Cooley and Wachtell Lipton Rosen & Katz
The Ink
Is America becoming a nation of emigrants?
- A Gallup poll found 40% of women aged 15-44 would leave the U.S.
- This demographic reports the lowest confidence in American institutions.
- Emigration rates are rising, with reports from Ireland and France.
- U.S. citizens are increasing applications for foreign citizenship in the UK and Germany.
Links: Bitter Southerner, insightful essay
The Ink is hiring a writer for smart, analytical perspectives.
- The Ink disagrees with the narrative that jobs are disappearing.
- They are doubling down on human creativity, which is irreplaceable.
- The publication is expanding its report thanks to subscriber support.
- Applicants should have journalism experience and a unique voice.
Is America becoming a nation of emigrants?
- A Gallup poll found 40% of women aged 15-44 would leave the U.S.
- This frustration is fueling increased emigration globally.
- Ireland reported a 96% jump in American emigration.
- Germany saw a 48% rise in citizenship applications from U.S. citizens.
Links: Bitter Southerner
The Inside Lane
by Shefali Kapadia, Bianca Prieto
Large verdicts threaten small carriers; know how to protect your fleet.
- High-value jury verdicts are increasingly common for trucking companies.
- Lawsuit abuse is a top concern for motor carriers nationwide.
- Small carriers must know legal steps to protect their insurance.
- Experts provide guidance on avoiding devastating "nuclear verdicts."
Links: A jury recently delivered an $81 million verdict, Another levied punitive damages of$125 million, lawsuit abuse reform has become a top area of concern for motor carriers, Jeffrey Nadrich, Nadrich Accident Injury Lawyers
The Message Box
by Dan Pfeiffer
Ken Martin must resign after the DNC's flawed autopsy report.
- The DNC's refusal to release the autopsy report caused significant party turmoil.
- The leaked report contained factual errors and was missing key sections.
- The DNC's disclaimer noted the report lacked verifiable sourcing or data.
- Martin failed to address tough questions, making the final product inadequate.
Links: CNN got their hands on several parts of the autopsy
by Dan Pfeiffer
GOP pivots to attacking Democrats after failing on affordability.
- The GOP's initial focus on affordability failed amid rising gas and living costs.
- They are now pivoting to use financial advantage to attack Democrats.
- The new message frames Democrats as 'woke' and dangerously liberal.
- This strategy capitalizes on the Democratic Party's existing unpopularity.
Links: Politico, Nate Silver, post-2024 election survey, The Message Box
The Neuron
Building real-time AI voice agents requires solving complex technical challenges.
- Voice agents are advancing, requiring fast, natural, and useful interactions.
- Real-time voice AI is much harder than simple microphone inputs.
- Latency, interruptions, and audio quality critically affect user experience.
- The discussion covers practical applications versus current hype.
Links: LiveKit, Corey and Grant talk with Tudor Achim, Harmonic, the company behind Aristotle
The Newsette
Modern life trends and realistic self-care routines are changing.
- Lifestyle trends are shifting toward analog hobbies and softer aesthetics.
- Work-life balance is replacing the traditional corner office model.
- Effective nighttime routines must be simple and repeatable, not ambitious.
- Consistency is key, using cues or short screen buffers.
- Focusing on one reliable product helps maintain the habit.
Links: Fairycore, Old-school mail, Work-life, nighttime routine, simple enough, A consistent wind-down cue, A screen buffer, even a short one, One product that earns its place
The Pragmatic Engineer
by Gergely
Big Tech is rapidly increasing demand for Forward Deployed Engineers.
- Demand for Forward Deployed Engineers (FDEs) is spiking across major tech companies.
- Google is doubling down on FDEs, simplifying its hiring process significantly.
- OpenAI created a dedicated Deployment Company to manage enterprise FDE work.
- Anthropic is following suit by establishing its own external FDE consulting arm.
Links: high demand, Google Cloud CEO, Thomas Kurian, has announced, hiring process has been shortened, The OpenAI Deployment Company, Anthropic issued an unusually hand-wavy announcement
The Product Marketer
by Rory from The Product Marketer
PMMs must adapt their thinking to modern, consumption-based pricing models.
- Pricing is a specialist discipline, especially with AI reshaping expectations.
- PMMs need a structured approach to owning and driving pricing projects.
- The market is shifting from per-seat models to tokens, credits, and consumption.
- Experts help bridge the gap between pricing strategy and go-to-market.
Links: Saagar Mehta, Northlane, Simon-Kucher, The Product Marketer
The Product Marketing Drop
Messaging must survive a live deal, not just internal approval.
- Internal sign-off or lab testing does not prove messaging effectiveness.
- AI is changing the buyer journey, making the live deal the critical test.
- Messaging must withstand five pressure points in a live negotiation.
- These points include the 10-second test and handling competitor questions.
The Storm Skiing Journal
Ohio's ski areas offer surprisingly good conditions despite being an unusual destination.
- Ohio's five public ski areas are surprisingly well-maintained and accessible.
- The author found excellent conditions in Ohio after canceling planned trips to the West.
- Snow Trails is highlighted as an independent, non-Vail resort in the state.
- Skiing, like football, sometimes requires taking what the winter provides.
Links: Slopes ski tracker app, free premium day pass for next winter, The Horseshoe, Snow Trails
The Vibe Marketer
Marketers are building operational systems, not just content, with AI.
- AI is being used to build operational leverage, such as ad ops and internal tools.
- One build automates paid ad campaigns using Claude Code for end-to-end management.
- Another method exports years of email templates into a searchable swipe file.
- Users are building multi-agent workspaces and partnership pipelines from past data.
Links: the vibe marketer’s community, shared a workflow, export every template instead of manually saving emails one by one, OpenClaw into a real multi-agent workspace, build outline
The Wolf of Franchises
by The Wolf of Franchises
Archadeck offers strong unit economics for a home-based outdoor living business.
- It is a home-based model with low buy-in and high average gross sales.
- The business features high ticket sizes and strong gross profit margins (around 40%).
- Franchisees need sales skills, not a construction background, to operate.
- The main caution is seasonality in colder climates, requiring careful cash flow planning.
Links: Archadeck Franchise Development Site, Archadeck on Franchise Times Top 400, SpaceX picks Goldman Sachs to lead the potential largest IPO in history, NextEra and Dominion Energy announce $67B merger to create the world's largest regulated electric utility
The Wrap | Your Evening Briefing
Stocks rise as traders digest US-Iran deal progress and tech grants.
- Stocks gained, led by utilities, while consumer staples lagged.
- Quantum computing grants boosted stocks like IBM and Rigetti.
- Nvidia dipped after Q1 results and high revenue targets.
- Walmart dropped due to lukewarm current quarter guidance.
- US gas prices are rising again, reaching four-year highs.
Links: Crypto exchange Blockchain.com confidentially files for IPO, Report: Anthropic is in talks to use Microsoft’s custom AI chips, US gas prices rise again, sitting at their highest levels in four years ahead of Memorial Day weekend
TheGP
Design founders discuss the myth of the label and the impact of AI.
- The conversation examines the meaning of being a 'design founder.'
- Joining a company with existing distribution can be creatively freeing.
- AI has fundamentally changed the design feedback loop and prototyping.
- The discussion covers the new designer stack and working for AI.
Links: Soleio
Tom's Marketing Ideas
Trust is the new moat, uncrossable by AI.
- AI has neutralized traditional moats like visibility and quality.
- Skepticism is high because fake content is easy to generate.
- Trust is now the most valuable, unreplicable competitive advantage.
- Building trust does not require massive funding or years of effort.
Links: Wiz, Tom Orbach
Trade War
by Dexter Roberts
Analyzing what China agreed to buy from the United States.
- The post details the specifics of the US-China trade agreement.
- It analyzes what goods or technologies China committed to purchasing.
- The author discusses the broader implications of this trade deal.
Trivium China
Experts analyze the US-China stalemate and China's economic slowdown.
- The US-China relationship is viewed as a temporary stalemate, not stability.
- China is developing strategies to manage US leverage in trade and minerals.
- China's macro data shows a sharp slowdown in economic activity in April.
- Weak investment and consumption are dragging on China's economic outlook.
Links: US-China stalemate, China's evolving strategy, Constructive Strategic Stability, Chinese macro data
Iran war commodity shock provides unexpected boost to Chinese industry.
- Cost-push inflation from the Iran war may benefit China's industrial base.
- Major excavator manufacturers are raising prices by 3-5% in stages.
- The price hikes are driven by rising input costs across key commodities.
- This could signal a break from years of unsustainable price competition.
Links: The Iran war’s unexpected upside for Chinese industry, Caixin Global: China’s Machinery Giants Hike Excavator Prices to Offset Rising Costs
Uncrate
Shop unique supplies, books, and lifestyle goods from Uncrate.
- Browse the collection of Craighill False Books.
- Check out the 'Art But Make It Sports' Book.
- Discover the St. Agrestis Non-Alcoholic Pho.
- The supply section features curated, unique items.
Links: Uncrate Supply, Craighill False Books, 'Art But Make It Sports' Book, St. Agrestis Non-Alcoholic Pho
Visual Capitalist
US and China's global power balance is shifting significantly.
- The U.S. and China now hold very different forms of leverage.
- Global power and trade have tilted toward Beijing.
- The latest dispatch maps where Washington still holds an advantage.
- America and China account for more than half of the world’s household debt.
Links: The Balance of Power Between the U.S. and China Is Shifting, Mapped: Where Young Americans Earn the Most, Ranked: The World’s Household Debt by Country
Vox
Vox promotes annual membership for $30 to understand current changes.
- Vox helps readers make sense of shifts in politics, culture, and life.
- Membership provides unlimited access to reporting and analysis.
- Benefits include ad-free podcasts and member-only newsletters.
- The annual membership is available for just $30.
Links: Become an Annual Member
Why is this interesting?
by Noah
AI reveals systemic failures in how we value writing and work.
- The focus should shift from AI output to the process of writing.
- Teachers must convince students that writing is a worthwhile pursuit.
- We must solve the systemic failure of valuing quantity over quality.
- AI is a mirror, reflecting our own corporate and boring habits.
- We should eliminate performative work artifacts that lack value.
Links: AI is a mirror, not a crystal ball
Workweek Newsletter
by Blake Madden
Blake Madden shares 6 big bets on the future of healthcare.
- The revenue cycle is struggling due to compliance and complexity.
- Seven macro forces, including aging seniors and GLP-1 demand, are shaping care.
- Vertical integration models are showing structural faults.
- The industry must fundamentally rethink how healthcare is paid.
Links: Read the Strategic Vision, The 2026 Bet List: Where Healthcare Is Headed Next
by Daniel Murray
Optimize workflows first, then implement AI to achieve real gains.
- Don't start with AI. First, set clear team expectations for its use.
- AI will amplify broken workflows, so optimize the core process first.
- Identify and cut unnecessary approvals and handoffs in your current process.
- Only then use AI to automate the remaining manual work for true gains.
Links: Get on the list for AEO Agents, Listen to the full episode here, Get the workflow down to the essential steps
by Hebba Youssef
Leaders promoted by companies differ greatly from what employees actually want.
- Bad leadership is a major source of workplace trauma for employees.
- Hogan's report found zero overlap between executive competencies and employee desires.
- Executives are often rewarded for 'performing' traits like presenting and competing.
- Employees prioritize simple traits like integrity, accountability, and communication.
WTF Just Happened Today?
by Matt
DNC releases controversial 2024 election autopsy report.
- The DNC released a 192-page draft autopsy of the 2024 election.
- The report blamed Biden's White House and Harris for campaign failures.
- It criticized Democrats for overlooking issues like Biden's age and Gaza.
- Trump eased EPA limits on greenhouse gases used in refrigerants.
- 54% of non-MAGA Republicans approve of Trump's job as president.
Links: New York Times, Washington Post, CNN, The Guardian, Associated Press