Edition №39

The One Thing

• U.S. job creation cools in June with payrolls growth of just 57,000; unemployment rate at 4.2%

Signals

• Microsoft launches its own AI deployment company with $2.5 billion commitment
• Coinbase Cuts AI Spend by 50% | Kalshi's $40B Valuation & Impending IPO | The Year for SaaS Roll-Ups
• Google’s AI buildout drove 37% increase in electricity use in 2025
• Tesla’s Q2 sales jump 25 percent
• US manufacturing expands again in June, but at slower rate than in May
• US blocks quick USMCA extension, putting annual review process into motion
• EEOC rescinds affirmative action guidelines
• How TikTok Shop is changing innovation for food and beverage brands
• Vercel Took a 10-Person SDR Team Down to 1. The Whole Thing Costs $5,000 a Year. With Vercel’s COO Jeanne DeWitt Grosser.

Watch Your Back

• Woburn Man Sentenced to 10 Months in Prison for Bank Fraud and Money Laundering
• CISA Adds One Known Exploited Vulnerability to Catalog

Antics

• Lucid Motors’ CFO is out as its new CEO continues leadership shakeup
• Nithin Kamath reveals Zerodha's playbook: No ads, no sales targets, customer-first approach

What's Being Built

• Fypro — Convert your TikTok followers into paying customers
• Context.dev — One API to scrape, enrich, and extract the internet
• Needle — The proactive GTM agent in Slack and Teams