Edition #74

The One Thing

• Brent oil tops $90 after first U.S. and Iran fighting in a month

Signals

• Supply driven trucking market cycle explained in the data
• Trump administration moves to unwind Obama-era truck engine efficiency rules
• Energy biz SSE smacked around in court by a guy and AI
• The U.S. is building barriers around drones and robots, but China has scale to get around them
• Sony Music, Warner sue Anthropic, alleging a “brazen campaign” of intellectual property theft
• Rule of 40 Is Half Dead: Growth Is All That Matters, Margins Above 25% Don’t Help, and Category Beats Both. The Latest From Kroll
• France is becoming the ‘poster child’ of sovereign debt problems as government borrowing costs hit near 2008 highs
• September Fed rate hike fears look overblown as the probability stands at just 58%, not 90%
• Aon nears $17 billion deal to buy insurance broker USI from KKR, WSJ reports
• There are three skilled trade job openings for every qualified worker
• 4 devious email scams hitting inboxes right now, and how to spot them
• White HR worker gets partial win in reverse bias lawsuit against polling firm

Watch Your Back

• DoJ Corrects China Hacking Claim, Says U.S. Agencies Were Targets, Not Victims
• FulcrumSec claims Manchester Airports hack, theft of 86 GB of data
• Anthropic warns infostealer malware is hijacking Claude sessions to drain usage
• Chrome Web Store extensions caught stealing crypto, browser data
• Five Critical WordPress Plugin and Theme Flaws Enable Site Takeover or RCE

Antics

• A Golf Partnership Ended Over a Controversial Ad. Now Good Good’s CEO Is Taking Aim at Callaway
• Sandisk and Kioxia Plan to Invest More Than $31 Billion in Japanese Memory Plants — About 60% of What They Have Spent There in 25 Years.

What's Being Built

• Topview Motion Studio — Create launch videos without touching After Effects
• Hyperfocus — Planner that turns goals into daily progress
• Olostep — Turn the Web into Clean Data for AI