Edition №38

The One Thing

• U.S. won’t renew USMCA, opening door for negotiations with Canada and Mexico

Signals

• EU crackdown on small parcel imports kicks in
• June manufacturing data supportive of LTL demand
• Cloudflare to block cynical search-and-scrape bots from ad-supported web pages
• Neocloud Together AI raises $800M, leaps to $8.3B valuation
• CoreWeave, Nebius shares tumble as Meta stands to become a fresh threat in the cloud
• Home prices just fell the most in nearly a decade. Here’s where buyers have the most leverage
• Palantir's Karp bashes OpenAI, Anthropic token model: 'Something has gone completely wrong'
• Even Honda is pivoting to data centers
• This Brand Charged Its Customers $12 to Attend a Store Opening. It Hit Its Monthly Sales Goal in 2 Days
• Are Nike’s ‘kernels of progress’ enough?
• Employers who laid off workers citing AI are already starting to regret it

Watch Your Back

• Alleged Member of Criminal Cyber Hacking Group “Scattered Spider” Arrested in Finland and Extradited to United States
• Microsoft SharePoint Server Microsoft SharePoint Server Deserialization of Untrusted Data Vulnerability

Antics

• AI search could kill the web without new quality signals and revenue models
• Why Your Employees Look Busy but Are Actually Faking It, According to Data
• Krafton settles with Subnautica 2 developer after drawn-out dispute over $250 million

What's Being Built

• Acti — Agentic keyboard for mobile commands and search
• Tabstack Browser Automation — Automate the web in your app or agent, no browser to host