Edition №48

The One Thing

• 2026 air cargo rates could rise 15% due to Iran war impacts

Signals

• Tariffs, Iran war prompt ocean shippers to scrap tradition: Los Angeles port head
• Borderlands Mexico: Cross-border trade tops $87B in May
• Attackers target critical FortiSandbox flaws as CISA issues patch order
• OpenAI reduces Codex Model Context Size from 372k to 272k
• AI spam filters are getting suckered by old-school text salting
• Sales Rep Annual Quotas in 2026: What High Performers Are Actually Carrying: $750k for SMB, $1.35m for Mid-Market, $2.25m for Enterprise
• Inside Perplexity’s AI-Powered Go-To-Market Team
• Tether's USDT hits 2-year countdown threatening its position on U.S. crypto platforms
• Kalshi adds 3 million new users as prediction market capitalizes on the World Cup
• Secondhand harassment supports hostile work environment claim, 5th Circuit holds
• Employers push health savings plans, nutritional counseling to avoid GLP-1 coverage for weight loss

Watch Your Back

• Fugitive for 15 Years Sentenced to Five Years in Prison for Twenty Counts Related to Tax Evasion and Structuring Financial Transactions
• CISA Adds Three Known Exploited Vulnerabilities to Catalog

Antics

• SpaceX is quietly building an AI compute business that may become key to its eye-popping valuation
• Elon Musk Admits He Underestimated Anthropic's AI, and Amazon and Alphabet Investors Should Take Notice
• SaaStr AI App of the Week: Nue. The Revenue Platform Built for How B2B + AI Actually Prices Now

What's Being Built

• OpenSEO — The open source Ahrefs alternative
• Spycost — Fell for a discount again?
• Kobbe — Privacy-friendly web analytics with traffic and revenue.