Edition #68

The One Thing

• Many Fed officials flagged inflation threat, possible need to hike rates

Signals

• Feds propose ‘Trump Account’ regulations as older workers’ retirement hopes dwindle
• A Ransomware Group Has Hit 500 Critical Infrastructure Organizations. 1 Sector Keeps Appearing on the Victim List
• Supermicro fired staff after probe into $2.5 billion GPUs-to-China smuggling operation
• Grok exfiltrates user data when malicious instructions are encrypted
• Cisco bug severity warning reads like Olympic gymnastics scores: 10, 10, 9.9, 9.6, and 7.5.
• Oil prices head for second weekly rise as U.S. vows to turn up economic pressure on Iran
• Walmart gets close to $3 billion in tariff refunds
• 'Perfect storm' brews for global food supply this winter as grain prices soar
• 5 Interesting Learnings from Atlassian at $6.6 Billion in ARR: 28% Growth, 44% RPO Growth, and a 35% One-Day Stock Pop
• IAB revisits AI disclosure in ads as legal requirements multiply
• Warsh faces Fed independence test as Bessent moves in on central bank's turf
• Anxious bond market sends troubling message to investors: There’s no easy fix for U.S. debt

Watch Your Back

• Microsoft Entra ID Flaw (CVSS 10.0) Exploited in Wild, Allows Remote Code Execution
• Rust Supply Chain Attack Puts Build-Time Malware in Crates with 245 Million Downloads
• Critical Elementor Pro bug exposes WordPress sites to RCE attacks
• How MSPs can catch phishing attacks email filters miss
• Senior Executive Charged With Insider Trading

Antics

• Learn what VCs actually want, from a founder who’s raised $1B
• Marvell Technology (MRVL) Expands Google AI Partnership: What Investors Need to Know
• Advanced Micro Devices vs. Salesforce: Which Technology Stock Is a Better Buy in 2026?

What's Being Built

• HyNote for Mac — Free local transcription that is 100% Private
• Grok 4.6 — Frontier Intelligence for Long-Running Agents
• Checksum AI — Your coding agent’s testing buddy