Edition №36

The One Thing

• The DeepMind trio who built a poker AI are now making money for quant hedge funds

Signals

• Companies spending the most on AI are growing jobs, Ramp study finds
• X now offers an MCP server to make its platform easier for AI tools to use
• Record chip rally adds $2 trillion in combined value to Micron, Intel and AMD in second quarter
• Michael Burry says he's shorting Caterpillar for the first time after it nearly doubled in the AI-driven rally of 2026
• Circle craters 17% as Stripe, Coinbase and BlackRock back rival stablecoin network
• Palo Alto, CrowdStrike both have best quarter ever as AI threats bolster cyber demand
• New attack provides one more reason why AI browsers are a bad idea
• Reddit Wants 1 Billion Users. Its New Ad Campaign Reveals How It Plans to Get There
• British American Tobacco to cut 9,000 jobs

Watch Your Back

• 764 Member Charged with Plot to Kill Two FBI Special Agents and a Federal Prosecutor and to Steal Incriminating Evidence from FBI
• NCSC CEO: Hostile states linked to three-quarters of cyber attacks affecting UK's critical systems

Antics

• A Billion-Dollar Pause: Why Warren Buffett Is Putting His Donations to the Gates Foundation on Hold
• Phantom doubles down on perpetual futures with hire of Hyperliquid market builders
• Nike results top estimates even as China sales drop 12%; retailer expects $986 million tariff refund

What's Being Built

• AgentPeek — Claude Code & Codex in your Mac notch
• Pluno — Browser agent that’s 10x faster than Claude
• Load Nova — An AI co-pilot and dashboard built for dispatcher speed