Edition №52

The One Thing

• Global oil tops $100 after Houthis strike Saudi tankers and Trump threatens ‘military punishment’ on Iran

Signals

• MSC, CMA CGM introduce fresh Panama Canal surcharges
• FMCSA Says the Broker Transparency Proposal Is Coming This Month. It Could Be the Most Important Rule for Owner-Operators in Years, or It Could Change Almost Nothing.
• US government says Iran-linked hackers are disrupting American water and energy providers
• Year-long Russian attacks infect users as soon as they look at an email
• Oracle drops 1,449 security patches like it's the new normal
• 5 Interesting Learnings from Stripe at $6.8 Billion in Revenue: 33% Growth, 47% Free Cash Flow Margins, and a $53B Bid for PayPal
• The rising cost of capital for companies today is starting to spook the stock market: ‘The worry is the spending might not pay off’
• Tesla falls 14%, Alphabet sinks 6% as AI spending concerns spook investors
• Monday.com layoffs: Hundreds of jobs slashed as work platform proclaims its embrace of ‘the new AI era’
• 1 in 4 workers stay in unwanted jobs for health coverage, survey finds
• Workers who direct AI agents outperform peers who simply delegate to them

Watch Your Back

• Russian State-Supported Cyber Actors Conduct Phishing Campaign Targeting Users of Zimbra Collaboration Suite
• Chinese National Indicted for Role in Gift Card Fraud Conspiracy, in New Hampshire Homeland Security Task Force Investigation

Antics

• More than half of workers say they’ve considered accepting a lower offer after a layoff
• The CEO with a ‘Peaky Blinders’ playbook
• Goldman Sachs CEO backs Clarity Act despite banking industry's concerns over stablecoin rules

What's Being Built

• PromptQL — Multiplayer AI that replaces Slack
• AskCodi — Orchestrate agents at scale while reducing cost
• RunEvr — Agentic project management environment for creatives