Edition #54

The One Thing

• Samsung expects memory shortage to worsen through 2027 and last until 2028

Signals

• AI firms must answer for rogue bots, says boss of hacked company
• US bank places trust in ransomware crew that promised to delete its data
• Tankers near Oman come under fire as Iran threatens to choke off shipping routes
• Fed holds benchmark rate steady in vote with three dissents
• NRF finds shoplifting stabilizing as online fraud grows
• The cyclospora outbreak is creating a PR headache for food businesses
• Amazon’s live sports land grab helps boost ad segment to $19.8B in Q2
• Time has started serving ads to AI agents
• Investors may want to focus on front end of yield curve — as Street anticipates next Fed meetings
• Florida employers can ding workers for off-duty medical marijuana use, state appeals court says
• Papa Murphy’s Is Closing Stores, Joins List of National Pizza Chains to Shutter Locations in 2026
• Managers say they are using AI to make layoff decisions

Watch Your Back

• Diversity Visa Lottery Winner Found Guilty of Visa Fraud
• Making forensic observability the norm for network devices

Antics

• The equal-weighted S&P 500 just smoked the Nasdaq-100 in July — outperforming amid the violent chip-stock unwind
• Parish Tractor Acquires Crain Tractor
• Tesla weighs selling China business to clear path for SpaceX merger

What's Being Built

• NudgeForMe — AI follow-up agent for missed email opportunities
• Port22 — Claude Code, Codex & more on your phone
• DeepSeek-V4-Flash-0731 — Frontier agent intelligence at Flash prices