Edition №44

The One Thing

• ACA premiums set to spike again in 2027

Signals

• 10-Yr Treasury: 4.54% (-0.02%)
• CPI (YoY): 4.2% (+0.4%)
• Fed Chair Warsh will be in the hot seat as lawmakers press for his read on the economy
• Amazon Shipping looks to snag FedEx, UPS customers with low pricing
• Contract Rates Skyrocket: Why 50 Cents/Mile is Just the Start
• How Gamma Hit $100M ARR With a Team of 50: CEO Grant Lee’s Top 4 Lessons. And Top 5 Mistakes
• Why unpaid media is now essential to AI visibility
• 5 Interesting Learnings from Vertical B2B Leader ServiceTitan at $1B+ in ARR. Not Slowing Down, Growing 25%, Fintech Growing Fastest, 110% NRR
• Title VII plaintiffs don’t need to mitigate emotional distress damages, 5th Circuit says
• AI skills now listed in 73% of tech job postings

Watch Your Back

• Former and Current MBTA Employees Charged for Conspiracies to Falsify Red Line Track Inspection Reports and Collect Fraudulent Overtime Payments
• Schneider Electric PowerChute Serial Shutdown

Antics

• Burnout, frustration and heartbreak: Amazon layoffs take their toll in saturated job market
• Centene exits Arkansas Medicaid expansion program, citing funding challenges
• US labor market continues to be ‘low hire, low fire’

What's Being Built

• Effects SDK — AI video & audio effects SDK for real-time apps
• Cloudflare Drop — Drop your folder in browser & deploy instantly on Cloudflare
• San Fran Sim — A startup tycoon game