Edition №33

The One Thing

• SpaceX is officially buying Cursor for $60 billion | The Verge

Signals

• Databricks’ Co-Founder Arsalan Tavakoli: Every Software Monopoly Falls in the Next 24 Months
• South Korean tech giants commit over $550B to ease ‘RAMageddon’
• Chamath Palihapitiya raises $135M Series A for his AI coding startup, takes CEO role
• Walmart Vibe.co deal: a $1.4bn bet on ads
• Waymo and Uber end robotaxi pilot in Phoenix
• Ford rehired 350 engineers to fix what its AI systems got wrong
• JPMorgan names 2 co-presidents in its CEO succession contest
• U.S. Bank Freight Payment Index shows spot rates surging 31%

Watch Your Back

• Challenge Manufacturing Company Discloses Ransomware Data Theft Affecting Texas Residents | TMC Insight
• Klue says the hackers who stole its customer data are deleting it, but a second group has emerged with extortion demands

Antics

• Meta's Cred deal showcases new playbook: take stake, hire the founder - The Economic Times
• Industry lobbyists push House committee to block a ban on Pentagon defense contractors buying back their own stock
• BT and Verizon spin off international networking arms into $4B joint venture

What's Being Built

• VisibAI — Are you in AI answers? Find out and fix it in minutes
• PMB — Stop re-explaining your project to AI coding agents
• Crest — System stats and translation on your Mac's notch