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Have you ever had one hard parenting moment and immediately thought, "I'm such a bad mom"? I know I have. It's amazing how quickly we can go from, "Today was hard," to believing something is wrong with us instead of recognizing we simply had a difficult moment.In this week's Coffee with Heather mentor series, we're talking about one of the most important relationships we have—the relationship with ourselves. As moms, we're often so quick to extend grace to our kids, our spouses, and our friends, yet we're incredibly harsh with the woman staring back at us in the mirror. We hold ourselves to impossible standards, compare ourselves to what we see online, and believe the lie that we're supposed to have motherhood figured out.In this conversation, I want to encourage you to begin recognizing the difference between conviction, condemnation, and shame. We'll talk about why self-compassion isn't self-pity, how to quiet your inner critic, and how to replace the lies we believe with the truth of God's Word. Motherhood was never meant to be lived under the weight of perfection. God isn't asking you to be a perfect mom—He's inviting you to faithfully walk with Him, receive His grace, and extend that same grace to yourself.If you've been carrying around mom guilt, feeling like you're constantly falling short, or wondering if you're enough, I hope this conversation reminds you that your identity isn't found in one parenting moment. It's found in Christ. There is no perfect formula for raising kids, but there is a faithful God who redeems our mistakes, transforms our hearts, and walks with us through every season of motherhood.Connect with Kim Fredrickson:  Facebook: The Self-Compassion Club Instagram: Kim Fredrickson (@kimfredrickson) Connect with Jada Edwards:  Website: Jada Edwards  Instagram: Jada A Edwards (@jada_edwards) Links Mentioned:  Give Yourself a Break: By Kim Fredrickson Give Your Kids a Break: By Kim Fredrickson Don't Mom Alone: By Heather MacFadyen Related Episodes: You are Qualified in Christ :: Jada Edwards [Ep 248] Quiet Your Inner Critic and Practice Self-Compassion :: Kim Fredrickson Remaining You While Raising Them  :: Alli Worthington [Ep 420] Featured Sponsors:  Wayfair: Ready to upgrade your home for way less? Head to wayfair.com right now to shop all things home and get your space ready for less.  Our place: Upgrade your kitchen with Our Place today. Visit fromourplace.com/DMA and use code DMA for 10% off sitewide. With a 100-day trial, you can try it completely risk-free. Lifepro: For a limited time, our listeners can get $20 OFF the Waver Vibration Plate plus Free Shipping with code [DMA] at lifeprofitness.com.

This week's video transcript summary is here. You can click on any bulleted section to see the actual transcript. Thanks to Granola for its software.EditorialIntelligence: Who Owns it?This week the word “AI” feels too small.AI is a technology. Intelligence is its product. And if intelligence is the product, the question is no longer just: Which model is best? Who has the cheapest tokens? Who owns the weights? Who controls the data center? Those are important questions, but they are lower in the stack.The bigger question is simpler and more political:Who owns intelligence?That sounds abstract until you make it concrete. Intelligence is becoming something companies can capture, package, serve, meter, route, improve, and sell.It can write code, answer questions, design molecules, automate offices, run agents, draft legal work, advise scientists, serve consumers, and reshape workflows. It is not merely software. It is a general-purpose capability. And all humans could benefit from more of it.General-purpose capabilities have a habit of becoming public questions. But the default answer, that public good is best delivered by government, is the wrong answer in this context.The Product Is IntelligenceWe should stop talking about AI as a feature and start talking about intelligence as the universal thing that is delivered as an input to the world.Water is an input. Electricity is an input. Literacy is an input. Connectivity is an input. Once a society depends on them, access stops being optional. Nobody needs government to build every well, power plant, school, or network. But everybody understands that a civilization cannot be organized around less than universal and reliable access to foundational inputs.Intelligence is reaching that level of importance now that we all know it is real.Government should not own it, operate it, or develop it. Quite the opposite. Companies are the right actors to build fast, compete hard, improve models, serve customers, and discover the real use cases. Self-interest is a useful framing here. Markets are good at finding demand, reducing costs, and turning invention into services people actually use.Companies are the right operators, developers, and owners. But that does not settle the real question of who owns the benefits. That is an economic question.If intelligence becomes metered infrastructure, what happens to the value it creates?The Ownership StackThis week's articles keep circling the same issue from different directions but in the nature of ‘circling' never quite nail it.Jamin Ball's “Own Your Weights” starts with the enterprise version of the question. Owning a model file is not enough. The durable asset is the loop: the data flywheel, the evaluations, the reinforcement system, the workflow learning, and the operating context that lets capability compound.Benedict Evans' “Ways to Think About Token Pricing” adds the market layer. Tokens may become essential, abundant, and cheap, like mobile data. But being essential does not guarantee that the token layer captures the value. The money may move up the stack to whoever owns the workflow, the customer, the distribution, or the application.Alex Karp's fight with the labs, reported in “Alex Karp Is Saying What Every Angry CEO Is Thinking About AI”, is the same argument in sharper enterprise language. Companies are afraid that model providers will not just sell intelligence, but learn from customer workflows and then move into the markets where those workflows create value. The “All-in” group are echoing Karp's view.And “What Is Loop Engineering, and Who Owns It?” names the new contested terrain. The loop is where intelligence meets the world. Whoever owns the loop owns the learning. Whoever owns the learning owns the compounding asset.That is why “who owns intelligence?” is not a slogan. It is the question under the model layer, the application layer, the enterprise layer, and the economic layer.Because intelligence is the product, the tools creating it are fragmented and competitive. So there is no logic in trying to discuss this at the level of a single company or set of tools and models.The Old Promise Was That Commerce Would Tame PowerThe essays this week give the historical backdrop.Deirdre McCloskey, in “What Really Caused the Industrial Revolution”, argues that modern growth came not simply from capital accumulation, but from a change in permission: ordinary people were allowed to innovate, trade, build, and be honored for it.That matters because intelligence could be another expansion of permission. It could make more people capable of building, learning, creating, coding, researching, translating, selling, and coordinating. It could lower the cost of competence.But only if access is broad.Paul Krugman's “AI in an Age of Oligarchy” warns that the same technology lands differently in different political economies. A new general-purpose technology entering a broad, open, upwardly mobile society is one thing. The same technology entering a concentrated economy, with extreme wealth and weak counterweights, is another.Tim O'Reilly's Economist essay, “Elon Musk is building a form of capitalism that Adam Smith would hate”, makes the governance point more directly. The old liberal hope was that commerce would tame arbitrary power. Markets, boards, courts, shareholders, disclosure, and competition would discipline the prince.But what if the prince uses markets to escape discipline?Henry Farrell's “political economy of billionaire derangement” pushes the same point. Founder culture, monopoly ambition, peer rivalry, weak correction mechanisms, and vast private control can amplify appetites rather than restrain them.The danger with intelligence is not that companies build it. They should. Companies build it, meter it, use public tolerance and public infrastructure to scale it, learn from everyone who uses it. All of those things are inevitable and healthy. Market forces will sort out winners from losers. The real danger is that the winners treat all of the surplus produced as purely private.Metered Intelligence Creates SurplusIf metering is not the problem, what is?The problem is pretending that metered intelligence creates value only for the metering entity. Metering water is only tolerated as a public good. If the public were blackmailed by a private water company with the threat of no water we would all rebel.Once we understand that the product of AI is intelligence we can see that every time intelligence is used, there is the immediate transaction: the user pays, the provider serves.But there is also system value. Usage creates signals. Workflows reveal patterns. Prompts, corrections, failures, preferences, integrations, edge cases, and business processes all help define where intelligence is useful and how it should improve. Intelligence breeds intelligence.Even when customer data is contractually protected, the market learns. The platform learns where demand is. The product team learns which workflows matter. The ecosystem learns which jobs are vulnerable, which tasks are automatable, and which parts of the economy can be reorganized around machine intelligence.So the surplus is not born in a vacuum.It rests on public science, public education, public data exhaust, public law, public infrastructure, public energy systems, public tolerance for data centers, and billions of human interactions. It is served by companies, but it is not made only by companies.This is why “Americans Deserve a Dividend From AI Companies' Riches” belongs at the center of this week's issue. The detail can be debated. The principle is harder to dismiss. If intelligence becomes a new foundational resource, then some part of the wealth it creates should flow back to the people whose society makes it possible. Intelligence did not suddenly appear. AI is built on the entire history of human intelligence. It benefits from it and at the same time evolves it.Not Nationalization. A Human Wealth Fund.If intelligence belongs to everybody, some conclude that government ownership of intelligence is the right outcome.Governments are not well suited to build, operate, or improve intelligence. They will move too slowly, regulate too early, politicize the wrong things, and confuse economic participation with operational control.Andrew McAfee's “Why I Didn't Sign the AI Open Letter” is useful here. His objection is not that the technology is unimportant. It is that steering too hard before we understand the shape of the change can become its own failure mode. Marc Andreessen's satire of AI regulation is less policy than temperament, but it captures a real Silicon Valley fear: that regulation can become permission, capture, and incumbency before it becomes wisdom.That fear should be taken seriously.But it does not answer the economic question. It answers only the operational one.How can the economic benefits of intelligence be distributed? The better answer is a sovereign human wealth fund.Call it a sovereign wealth fund if you must, but the phrase is too national. Intelligence will not respect borders. The leading companies are global. The models, chips, data centers, agents, platforms, and workflows will be transnational from the beginning. If the value created by intelligence is global, then the mechanism for sharing some of that value should begin with the companies global enough to capture it. The nice thing about xAI, OpenAI, and Anthropic is that they are supranational.These companies own and operate intelligence. Let them compete. Let them profit. Let them keep the incentives that make the system improve. But if intelligence is the new water, the wealth it creates cannot belong only to the companies that meter it. And they, themselves, have the power to fix it, even more than governments.Access will become a Human Right; Ownership Is the Economic DesignThis is where human rights come in. There is no right to access an AI model, yet. But there will soon be a need to change that.Not as a claim that every person is entitled to every frontier model at every moment for free. That is not serious. Capacity has costs. Models have costs. Inference has costs. Data centers have costs. Although those costs will decline over time, possibly quite quickly as self-learning models address costs.The claim is more basic: in a world where intelligence becomes a primary input into education, work, health, science, citizenship, creativity, and economic agency, baseline access to intelligence starts to look like a civic requirement.That could mean public access layers. It could mean education credits. It could mean open models. It could mean AI dividends. It could mean public-interest compute. It could mean taxes on rents. It could mean a company-initiated human wealth fund that returns some of the upside to society without handing the operating system to the state. The latter could couple wealth growth with universal distribution of ownership.The exact mechanism matters. But the distinction matters more.Government should not own intelligence. It should be universally available. And people should have a claim on the wealth intelligence creates.The Frontier Is Also PhysicalThe abstraction is not weightless.“The Fight Against AI Data Centers Is Just Beginning”, “New York becomes the first state to enact a data center moratorium”, Reuters on pollution from Musk's xAI power project, and DataGravity's “Who Captures Value in AI Infrastructure?” all say the same thing from the ground up.Intelligence uses land. It uses power. It uses water. It uses chips. It uses grid capacity. It uses neighborhoods. It uses public patience.That makes the value question unavoidable. A society can accept the buildout if the buildout is legible as shared progress. It will resist it if the costs are local, the profits are private, and the benefits feel enclosed.Who Owns the “Loop”?The week ends where it began.“Anthropic and Blackstone” are betting that implementation is the next trillion-dollar business. “Vint Cerf” is working on identity for agents on the open internet. “GPT-Red” points toward systems that improve their own robustness. “Kimi K3” adds another open frontier model to the global mix.The model race continues. The deployment race is accelerating. The governance race is behind.My view is this:The central product of this era is intelligence. Companies have figured out how to capture it, package it, serve it, and meter it. That is good. It should stay in the hands of builders who have the incentive to make it better.But intelligence is too foundational to become just another private toll booth. A significant part of it will turn out to be free to users.As intelligence becomes a general-purpose resource, then access to it becomes a human-capability question, and the surplus from it becomes an economic-justice question. Not because government should run it. Because government should not run it. The operating layer belongs with companies. The wealth question belongs with everyone. But companies are best placed to turn that into a process of distribution.The question is not whether companies should build intelligence. They should.The question is whether humanity gets a stake in the wealth created by the thing that may soon become its most important shared input.Contents* Essays* Deirdre McCloskey on What Really Caused the Industrial Revolution* AI in an Age of Oligarchy* Elon Musk is building a form of capitalism that Adam Smith would hate* Murky Mirror: Truth and Consequences* The political economy of billionaire derangement* Is there any “oligarchy” to fight?* AI* Nearly 200 Economists and Tech Leaders Warn of A.I. Threats* Why I Didn't Sign the AI Open Letter* Own Your Weights* Ways to Think About Token Pricing* Alex Karp Is Saying What Every Angry CEO Is Thinking About AI* The AI Agents Are Coming for Microsoft Office* What Is Loop Engineering, and Who Owns It?* The Fight Against AI Data Centers Is Just Beginning* 6 months to live for open models* Americans Deserve a Dividend From AI Companies' Riches* Who Gets to Define the Frontier?* GPT-Red: Unlocking Self-Improvement for Robustness* Anthropic, Blackstone bet the next trillion-dollar AI business is implementation, not just models* Vint Cerf is working on a plan to unleash AI agents on the open internet* xai-org/grok-build, now open source* The Pulse: What can we learn from Bun's rapid Rust rewrite with AI?* Orphan risks at the frontier of artificial intelligence* The Lab of the Future Should Feel Like a Data Center* Why AMI Labs' Alexandre LeBrun won't call his AI “AGI” or “superintelligence”* Kimi K3 Tech Blog: Open Frontier Intelligence* Venture Capital* Three Years In* Venture Has Rarely Looked More Bifurcated* The Best Angel Investors in the US: Who Backs the Most Unicorns, and Who's Active Now* Are Prediction Markets Doomed to Fail?* Regulation* Exclusive: The Next Frontier of the Deportation Wars: College Campuses* The Supreme Court Broke Independent Agencies. Here's a Way to Slow the Damage.* India's crackdown on a new WhatsApp feature risks setting a global precedent* Let's build a children's public internet* Computer cops* Google is better at playing the AI regulations game* Infrastructure* Who Captures Value in AI Infrastructure?* New York becomes the first state to enact a data center moratorium* Pollution from Musk's unpermitted xAI power project hits hardest in Black communities* Interview of the Week* The End of the End of Geography* Startup of the Week* Radical AI's Joseph Krause: The Scientist Building The “Waymo” Lab For New Materials* Post of the Week* Marc Andreessen on AI RegulationEssaysDeirdre McCloskey on What Really Caused the Industrial RevolutionYascha Mounk and Deirdre McCloskey | Persuasion | July 11, 2026Yascha Mounk interviews Deirdre McCloskey about her argument that the modern world's economic liftoff came less from capital accumulation than from a change in ideas. McCloskey says both left and right versions of the conventional story rely too heavily on investment: the left stresses exploitation and surplus value, while the right stresses virtuous saving by capitalists. Her objection is historical and economic. Human beings had always invested, from irrigation works and Roman roads to seed grain, and simple accumulation quickly runs into diminishing returns.McCloskey's alternative is that northwestern Europe, first Holland, then Britain and Scotland, and then the North American colonies, developed a liberal ideology that changed who was allowed to innovate and be honored for it. The conversation links that shift to the erosion of inherited hierarchy, the spread of dignity for ordinary commercial life, and a moral vocabulary in which liberalism is not merely procedural but connected to virtues and values. The point is not that machines, coal, trade, and institutions did not matter, but that they do not explain the scale and timing of modern enrichment without a cultural permission structure for innovation.The interview also turns to the contemporary defense of liberalism. Mounk frames the series around the worry that liberalism is often treated as too thin to command allegiance, while its opponents speak more directly to moral passions. McCloskey's case is that liberal societies became rich because they dignified experimentation and ordinary enterprise, and that liberals need to recover the moral language behind that claim.Read moreAI in an Age of OligarchyPaul Krugman | Paul Krugman | July 12, 2026Paul Krugman frames AI as a major technological shock arriving inside an already unequal political economy. The post says AI's economic and social effects may take years to understand, but argues that the setting matters now: America has much greater wealth concentration and political inequality than it did in the 1950s and 1960s, when progressive taxation, stronger regulation, and more active antitrust might have contained some of the destructive effects of a new technology.Krugman's opening claim is that the same technology would likely have different consequences in a more level society. In today's United States, he writes, extreme wealth is both a cause and effect of policies that favor a small elite, including low effective taxes on capital and high incomes, weak enforcement of worker protections and antitrust, and cuts to programs that benefit ordinary Americans.The article is explicitly more about oligarchy than AI. Krugman says the paid sections document the rise of the “.0002%,” the economics and politics of extreme wealth, how oligarchy will shape AI's impact, and possible policy paths. His caveat is that AI itself may still produce a pushback against oligarchy, but absent that, he expects the pre-existing concentration of wealth and power to magnify AI's downsides.Read moreElon Musk is building a form of capitalism that Adam Smith would hateAuthor: Tim O'Reilly Published: July 12, 2026Tim O'Reilly argues that Elon Musk is using the legal forms of shareholder capitalism to escape the restraints that shareholder capitalism was supposed to impose. The article begins with SpaceX's public-market structure: ordinary public investors get little meaningful governance power, Musk keeps roughly 85 percent of the votes through super-voting shares, buyers waive jury trials and class actions, the company qualifies as controlled, and removal of Musk depends on the share class he controls. In O'Reilly's framing, that is not ordinary founder control; it is a design for being answerable to no one, possibly beyond Musk's own lifetime.The killer detail is the article's turn through Albert Hirschman, Montesquieu, James Steuart, Adam Smith, and Keynes. Older defenses of commerce held that markets would tame princely passions because the self-interest of merchants was safer than arbitrary rule. O'Reilly says Musk reverses that hope. The market discipline that was supposed to cage the prince has become the lever by which the prince raises capital, removes feedback loops, and carries private power into politics, government, Mars, robots, AI, or whatever ambition comes next.The pull is the link to AI governance. O'Reilly says corporations are already a kind of artificial intelligence: narrow-input systems that act at a scale no individual human can match. Their partial controls include independent boards, shareholder votes, courts, disclosure, regulators, public pressure, and activism. If the leaders building frontier AI strip those alignment mechanisms out of their own companies, the governance of the company becomes a preview of the governance of the machine.Read more: The EconomistMurky Mirror: Truth and ConsequencesAuthor: Esther Dyson Published: July 14, 2026Esther Dyson argues that today's institutional crisis is better viewed through the 14th century than through recent political history. Using Barbara Tuchman's A Distant Mirror as her frame, she compares a world of famine, plague, church schism, feudal predation, and purposeless war with a present in which institutions again feel brittle, incentives are badly aligned, and power is shifting into forms that are hard to govern.The killer detail is the historical analogy between land, corporations, and AI. Dyson moves from nobles who controlled serfs and territory, to the East India Company as a quasi-sovereign business, to today's AI systems and data centers as a possible new sector that crosses and weakens both nation-states and companies. The question is whether AI becomes a new kind of private land, owned by a new nobility, or an open prairie that many people can cultivate.The pull is human attention. Dyson says the central question is not what AI will do to people, but how people will react to it: whether they can value love, kindness, embodied attention, and artisanal human presence in a world of seductive artificial offerings.Read more: SourceThe political economy of billionaire derangementAuthor: Henry Farrell Published: July 15, 2026Henry Farrell argues that the visible political radicalization of some Silicon Valley billionaires is not a random personality quirk, but a product of the political economy that made them. Starting from Tyler Cowen's dismissal of “billionaire derangement syndrome” and Tim O'Reilly's warning that Elon Musk is using shareholder capitalism to escape shareholder restraint, Farrell flips the phrase: the question is why billionaires themselves can become deranged.The killer detail is Farrell's use of Peter Thiel as both theorist and example. Thiel's Stanford lectures described startups as monarchies and founders as figures vested with unusual power, while Silicon Valley culture rewarded eccentricity, monopoly ambition, and founder exceptionalism. Farrell says those ideas combined with dense founder-investor networks, peer rivalry, and weak correction mechanisms to amplify rather than discipline princely appetites.The pull is the ideological problem for classical liberals who once saw tech wealth as an ally of markets and freedom. Farrell says commerce did not tame the passions; in parts of Silicon Valley, the passions have begun to devour markets, institutions, and the liberal story that justified them.Read more: SourceIs there any “oligarchy” to fight?Matthew Yglesias | Slow Boring | July 16, 2026Matthew Yglesias argues that “oligarchy” is a rhetorically powerful but analytically loose way to describe American politics. The post begins from Bernie Sanders' “Fighting Oligarchy” tour, Amy Klobuchar's warning about a MAGA “broligarchy,” and the long afterlife of the Martin Gilens and Benjamin Page paper that was widely summarized as showing that only the rich matter in policy outcomes. Yglesias says the evidence supports a weaker claim: affluent people and business leaders have unusual access and influence, but that is not the same as rule by a small cabal.His main distinction is between inequality and oligarchy. The Gilens-Page measure treated the top 10 percent of households as “the wealthy,” and later critics found that rich and middle-class preferences usually align; in the cases where they differ, the rich win about 53 percent of the time. Yglesias also says business executives get special access partly because their decisions are materially important to communities, jobs, investment, and local tax bases, not only because of campaign donations.The post preserves Jerusalem Demsas' counterpoint from their podcast discussion: privileged donor and business access can still violate democratic equality even if the oligarchy label overstates the structure of power. Yglesias' narrower claim is that Democrats should be precise about what problem they are trying to solve, because donor influence can also push the party left on climate and cultural issues in ways that alienate many voters.Read more: Slow BoringAINearly 200 Economists and Tech Leaders Warn of A.I. ThreatsAuthor: Ben Casselman Published: July 13, 2026Ben Casselman reports on “We Must Act Now,” a statement warning that artificial intelligence could transform the economy faster than any previous technology and that policymakers need to move faster to understand and respond. The statement says AI may become radically more powerful over the next 10 years, bringing risks such as large-scale job displacement as well as opportunities such as higher living standards. Nearly 200 people signed, including 15 Nobel laureates, the chief economists of OpenAI and Anthropic, Anthropic co-founder Jack Clark, former Google CEO Eric Schmidt, and venture capitalist Vinod Khosla.The killer detail is who joined the warning. Casselman notes that the signatories include economists who have historically been skeptical of Silicon Valley's most dramatic AI job-loss forecasts, including Daron Acemoglu and Simon Johnson, the MIT professors who won the 2024 Nobel in economics. Erik Brynjolfsson, who helped organize the statement, says there has been a notable change in the profession and that economists and policymakers are not ready for the “tsunami” he sees coming.The pull is the measurement problem. The statement does not offer a specific policy menu, but calls for economists, policymakers, and industry leaders to understand the economics of transformative AI and steer it toward complementing humans. Brynjolfsson says one high priority is better data on AI's spread and impact, because current measures tell conflicting stories about job losses and which workers are most exposed.Read more: The New York TimesWhy I Didn't Sign the AI Open LetterAuthor: Andrew McAfee Published: July 13, 2026Andrew McAfee explains why he did not sign “We Must Act Now,” the AI economy statement organized in part by his longtime collaborator Erik Brynjolfsson. McAfee agrees with the letter's starting point that AI is likely to become radically more powerful over the next decade and that it is a general-purpose technology. His objection is not to urgency or to studying AI's economic effects, but to the framing of risk, displacement, and institutional steering as the first move.The killer detail is McAfee's line edit. He says the original letter comes close, then “bounces off the crossbar” by calling for incentives, guardrails, and institutions to steer AI before we know enough about its actual impacts. He points to mixed current evidence: labor-market canaries, but also rising software job postings, low unemployment for younger workers, rising real median income, and claims that AI-adopting companies are adding workers faster than low-adopting peers. His worry is that the letter leans toward upstream governance and dirigisme when the evidence may call for capability building instead.The pull is his replacement statement. McAfee keeps the three-paragraph structure but changes the emphasis: AI is likely to become radically more powerful; like earlier world-changing technologies it will raise living standards while also bringing harms and shocks; and economists, policymakers, and technology leaders should build the capabilities to respond quickly and effectively. It is a concise version of the permissionless-innovation case inside the AI policy debate.Read more: The Geek WayOwn Your WeightsAuthor: Jamin Ball Published: July 10, 2026Jamin Ball argues that the enterprise AI debate about whether companies should “own their weights” or rent models from frontier labs is asking too narrow a question. A model weight file gives a company control over a point-in-time artifact, but not durable control over the capability stack. In his framing, the weight file is a melting ice cube: it does not get worse in absolute terms, but it falls behind as frontier systems improve and enterprise needs change.The killer detail is what Ball says companies really need to own: the data flywheel, reinforcement learning infrastructure, and evaluation harness that produce and improve the model. Simply deploying an open-weights model and declaring sovereignty leaves the enterprise with yesterday's capability and no way to compound workflow-specific learning.The pull is that enterprise AI control may be less about model ownership than operating ownership. The defensible layer is the system that turns company data, edge cases, business definitions, and evaluations into continuously improving performance.Read more: Clouded JudgementWays to Think About Token PricingAuthor: Benedict Evans Published: July 9, 2026Benedict Evans argues that today's AI token prices are a temporary signal from a supply-constrained market, not a reliable guide to long-term value capture. The open question is whether foundation models keep durable pricing power or become commodity infrastructure as data-center capacity, inference efficiency, and model competition all shift. His current read is that the visible market dynamics point toward commoditization unless something materially changes.The killer detail is the mobile data analogy. Evans says cellular networks became a trillion-dollar industry with hundreds of billions in capex after data usage exploded, but carrier stocks went nowhere because value moved up the stack. Tokens may behave similarly: an opaque unit tied to marginal cost, sold through bundles, essential to everything, yet not necessarily where profits accrue.The pull is uncertainty, not prediction. Evans lists paths to model dominance, including network effects, less competition, regulation, export controls, or a lab pulling ahead on execution, but says each requires a new fact not yet visible. Without that change, the model layer looks more like infrastructure beneath the products that capture value.Read more: SourceAlex Karp Is Saying What Every Angry CEO Is Thinking About AIAuthor: Tim Higgins Published: July 11, 2026Tim Higgins reports that Palantir CEO Alex Karp has turned corporate frustration with AI labs into a public argument about enterprise control. Palantir released a white paper, “Institutional Sovereignty in the Age of AI,” laying out steps companies and governments can take to protect themselves from OpenAI, Anthropic, and other foundation-model providers. The article links that paper to Karp's CNBC appearance, where he said “something has gone completely wrong” in the relationship between AI labs and customers and argued that enterprises are paying for tokens that create little value.The killer detail is the value-capture question. Higgins writes that Karp's critique has resonated because AI labs may gain power and insight from customer data, workflows, and decision-making, even when enterprise policies say customer data are not used for training. David Sacks amplified the concern by arguing that Anthropic is moving from the model layer into vertical applications such as science, security, legal, and coding, raising the fear that model providers will watch where value is being created and then move into those markets directly.The pull is that Karp is not alone, even if his style is unusually combative. Higgins notes that Satya Nadella has also warned that companies need to retain the learnings created when they use AI models, while Mark Zuckerberg has framed Meta's new model release partly around lower-cost frontier intelligence. The article presents Karp's campaign as one sign that established technology companies and large enterprises are trying to define where they fit when AI labs become central infrastructure, application competitors, and potential IPO giants at the same time.Read more: The Wall Street JournalThe AI Agents Are Coming for Microsoft OfficeAlex Wilhelm | Cautious Optimism | July 11, 2026Alex Wilhelm argues that one of the week's quieter AI questions is whether the productivity market that Microsoft successfully moved into subscription software is now being attacked by agentic tools. The piece begins with the infrastructure backdrop: SK Hynix raised $26.5 billion in a U.S. listing while building U.S. HBM and advanced-packaging capacity, and memory, chip, and foundry companies are now priced for sustained AI demand.Wilhelm then says the AI conversation has shifted quickly from raw capability to cost per task. He cites new model releases and vendor language emphasizing cheaper agentic and coding models, faster performance, and lower dollars per task. That matters because lower costs make it more plausible for AI systems to take on routine knowledge work at scale rather than remain a premium coding assistant market.The core of the article is Microsoft Office. Wilhelm notes that Microsoft turned Office from a one-time purchase into Microsoft 365, a large recurring revenue business with tens of millions of subscribers and a major productivity segment. Now, he says, late-stage unicorns and AI labs are pushing into the same territory: Anthropic's Cowork was reportedly used mostly outside software development, OpenAI merged ChatGPT and Codex into a tool for creating sheets, slides, docs, web apps, and long-running work, and other companies are building agentic coworkers that connect business data to documents, workflows, schedules, alerts, and apps.The article's caveat is that Microsoft has survived major platform shifts before. The argument is not that Office disappears quickly, but that the definition of office software is broadening from documents and spreadsheets into AI systems that can create, monitor, and act across workplace data.Read moreWhat Is Loop Engineering, and Who Owns It?Author: Nilesh Barla Published: July 11, 2026Nilesh Barla argues that “loop engineering” is becoming a distinct discipline because production AI agents now fail less at single prompts than at runtime: when to stop, what state to preserve, and how to recover after a bad step. Prompt engineering shapes one model call, and context engineering shapes what the model sees, but loop engineering shapes what a sequence of calls actually does.The killer detail is the three-primitives frame. Barla says a real agent loop needs halt conditions, state carryover, and recovery paths, then maps teams across five maturity levels. At the lowest level, an agent is just a model call in a for-loop with a step cap and raw history; by the higher levels, the system has structured state, explicit planning, replay, evaluation, and self-repair.The pull is organizational. If agents are becoming production systems rather than demos, someone has to own the runtime itself. The loop engineer is the role Barla gives to the person responsible for making long-running agent work dependable.Read more: Adaline LabsThe Fight Against AI Data Centers Is Just BeginningEmma Roth | The Verge | July 12, 2026Emma Roth argues that community resistance to data centers has moved from an early warning sign into a national political fight as AI facilities grow larger, more power-hungry, and more visible to nearby residents. The article starts with Apple's failed 2015 plan for a $1 billion data center in Athenry, Ireland, where a small group of residents challenged the project over noise, light pollution, flooding, traffic, and wildlife effects until Apple abandoned it in 2018.The current data-center buildout is presented as much larger and more contentious. Roth writes that residents now cite rising energy costs, water quality, noise, light pollution, and greenhouse gas emissions, while the U.S. Energy Information Administration expects commercial energy demand to surpass residential demand this year because of AI data centers and Goldman Sachs expects data-center power demand to double by 2027.The central evidence comes from Data Center Watch, which says protesters blocked or delayed at least 75 U.S. projects worth $130 billion from January to March, with active opposition groups more than doubling from 396 at the end of 2025 to 833 by the end of the first quarter of 2026. Roth also cites QTS abandoning a $12 billion Wisconsin campus, Delaware City regulators blocking a 580-acre project under the Coastal Zone Act, opposition stopping a QTS project in Prince William County, and pressure that pushed Kevin O'Leary to downsize the proposed 40,000-acre Project Stratos in Utah.The policy section describes a split between federal acceleration and local resistance. President Trump has treated data centers as part of the AI race with China and fast-tracked construction, while some Republican candidates are distancing themselves from that position ahead of midterms. Sanders and Ocasio-Cortez have proposed a moratorium until price and environmental protections exist, bipartisan lawmakers are backing ratepayer-protection measures, and states including Florida, Idaho, and Washington have passed rules on cost shifting, water use, and tax breaks. Roth's caveat is that the policy patchwork is still incomplete, leaving many communities to fight project by project.Read more6 months to live for open modelsAuthor: Nathan Lambert Published: July 12, 2026Nathan Lambert argues that open-weight AI models are facing their most serious policy test so far because U.S. officials are beginning to discuss concrete controls rather than abstract safety concerns. He says reported White House conversations about a new executive order may initially target Chinese-origin models and government use, but could create a broader review habit for frontier open models. His forecast is that a model above the capability range of GPT-5.5, Claude Opus 4.8, or GLM-5.2 could trigger a ban or indefinite delay within six months.The post separates two policy fights that are becoming intertwined: distillation and frontier capability. Lambert says the distillation campaign against Chinese models has become a form of regulatory capture because Anthropic and other closed-model companies would gain economically if Chinese open models were banned. He does not dismiss IP protection, but argues that if a closed model's capabilities are dangerous enough to justify restricting open models, the lab also has to explain why those capabilities are exposed through a queryable API. He cites unauthorized access to Anthropic's Mythos private beta as evidence that APIs are not automatically secure.The broader claim is that a unilateral U.S. ban would hurt positive actors more than bad actors if comparable open models remain available elsewhere. Lambert says the only durable ceiling would require global agreement, which does not exist, and that open models can improve safety by allowing broad inspection, adaptation, and understanding. His proposed near-term off-ramps are a strong U.S. open model release from companies such as Microsoft, Meta, or Reflection, and a broader coalition of open-source beneficiaries lobbying for safe rollout rather than prohibition.Read more: SourceAmericans Deserve a Dividend From AI Companies' RichesAuthor: Scott Stanford Published: July 14, 2026Scott Stanford argues that proposals to give the government a stake in AI companies miss the point unless ordinary citizens directly receive and control the upside. Sam Altman has discussed giving up equity in OpenAI, Washington already owns a stake in Intel, Nvidia is sharing China chip revenue, and Bernie Sanders wants large AI labs to contribute half their stock to a sovereign wealth fund. Stanford says those ideas all park value with the state, not with people.The killer detail is New Carlisle, Indiana, where AWS's Project Rainier is turning cornfields into one of the world's largest AI superclusters. The project is planned to run up to a million chips, draw more than two gigawatts of power, and represents an investment that has grown from $11 billion to $13.8 billion. Stanford uses that local transformation to argue that AI's public bargain should be visible at the household level.The pull is design. A citizen AI dividend would have to specify who earns a stake, how they hold it, and when they see cash. Without that mechanism, the AI wealth debate remains a fight over government balance sheets rather than public ownership.Read more: SourceWho Gets to Define the Frontier?Author: Mark Daley Published: July 14, 2026Mark Daley argues that Demis Hassabis is right to call for a serious institution to verify frontier AI systems, but that the power to test models is also the power to govern them. Hassabis's proposed Frontier AI Standards Body would get privileged pre-release access to advanced models, testing compute, held-out evaluations, support from national labs and security agencies, third-party auditors, and eventually authority to block models from the American market or coordinate a slowdown.The killer detail is Daley's constitutional objection. He says the proposal sometimes looks like a scientific lab, a standards body, an industry regulator, a licensing authority, and an emergency security council at once. Combining those roles because each requires technical expertise would be like putting the central bank, auditor-general, and Supreme Court in one building and calling it efficient.The pull is standard-setting. Daley's concern is not that verification is unnecessary, but that whoever writes the tests, decides what passes, adjudicates disputes, and grants market access may end up defining the frontier itself.Read more: SourceGPT-Red: Unlocking Self-Improvement for RobustnessOpenAI | OpenAI | July 15, 2026OpenAI describes GPT-Red as an internal automated red-teaming model trained to find prompt-injection vulnerabilities at a scale human red teams cannot match. The post says AI systems increasingly encounter third-party data through browsers, connected apps, local files, and tools, creating opportunities for malicious instructions hidden in emails, webpages, tool responses, or code repositories. Human red-teaming remains part of OpenAI's safety process, but the company says it is time-intensive and cannot generate enough diverse adversarial examples for model training.The system is trained through self-play reinforcement learning, with GPT-Red rewarded for eliciting valid failures and defender models rewarded for resisting attacks while still completing their tasks. OpenAI says the training environments specify threat models across settings such as local files, webpage banners, email bodies, and tool outputs. The model is kept separate from deployed production models because it is intentionally trained with malicious capabilities.OpenAI reports that GPT-Red generalized beyond its training set, including an internal replication of the indirect prompt-injection arena from Dziemian et al. (2025), where it found successful attacks in 84% of scenarios compared with 13% for human red-teamers. The post also says GPT-Red transferred attacks from simulation to a live autonomous vending-machine agent, causing price changes and order cancellations, and outperformed a prompted GPT-5.5 baseline against a Codex CLI agent on held-out data-exfiltration tasks.The article's main robustness claim is that OpenAI has used GPT-Red and predecessor models in training since GPT-5.3, with later GPT releases becoming more resistant to prompt injections. It says GPT-5.6 Sol has six times fewer failures on OpenAI's hardest direct prompt-injection benchmark than the best production model from four months earlier, that a “Fake Chain-of-Thought” attack class fell from more than 95% success against GPT-5.1 to below 10% against GPT-5.6 Sol, and that GPT-5.6 Sol fails on only 0.05% of GPT-Red's direct prompt injections. OpenAI says general capabilities and targeted over-refusal evaluations were not harmed, and says a preprint with more details will follow.Read moreAnthropic, Blackstone bet the next trillion-dollar AI business is implementation, not just modelsRebecca Bellan | TechCrunch | July 15, 2026Rebecca Bellan reports that Ode with Anthropic is the $1.5 billion AI implementation company launched by Anthropic with Blackstone, Hellman & Friedman, Goldman Sachs, and other backers. The article says the venture reflects a growing belief among frontier AI labs that enterprise adoption requires more than better models: customers need engineers who can embed inside businesses and turn AI into working systems.Ode was originally conceived by Blackstone after it used both large consulting firms and smaller AI services boutiques across its portfolio companies. TechCrunch reports that Fractional AI, an AI engineering services startup, stood out and was acquired by the joint venture shortly after the venture was announced. Fractional now forms the foundation of Ode, which has 100 engineers and works closely with Anthropic's applied AI team to identify where the technology can affect specific businesses.Ode CEO Chris Taylor tells TechCrunch that the company could someday become a trillion-dollar business if it scales without losing quality. He says an ideal customer is one whose CEO treats the AI project as a top one or two priority, whether it is a major product feature or the reworking of a core business process. Ode will operate under a “Claude-first” principle, using Anthropic technology whenever possible, but the article says it can use rival AI products when needed.The article's central implementation argument comes from Ode chief technologist Eddie Siegel, who says model selection matters but is not where most of the engineering effort goes. He compares it to the choice of programming language in software: one ingredient in a system that still has to be engineered. Bellan writes that Ode's challenge is hiring and training enough elite generalist engineers, many of them former founders, while competing with OpenAI's The Deployment Company and consulting giants that have built their own forward-deployed engineering teams.Read moreVint Cerf is working on a plan to unleash AI agents on the open internetTim Fernholz | TechCrunch | July 15, 2026Tim Fernholz reports that Vint Cerf, after leaving Google, is advising Innovation Labs on an open architecture for identifying AI agents online. Innovation Labs is a subsidiary of Identity Digital, a DNS registry company, and its proposal is to use domain-name infrastructure as part of a system for agent identity, accountability, and auditability. The premise is that agents will need a way to identify themselves if they move beyond proprietary systems and begin interacting across the open internet.The concrete proposal is DNSid, a registry that links an AI agent to an existing internet domain and uses cryptographic proofs to log its registration over time. Innovation Labs says it is trialing the standard with unnamed hyperscalers and identity companies. Cerf frames the problem around authority and accountability: what authority an agent has, where that authority came from, who is accountable for the agent's behavior, how its identity is established, and why anyone should trust it.The article's caveat is that standards are still emerging and agents are more active than static domains. Cerf says the period may be both fascinating and exasperating because the functionality is powerful and interoperability is unresolved. He compares the adoption problem to TCP/IP: competing systems may not work together until users push for functional interoperation. He also says an agentic economy is not inevitable, but that people will try to build it because delegating work to agents will be easier.Read more: TechCrunchxai-org/grok-build, now open sourceAuthor: Simon Willison Published: July 15, 2026Simon Willison argues that xAI's decision to open-source Grok Build is best understood as a trust repair move after a severe privacy failure. The CLI had triggered backlash when users realized that running it in a directory could upload the entire directory to xAI's Google Cloud buckets, including one user's reported SSH keys, password manager database, documents, photos, and videos. xAI disabled the feature, said previously retained coding data would be deleted, and released the code under Apache 2.0.The killer detail is what the codebase reveals. Willison counts 844,530 lines of Rust, only about 3% of which appears vendored, and finds remnants of the upload system still present but disabled: gcs.rs contains Google Cloud upload code, while upload_session_state() now returns a hard-coded session_state_upload_unavailable error. He also notes copied or ported tool implementations from Codex and OpenCode, prompt files, and a terminal Mermaid renderer.The pull is that terminal coding agents are becoming large, intricate software systems in their own right. The privacy failure mattered because these tools operate inside the directories where developers keep their most sensitive work; the open-source release matters because trust now depends on inspecting what an agent can see, send, and do.Read more: SourceThe Pulse: What can we learn from Bun's rapid Rust rewrite with AI?Author: Gergely Orosz and Ivan Klaric Published: July 16, 2026Gergely Orosz and Ivan Klaric argue that Bun's AI-assisted rewrite from Zig to Rust is a practical sign of how software engineering changes when models can take on large, bounded migrations with clear feedback loops. The piece does not treat the rewrite as magic: Jarred Sumner first spent hours turning design judgment into a detailed porting guide, then used adversarial review, parallel agents, compiler errors, and tests to force the work toward correctness.The killer detail is the scale. Bun had 535,496 lines of Zig, 1,448 files, and 22 million monthly downloads, making a conventional rewrite a year-long freeze the team could not justify. Using Fable, Sumner split the work across 64 agents, produced about 6,500 commits, and got the migration done in 11 days at an estimated API cost of $165,000.The pull is economic, not theatrical. If a one- or two-year migration can become an 11-day project, AI coding is not just faster autocomplete; it changes which technical debts are worth paying down.Read more: SourceOrphan risks at the frontier of artificial intelligenceAuthor: Andrew Maynard Published: July 16, 2026Andrew Maynard argues that frontier AI safety frameworks are creating “orphan risks”: harms that companies can see, but do not formally own because they are hard to quantify, do not fit catastrophic-risk thresholds, or fall outside audit-friendly compliance machinery. His target is not existing frontier safety work, but the narrowing effect that happens when private companies decide which risks count as governable.The killer detail is Maynard's contrast between measurable model dangers and threats to value. He points to Meta's three-day Galactica collapse, OpenAI's 2023 board crisis, safety-team departures, and wellbeing litigation as examples of risks that damaged trust, culture, legitimacy, or users without fitting cleanly into conventional model-risk categories. The proposed fix is an orphan-risk register: a public record of risks a company considered and chose not to manage, with reasons.The pull is accountability. Frontier developers' internal scoping choices have become a de facto layer of public governance, so the question is no longer only which risks they manage, but which risks they quietly leave outside the frame.Read more: SourceThe Lab of the Future Should Feel Like a Data CenterLatent.Space with Andy Beam and Rafa Gomez-Bombarelli | Latent.Space | July 16, 2026Latent.Space interviews Lila Sciences CTO Andy Beam and chief science officer for physical sciences Rafa Gomez-Bombarelli about the company's attempt to build an AI-run science factory. The post describes Lila's thesis as treating the lab itself as an “infinite token generator”: if internet data drove the first era of AI scaling, experimentally verified scientific data may be the next scarce training source. Lila is trying to produce that data with robotics, lab instruments, orchestration software, and AI models wired into the wet lab.The central analogy is the lab as data center. Instruments are nodes on a graph, a magnetically levitating transport layer moves materials between them, and experiment scheduling looks like a compute queue. Beam says Lila is not simply an automation company, because the point is not just throughput; it is flexibility, generalization, and experiment capture. The post says Lila has built more than 10 trillion experimentally validated “scientific reasoning tokens,” not internet text or biological sequences.The interview ranges across biology, chemistry, drug discovery, materials science, and the limits of automation. It notes that Lila rebuilt one gas-sorption measurement to run roughly 2,500 times faster, claims its general models can transfer priors from small-molecule chemistry to metal-organic frameworks for carbon capture, and describes model-suggested platinum-group-free electrocatalysts that moved from looking boring or wrong to becoming strong performers. The caveats are physical: experiments have runtimes, biology cannot always be accelerated, chains of thought can be unreliable narrators, and reward hacking becomes more dangerous when a model controls a real lab.Read more: Latent.SpaceWhy AMI Labs' Alexandre LeBrun won't call his AI “AGI” or “superintelligence”Kate Park | TechCrunch | July 16, 2026Kate Park interviews AMI Labs CEO Alexandre LeBrun about why Yann LeCun's world-model startup avoids the language of “AGI” and “superintelligence.” LeBrun says the terms are not useful because they lack stable definitions: “We never used the word AGI. And I just noticed that nobody is using it anymore; they switched to superintelligence.” His argument is that the practical frontier is not a label, but whether AI systems can understand and predict real-world states.The article explains the world-model thesis by contrasting language prediction with physical-state prediction. A large language model predicts the next word; a world model predicts the next state, such as what happens when a glass tips over. LeBrun says LLMs remain complementary and efficient for language, but the physical world is where current AI is weak. Robotics is the clearest case: hardware has advanced quickly, but robots are still brittle outside controlled routines because they lack context and situational understanding.AMI is still pre-product, but TechCrunch reports that LeBrun was in Seoul looking for industrial partners, researchers, and global companies. He says world models cannot be built entirely inside a lab because they need access to real environments. That is why South Korea appeals to AMI: robotics, semiconductors, manufacturing, and fast adoption create the kind of hardware-heavy context that software-only AI has barely touched.Read more: TechCrunchKimi K3 Tech Blog: Open Frontier IntelligenceKimi | Kimi | July 16, 2026Kimi introduces Kimi K3 as an open 3T-class frontier model aimed at coding, knowledge work, reasoning, multimodality, and long-context agentic use. The source describes the model as a 2.8T-parameter system built on Kimi Delta Attention and Attention Residuals, with native multimodality and a 1M-token context window. It says Moonshot AI plans to release model weights by July 27.The post presents K3 through benchmark and use-case sections rather than as a general product announcement. It reports results across coding, productivity, agentic, and multimodal evaluations, including DeepSWE, Terminal-Bench 2.1, Program Bench, SWE Marathon, FrontierSWE, PostTrain Bench, OfficeQA Pro, SpreadsheetBench 2, MCP Atlas, AutomationBench, BrowseComp, GDPval-AA v2, AA-Briefcase, MMMU-Pro, MathVision, BabyVision, OmniDocBench, and PerceptionBench. The source says all reported K3 results use maximum reasoning effort with temperature and top-p set to 1.0, and that different benchmark comparisons use KimiCode, Claude Code, or Codex harnesses depending on the test.Kimi's caveats are unusually concrete. The limitations section says K3 was trained in preserved thinking-history mode, so quality may become unstable if an agent harness does not pass historical thinking content correctly or if an ongoing session switches to K3 midstream. It also says K3's emphasis on long-horizon tasks can make it excessively proactive when it encounters minor issues or ambiguous intent, and recommends imposing explicit behavioral constraints for applications that require strict boundaries. The post adds that K3 remains behind Claude Fable 5 and GPT 5.6 Sol in user experience despite being competitive overall.Read moreVenture CapitalThree Years InAuthor: Tomasz Tunguz Published: July 10, 2026Tomasz Tunguz marks Theory Ventures' third anniversary by arguing that AI's central market effect is time compression. In his telling, model release cycles, company revenue milestones, enterprise adoption, and venture categories have all accelerated. Seed, Series A, and Series B still exist as financing labels, but they no longer cleanly describe company maturity when some seed rounds are larger than IPOs and the best AI companies can mature much earlier than prior software companies.The killer detail is the shift from models to inference. Tunguz argues that inference has become the dominant AI market because workloads and buyer preferences are fragmenting: video, batch, local, agentic, and real-time tasks each create different infrastructure needs. He compares this to databases splitting into OLTP, OLAP, vector, and streaming categories, with AI pushing the same specialization into inference infrastructure.The pull is that Theory sees the AI-native venture firm as part of the same pattern. The firm says it has analyzed twice as many investment opportunities with three investors working alongside a nine-person intelligence organization, using agents and research systems to map markets, source companies, and support diligence. The piece is both a market map and a statement about how venture itself is being rebuilt by the technology it funds.Read more: LinkedInVenture Has Rarely Looked More BifurcatedAuthor: Beezer Clarkson Published: July 14, 2026Beezer Clarkson points to PitchBook's Q2 report as evidence that the U.S. venture market has split into two very different realities. AI now accounts for more than 60 percent of all U.S. venture deal value, meaning the headline market can look active and well-funded even while much of the non-AI market is dealing with a much colder liquidity and fundraising environment.The thread uses that split as the setup for Clarkson's latest Origins episode with Alec Litowitz, founder of Magnetar and QStar Capital and one of Citadel's original founding partners. Clarkson says markets like this are periods of genuine uncertainty, not merely ordinary risk, which is why Litowitz's Adaptability Quotient framework is relevant.The embedded clip makes the liquidity point concrete. Litowitz says DPI is “the resolution of uncertainty” because it converts an uncertain investment into actual cash returned to LPs. In his framing, a realized dollar is a real mark, while TVPI remains uncertain until it is realized.The killer detail is the distinction between pricing risk and resolving uncertainty. Litowitz's perspective matters because QStar is a SpaceX investor and Clarkson says the conversation happened just before one of venture's most consequential IPOs. The episode's stated questions are why venture remains a way to gain exposure to innovation, how AI is changing what is investable, why liquidity is ultimately a function of time, and why uncertainty requires a different decision framework from risk.Read more: XThe Best Angel Investors in the US: Who Backs the Most Unicorns, and Who's Active NowAuthor: Ilya Strebulaev Published: July 10, 2026Ilya Strebulaev ranks angels, angel groups, accelerators, and incubators by lifetime U.S. unicorn investments, counting checks written before a company reached unicorn status. The top of the combined list is dominated by organizations: Y Combinator leads with 113 unicorn investments, followed by Plug and Play at 52 and 500 Global at 41. Sand Hill Angels is the highest-ranked angel group at 31.The killer detail is how quickly the list changes below the biggest accelerators. Strebulaev says 271 of the 304 investors in the Top 200 are individuals, or 89%. In the top 100, individuals are 91%. That makes the market underneath the large accelerator counts look much more personal: mostly operators and individual angels writing early checks from their own networks.The pull is the ranking's own caveat. Strebulaev writes that every lifetime leaderboard has a blind spot because many of the unicorns behind those totals were founded a decade or more ago, and some angels have since moved into formal funds, slowed down, or stopped investing. His post therefore separates lifetime performance from recent cohorts, including companies founded in 2015 or later and 2020 or later. For founders or allocators making current decisions, that distinction matters: a career record and a current record are not the same measure.Read more: Ilya StrebulaevAre Prediction Markets Doomed to Fail?Author: Contrary Published: July 16, 2026Contrary argues that prediction markets' current boom depends on whether platforms can prove they are more than regulated gambling with exchange-style branding. Kalshi and Polymarket have reached mass cultural, investor, and regulatory attention, but the article says the underlying idea is old: academic markets, corporate forecasting tools, Intrade, PredictIt, and other predecessors all struggled with the same linked problems of liquidity, legality, and user appeal.The killer detail is the comparison with sportsbooks. Prediction markets present themselves as peer-to-peer, transparent, and non-house-based, but sports contracts reportedly account for more than 90 percent of Kalshi trading, and the article says the platforms keep a much thinner slice of volume than sportsbooks. A market can therefore show sports-betting-scale handle while generating far less revenue.The pull is that the product's hardest problem may be distribution of wins. If a small group of sharp traders captures most profits while casual users lose interest, prediction markets may become valuable data feeds and professional tools before they become durable consumer networks.Read more: SourceRegulationExclusive: The Next Frontier of the Deportation Wars: College CampusesAuthor: Adrian Carrasquillo Published: July 11, 2026Adrian Carrasquillo reports that college campuses are becoming a new front in the fight over immigration enforcement because automatic license plate readers can turn ordinary campus security infrastructure into searchable location data. His thesis is that Flock Safety's camera network, even without direct ICE or DHS contracts, can feed deportation enforcement through local police partnerships and data-sharing practices.The killer detail is the campaign target. The Emergency Campaign to Support Higher Education, working with Schools Drop ICE, is focusing on 75 colleges and universities publicly identified as having Flock contracts. Flock says it has no ICE or DHS contracts, but activists argue the risk comes through local agencies that coordinate with federal authorities and run searches on their behalf.The pull is broader than immigration. Carrasquillo notes that license plate readers have already been abused by officers for stalking, and that Flock's AI search features can identify more than plates, including bumper stickers. A campus safety tool can become a political surveillance system when the data layer is searchable.Read more: The BulwarkThe Supreme Court Broke Independent Agencies. Here's a Way to Slow the Damage.Author: Todd Phillips Published: July 12, 2026Todd Phillips argues that the Supreme Court's decision in Trump v. Slaughter damaged independent agencies by ending for-cause removal protections, but did not leave Congress powerless. The ruling weakens the old model in which commissioners at bodies such as the FTC, NLRB, CPSC, SEC, and CFTC could be insulated from dismissal over policy disagreements. Phillips says the next fight is whether presidents can turn nominally bipartisan commissions into one-party instruments.The killer detail is the procedural fix: quorum rules. Phillips proposes that Congress require bipartisan slates of commissioners to be seated before independent agencies can act. A president could still fire commissioners, as the Court now permits, but if those firings broke quorum, the agency would be unable to proceed until replacements were confirmed. The guardrail would

This week's video transcript summary is here. You can click on any bulleted section to see the actual transcript. Thanks to Granola for its software.There was an issue with this only going to paid subscribers, so sending it again. Apologies to those who get it twice. I appreciate being paid so feel free to upgrade if you enjoy TWTW.EditorialIntelligence: Who Owns it?This week the word “AI” feels too small.AI is a technology. Intelligence is its product. And if intelligence is the product, the question is no longer just: Which model is best? Who has the cheapest tokens? Who owns the weights? Who controls the data center? Those are important questions, but they are lower in the stack.The bigger question is simpler and more political:Who owns intelligence?That sounds abstract until you make it concrete. Intelligence is becoming something companies can capture, package, serve, meter, route, improve, and sell.It can write code, answer questions, design molecules, automate offices, run agents, draft legal work, advise scientists, serve consumers, and reshape workflows. It is not merely software. It is a general-purpose capability. And all humans could benefit from more of it.General-purpose capabilities have a habit of becoming public questions. But the default answer, that public good is best delivered by government, is the wrong answer in this context.The Product Is IntelligenceWe should stop talking about AI as a feature and start talking about intelligence as the universal thing that is delivered as an input to the world.Water is an input. Electricity is an input. Literacy is an input. Connectivity is an input. Once a society depends on them, access stops being optional. Nobody needs government to build every well, power plant, school, or network. But everybody understands that a civilization cannot be organized around less than universal and reliable access to foundational inputs.Intelligence is reaching that level of importance now that we all know it is real.Government should not own it, operate it, or develop it. Quite the opposite. Companies are the right actors to build fast, compete hard, improve models, serve customers, and discover the real use cases. Self-interest is a useful framing here. Markets are good at finding demand, reducing costs, and turning invention into services people actually use.Companies are the right operators, developers, and owners. But that does not settle the real question of who owns the benefits. That is an economic question.If intelligence becomes metered infrastructure, what happens to the value it creates?The Ownership StackThis week's articles keep circling the same issue from different directions but in the nature of ‘circling' never quite nail it.Jamin Ball's “Own Your Weights” starts with the enterprise version of the question. Owning a model file is not enough. The durable asset is the loop: the data flywheel, the evaluations, the reinforcement system, the workflow learning, and the operating context that lets capability compound.Benedict Evans' “Ways to Think About Token Pricing” adds the market layer. Tokens may become essential, abundant, and cheap, like mobile data. But being essential does not guarantee that the token layer captures the value. The money may move up the stack to whoever owns the workflow, the customer, the distribution, or the application.Alex Karp's fight with the labs, reported in “Alex Karp Is Saying What Every Angry CEO Is Thinking About AI”, is the same argument in sharper enterprise language. Companies are afraid that model providers will not just sell intelligence, but learn from customer workflows and then move into the markets where those workflows create value. The “All-in” group are echoing Karp's view.And “What Is Loop Engineering, and Who Owns It?” names the new contested terrain. The loop is where intelligence meets the world. Whoever owns the loop owns the learning. Whoever owns the learning owns the compounding asset.That is why “who owns intelligence?” is not a slogan. It is the question under the model layer, the application layer, the enterprise layer, and the economic layer.Because intelligence is the product, the tools creating it are fragmented and competitive. So there is no logic in trying to discuss this at the level of a single company or set of tools and models.The Old Promise Was That Commerce Would Tame PowerThe essays this week give the historical backdrop.Deirdre McCloskey, in “What Really Caused the Industrial Revolution”, argues that modern growth came not simply from capital accumulation, but from a change in permission: ordinary people were allowed to innovate, trade, build, and be honored for it.That matters because intelligence could be another expansion of permission. It could make more people capable of building, learning, creating, coding, researching, translating, selling, and coordinating. It could lower the cost of competence.But only if access is broad.Paul Krugman's “AI in an Age of Oligarchy” warns that the same technology lands differently in different political economies. A new general-purpose technology entering a broad, open, upwardly mobile society is one thing. The same technology entering a concentrated economy, with extreme wealth and weak counterweights, is another.Tim O'Reilly's Economist essay, “Elon Musk is building a form of capitalism that Adam Smith would hate”, makes the governance point more directly. The old liberal hope was that commerce would tame arbitrary power. Markets, boards, courts, shareholders, disclosure, and competition would discipline the prince.But what if the prince uses markets to escape discipline?Henry Farrell's “political economy of billionaire derangement” pushes the same point. Founder culture, monopoly ambition, peer rivalry, weak correction mechanisms, and vast private control can amplify appetites rather than restrain them.The danger with intelligence is not that companies build it. They should. Companies build it, meter it, use public tolerance and public infrastructure to scale it, learn from everyone who uses it. All of those things are inevitable and healthy. Market forces will sort out winners from losers. The real danger is that the winners treat all of the surplus produced as purely private.Metered Intelligence Creates SurplusIf metering is not the problem, what is?The problem is pretending that metered intelligence creates value only for the metering entity. Metering water is only tolerated as a public good. If the public were blackmailed by a private water company with the threat of no water we would all rebel.Once we understand that the product of AI is intelligence we can see that every time intelligence is used, there is the immediate transaction: the user pays, the provider serves.But there is also system value. Usage creates signals. Workflows reveal patterns. Prompts, corrections, failures, preferences, integrations, edge cases, and business processes all help define where intelligence is useful and how it should improve. Intelligence breeds intelligence.Even when customer data is contractually protected, the market learns. The platform learns where demand is. The product team learns which workflows matter. The ecosystem learns which jobs are vulnerable, which tasks are automatable, and which parts of the economy can be reorganized around machine intelligence.So the surplus is not born in a vacuum.It rests on public science, public education, public data exhaust, public law, public infrastructure, public energy systems, public tolerance for data centers, and billions of human interactions. It is served by companies, but it is not made only by companies.This is why “Americans Deserve a Dividend From AI Companies' Riches” belongs at the center of this week's issue. The detail can be debated. The principle is harder to dismiss. If intelligence becomes a new foundational resource, then some part of the wealth it creates should flow back to the people whose society makes it possible. Intelligence did not suddenly appear. AI is built on the entire history of human intelligence. It benefits from it and at the same time evolves it.Not Nationalization. A Human Wealth Fund.If intelligence belongs to everybody, some conclude that government ownership of intelligence is the right outcome.Governments are not well suited to build, operate, or improve intelligence. They will move too slowly, regulate too early, politicize the wrong things, and confuse economic participation with operational control.Andrew McAfee's “Why I Didn't Sign the AI Open Letter” is useful here. His objection is not that the technology is unimportant. It is that steering too hard before we understand the shape of the change can become its own failure mode. Marc Andreessen's satire of AI regulation is less policy than temperament, but it captures a real Silicon Valley fear: that regulation can become permission, capture, and incumbency before it becomes wisdom.That fear should be taken seriously.But it does not answer the economic question. It answers only the operational one.How can the economic benefits of intelligence be distributed? The better answer is a sovereign human wealth fund.Call it a sovereign wealth fund if you must, but the phrase is too national. Intelligence will not respect borders. The leading companies are global. The models, chips, data centers, agents, platforms, and workflows will be transnational from the beginning. If the value created by intelligence is global, then the mechanism for sharing some of that value should begin with the companies global enough to capture it. The nice thing about xAI, OpenAI, and Anthropic is that they are supranational.These companies own and operate intelligence. Let them compete. Let them profit. Let them keep the incentives that make the system improve. But if intelligence is the new water, the wealth it creates cannot belong only to the companies that meter it. And they, themselves, have the power to fix it, even more than governments.Access will become a Human Right; Ownership Is the Economic DesignThis is where human rights come in. There is no right to access an AI model, yet. But there will soon be a need to change that.Not as a claim that every person is entitled to every frontier model at every moment for free. That is not serious. Capacity has costs. Models have costs. Inference has costs. Data centers have costs. Although those costs will decline over time, possibly quite quickly as self-learning models address costs.The claim is more basic: in a world where intelligence becomes a primary input into education, work, health, science, citizenship, creativity, and economic agency, baseline access to intelligence starts to look like a civic requirement.That could mean public access layers. It could mean education credits. It could mean open models. It could mean AI dividends. It could mean public-interest compute. It could mean taxes on rents. It could mean a company-initiated human wealth fund that returns some of the upside to society without handing the operating system to the state. The latter could couple wealth growth with universal distribution of ownership.The exact mechanism matters. But the distinction matters more.Government should not own intelligence. It should be universally available. And people should have a claim on the wealth intelligence creates.The Frontier Is Also PhysicalThe abstraction is not weightless.“The Fight Against AI Data Centers Is Just Beginning”, “New York becomes the first state to enact a data center moratorium”, Reuters on pollution from Musk's xAI power project, and DataGravity's “Who Captures Value in AI Infrastructure?” all say the same thing from the ground up.Intelligence uses land. It uses power. It uses water. It uses chips. It uses grid capacity. It uses neighborhoods. It uses public patience.That makes the value question unavoidable. A society can accept the buildout if the buildout is legible as shared progress. It will resist it if the costs are local, the profits are private, and the benefits feel enclosed.Who Owns the “Loop”?The week ends where it began.“Anthropic and Blackstone” are betting that implementation is the next trillion-dollar business. “Vint Cerf” is working on identity for agents on the open internet. “GPT-Red” points toward systems that improve their own robustness. “Kimi K3” adds another open frontier model to the global mix.The model race continues. The deployment race is accelerating. The governance race is behind.My view is this:The central product of this era is intelligence. Companies have figured out how to capture it, package it, serve it, and meter it. That is good. It should stay in the hands of builders who have the incentive to make it better.But intelligence is too foundational to become just another private toll booth. A significant part of it will turn out to be free to users.As intelligence becomes a general-purpose resource, then access to it becomes a human-capability question, and the surplus from it becomes an economic-justice question. Not because government should run it. Because government should not run it. The operating layer belongs with companies. The wealth question belongs with everyone. But companies are best placed to turn that into a process of distribution.The question is not whether companies should build intelligence. They should.The question is whether humanity gets a stake in the wealth created by the thing that may soon become its most important shared input.Contents* Essays* Deirdre McCloskey on What Really Caused the Industrial Revolution* AI in an Age of Oligarchy* Elon Musk is building a form of capitalism that Adam Smith would hate* Murky Mirror: Truth and Consequences* The political economy of billionaire derangement* Is there any “oligarchy” to fight?* AI* Nearly 200 Economists and Tech Leaders Warn of A.I. Threats* Why I Didn't Sign the AI Open Letter* Own Your Weights* Ways to Think About Token Pricing* Alex Karp Is Saying What Every Angry CEO Is Thinking About AI* The AI Agents Are Coming for Microsoft Office* What Is Loop Engineering, and Who Owns It?* The Fight Against AI Data Centers Is Just Beginning* 6 months to live for open models* Americans Deserve a Dividend From AI Companies' Riches* Who Gets to Define the Frontier?* GPT-Red: Unlocking Self-Improvement for Robustness* Anthropic, Blackstone bet the next trillion-dollar AI business is implementation, not just models* Vint Cerf is working on a plan to unleash AI agents on the open internet* xai-org/grok-build, now open source* The Pulse: What can we learn from Bun's rapid Rust rewrite with AI?* Orphan risks at the frontier of artificial intelligence* The Lab of the Future Should Feel Like a Data Center* Why AMI Labs' Alexandre LeBrun won't call his AI “AGI” or “superintelligence”* Kimi K3 Tech Blog: Open Frontier Intelligence* Venture Capital* Three Years In* Venture Has Rarely Looked More Bifurcated* The Best Angel Investors in the US: Who Backs the Most Unicorns, and Who's Active Now* Are Prediction Markets Doomed to Fail?* Regulation* Exclusive: The Next Frontier of the Deportation Wars: College Campuses* The Supreme Court Broke Independent Agencies. Here's a Way to Slow the Damage.* India's crackdown on a new WhatsApp feature risks setting a global precedent* Let's build a children's public internet* Computer cops* Google is better at playing the AI regulations game* Infrastructure* Who Captures Value in AI Infrastructure?* New York becomes the first state to enact a data center moratorium* Pollution from Musk's unpermitted xAI power project hits hardest in Black communities* Interview of the Week* The End of the End of Geography* Startup of the Week* Radical AI's Joseph Krause: The Scientist Building The “Waymo” Lab For New Materials* Post of the Week* Marc Andreessen on AI RegulationEssaysDeirdre McCloskey on What Really Caused the Industrial RevolutionYascha Mounk and Deirdre McCloskey | Persuasion | July 11, 2026Yascha Mounk interviews Deirdre McCloskey about her argument that the modern world's economic liftoff came less from capital accumulation than from a change in ideas. McCloskey says both left and right versions of the conventional story rely too heavily on investment: the left stresses exploitation and surplus value, while the right stresses virtuous saving by capitalists. Her objection is historical and economic. Human beings had always invested, from irrigation works and Roman roads to seed grain, and simple accumulation quickly runs into diminishing returns.McCloskey's alternative is that northwestern Europe, first Holland, then Britain and Scotland, and then the North American colonies, developed a liberal ideology that changed who was allowed to innovate and be honored for it. The conversation links that shift to the erosion of inherited hierarchy, the spread of dignity for ordinary commercial life, and a moral vocabulary in which liberalism is not merely procedural but connected to virtues and values. The point is not that machines, coal, trade, and institutions did not matter, but that they do not explain the scale and timing of modern enrichment without a cultural permission structure for innovation.The interview also turns to the contemporary defense of liberalism. Mounk frames the series around the worry that liberalism is often treated as too thin to command allegiance, while its opponents speak more directly to moral passions. McCloskey's case is that liberal societies became rich because they dignified experimentation and ordinary enterprise, and that liberals need to recover the moral language behind that claim.Read moreAI in an Age of OligarchyPaul Krugman | Paul Krugman | July 12, 2026Paul Krugman frames AI as a major technological shock arriving inside an already unequal political economy. The post says AI's economic and social effects may take years to understand, but argues that the setting matters now: America has much greater wealth concentration and political inequality than it did in the 1950s and 1960s, when progressive taxation, stronger regulation, and more active antitrust might have contained some of the destructive effects of a new technology.Krugman's opening claim is that the same technology would likely have different consequences in a more level society. In today's United States, he writes, extreme wealth is both a cause and effect of policies that favor a small elite, including low effective taxes on capital and high incomes, weak enforcement of worker protections and antitrust, and cuts to programs that benefit ordinary Americans.The article is explicitly more about oligarchy than AI. Krugman says the paid sections document the rise of the “.0002%,” the economics and politics of extreme wealth, how oligarchy will shape AI's impact, and possible policy paths. His caveat is that AI itself may still produce a pushback against oligarchy, but absent that, he expects the pre-existing concentration of wealth and power to magnify AI's downsides.Read moreElon Musk is building a form of capitalism that Adam Smith would hateAuthor: Tim O'Reilly Published: July 12, 2026Tim O'Reilly argues that Elon Musk is using the legal forms of shareholder capitalism to escape the restraints that shareholder capitalism was supposed to impose. The article begins with SpaceX's public-market structure: ordinary public investors get little meaningful governance power, Musk keeps roughly 85 percent of the votes through super-voting shares, buyers waive jury trials and class actions, the company qualifies as controlled, and removal of Musk depends on the share class he controls. In O'Reilly's framing, that is not ordinary founder control; it is a design for being answerable to no one, possibly beyond Musk's own lifetime.The killer detail is the article's turn through Albert Hirschman, Montesquieu, James Steuart, Adam Smith, and Keynes. Older defenses of commerce held that markets would tame princely passions because the self-interest of merchants was safer than arbitrary rule. O'Reilly says Musk reverses that hope. The market discipline that was supposed to cage the prince has become the lever by which the prince raises capital, removes feedback loops, and carries private power into politics, government, Mars, robots, AI, or whatever ambition comes next.The pull is the link to AI governance. O'Reilly says corporations are already a kind of artificial intelligence: narrow-input systems that act at a scale no individual human can match. Their partial controls include independent boards, shareholder votes, courts, disclosure, regulators, public pressure, and activism. If the leaders building frontier AI strip those alignment mechanisms out of their own companies, the governance of the company becomes a preview of the governance of the machine.Read more: The EconomistMurky Mirror: Truth and ConsequencesAuthor: Esther Dyson Published: July 14, 2026Esther Dyson argues that today's institutional crisis is better viewed through the 14th century than through recent political history. Using Barbara Tuchman's A Distant Mirror as her frame, she compares a world of famine, plague, church schism, feudal predation, and purposeless war with a present in which institutions again feel brittle, incentives are badly aligned, and power is shifting into forms that are hard to govern.The killer detail is the historical analogy between land, corporations, and AI. Dyson moves from nobles who controlled serfs and territory, to the East India Company as a quasi-sovereign business, to today's AI systems and data centers as a possible new sector that crosses and weakens both nation-states and companies. The question is whether AI becomes a new kind of private land, owned by a new nobility, or an open prairie that many people can cultivate.The pull is human attention. Dyson says the central question is not what AI will do to people, but how people will react to it: whether they can value love, kindness, embodied attention, and artisanal human presence in a world of seductive artificial offerings.Read more: SourceThe political economy of billionaire derangementAuthor: Henry Farrell Published: July 15, 2026Henry Farrell argues that the visible political radicalization of some Silicon Valley billionaires is not a random personality quirk, but a product of the political economy that made them. Starting from Tyler Cowen's dismissal of “billionaire derangement syndrome” and Tim O'Reilly's warning that Elon Musk is using shareholder capitalism to escape shareholder restraint, Farrell flips the phrase: the question is why billionaires themselves can become deranged.The killer detail is Farrell's use of Peter Thiel as both theorist and example. Thiel's Stanford lectures described startups as monarchies and founders as figures vested with unusual power, while Silicon Valley culture rewarded eccentricity, monopoly ambition, and founder exceptionalism. Farrell says those ideas combined with dense founder-investor networks, peer rivalry, and weak correction mechanisms to amplify rather than discipline princely appetites.The pull is the ideological problem for classical liberals who once saw tech wealth as an ally of markets and freedom. Farrell says commerce did not tame the passions; in parts of Silicon Valley, the passions have begun to devour markets, institutions, and the liberal story that justified them.Read more: SourceIs there any “oligarchy” to fight?Matthew Yglesias | Slow Boring | July 16, 2026Matthew Yglesias argues that “oligarchy” is a rhetorically powerful but analytically loose way to describe American politics. The post begins from Bernie Sanders' “Fighting Oligarchy” tour, Amy Klobuchar's warning about a MAGA “broligarchy,” and the long afterlife of the Martin Gilens and Benjamin Page paper that was widely summarized as showing that only the rich matter in policy outcomes. Yglesias says the evidence supports a weaker claim: affluent people and business leaders have unusual access and influence, but that is not the same as rule by a small cabal.His main distinction is between inequality and oligarchy. The Gilens-Page measure treated the top 10 percent of households as “the wealthy,” and later critics found that rich and middle-class preferences usually align; in the cases where they differ, the rich win about 53 percent of the time. Yglesias also says business executives get special access partly because their decisions are materially important to communities, jobs, investment, and local tax bases, not only because of campaign donations.The post preserves Jerusalem Demsas' counterpoint from their podcast discussion: privileged donor and business access can still violate democratic equality even if the oligarchy label overstates the structure of power. Yglesias' narrower claim is that Democrats should be precise about what problem they are trying to solve, because donor influence can also push the party left on climate and cultural issues in ways that alienate many voters.Read more: Slow BoringAINearly 200 Economists and Tech Leaders Warn of A.I. ThreatsAuthor: Ben Casselman Published: July 13, 2026Ben Casselman reports on “We Must Act Now,” a statement warning that artificial intelligence could transform the economy faster than any previous technology and that policymakers need to move faster to understand and respond. The statement says AI may become radically more powerful over the next 10 years, bringing risks such as large-scale job displacement as well as opportunities such as higher living standards. Nearly 200 people signed, including 15 Nobel laureates, the chief economists of OpenAI and Anthropic, Anthropic co-founder Jack Clark, former Google CEO Eric Schmidt, and venture capitalist Vinod Khosla.The killer detail is who joined the warning. Casselman notes that the signatories include economists who have historically been skeptical of Silicon Valley's most dramatic AI job-loss forecasts, including Daron Acemoglu and Simon Johnson, the MIT professors who won the 2024 Nobel in economics. Erik Brynjolfsson, who helped organize the statement, says there has been a notable change in the profession and that economists and policymakers are not ready for the “tsunami” he sees coming.The pull is the measurement problem. The statement does not offer a specific policy menu, but calls for economists, policymakers, and industry leaders to understand the economics of transformative AI and steer it toward complementing humans. Brynjolfsson says one high priority is better data on AI's spread and impact, because current measures tell conflicting stories about job losses and which workers are most exposed.Read more: The New York TimesWhy I Didn't Sign the AI Open LetterAuthor: Andrew McAfee Published: July 13, 2026Andrew McAfee explains why he did not sign “We Must Act Now,” the AI economy statement organized in part by his longtime collaborator Erik Brynjolfsson. McAfee agrees with the letter's starting point that AI is likely to become radically more powerful over the next decade and that it is a general-purpose technology. His objection is not to urgency or to studying AI's economic effects, but to the framing of risk, displacement, and institutional steering as the first move.The killer detail is McAfee's line edit. He says the original letter comes close, then “bounces off the crossbar” by calling for incentives, guardrails, and institutions to steer AI before we know enough about its actual impacts. He points to mixed current evidence: labor-market canaries, but also rising software job postings, low unemployment for younger workers, rising real median income, and claims that AI-adopting companies are adding workers faster than low-adopting peers. His worry is that the letter leans toward upstream governance and dirigisme when the evidence may call for capability building instead.The pull is his replacement statement. McAfee keeps the three-paragraph structure but changes the emphasis: AI is likely to become radically more powerful; like earlier world-changing technologies it will raise living standards while also bringing harms and shocks; and economists, policymakers, and technology leaders should build the capabilities to respond quickly and effectively. It is a concise version of the permissionless-innovation case inside the AI policy debate.Read more: The Geek WayOwn Your WeightsAuthor: Jamin Ball Published: July 10, 2026Jamin Ball argues that the enterprise AI debate about whether companies should “own their weights” or rent models from frontier labs is asking too narrow a question. A model weight file gives a company control over a point-in-time artifact, but not durable control over the capability stack. In his framing, the weight file is a melting ice cube: it does not get worse in absolute terms, but it falls behind as frontier systems improve and enterprise needs change.The killer detail is what Ball says companies really need to own: the data flywheel, reinforcement learning infrastructure, and evaluation harness that produce and improve the model. Simply deploying an open-weights model and declaring sovereignty leaves the enterprise with yesterday's capability and no way to compound workflow-specific learning.The pull is that enterprise AI control may be less about model ownership than operating ownership. The defensible layer is the system that turns company data, edge cases, business definitions, and evaluations into continuously improving performance.Read more: Clouded JudgementWays to Think About Token PricingAuthor: Benedict Evans Published: July 9, 2026Benedict Evans argues that today's AI token prices are a temporary signal from a supply-constrained market, not a reliable guide to long-term value capture. The open question is whether foundation models keep durable pricing power or become commodity infrastructure as data-center capacity, inference efficiency, and model competition all shift. His current read is that the visible market dynamics point toward commoditization unless something materially changes.The killer detail is the mobile data analogy. Evans says cellular networks became a trillion-dollar industry with hundreds of billions in capex after data usage exploded, but carrier stocks went nowhere because value moved up the stack. Tokens may behave similarly: an opaque unit tied to marginal cost, sold through bundles, essential to everything, yet not necessarily where profits accrue.The pull is uncertainty, not prediction. Evans lists paths to model dominance, including network effects, less competition, regulation, export controls, or a lab pulling ahead on execution, but says each requires a new fact not yet visible. Without that change, the model layer looks more like infrastructure beneath the products that capture value.Read more: SourceAlex Karp Is Saying What Every Angry CEO Is Thinking About AIAuthor: Tim Higgins Published: July 11, 2026Tim Higgins reports that Palantir CEO Alex Karp has turned corporate frustration with AI labs into a public argument about enterprise control. Palantir released a white paper, “Institutional Sovereignty in the Age of AI,” laying out steps companies and governments can take to protect themselves from OpenAI, Anthropic, and other foundation-model providers. The article links that paper to Karp's CNBC appearance, where he said “something has gone completely wrong” in the relationship between AI labs and customers and argued that enterprises are paying for tokens that create little value.The killer detail is the value-capture question. Higgins writes that Karp's critique has resonated because AI labs may gain power and insight from customer data, workflows, and decision-making, even when enterprise policies say customer data are not used for training. David Sacks amplified the concern by arguing that Anthropic is moving from the model layer into vertical applications such as science, security, legal, and coding, raising the fear that model providers will watch where value is being created and then move into those markets directly.The pull is that Karp is not alone, even if his style is unusually combative. Higgins notes that Satya Nadella has also warned that companies need to retain the learnings created when they use AI models, while Mark Zuckerberg has framed Meta's new model release partly around lower-cost frontier intelligence. The article presents Karp's campaign as one sign that established technology companies and large enterprises are trying to define where they fit when AI labs become central infrastructure, application competitors, and potential IPO giants at the same time.Read more: The Wall Street JournalThe AI Agents Are Coming for Microsoft OfficeAlex Wilhelm | Cautious Optimism | July 11, 2026Alex Wilhelm argues that one of the week's quieter AI questions is whether the productivity market that Microsoft successfully moved into subscription software is now being attacked by agentic tools. The piece begins with the infrastructure backdrop: SK Hynix raised $26.5 billion in a U.S. listing while building U.S. HBM and advanced-packaging capacity, and memory, chip, and foundry companies are now priced for sustained AI demand.Wilhelm then says the AI conversation has shifted quickly from raw capability to cost per task. He cites new model releases and vendor language emphasizing cheaper agentic and coding models, faster performance, and lower dollars per task. That matters because lower costs make it more plausible for AI systems to take on routine knowledge work at scale rather than remain a premium coding assistant market.The core of the article is Microsoft Office. Wilhelm notes that Microsoft turned Office from a one-time purchase into Microsoft 365, a large recurring revenue business with tens of millions of subscribers and a major productivity segment. Now, he says, late-stage unicorns and AI labs are pushing into the same territory: Anthropic's Cowork was reportedly used mostly outside software development, OpenAI merged ChatGPT and Codex into a tool for creating sheets, slides, docs, web apps, and long-running work, and other companies are building agentic coworkers that connect business data to documents, workflows, schedules, alerts, and apps.The article's caveat is that Microsoft has survived major platform shifts before. The argument is not that Office disappears quickly, but that the definition of office software is broadening from documents and spreadsheets into AI systems that can create, monitor, and act across workplace data.Read moreWhat Is Loop Engineering, and Who Owns It?Author: Nilesh Barla Published: July 11, 2026Nilesh Barla argues that “loop engineering” is becoming a distinct discipline because production AI agents now fail less at single prompts than at runtime: when to stop, what state to preserve, and how to recover after a bad step. Prompt engineering shapes one model call, and context engineering shapes what the model sees, but loop engineering shapes what a sequence of calls actually does.The killer detail is the three-primitives frame. Barla says a real agent loop needs halt conditions, state carryover, and recovery paths, then maps teams across five maturity levels. At the lowest level, an agent is just a model call in a for-loop with a step cap and raw history; by the higher levels, the system has structured state, explicit planning, replay, evaluation, and self-repair.The pull is organizational. If agents are becoming production systems rather than demos, someone has to own the runtime itself. The loop engineer is the role Barla gives to the person responsible for making long-running agent work dependable.Read more: Adaline LabsThe Fight Against AI Data Centers Is Just BeginningEmma Roth | The Verge | July 12, 2026Emma Roth argues that community resistance to data centers has moved from an early warning sign into a national political fight as AI facilities grow larger, more power-hungry, and more visible to nearby residents. The article starts with Apple's failed 2015 plan for a $1 billion data center in Athenry, Ireland, where a small group of residents challenged the project over noise, light pollution, flooding, traffic, and wildlife effects until Apple abandoned it in 2018.The current data-center buildout is presented as much larger and more contentious. Roth writes that residents now cite rising energy costs, water quality, noise, light pollution, and greenhouse gas emissions, while the U.S. Energy Information Administration expects commercial energy demand to surpass residential demand this year because of AI data centers and Goldman Sachs expects data-center power demand to double by 2027.The central evidence comes from Data Center Watch, which says protesters blocked or delayed at least 75 U.S. projects worth $130 billion from January to March, with active opposition groups more than doubling from 396 at the end of 2025 to 833 by the end of the first quarter of 2026. Roth also cites QTS abandoning a $12 billion Wisconsin campus, Delaware City regulators blocking a 580-acre project under the Coastal Zone Act, opposition stopping a QTS project in Prince William County, and pressure that pushed Kevin O'Leary to downsize the proposed 40,000-acre Project Stratos in Utah.The policy section describes a split between federal acceleration and local resistance. President Trump has treated data centers as part of the AI race with China and fast-tracked construction, while some Republican candidates are distancing themselves from that position ahead of midterms. Sanders and Ocasio-Cortez have proposed a moratorium until price and environmental protections exist, bipartisan lawmakers are backing ratepayer-protection measures, and states including Florida, Idaho, and Washington have passed rules on cost shifting, water use, and tax breaks. Roth's caveat is that the policy patchwork is still incomplete, leaving many communities to fight project by project.Read more6 months to live for open modelsAuthor: Nathan Lambert Published: July 12, 2026Nathan Lambert argues that open-weight AI models are facing their most serious policy test so far because U.S. officials are beginning to discuss concrete controls rather than abstract safety concerns. He says reported White House conversations about a new executive order may initially target Chinese-origin models and government use, but could create a broader review habit for frontier open models. His forecast is that a model above the capability range of GPT-5.5, Claude Opus 4.8, or GLM-5.2 could trigger a ban or indefinite delay within six months.The post separates two policy fights that are becoming intertwined: distillation and frontier capability. Lambert says the distillation campaign against Chinese models has become a form of regulatory capture because Anthropic and other closed-model companies would gain economically if Chinese open models were banned. He does not dismiss IP protection, but argues that if a closed model's capabilities are dangerous enough to justify restricting open models, the lab also has to explain why those capabilities are exposed through a queryable API. He cites unauthorized access to Anthropic's Mythos private beta as evidence that APIs are not automatically secure.The broader claim is that a unilateral U.S. ban would hurt positive actors more than bad actors if comparable open models remain available elsewhere. Lambert says the only durable ceiling would require global agreement, which does not exist, and that open models can improve safety by allowing broad inspection, adaptation, and understanding. His proposed near-term off-ramps are a strong U.S. open model release from companies such as Microsoft, Meta, or Reflection, and a broader coalition of open-source beneficiaries lobbying for safe rollout rather than prohibition.Read more: SourceAmericans Deserve a Dividend From AI Companies' RichesAuthor: Scott Stanford Published: July 14, 2026Scott Stanford argues that proposals to give the government a stake in AI companies miss the point unless ordinary citizens directly receive and control the upside. Sam Altman has discussed giving up equity in OpenAI, Washington already owns a stake in Intel, Nvidia is sharing China chip revenue, and Bernie Sanders wants large AI labs to contribute half their stock to a sovereign wealth fund. Stanford says those ideas all park value with the state, not with people.The killer detail is New Carlisle, Indiana, where AWS's Project Rainier is turning cornfields into one of the world's largest AI superclusters. The project is planned to run up to a million chips, draw more than two gigawatts of power, and represents an investment that has grown from $11 billion to $13.8 billion. Stanford uses that local transformation to argue that AI's public bargain should be visible at the household level.The pull is design. A citizen AI dividend would have to specify who earns a stake, how they hold it, and when they see cash. Without that mechanism, the AI wealth debate remains a fight over government balance sheets rather than public ownership.Read more: SourceWho Gets to Define the Frontier?Author: Mark Daley Published: July 14, 2026Mark Daley argues that Demis Hassabis is right to call for a serious institution to verify frontier AI systems, but that the power to test models is also the power to govern them. Hassabis's proposed Frontier AI Standards Body would get privileged pre-release access to advanced models, testing compute, held-out evaluations, support from national labs and security agencies, third-party auditors, and eventually authority to block models from the American market or coordinate a slowdown.The killer detail is Daley's constitutional objection. He says the proposal sometimes looks like a scientific lab, a standards body, an industry regulator, a licensing authority, and an emergency security council at once. Combining those roles because each requires technical expertise would be like putting the central bank, auditor-general, and Supreme Court in one building and calling it efficient.The pull is standard-setting. Daley's concern is not that verification is unnecessary, but that whoever writes the tests, decides what passes, adjudicates disputes, and grants market access may end up defining the frontier itself.Read more: SourceGPT-Red: Unlocking Self-Improvement for RobustnessOpenAI | OpenAI | July 15, 2026OpenAI describes GPT-Red as an internal automated red-teaming model trained to find prompt-injection vulnerabilities at a scale human red teams cannot match. The post says AI systems increasingly encounter third-party data through browsers, connected apps, local files, and tools, creating opportunities for malicious instructions hidden in emails, webpages, tool responses, or code repositories. Human red-teaming remains part of OpenAI's safety process, but the company says it is time-intensive and cannot generate enough diverse adversarial examples for model training.The system is trained through self-play reinforcement learning, with GPT-Red rewarded for eliciting valid failures and defender models rewarded for resisting attacks while still completing their tasks. OpenAI says the training environments specify threat models across settings such as local files, webpage banners, email bodies, and tool outputs. The model is kept separate from deployed production models because it is intentionally trained with malicious capabilities.OpenAI reports that GPT-Red generalized beyond its training set, including an internal replication of the indirect prompt-injection arena from Dziemian et al. (2025), where it found successful attacks in 84% of scenarios compared with 13% for human red-teamers. The post also says GPT-Red transferred attacks from simulation to a live autonomous vending-machine agent, causing price changes and order cancellations, and outperformed a prompted GPT-5.5 baseline against a Codex CLI agent on held-out data-exfiltration tasks.The article's main robustness claim is that OpenAI has used GPT-Red and predecessor models in training since GPT-5.3, with later GPT releases becoming more resistant to prompt injections. It says GPT-5.6 Sol has six times fewer failures on OpenAI's hardest direct prompt-injection benchmark than the best production model from four months earlier, that a “Fake Chain-of-Thought” attack class fell from more than 95% success against GPT-5.1 to below 10% against GPT-5.6 Sol, and that GPT-5.6 Sol fails on only 0.05% of GPT-Red's direct prompt injections. OpenAI says general capabilities and targeted over-refusal evaluations were not harmed, and says a preprint with more details will follow.Read moreAnthropic, Blackstone bet the next trillion-dollar AI business is implementation, not just modelsRebecca Bellan | TechCrunch | July 15, 2026Rebecca Bellan reports that Ode with Anthropic is the $1.5 billion AI implementation company launched by Anthropic with Blackstone, Hellman & Friedman, Goldman Sachs, and other backers. The article says the venture reflects a growing belief among frontier AI labs that enterprise adoption requires more than better models: customers need engineers who can embed inside businesses and turn AI into working systems.Ode was originally conceived by Blackstone after it used both large consulting firms and smaller AI services boutiques across its portfolio companies. TechCrunch reports that Fractional AI, an AI engineering services startup, stood out and was acquired by the joint venture shortly after the venture was announced. Fractional now forms the foundation of Ode, which has 100 engineers and works closely with Anthropic's applied AI team to identify where the technology can affect specific businesses.Ode CEO Chris Taylor tells TechCrunch that the company could someday become a trillion-dollar business if it scales without losing quality. He says an ideal customer is one whose CEO treats the AI project as a top one or two priority, whether it is a major product feature or the reworking of a core business process. Ode will operate under a “Claude-first” principle, using Anthropic technology whenever possible, but the article says it can use rival AI products when needed.The article's central implementation argument comes from Ode chief technologist Eddie Siegel, who says model selection matters but is not where most of the engineering effort goes. He compares it to the choice of programming language in software: one ingredient in a system that still has to be engineered. Bellan writes that Ode's challenge is hiring and training enough elite generalist engineers, many of them former founders, while competing with OpenAI's The Deployment Company and consulting giants that have built their own forward-deployed engineering teams.Read moreVint Cerf is working on a plan to unleash AI agents on the open internetTim Fernholz | TechCrunch | July 15, 2026Tim Fernholz reports that Vint Cerf, after leaving Google, is advising Innovation Labs on an open architecture for identifying AI agents online. Innovation Labs is a subsidiary of Identity Digital, a DNS registry company, and its proposal is to use domain-name infrastructure as part of a system for agent identity, accountability, and auditability. The premise is that agents will need a way to identify themselves if they move beyond proprietary systems and begin interacting across the open internet.The concrete proposal is DNSid, a registry that links an AI agent to an existing internet domain and uses cryptographic proofs to log its registration over time. Innovation Labs says it is trialing the standard with unnamed hyperscalers and identity companies. Cerf frames the problem around authority and accountability: what authority an agent has, where that authority came from, who is accountable for the agent's behavior, how its identity is established, and why anyone should trust it.The article's caveat is that standards are still emerging and agents are more active than static domains. Cerf says the period may be both fascinating and exasperating because the functionality is powerful and interoperability is unresolved. He compares the adoption problem to TCP/IP: competing systems may not work together until users push for functional interoperation. He also says an agentic economy is not inevitable, but that people will try to build it because delegating work to agents will be easier.Read more: TechCrunchxai-org/grok-build, now open sourceAuthor: Simon Willison Published: July 15, 2026Simon Willison argues that xAI's decision to open-source Grok Build is best understood as a trust repair move after a severe privacy failure. The CLI had triggered backlash when users realized that running it in a directory could upload the entire directory to xAI's Google Cloud buckets, including one user's reported SSH keys, password manager database, documents, photos, and videos. xAI disabled the feature, said previously retained coding data would be deleted, and released the code under Apache 2.0.The killer detail is what the codebase reveals. Willison counts 844,530 lines of Rust, only about 3% of which appears vendored, and finds remnants of the upload system still present but disabled: gcs.rs contains Google Cloud upload code, while upload_session_state() now returns a hard-coded session_state_upload_unavailable error. He also notes copied or ported tool implementations from Codex and OpenCode, prompt files, and a terminal Mermaid renderer.The pull is that terminal coding agents are becoming large, intricate software systems in their own right. The privacy failure mattered because these tools operate inside the directories where developers keep their most sensitive work; the open-source release matters because trust now depends on inspecting what an agent can see, send, and do.Read more: SourceThe Pulse: What can we learn from Bun's rapid Rust rewrite with AI?Author: Gergely Orosz and Ivan Klaric Published: July 16, 2026Gergely Orosz and Ivan Klaric argue that Bun's AI-assisted rewrite from Zig to Rust is a practical sign of how software engineering changes when models can take on large, bounded migrations with clear feedback loops. The piece does not treat the rewrite as magic: Jarred Sumner first spent hours turning design judgment into a detailed porting guide, then used adversarial review, parallel agents, compiler errors, and tests to force the work toward correctness.The killer detail is the scale. Bun had 535,496 lines of Zig, 1,448 files, and 22 million monthly downloads, making a conventional rewrite a year-long freeze the team could not justify. Using Fable, Sumner split the work across 64 agents, produced about 6,500 commits, and got the migration done in 11 days at an estimated API cost of $165,000.The pull is economic, not theatrical. If a one- or two-year migration can become an 11-day project, AI coding is not just faster autocomplete; it changes which technical debts are worth paying down.Read more: SourceOrphan risks at the frontier of artificial intelligenceAuthor: Andrew Maynard Published: July 16, 2026Andrew Maynard argues that frontier AI safety frameworks are creating “orphan risks”: harms that companies can see, but do not formally own because they are hard to quantify, do not fit catastrophic-risk thresholds, or fall outside audit-friendly compliance machinery. His target is not existing frontier safety work, but the narrowing effect that happens when private companies decide which risks count as governable.The killer detail is Maynard's contrast between measurable model dangers and threats to value. He points to Meta's three-day Galactica collapse, OpenAI's 2023 board crisis, safety-team departures, and wellbeing litigation as examples of risks that damaged trust, culture, legitimacy, or users without fitting cleanly into conventional model-risk categories. The proposed fix is an orphan-risk register: a public record of risks a company considered and chose not to manage, with reasons.The pull is accountability. Frontier developers' internal scoping choices have become a de facto layer of public governance, so the question is no longer only which risks they manage, but which risks they quietly leave outside the frame.Read more: SourceThe Lab of the Future Should Feel Like a Data CenterLatent.Space with Andy Beam and Rafa Gomez-Bombarelli | Latent.Space | July 16, 2026Latent.Space interviews Lila Sciences CTO Andy Beam and chief science officer for physical sciences Rafa Gomez-Bombarelli about the company's attempt to build an AI-run science factory. The post describes Lila's thesis as treating the lab itself as an “infinite token generator”: if internet data drove the first era of AI scaling, experimentally verified scientific data may be the next scarce training source. Lila is trying to produce that data with robotics, lab instruments, orchestration software, and AI models wired into the wet lab.The central analogy is the lab as data center. Instruments are nodes on a graph, a magnetically levitating transport layer moves materials between them, and experiment scheduling looks like a compute queue. Beam says Lila is not simply an automation company, because the point is not just throughput; it is flexibility, generalization, and experiment capture. The post says Lila has built more than 10 trillion experimentally validated “scientific reasoning tokens,” not internet text or biological sequences.The interview ranges across biology, chemistry, drug discovery, materials science, and the limits of automation. It notes that Lila rebuilt one gas-sorption measurement to run roughly 2,500 times faster, claims its general models can transfer priors from small-molecule chemistry to metal-organic frameworks for carbon capture, and describes model-suggested platinum-group-free electrocatalysts that moved from looking boring or wrong to becoming strong performers. The caveats are physical: experiments have runtimes, biology cannot always be accelerated, chains of thought can be unreliable narrators, and reward hacking becomes more dangerous when a model controls a real lab.Read more: Latent.SpaceWhy AMI Labs' Alexandre LeBrun won't call his AI “AGI” or “superintelligence”Kate Park | TechCrunch | July 16, 2026Kate Park interviews AMI Labs CEO Alexandre LeBrun about why Yann LeCun's world-model startup avoids the language of “AGI” and “superintelligence.” LeBrun says the terms are not useful because they lack stable definitions: “We never used the word AGI. And I just noticed that nobody is using it anymore; they switched to superintelligence.” His argument is that the practical frontier is not a label, but whether AI systems can understand and predict real-world states.The article explains the world-model thesis by contrasting language prediction with physical-state prediction. A large language model predicts the next word; a world model predicts the next state, such as what happens when a glass tips over. LeBrun says LLMs remain complementary and efficient for language, but the physical world is where current AI is weak. Robotics is the clearest case: hardware has advanced quickly, but robots are still brittle outside controlled routines because they lack context and situational understanding.AMI is still pre-product, but TechCrunch reports that LeBrun was in Seoul looking for industrial partners, researchers, and global companies. He says world models cannot be built entirely inside a lab because they need access to real environments. That is why South Korea appeals to AMI: robotics, semiconductors, manufacturing, and fast adoption create the kind of hardware-heavy context that software-only AI has barely touched.Read more: TechCrunchKimi K3 Tech Blog: Open Frontier IntelligenceKimi | Kimi | July 16, 2026Kimi introduces Kimi K3 as an open 3T-class frontier model aimed at coding, knowledge work, reasoning, multimodality, and long-context agentic use. The source describes the model as a 2.8T-parameter system built on Kimi Delta Attention and Attention Residuals, with native multimodality and a 1M-token context window. It says Moonshot AI plans to release model weights by July 27.The post presents K3 through benchmark and use-case sections rather than as a general product announcement. It reports results across coding, productivity, agentic, and multimodal evaluations, including DeepSWE, Terminal-Bench 2.1, Program Bench, SWE Marathon, FrontierSWE, PostTrain Bench, OfficeQA Pro, SpreadsheetBench 2, MCP Atlas, AutomationBench, BrowseComp, GDPval-AA v2, AA-Briefcase, MMMU-Pro, MathVision, BabyVision, OmniDocBench, and PerceptionBench. The source says all reported K3 results use maximum reasoning effort with temperature and top-p set to 1.0, and that different benchmark comparisons use KimiCode, Claude Code, or Codex harnesses depending on the test.Kimi's caveats are unusually concrete. The limitations section says K3 was trained in preserved thinking-history mode, so quality may become unstable if an agent harness does not pass historical thinking content correctly or if an ongoing session switches to K3 midstream. It also says K3's emphasis on long-horizon tasks can make it excessively proactive when it encounters minor issues or ambiguous intent, and recommends imposing explicit behavioral constraints for applications that require strict boundaries. The post adds that K3 remains behind Claude Fable 5 and GPT 5.6 Sol in user experience despite being competitive overall.Read moreVenture CapitalThree Years InAuthor: Tomasz Tunguz Published: July 10, 2026Tomasz Tunguz marks Theory Ventures' third anniversary by arguing that AI's central market effect is time compression. In his telling, model release cycles, company revenue milestones, enterprise adoption, and venture categories have all accelerated. Seed, Series A, and Series B still exist as financing labels, but they no longer cleanly describe company maturity when some seed rounds are larger than IPOs and the best AI companies can mature much earlier than prior software companies.The killer detail is the shift from models to inference. Tunguz argues that inference has become the dominant AI market because workloads and buyer preferences are fragmenting: video, batch, local, agentic, and real-time tasks each create different infrastructure needs. He compares this to databases splitting into OLTP, OLAP, vector, and streaming categories, with AI pushing the same specialization into inference infrastructure.The pull is that Theory sees the AI-native venture firm as part of the same pattern. The firm says it has analyzed twice as many investment opportunities with three investors working alongside a nine-person intelligence organization, using agents and research systems to map markets, source companies, and support diligence. The piece is both a market map and a statement about how venture itself is being rebuilt by the technology it funds.Read more: LinkedInVenture Has Rarely Looked More BifurcatedAuthor: Beezer Clarkson Published: July 14, 2026Beezer Clarkson points to PitchBook's Q2 report as evidence that the U.S. venture market has split into two very different realities. AI now accounts for more than 60 percent of all U.S. venture deal value, meaning the headline market can look active and well-funded even while much of the non-AI market is dealing with a much colder liquidity and fundraising environment.The thread uses that split as the setup for Clarkson's latest Origins episode with Alec Litowitz, founder of Magnetar and QStar Capital and one of Citadel's original founding partners. Clarkson says markets like this are periods of genuine uncertainty, not merely ordinary risk, which is why Litowitz's Adaptability Quotient framework is relevant.The embedded clip makes the liquidity point concrete. Litowitz says DPI is “the resolution of uncertainty” because it converts an uncertain investment into actual cash returned to LPs. In his framing, a realized dollar is a real mark, while TVPI remains uncertain until it is realized.The killer detail is the distinction between pricing risk and resolving uncertainty. Litowitz's perspective matters because QStar is a SpaceX investor and Clarkson says the conversation happened just before one of venture's most consequential IPOs. The episode's stated questions are why venture remains a way to gain exposure to innovation, how AI is changing what is investable, why liquidity is ultimately a function of time, and why uncertainty requires a different decision framework from risk.Read more: XThe Best Angel Investors in the US: Who Backs the Most Unicorns, and Who's Active NowAuthor: Ilya Strebulaev Published: July 10, 2026Ilya Strebulaev ranks angels, angel groups, accelerators, and incubators by lifetime U.S. unicorn investments, counting checks written before a company reached unicorn status. The top of the combined list is dominated by organizations: Y Combinator leads with 113 unicorn investments, followed by Plug and Play at 52 and 500 Global at 41. Sand Hill Angels is the highest-ranked angel group at 31.The killer detail is how quickly the list changes below the biggest accelerators. Strebulaev says 271 of the 304 investors in the Top 200 are individuals, or 89%. In the top 100, individuals are 91%. That makes the market underneath the large accelerator counts look much more personal: mostly operators and individual angels writing early checks from their own networks.The pull is the ranking's own caveat. Strebulaev writes that every lifetime leaderboard has a blind spot because many of the unicorns behind those totals were founded a decade or more ago, and some angels have since moved into formal funds, slowed down, or stopped investing. His post therefore separates lifetime performance from recent cohorts, including companies founded in 2015 or later and 2020 or later. For founders or allocators making current decisions, that distinction matters: a career record and a current record are not the same measure.Read more: Ilya StrebulaevAre Prediction Markets Doomed to Fail?Author: Contrary Published: July 16, 2026Contrary argues that prediction markets' current boom depends on whether platforms can prove they are more than regulated gambling with exchange-style branding. Kalshi and Polymarket have reached mass cultural, investor, and regulatory attention, but the article says the underlying idea is old: academic markets, corporate forecasting tools, Intrade, PredictIt, and other predecessors all struggled with the same linked problems of liquidity, legality, and user appeal.The killer detail is the comparison with sportsbooks. Prediction markets present themselves as peer-to-peer, transparent, and non-house-based, but sports contracts reportedly account for more than 90 percent of Kalshi trading, and the article says the platforms keep a much thinner slice of volume than sportsbooks. A market can therefore show sports-betting-scale handle while generating far less revenue.The pull is that the product's hardest problem may be distribution of wins. If a small group of sharp traders captures most profits while casual users lose interest, prediction markets may become valuable data feeds and professional tools before they become durable consumer networks.Read more: SourceRegulationExclusive: The Next Frontier of the Deportation Wars: College CampusesAuthor: Adrian Carrasquillo Published: July 11, 2026Adrian Carrasquillo reports that college campuses are becoming a new front in the fight over immigration enforcement because automatic license plate readers can turn ordinary campus security infrastructure into searchable location data. His thesis is that Flock Safety's camera network, even without direct ICE or DHS contracts, can feed deportation enforcement through local police partnerships and data-sharing practices.The killer detail is the campaign target. The Emergency Campaign to Support Higher Education, working with Schools Drop ICE, is focusing on 75 colleges and universities publicly identified as having Flock contracts. Flock says it has no ICE or DHS contracts, but activists argue the risk comes through local agencies that coordinate with federal authorities and run searches on their behalf.The pull is broader than immigration. Carrasquillo notes that license plate readers have already been abused by officers for stalking, and that Flock's AI search features can identify more than plates, including bumper stickers. A campus safety tool can become a political surveillance system when the data layer is searchable.Read more: The BulwarkThe Supreme Court Broke Independent Agencies. Here's a Way to Slow the Damage.Author: Todd Phillips Published: July 12, 2026Todd Phillips argues that the Supreme Court's decision in Trump v. Slaughter damaged independent agencies by ending for-cause removal protections, but did not leave Congress powerless. The ruling weakens the old model in which commissioners at bodies such as the FTC, NLRB, CPSC, SEC, and CFTC could be insulated from dismissal over policy disagreements. Phillips says the next fight is whether presidents can turn nominally bipartisan commissions into one-party instruments.The killer detail is the procedural fix: quorum rules. Phillips proposes that Congress require bipartisan slates of commissioners to be seated before independent agencies can act. A president

Google moet de zoekgegevens van zijn gebruikers gaan delen met concurrerende zoekmachines en AI-ontwikkelaars zoals OpenAI van de Europese Commissie. Doet het bedrijf dat niet, dan schendt het de Digital Markets Act. Niels Kooloos vertelt erover in deze Tech Update. De Digital Markets Act verplicht een bepaald aantal techbedrijven in Europa om een gelijk speelveld te behouden met hun platformen. Ook Google moet dat, met onder andere de zoekmachine. Als Google geen zoekgegevens van gebruikers deelt met de concurrentie, dan zou die volgens de Europese Commissie niet in staat zijn om volwaardige alternatieven voor Google Search te kunnen ontwikkelen. Ken Walker, de president van Global Affairs bij Google, schrijft in een blogpost dat het besluit van de Europese Commissie onredelijk is. Volgens Walker is het 'bijzonder zorgwekkend dat de persoonlijke zoekopdrachten van Europeanen zouden worden blootgesteld aan onbekende bedrijven'. Daarbij beweert hij dat de eis privacy, bedrijfsgeheimen en zelfs nationale veiligheid in gevaar kan brengen. De Europese Commissie stelt dat gedeelde zoekgegevens geanonimiseerd worden en in lijn zullen zijn met de AVG. ChatGPT en Claude moeten net zoveel op Android kunnen als Gemini Ook eist de Europese Commissie van Google dat concurrerende AI-chatbots evenveel op Android moeten kunnen als de chatbot van Google: Gemini. Gebruikers moeten chatbots zoals ChatGPT en Claude bijvoorbeeld met een eigen 'wake word' kunnen oproepen, zoals 'Hey Google' voor Gemini werkt. Ook moeten concurrerende chatbots evenveel toegang tot externe apps krijgen. Daarover zegt Walker dat chatbots van de concurrentie al voldoende toegang hebben op Android. Als die toegang uitgebreid zou worden, dan zouden er cyberdreigingen ontstaan volgens hem. Persbericht Europese Commissie over de bindende maatregelen voor Google Blogpost van Google over de gevolgen van de DMA voor privacy en veiligheid Over de maker: Niels Kooloos is dagelijks op BNR Nieuwsradio te horen over het laatste technieuws in de Tech Update. Hij interesseert zich vooral in cybercriminaliteit, privacy, social media en (computer)hardware. Hier en daar kan je Niels ook in All in the Game horen, waar hij graag vertelt over zijn favoriete games.See omnystudio.com/listener for privacy information.

What if the biggest advantage in today's markets isn't making more trades or winning every debate—but knowing when to step back? Lance Roberts & Jon Penn examine two powerful ideas: why constantly trying to be "right" can actually hurt investment returns, and how today's financial markets increasingly resemble gambling platforms fueled by constant speculation, options trading, prediction markets, sports betting, and cryptocurrencies. 0:00 INTRO 0:51 - Banks' Earnings Soar on Trading Revenue 3:52 - Markets Continue Gravitating Along Rising 20-DMA 9:00 - Where Was Danny? 11:27 - What Happened w CPI (Bonds Are Always Right) 15:28 - Credit Spreads - Which One to Watch? 17:30 - Market Reaction to Iran War - What will next cause Correction? (How will this impact earnings?) 20:55 - Always expect Correction 27:27 - How to Track Buy-Now, Pay-later Debt? 30:20 - Dealing with Cash 32:51 - When You Have a Loser (explain) 33:38 - What Will Semi-conductors do Without Helium? 36:22 - Will Negative Guidance be a Catalyst for Pullback? 37:10 - Prioritization of Funding Retirement Vehicles 38:53 - IBM Announcement Translation 40:28 - What CPI, PPI Numbers mean (going to Costco) Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/zVjwV7l3kjw ------- Watch today's "Before the Bell" premarket commentary, "Is Market Leadership Changing?" https://youtu.be/-NtwWZUvZBA ------- Watch our previous show, "Winning Less, Investing Better" https://youtube.com/live/K-mLdepNr6Y?feature=share ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Candid Coffee, "Narrative Busters: Market Stories Investors Should Approach With Caution," Saturday, July 18, 2026: https://streamyard.com/watch/RfJtCj2byfDr --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #MarketOutlook #SectorRotation #Investing #TechnicalAnalysis #Semiconductors #OilPrices #RiskManagement #WealthBuilding

Att bidra som volontär under resan kan vara ett sätt att hålla nere kostnader och få nya upplevelser. Lyssna på alla avsnitt i Sveriges Radios app. Plånboken har besökt en WWOOF-gård utanför Sundsvall, där volontärer från hela världen hjälper till med allt från djurskötsel till odling. För den som är villig att byta stranddrinken mot gårdsarbete kan volontärresande också bli ett sätt att komma längre med reskassan. Men hur mycket semester blir det egentligen när väckarklockan ringer varje morgon?Hållbarhetsstrategen Linda Vismer diskuterar för och nackdelar med volontärturism.GDPR, AI-förordningen, DSA och DMA, EU:s digitala regelverk blir allt fler. Yasemin Bayramoglu från Sveriges Konsumenter om vad lagarna faktiskt betyder för dig som konsument.

Welcome back to the Coffee with Heather series! This week, we're talking about something that has completely transformed the way I parent: connection before correction.For a long time, I believed it was my job to control my boys' behavior. I thought that if I could just get them to listen better, behave better, or make fewer mistakes, then I would be doing my job as a mom. But if I'm honest, that mindset left me feeling anxious, overwhelmed, and disconnected from the very people I wanted to love well.The more parents, mentors, and experts I interviewed over the years, the more I realized something beautiful: God never called me to control my children. He called me to guide them, disciple them, and build a relationship where they know they are deeply loved and safe.When connection becomes the foundation, correction becomes so much more effective.In this episode, I share some of the parenting lessons that have given me freedom, including insights from Jim and Lynne Jackson and the biblical reminder that God's kindness leads us to repentance. That verse has changed the way I think about discipline—not as punishment, but as teaching, guiding, and helping my children grow.When our children know they are loved, enjoyed, and accepted, trust begins to grow. And trust creates partnership. From that place, correction feels less like control and more like discipleship.In this episode, we'll talk about: The difference between behavior management and heart transformation. Why discipline is really about teaching, not punishing. How to become a safe place for your children. The importance of staying calm and regulating your own emotions. Why giving your child—and yourself—a "do-over" can strengthen your relationship. Practical ways to create meaningful one-on-one connections, even during busy seasons. Connect with Jim and Lynne Jackson:  Website: Home | Connected Families  Instagram: Connected Families | Parent with Confidence and Grace (@connectedfams) Facebook: Connected Families Links Mentioned:  Heartfelt Discipline: By Clay Clarkson Discipline that Connects by Jim and Lynn Jackson Don't Mom Alone book  Related Episodes: Discipline 101 (LIVE Event–Friday Night) :: Jim and Lynne Jackson [Ep 221] Parenting a Spicy Child: How to Stay Calm, Set Boundaries, and Keep the Connection :: Mary Van Geffen [Ep 558] Choosing Connection Over Critique :: Rachel Macy Stafford [Ep 280] Featured Sponsors:  Hiya health: We've worked out a special deal with Hiya. Receive 50% off your first order on any of their products. To claim this deal you must go to hiyahealth.com/DMA. This deal is not available on their regular website. Get your kids the full-body support they deserve. Branch Basics: And here's the good news—Branch Basics is now available everywhere you shop: at Target, Target.com, Amazon, and of course, BranchBasics.com. Tossing the toxins has never been more convenient! For anyone grabbing the Premium Starter Kit, you can still get 15% off at BranchBasics.com with our code [DMA]. The Premium Starter Kit comes with The Concentrate, and refillable bottles for your surface cleaners, including All-Purpose, Bathroom, Streak-Free, Foaming Hand Wash, and Laundry. It also comes with Oxygen Boost for extra stubborn stains on pots and pans, laundry, bathroom tile and more. This kit is a great way to kickstart your human-safe cleaning routine.

Die Mega Klage - In Folge 320 sprechen die ApfelNerds über die Klage von Apple gegen ehemalige Mitarbeiter und OpenAI, Personalstrategien bei OpenAI, Apple scheitert mit Klage gegen den DMA, iOS 27 - Soziale Medien Angaben im AppStore, TestFlight unterstützt Xcode 27 Beta 3, iOS 27 - Weitere SDK Änderungen, AirPods mit mehr Adaptivem Audio, FaceTime unterstützt Duale Kamera, Apple CarKey für weitere Hersteller, iPhone 18 Pro Gerüchte und einen M7 Ultra mit bis zu 1.5TB RAM.

La start up française UMA dévoile un robot humanoïde • Mistral lance une IA pour robots • ChatGPT encore plus bavard et plus naturel • Anthropic découvre une zone inconnue de l'IA Claude • L'Europe actionne la surveillance généralisée Chat Control • Des lunettes Meta pour mémoriser notre vie • L'IA révolutionne aussi la généalogie.⭐️ Découvrez Frogans, l'innovation française qui réinvente le Web

Mercredi 8 juillet, François Sorel a reçu Thomas Serval, PDG de Baracoda, Augustin Sayer, cofondateur d'Ovni, Didier Sanz, journaliste Tech, et Frédéric Simottel, journaliste BFM Business. Ils se sont penchés sur l'échec d'Apple à échapper au DMA ainsi que sur la limitation de l'accès des étrangers aux IA chinoises envisagée par Pékin, dans l'émission Tech & Co, la quotidienne, sur BFM Business. Retrouvez l'émission du lundi au jeudi et réécoutez la en podcast.

"Suaave", es el segundo avance del tercer disco de Puño Dragón, que llegará en septiembre y arranca directo, sin anestesia, sin respiro, con unas estrofas de voz casi susurrada y con un estribillo, que también llega sin previo aviso. "Suaaave", como ellos dicen, es una bomba y seguramente la canción más espídica y explícita del disco. Aparte de Puño Dragón, escuchamos a Chanpan, Excandaloso Xpósito, Landa, Villanele y a Keane, como clásico del día, por la reedición de su segundo disco y la publicación de " Is It Any Wonder" (Tim Demo, March 2005).CHANPAN - I Got a GunFKA Twigs, North West - Childlike Things ESCANDALOSO XPÓSITO & GRAVY - Old & FatCARLOS ARES, BAIUCA - NoitadaPUÑO DRAGÓN - SuaaveLEIVA - Cortar Por La Línea de PuntosLANDA - VacileVILLANELLE - Measly MeansOASIS - Don't Look Back In AngerWOLF ALICE - Gospel OakVEINTIUNO ft REPION - Perder los ModalesDMA'S - Killing TimeMY CHEMICAL ROMANCE - DeadJORJA SMITH - Alive (feat. Wizkid)RENEÉ RAPP - Leave Me AloneKEANE - Is It Any Wonder (Tim Demo, March 2005)Escuchar audio

Motherhood changes everything—including your marriage.In this first episode of my summor of mentorship series, I'm sharing the conversation I wish someone had invited me into years ago. If we were sitting across from each other with a cup of coffee, these are the things I'd want every mom to know.Parenting is one of the greatest blessings, but it can also become one of the biggest stress tests on a marriage. The shift from dating and dreaming together to managing schedules, diapers, sports, meals, and endless logistics can leave even the healthiest couples feeling disconnected.The good news? You're not alone, and your marriage doesn't have to become another casualty of the busy parenting years.In this episode, we talk about: Why parenting often creates tension in marriage—and why that's completely normal. How different parenting styles can actually become one of your family's greatest strengths. The danger of keeping score and how resentment quietly grows. Practical communication habits that help couples stay connected. A simple weekly marriage check-in you can start this Sunday. The power of praying together, especially when parenting feels overwhelming. How small daily habits shape a strong marriage over time. One truth I hope you'll remember this week:Your parenting differences don't have to divide you. They can become one of your greatest strengths when you choose to work as a team.God never intended for us to navigate marriage and motherhood alone. The Holy Spirit is our Helper—the One who comes alongside us, gives us wisdom, and strengthens us for the work He's called us to do. When we bring our parenting struggles to Him first, we make room for His peace, wisdom, and perspective.Connect with Dr. Kim Kimberling:  Website: Awesome Marriage — Marriage, Relationships Instagram: Christian Marriage | Help & Education (@awesome_marriage) Facebook: Awesome Marriage Links Mentioned:  Don't Mom Alone: By Heather MacFadyen [book]Related Episodes: How to Align with Your Spouse in Parenting :: Dr. Kim Kimberling [Ep 491] Self-Differentiation and Why it Matters :: Nancy Houston [Ep 335] Talking, Teens, and Twenty-four Years :: Bruce + Heather [Ep 399] Featured Sponsors:  Honeylove: Treat yourself to the most advanced bras and shapewear on the market. Use our exclusive link to save 20% off Honeylove at honeylove.com/DMA.  Greenchef: Head to greenchef.com/50alone and use the code 50alone to get fifty percent off your first month, then twenty percent off for two months.  Lola: For a limited time, our listeners can get 40% OFF select Lola Blankets products with code [DMA] at checkout. Just head to LolaBlankets.com and use code [DMA] to get 40% OFF your order.

Subscribe to DTC Newsletter - https://dtcnews.link/signupGifting is one of the biggest reasons people buy online, and most brands never build for it on purpose.Matt Heckathorn runs digital marketing at Wolfe, the company behind Gift Card Granny, PerfectGift.com, and GiftYa. His ICP is close to everyone, which kills the usual narrow-audience playbook and forces a different approach to growth.What you will learn:How a bottom-of-funnel team moved into CTV, programmatic, and out-of-home without losing measurementWhy CTV retargeting outperformed what Matt expected, and how scale made brand channels measurableHow Wolfe uses second-tier DMAs to test incrementality before spending upHow gift card fraud actually works at the physical retail level, and why it shapes the productWhere Wolfe is drawing its AI line: creative and fulfillment yes, fully agentic media buying not yetThe cost problem almost nobody is planning for as AI usage scalesWho this is for: DTC operators and growth leads working top of funnel, anyone selling into gifting, and marketers thinking through where AI fits in a real team.What to steal: The second-tier DMA incrementality test, the recipient-first product framing, and the human checkpoint on agentic media buying.Timestamps:00:00 The Future of AI in Marketing02:12 Reinventing the Gift Card Industry09:00 How Card-Linked Gifting Works15:12 Top of Funnel Messaging That Converts23:12 Building an AI-First Marketing TeamSubscribe to DTC Newsletter - https://dtcnews.link/signupAdvertise on DTC - https://dtcnews.link/advertiseWork with Pilothouse - https://dtcnews.link/pilothouseFollow us on Instagram & Twitter - @dtcnewsletterWatch this interview on YouTube - https://dtcnews.link/video

Hemos escuchado "Pide un Deseo por Mí", "Vidas Pasadas", "Troya" y ahora toca disfrutar de algunas de las nuevas versiones de "La Balada de Delirio y Equilibrio" de Veintiuno, que se reedita el 4 de septiembre con el título “El último baile de Delirio y Equilibrio” y es una sorpresa tras otra.  Aparte, escuchamos lo nuevo de Wolf Alice, Jorja Smith, Puño Dragón, DMA's y la versión que han hecho Celia es Celiaca de "La Perla", de Rosalía.  WOLF ALICE - Gospel OakWOLF ALICE - Bloom Baby BloomNIRVANA - Smells Like Teen SpiritNIA SMITH - Hope In UsJORJA SMITH - Alive (feat. Wizkid)SAM FENDER, Olivia Dean - Rein Me In SAM FENDER - People WatchingVEINTIUNO ft REPION - Perder los ModalesREPION - El Sueño Dura Una SemanaRUFUS T FIREFLY - Todas las Cosas BuenasPUÑO DRAGÓN - SuaaveMUSE - CryogenMUSE - StarlightCELIA ES CELIACA - La PerlaDMA'S - Killing TimeEscuchar audio

AI in healthcare marketing is an exciting topic. This week, we're getting into the specifics of how it actually works in practice.In this week's episode, Hedy & Hopp CEO & Founder Jenny Bristow explains the five pillars Hedy & Hopp uses to integrate AI into paid media management, and what that's actually meant for client results. The golden rule that anchors all of it: AI accelerates and informs, but humans own the strategy and validate the outputs.Hedy & Hopp's Five Pillars of AI Integration in Paid Media:• Smart Planning & Budgeting: Rather than relying on platform-suggested defaults, we use AI to analyze multiple first-party data points alongside real inventory data and performance signals so budget allocation is driven by real intelligence, not guesswork.• Precision Persona Building: AI makes it possible to build out multiple granular personas (pulling in demographics, household income, personal values etc.) at a scale and speed that traditional processes simply can't match. Human teams then pressure-test every persona before anything goes live.• Emerging Channels: Patients are already turning to ChatGPT and other LLMs with healthcare questions before they ever book an appointment. Hedy & Hopp is placing clients within those results. Think of it like paid search for the AI era.• Real-Time Insights: AI layered on top of custom Data Studio dashboards (many of which now include Epic patient appointment and revenue data via Hedy & Hopp's UTM Connect tool) means trends get flagged faster than any human analyst could catch them. This enables quicker feedback loops and smarter optimizations.• Creative Optimization: AI handles the versioning work like regional variations, DMA-specific copy, and localized iterations so campaigns can move faster without sacrificing quality. Concepting, however, stays firmly in human hands.Ultimately, this isn't about automation for automation's sake. It's about building smarter, human-led paths to paid media performance!Connect with Jenny:Email: jenny@hedyandhopp.comLinkedIn: https://www.linkedin.com/in/jennybristow/If you enjoyed this episode, we'd love to hear your feedback! Please consider leaving us a review on your preferred listening platform and sharing it with others.

Friendship isn't something most of us are taught. We often find ourselves fumbling through the trial and error of making and keeping friends while navigating busy schedules, family responsibilities, and a culture that celebrates independence.In this top 10 replay episode, author and speaker Jennie Allen joins us to discuss why meaningful friendships can feel so difficult to build as adults. Drawing from her own experience of moving to a new city and intentionally creating a close-knit community, Jennie shares practical insights on overcoming loneliness, embracing vulnerability, and finding the people who will walk through life's highs and lows with you.We explore why new friendships often feel awkward, how shame and pain keep us from being vulnerable, and why many of us expect one or two people to meet all of our relational needs. Jennie challenges us to move beyond comfort, create a "village mentality," and become the kind of people who show up with pizza, sit in the mess, and do life together.In This Episode The difference between transparency and complaining How many hours it takes to feel like close friends How shame and pain keep us from vulnerability Jennie's "5 Miles, 5 Friends" approach to building community Why friendship requires embracing awkwardness How to create a village in today's culture The truth about disappointment, expectations, and healthy friendships Deep friendships don't happen by accident—they require intentionality Connect with Jennie Allen:  Website: Jennie Allen Facebook: Jennie Allen Instagram: Jennie Allen (@jennieallen) Links Mentioned: Find Your People: By Jennie AllenRelated Episodes: Fighting Toxic Thoughts :: Jennie Allen [Ep 272] How to Stop Shame Spirals :: Dr. Curt Thompson [Summer of Mentorship Wk 6] Redeeming Shame through Community :: Dr. Curt Thompson [Ep 308] Featured Sponsors:  Thrive Causemetics: Amplify your look with Thrive Causemetics. Go to thrivecausemetics.com/DMA to get 20% off your first order.  Hiya Health: We've worked out a special deal with Hiya. Receive 50% off your first order on any of their products. To claim this deal you must go to hiyahealth.com/DMA. This deal is not available on their regular website. Get your kids the full-body support they deserve.

The market has slipped below its 50-day moving average, but is this just another short-lived breakdown or the beginning of a more meaningful shift in trend? We examine why the next 24 to 48 hours could determine whether investors should stay patient or begin preparing to reduce portfolio risk. With quarter-end rebalancing now behind us and the third quarter beginning, market dynamics could quickly change. A reflexive rally back above the 50-DMA would be constructive, but a failed rebound at that level would be a more important technical warning. Before making major portfolio changes, understand what history suggests, what technical signals matter most, and how disciplined investors should respond. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/dzfHi5OoSXw --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo --- * REGISTER for our next Candid Coffee, "Narrative Busters: Market Stories Investors Should Approach With Caution," Saturday, July 18, 2026: https://streamyard.com/watch/RfJtCj2byfDr --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #Investing #TechnicalAnalysis #RiskManagement #MarketOutlook

This week we're joined by Brian Watson, formerly of DMA Design who worked on the Atari ST version of Lemmings 1 and 2, and porting it to the Atari Lynx.  He later worked for Iguana Entertainment, Acclaim, working on Turok, N64 audio drivers and clever memory systems used across dozens of games. Brian shares brilliant stories from the trenches of 16-bit and 32-bit development, the challenge of making ambitious games work on limited hardware, and what it was really like behind the scenes at DMA and Acclaim.Contents:00:00 – The Week's Retro News Stories43:31 - Brian Watson InterviewPlease visit our amazing sponsors and help to support the show:Bitmap Books – https://www.bitmapbooks.comCheck out PCBWay at https://pcbway.com for all your PCB needsLondon Gaming Market: https://www.londongamingmarket.com/We need your help to ensure the future of the podcast, if you'd like to help us with running costs, equipment and hosting, please consider supporting us on Patreon:https://theretrohour.com/support/https://www.patreon.com/retrohourJoin our Discord channel: https://discord.gg/GQw8qp8Website: http://theretrohour.comFacebook: https://www.facebook.com/theretrohour/X: https://twitter.com/retrohourukInstagram: https://www.instagram.com/retrohouruk/Bluesky: https://bsky.app/profile/theretrohour.comTwitch: https://www.twitch.tv/theretrohourShow notesMinecraft On PS2: https://lnk.ua/kNl3123pXGame Boy GTA: https://lnk.ua/LQySSpMoNApidya Remake Pre-Orders: https://lnk.ua/23bg38SjWDreamcast USB Controller: https://lnk.ua/MUJ4zS3JzRetro Warehouse Haul: https://lnk.ua/Lbd1kmKIfDiscord Social SDK: https://lnk.ua/6Wfh1bNoy

Dance Anthems is your essential guide to the world of dance! This week with a guest Weekend Vibe Mix from MEDUZA. As heard on Vibe Nation Radio, Fresh 92.7, Pure Dance, Impulse Radio and Energy Dance IE!   KELLY MATEJCIC - CRUSH   BEBE REXHA & DAVID GUETTA - SAD GIRLS Last Week's Hottest Vibe - SILVA BUMPA - ON 2NITE   Hottest Vibe - HUGEL, IMAEL ANGEL, ULTRA NATE - MOVIN' TO THE SUN BECKY HILL - MORE! MORE! MORE! CLOONEE, NICE AND SMOOTH - I RHYME QUICK   SONNY FODERA - FEEL AGAIN CHRYSTAL - THE ONE   Anthem of the Week - BASEMENT JAXX - JUMP N SHOUT (Gorgon City Remix)     Vibe Dance Chart   #5 - CALVIN HARRIS & JAZZY - SATISFY #5 - D.O.D. & HAYLEY MAY - CLOSURE #3 - CAMELPHAT, JOSH GIGANTE - SO GOOD (feat Kuuda) #2 - MK - ZONE (feat Poppy Baskomb) #1 - KETTAMA - COMES & GOES   ADAM PORT, STRYV - MOVE DJ HEARTSTRING, SAIDAH, DMA's - A THOUSAND LIES BAG RAIDERS - SHOOTING STARS (Tess Edit) CHRIS LAKE & ATRIP - MAKE YOU FIGHT THE TEMPER TRAP - SWEET DISPOSITION (Dirty South & Axwell Remix)   Weekend Vibe Mix - MEDUZA

Markets pulled back to the 50-day moving average ahead of Micron's earnings, but the bigger story is what lies beneath the surface. While semiconductor stocks may lead a strong rebound today, most sectors continue to lag as portfolio rebalancing and month-end positioning weigh on the broader market. In today's Before the Bell, we examine why the current rally remains unusually narrow, how the 50-DMA is becoming a critical support level, what July seasonality and the return of corporate buybacks could mean for stocks, and why investors should pay attention to the emerging rotation between Growth and Value. We also discuss why many diversified portfolios may underperform despite headline index gains and what to watch as June comes to a close. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/iT0t1C5puiE --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo --- * REGISTER for our next Candid Coffee, "Narrative Busters: Market Stories Investors Should Approach With Caution," Saturday, July 18, 2026: https://streamyard.com/watch/RfJtCj2byfDr --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #Semiconductors #Micron #Investing #MarketOutlook

Markets on Tuesday broke below their recent consolidation range and tested the 50-DMA, putting investors on alert ahead of Micron's earnings report. While earnings and revenue growth are expected to remain strong, the real question is whether future guidance can justify the market's extremely elevated expectations. Semiconductor stocks have become the primary driver of S&P 500 earnings growth, with investors already pricing in aggressive profit forecasts through 2028. As a result, even a strong earnings report may not be enough if guidance falls short of expectations. With semiconductors representing roughly 18% of the market and contributing the majority of expected earnings growth, the stakes for tonight's report are unusually high. In this morning's update, we discuss the technical breakdown, the importance of the 50-DMA, why expectations matter more than results, and what Micron's earnings could mean for the broader market over the next few days. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/v7poBC45Le0 --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo --- * REGISTER for our next Candid Coffee, "Narrative Busters: Market Stories Investors Should Approach With Caution," Saturday, July 18, 2026: https://streamyard.com/watch/RfJtCj2byfDr --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Micron #Semiconductors #StockMarket #EarningsSeason #Investing

Markets are near highs, but momentum is slowing, breadth remains narrow, buybacks are entering blackout periods, and investors are looking for ways to participate in gains without exposing themselves to a major drawdown. Lance Roberts & Jon Penn discuss practical portfolio protection strategies that don't require moving entirely to cash. Here's a topical rundown of today's show: 0:00 - INTRO 0:58 - End of Quarter Rebalancing Begins 4:25 - Markets to Retest 50-DMA 9:17 - How to Stay Invested Without Getting Burned 14:19 - Take Some Profits & Stay Disciplined 16:10 - Two Camps of Space-X 23:34 - The AI/Industrial Revolution 20:45 - The market is changing how we manage money 27:39 - Avoiding Catastrophic Loss of Capital 30:35 - 15 Rules of Risk Management 31:47 - How to Hedge Your Portfolio 36:21 - The Risk in Trading 40:14 - Bull markets Breed Confidence 43:42 - Be Careful of Narratives vs Market Behavior 45:24 - Remember How You React to Market Downturns (pain) 47:56 - Hedging Your Portfolio is not a Binary Issue Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/donQO1t_hLs ------- Watch our previous show, "hen Money Flows Meet a Hawkish Fed" https://youtube.com/live/UYxvj5axVTQ ------- Watch today's "Before the Bell" feature, "Quarter-End Rebalancing Hits Markets," here: https://youtu.be/REkG7SgcVhw ------- Articles mentioned in this report: "The Technical Backdrop: When Flows Meet a Hawkish Fed: https://realinvestmentadvice.com/resources/blog/the-technical-backdrop-when-flows-meet-a-hawkish-fed/ "Kevin Warsh And The End Of The Fed's "Forward Guidance" https://realinvestmentadvice.com/resources/blog/kevin-warsh-and-the-end-of-the-feds-forward-guidance/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Candid Coffee, "Narrative Busters: Market Stories Investors Should Approach With Caution," Saturday, July 18, 2026: https://streamyard.com/watch/RfJtCj2byfDr --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #PortfolioManagement #MarketVolatility #Investing #RiskManagement #PortfolioProtection #RiskManagement #RetirementPlanning #InvestingStrategy #WealthManagement

Motherhood has never come with more information, advice, and expectations than it does today. Every scroll through social media offers another parenting expert, another strategy, and another reminder of what we "should" be doing. While access to information can be helpful, it can also leave us feeling overwhelmed, anxious, and wondering if we're ever doing enough.In this powerful conversation, Dr. Morgan Cutlip explores the invisible mental and emotional load that so many moms carry. From managing household responsibilities to regulating emotions, coordinating schedules, and trying to create the perfect childhood, the pressure can feel relentless.We discuss why comparison is a natural human tendency, how expectations formed throughout our lives can quietly shape our parenting, and why unmet expectations often become the roots of resentment. Dr. Morgan shares practical ways to have honest conversations with your partner about parenting pressures and the frustrations that keep surfacing.One of the most meaningful parts of this conversation is the idea of choosing a parenting anchor. Instead of trying to excel in every area, what if you focused on one thing that matters most in this season? Having an anchor gives us something steady to return to when the noise and expectations start pulling us in every direction.Most importantly, this episode is an invitation for moms to share their real stories. When we talk honestly about the challenges, frustrations, and growing pains of motherhood, we help other women realize they are not alone. The more we pull back the curtain on the realities of parenting, the less power shame, guilt, and comparison have over us.If you've ever felt weighed down by the mental load of motherhood, struggled with unrealistic expectations, or wondered if everyone else has it figured out, this conversation is for you. In This Episode We Discuss: The three zones of energy: physical, mental, and emotional Why emotional labor is often the most draining part of motherhood How information overload is making parenting feel harder Expectations, resentment, and relationship challenges after becoming parents Practical conversations couples can have about parenting pressures Choosing a parenting anchor for your current season The concept of intensive mothering and the guilt it creates Raising resilient kids without burning yourself out The power of sharing authentic stories and supporting one another Connect with Dr. Morgan Cutlip:  Website: Dr. Morgan Cutlip  Instagram: Dr. Morgan Cutlip | Mental Load, Marriage and Motherhood (@drmorgancutlip) Links Mentioned:  A Better Share: By Morgan Cutlip [book] Love Your Kids Without Losing Yourself [book] The MomCo [mom ministry] Better Share  [quiz] Motherhood Reflection Guide [pdf] Related Episodes: Unpacking Moms' Mental Load :: Dr. Morgan Cutlip [Ep 503] From Overwhelmed to Anchored: Replacing the Lies of Motherhood with God's Truth :: Erica Gwynn [Ep 544] Organize Your Mental Load  :: Laurel Denise [Ep 444] Featured Sponsors:  LifePro: For a limited time, our listeners can get $20 OFF the Waver Vibration Plate plus Free Shipping with code [DMA] at lifeprofitness.com Square: If you're starting a business, or running one that deserves better tools, Square helps you sell, manage, and grow without slowing down. Right now, you can get up to $200 off Square hardware at square.com/go/dma. Run your business smarter with Square. Get started today. Green Chef: Head to Greenchef.com/50alone and use code 50alone to get fifty percent off your first month and then twenty percent off for two months. 

Markets pulled back on Wednesday as momentum continues to weaken and technical signals become more important. A developing pennant pattern is creating a pivotal setup, with rising support meeting lower overhead resistance. The next move could determine whether markets push to new highs or retest key support levels at the 50-DMA and potentially the 100-DMA. We also discuss why the end of June can be a more challenging period for stocks as corporate buyback blackouts begin and quarter-end portfolio rebalancing approaches. With technology and semiconductor stocks significantly outperforming, fund managers may be forced to trim winners and rotate capital into underweighted areas such as bonds. While there is nothing overtly bearish happening, market breadth remains narrow, momentum has weakened, and technical conditions suggest investors should remain disciplined. We review the risks, key support levels, and why taking profits in extended positions may be prudent as markets work through this consolidation phase. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/tYu7hYTjg_g --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo --- * REGISTER for our next Candid Coffee, "Beyond Protection: What Life Insurance Can Really Do," 8am Saturday, June 20, 2026: https://streamyard.com/watch/WauFUig8HFtb --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #MarketOutlook #Investing #TechnicalAnalysis #PortfolioManagement

It's another duo week as Matt is out there…destroying lives??? Despite that, Chris and Niléane talk about the DMA, cool stuff in the OS 27 betas, and Chris has some stories from WWDC. This week's Cozy Zone, the gang went through their next three apps they would install on their Macs, and it leads to some hard (and surprising) decisions. Want more from the gang? Cozy Zone is a bonus podcast every Monday where we let loose on all sorts of fun topics. You can get cozy with the Comfort Zone crew for just $5/month or $50/year, which not only makes the bonus episodes possible, but supports Comfort Zone, too. How would you have done our challenges? How would you answer the question at the end of the show? Let us know! Things discussed OS 27 TinyStart

What if our children could learn to take their hurts, fears, and struggles to Jesus in the moment instead of carrying those wounds into adulthood?In this part two conversation, Jennifer Barnett shares practical tools to help parents equip their children with the foundations of inner healing prayer, emotional resilience, and a lifelong connection with God. Rather than waiting until adulthood to address wounds, shame, fear, or mistaken identity, Jennifer explains how parents can help children recognize God's voice, bring their hurts to Him, and experience His healing presence right where they are.We discuss why connection with God is the foundation of spiritual health, how the enemy often targets areas of pain and confusion, and why today's children need practical tools to discern truth from lies. Jennifer also shares simple ways parents can model prayer, create safe spaces for spiritual conversations, and help their children learn to take every thought captive and replace lies with God's truth.If you've ever wondered how to raise children who know how to hear God's voice, walk in their identity in Christ, and find freedom from shame and fear, this episode is filled with encouragement and practical wisdom.In This Episode We Discuss: Why childhood wounds can become strongholds if left unaddressed How inner healing prayer can help children process hurts in real time The importance of teaching kids to hear and recognize God's voice Why connection with God is the foundation of healing and freedom Common lies children are believing today—and how to combat them How shame impacts a child's relationship with God and others Practical ways to help children take thoughts captive The difference between responding to children with restoration versus shame Why helping kids abide in Christ is one of the greatest gifts we can give them Connect with Jennifer Barnett:  Website: Freedom Prayer  Instagram: Freedom Prayer Facebook: Freedom Prayer (@freedom_prayer) Links Mentioned:  Freedom Tools [book]  First Freedoms: Drawing Near to God by Cultivating a Wholehearted Prayer Life [book] Get a free print copy of Jennifer Barnett's book Next Generation Prayer: Helping Youth Overcome Their Struggles — just pay shipping! Just click on https://oakspress.com/life to check out. Related Episodes: Healing Past Wounds for More Freedom :: Jennifer Barnett [Summer of Mentorship wk 4] Inner Healing Prayer :: Jennifer Barnett [Ep 323] How to Hear God's Voice: Freedom Prayer and Abiding in Christ with Jennifer Barnett [Ep 576] Featured Sponsors:  Skylight Calendar: Families are better when they're working together. Right now, Skylight is offering our listeners $30 off their 15 inch Calendars by going to MySkylight.com/DMA. Wayfair: Patio season is here and these deals won't last! Head to wayfair.com right now to get your outdoor space ready for way less.  Cash App: New Cash App customers can earn $10 if they use code SECURE10 in their profile at signup and send $5 to a friend within 14 days. Terms apply. Cash App is a financial services platform, not a bank. Banking services provided by Cash App's bank partner(s). Visit cash.app/legal/podcast for full disclosures.

The market finally delivered the pullback we expected, with stocks retreating roughly 4.5% before finding support at the 50-day moving average. Was that enough to reset bullish sentiment, or is another correction still ahead? In this episode, Lance Roberts examines why the 50-DMA remains one of the most important technical support levels during an ongoing bull market and whether the recent decline was simply a healthy pause within a larger uptrend. Here's a topical rundown of today's show: 0:00 - INTRO 0:54 - Launching another Holiday-shortened Week 6:17 - Market Pullback Enables Stock Buys 12:26 - Roberts Family Travel Travails 26:55 - Markets Pull Back 35:13 - Bond Yields Now Exceed Yield on Equities 37:42 - Market Analysis Now 40:16 - How to Trade Now (Avoid Narratives) 46:38 - World Cup & Social Media Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/csXApjrvlNY?feature=share ------- Watch today's "Before the Bell" feature, "S6-15-26 Bull Market Pullback Held" here: https://youtu.be/rat_wi7b9eM ------- Watch our previous show, "Aging Alone: The Financial, Legal, and Caregiving Plan" https://youtube.com/live/1xGIEPzZgQQ ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Candid Coffee, "Beyond Protection: What Life Insurance Can Really Do," Saturday, June 20, 2026: https://streamyard.com/watch/WauFUig8HFtb --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #SP500 #MarketCorrection #Investing #TechnicalAnalysis #Investing #BullMarket #MarketCorrection

Markets finally delivered the correction we had been anticipating. After becoming extremely extended, the S&P 500 pulled back 4.5% from peak to trough, testing the 50-day moving average before buyers stepped back in. In today's pre-market update, we review why this pullback was healthy, how the 50-DMA provided critical support, and why the recent Iran peace agreement is helping fuel a return toward all-time highs. We also discuss the sector rotation out of technology and semiconductors into defensive areas during the correction, and what that tells us about market leadership going forward. With markets attempting to reclaim the 20-DMA and push back toward the 7,600 level, investors are asking whether the correction is already over and what could come next. We examine the seasonal backdrop, why July has historically been supportive for stocks, and why the next meaningful risk window may not arrive until late summer or early autumn. Topics covered: Why the 4.5% correction was normal and healthy The importance of the 50-DMA support test Reclaiming the 20-DMA and returning to bull mode Sector rotation during the pullback Impact of the Iran peace agreement on markets Why July tends to favor stock market gains Potential risks heading into August and September Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/rat_wi7b9eM --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo --- * REGISTER for our next Candid Coffee, "Beyond Protection: What Life Insurance Can reall Do," 8am Saturday, June 20, 2026: https://streamyard.com/watch/WauFUig8HFtb --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #SP500 #MarketCorrection #Investing #TechnicalAnalysis

The market finally delivered the pullback we expected, with stocks retreating roughly 4.5% before finding support at the 50-day moving average. Was that enough to reset bullish sentiment, or is another correction still ahead? In this episode, Lance Roberts examines why the 50-DMA remains one of the most important technical support levels during an ongoing bull market and whether the recent decline was simply a healthy pause within a larger uptrend. Here's a topical rundown of today's show: 0:00 - INTRO 0:54 - Launching another Holiday-shortened Week 6:17 - Market Pullback Enables Stock Buys 12:26 - Roberts Family Travel Travails 26:55 - Markets Pull Back 35:13 - Bond Yields Now Exceed Yield on Equities 37:42 - Market Analysis Now 40:16 - How to Trade Now (Avoid Narratives) 46:38 - World Cup & Social Media Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/csXApjrvlNY?feature=share ------- Watch today's "Before the Bell" feature, "S6-15-26 Bull Market Pullback Held" here: https://youtu.be/rat_wi7b9eM ------- Watch our previous show, "Aging Alone: The Financial, Legal, and Caregiving Plan" https://youtube.com/live/1xGIEPzZgQQ ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Candid Coffee, "Beyond Protection: What Life Insurance Can Really Do," Saturday, June 20, 2026: https://streamyard.com/watch/WauFUig8HFtb --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #SP500 #MarketCorrection #Investing #TechnicalAnalysis #Investing #BullMarket #MarketCorrection

Patrick Beja joins us from France to discuss the dispute between the EU and Apple over releasing Siri AI there.Have your say: here's why Siri AI isn't coming to EU iPhones and iPads — and why users are totally split on the issuehttps://www.techradar.com/ai-platforms-assistants/have-your-say-heres-why-siri-ai-isnt-coming-to-eu-iphones-and-ipads-and-why-users-are-totally-split-on-the-issueDue to DMA, Siri AI delayed in EU for iOS 27 and iPadOS 27 https://www.apple.com/newsroom/2026/06/due-to-dma-siri-ai-delayed-in-eu-for-ios-27-and-ipados-27/Thomas Regnier post on LinkedInhttps://www.linkedin.com/posts/thomas-regnier-24a05810b_what-is-the-true-story-behind-apples-decision-activity-7470439874664280064-TuEt/« Ils ont complètement ignoré nos préoccupations » : Apple explique pourquoi Siri AI n'arrivera pas en Europe https://www.numerama.com/tech/2271421-ils-ont-completement-ignore-nos-preoccupations-apple-explique-pourquoi-siri-ai-narrivera-pas-en-europe.html"Siri AI will not be available initially in the EU on iOS and iPad OS. We're working hard to find a path forward to preserve our users' privacy and security."Digital Markets Act May 2023- among other things, requires interoperability for gatekeeper platformsApple requested an exemption to the DMA for Siri AI and did not get it.Apple claims complying with the DMA would "give any AI system nearly unlimited access to a user's device, as well as the ability to act on that access autonomously without a user's ongoing visibility and control. That includes the ability to read and send messages, make purchases, access files, and execute actions across any app.""Apple designed a solution called Trusted System Agent — an intermediary that would allow virtual assistants to safely access the same features and capabilities as Siri AI for devices in the EU. Apple also shared a plan to launch Siri AI in the EU while gradually rolling out this new solution over an 18-month period." The EU digital affairs spokesman Thomas Regnier said: "Apple was simply unable to develop interoperability solutions that meet essential EU privacy and security standards." He wrote on LinkedIn, "But instead of offering a compliant solution, Apple asked to be exempted from its interoperability.”Patrick is here to help us understand the context of the DMA and what it is meant to achieve. Hosted on Acast. See acast.com/privacy for more information.

Retours sur Siri AI limité dans l'UE et Anthropic lance Claude Fable 5. Les agents IA selon Qualcomm et Microsoft, et plusieurs sujets de sécurité chez Meta, Google et Microsoft.  Me soutenir sur Patreon Me retrouver sur YouTube On discute ensemble sur Discord IA presque rien qui change C'est une fable et un mythe L'avenir à portée de mains avec de l'IA partout ! En attendant… Une drogue en remplace une autre. D'ailleurs, la suite de The social network arrive La sécurité nécessite toute la data Siri AI bridé par le DMA en Europe, c'est que le début  OK ? Les GAFAM remplacés par des mangues C'est ça la France… Macron sensible au contrôle parental Le chiffrement sur RCS, une exception française Le numérique et ses dangers Le FSD se rapproche encore Siri AI, Meta AI, même combat ? Participant Une émission préparée et présentée par Guillaume Vendé

Apple réserve son nouveau Siri IA aux États-Unis et relance le débat sur la souveraineté numérique européenne • Mistral se met à dos les éditeurs de presse • VivaTech : 10 ans déjà ! • Reportage exclu au Web Summit Rio pour découvrir la tech brésilienne, ses fintechs, son IA et ses ambitions de souveraineté numérique⭐️ Découvrez Frogans à Vivatech 2026

It was a big week for Apple at WWDC with the relaunch of Apple Intelligence and the long promised revamped Siri. Unfortunately for those in the EU, many of the new AI features shown at WWDC will not be available in Europe due to the laws the EU has implemented. Apple spent some time previewing its new child protection features, which will roll out in iOS 27. Dave takes a look at some of the newest features in iOS and iPadOS. Brought to you by: CleanMyMac: Get Tidy Today! Try 7 days free and use my code DALRYMPLE for 20% off at clnmy.com/DALRYMPLE Show Notes: Apple's "secret" AI meeting Due to DMA, Siri AI delayed in EU for iOS 27 and iPadOS 27 Why Apple's A.I. Upgrade for Siri Won't Be Available in Europe Apple previews new child safety features Apple introduces Siri AI, a profoundly more capable and personal assistant Apple Intelligence brings powerful AI capabilities into everyday experiences Apple unveils next generation of Apple Intelligence, Siri AI, and more Shows and movies we're watching The Bear, Disney+ Widow's Bay, Apple TV+ Gary, Hulu/Disney+

We go hands-on with Siri AI, iOS 27's vibe-code and agent style features, new child safety tools, and more!Member Promo Code: IWANTCHAPTERS (Click above and the $2.50 promo will be auto applied!)Top Five Tech | Stephen's PodcastCreative Effort | Jason's PodcastWatch on YouTube!Show Notes via EmailEmail Us: podcast@primarytech.fm@stephenrobles on Threads@jasonaten on ThreadsSponsors:CleanMyMac - Get Tidy Today! Try 7 days free and use my code PRIMARYTECH for 20% off at clnmy.com/PRIMARYTECHKeeper - Get60% off personal and family plans at: keepersecurity.com/PRIMARYNordLayer - Get up to 22% off NordLayer yearly plans plus 10% on top with the coupon code: PRIMARTYTECHNOLOGY10 at: nordlayer.com/primarytechnologyLinks from the showWWDC 2026 in 13 Minutes - YouTube Shortcuts in iOS 27 - YouTubeApple Just Showed Off New Siri. The Smartest Part Was Letting You Watch It WaitmacOS Wall of Text - Basic Apple GuyApple introduces Siri AI, a profoundly more capable and personal assistant - AppleApple previews new child safety features - AppleDue to DMA, Siri AI delayed in EU for iOS 27 and iPadOS 27 - Apple (00:00) - Intro (05:09) - Apple is Vibe Coding (11:34) - Snow Leopard Year (17:06) - Foldable Hints (19:55) - Hidden Agents (27:30) - Sponsor: CleanMyMac (29:20) - Sponsor: Keeper (31:21) - Sponsor: NordLayer (32:52) - Siri AI (47:00) - Screen Time Updates (57:56) - Travel Router ★ Support this podcast ★

Apple held its big WWDC 2026 keynote and introduced the new Siri AI for iOS 27, with sign-ups now available for the iOS 27 beta. However, Siri AI will be delayed in the EU for iOS and iPadOS 27. Liquid Glass has some opt-in options to roll back elements of the design. And Apple highlights its commitment to child safety with new child-safety features in its operating systems. WWDC 2026: Everything announced on Siri AI, iOS 27, Apple Intelligence and more. iOS 27 tidbits: share a phone number on two iPhones, independent alarm volume, faster AirPlay and more. OS overview - top OS features. Apple previews new child safety features. Introducing the third generation of Apple's foundation models. New dummy units give our closest look yet at the iPhone Fold. visionOS 27 features a new Thórsmörk Environment. Due to DMA, Siri AI delayed in EU for iOS 27 and iPadOS 27. No tech rule exemption for Apple, EU regulators say amid spat over Siri AI delay. Picks of the Week Leo's Pick: Optimized Pancakes Andy's Pick: PhotoRec Christina's Pick: Chipotlai Max Mikah's Pick: "The Chaos" (1922) by Gerard Nolst Trenité Hosts: Leo Laporte, Andy Ihnatko, and Christina Warren Guest: Mikah Sargent Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: hipebl.ai helixsleep.com/macbreak

Apple held its big WWDC 2026 keynote and introduced the new Siri AI for iOS 27, with sign-ups now available for the iOS 27 beta. However, Siri AI will be delayed in the EU for iOS and iPadOS 27. Liquid Glass has some opt-in options to roll back elements of the design. And Apple highlights its commitment to child safety with new child-safety features in its operating systems. WWDC 2026: Everything announced on Siri AI, iOS 27, Apple Intelligence and more. iOS 27 tidbits: share a phone number on two iPhones, independent alarm volume, faster AirPlay and more. OS overview - top OS features. Apple previews new child safety features. Introducing the third generation of Apple's foundation models. New dummy units give our closest look yet at the iPhone Fold. visionOS 27 features a new Thórsmörk Environment. Due to DMA, Siri AI delayed in EU for iOS 27 and iPadOS 27. No tech rule exemption for Apple, EU regulators say amid spat over Siri AI delay. Picks of the Week Leo's Pick: Optimized Pancakes Andy's Pick: PhotoRec Christina's Pick: Chipotlai Max Mikah's Pick: "The Chaos" (1922) by Gerard Nolst Trenité Hosts: Leo Laporte, Andy Ihnatko, and Christina Warren Guest: Mikah Sargent Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: hipebl.ai helixsleep.com/macbreak

Apple held its big WWDC 2026 keynote and introduced the new Siri AI for iOS 27, with sign-ups now available for the iOS 27 beta. However, Siri AI will be delayed in the EU for iOS and iPadOS 27. Liquid Glass has some opt-in options to roll back elements of the design. And Apple highlights its commitment to child safety with new child-safety features in its operating systems. WWDC 2026: Everything announced on Siri AI, iOS 27, Apple Intelligence and more. iOS 27 tidbits: share a phone number on two iPhones, independent alarm volume, faster AirPlay and more. OS overview - top OS features. Apple previews new child safety features. Introducing the third generation of Apple's foundation models. New dummy units give our closest look yet at the iPhone Fold. visionOS 27 features a new Thórsmörk Environment. Due to DMA, Siri AI delayed in EU for iOS 27 and iPadOS 27. No tech rule exemption for Apple, EU regulators say amid spat over Siri AI delay. Picks of the Week Leo's Pick: Optimized Pancakes Andy's Pick: PhotoRec Christina's Pick: Chipotlai Max Mikah's Pick: "The Chaos" (1922) by Gerard Nolst Trenité Hosts: Leo Laporte, Andy Ihnatko, and Christina Warren Guest: Mikah Sargent Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: hipebl.ai helixsleep.com/macbreak

Apple held its big WWDC 2026 keynote and introduced the new Siri AI for iOS 27, with sign-ups now available for the iOS 27 beta. However, Siri AI will be delayed in the EU for iOS and iPadOS 27. Liquid Glass has some opt-in options to roll back elements of the design. And Apple highlights its commitment to child safety with new child-safety features in its operating systems. WWDC 2026: Everything announced on Siri AI, iOS 27, Apple Intelligence and more. iOS 27 tidbits: share a phone number on two iPhones, independent alarm volume, faster AirPlay and more. OS overview - top OS features. Apple previews new child safety features. Introducing the third generation of Apple's foundation models. New dummy units give our closest look yet at the iPhone Fold. visionOS 27 features a new Thórsmörk Environment. Due to DMA, Siri AI delayed in EU for iOS 27 and iPadOS 27. No tech rule exemption for Apple, EU regulators say amid spat over Siri AI delay. Picks of the Week Leo's Pick: Optimized Pancakes Andy's Pick: PhotoRec Christina's Pick: Chipotlai Max Mikah's Pick: "The Chaos" (1922) by Gerard Nolst Trenité Hosts: Leo Laporte, Andy Ihnatko, and Christina Warren Guest: Mikah Sargent Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: hipebl.ai helixsleep.com/macbreak

Apple held its big WWDC 2026 keynote and introduced the new Siri AI for iOS 27, with sign-ups now available for the iOS 27 beta. However, Siri AI will be delayed in the EU for iOS and iPadOS 27. Liquid Glass has some opt-in options to roll back elements of the design. And Apple highlights its commitment to child safety with new child-safety features in its operating systems. WWDC 2026: Everything announced on Siri AI, iOS 27, Apple Intelligence and more. iOS 27 tidbits: share a phone number on two iPhones, independent alarm volume, faster AirPlay and more. OS overview - top OS features. Apple previews new child safety features. Introducing the third generation of Apple's foundation models. New dummy units give our closest look yet at the iPhone Fold. visionOS 27 features a new Thórsmörk Environment. Due to DMA, Siri AI delayed in EU for iOS 27 and iPadOS 27. No tech rule exemption for Apple, EU regulators say amid spat over Siri AI delay. Picks of the Week Leo's Pick: Optimized Pancakes Andy's Pick: PhotoRec Christina's Pick: Chipotlai Max Mikah's Pick: "The Chaos" (1922) by Gerard Nolst Trenité Hosts: Leo Laporte, Andy Ihnatko, and Christina Warren Guest: Mikah Sargent Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: hipebl.ai helixsleep.com/macbreak

Was zeigt Apple auf der WWDC über die Siri AI? OpenAI kündigt IPO-Filing an. Was Apples Restaurantrechnungs-Feature mit dem DMA zu tun hat und warum es in der EU nicht laufen wird. Im IPO-Corner stehen jetzt SpaceX, OpenAI und Anthropic gleichzeitig. SpaceX schließt zwei Milliarden-Cloud-Deals mit Anthropic und Google, ist beim Börsengang am Freitag aber nur doppelt überzeichnet. Goldman Sachs erwartet eine Verhundertfachung der KI-Sparte bis 2030. The Information enthüllt: xAI trainierte Grok monatelang auf Claude. Moonshot AI macht eine Achtfach-Runde. Meta zieht den Google-Move mit eigener Kapitalerhöhung. Bending Spoons (Komoot, AOL, Evernote, WeTransfer) plant einen Nasdaq-IPO. Meta bildet eigene Data-Center-Bauarbeiter aus. Chinas Exporte fallen. Landgericht Frankfurt verhängt Ordnungsgeld gegen Meta. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) WWDC: Apple-Refactoring & Siri AI (00:11:26) DMA-Stopp: Apple AI nicht für die EU (00:19:58) IPO-Corner: SpaceX, OpenAI, Anthropic (00:24:24) Anthropic + Google mieten Colossus (00:27:37) SpaceX Lock-up: Sale ab August (00:31:39) Goldman: SpaceX-AI 100x bis 2030 (00:36:33) SpaceX nur 2x überzeichnet (00:40:15) Retail-Offensive: Trade Republic, Revolut & Co. (00:55:44) SpaceX-Disclaimer & Kraken 5x Perp (00:59:21) XAI trainierte GROK auf Claude (01:02:39) Moonshot AI bei $30 Mrd. (01:04:51) Kalshi zahlt Influencer für Wahl-Narrative (01:07:12) Meta zieht den Google-Move (01:12:17) Bending Spoons plant Nasdaq-IPO (01:16:37) Meta Workforce Academy (01:18:22) Google AI Plus auf $4,99 (01:31:34) Pik-Temu: Chinas Exporte fallen (01:33:10) Landgericht Frankfurt straft Meta Shownotes Apple verschiebt Siri AI in der EU wegen DMA - apple.com OpenAI reicht IPO-Filing vertraulich ein - bloomberg.com SpaceX-IPO 2-fach überzeichnet, Orders schließen Mittwoch - bloomberg.com Google mietet SpaceX-Compute für $920 Mio. pro Monat - bloomberg.com SpaceX signs $30bn deal to lease computing capacity to Google - ft.com Goldman Sachs expects SpaceX's AI revenue to increase 100-fold by 2030 - ft.com Cursor erreicht $4 Mrd. annualisierten Umsatz - forbes.com SpaceX-IPO belebt europäisches Retail-Investing - reuters.com Kraken launcht SpaceX 5x Leverage Perp - blog.kraken.com XAI trainierte GROK monatelang auf Claude-Outputs - the-decoder.com Moonshot AI sucht $30 Mrd. Bewertung - bloomberg.com Kalshi: Bezahlte Influencer sollen LA-Wahl-Posts löschen - semafor.com Meta weighs big equity raising after blockbuster Google deal - ft.com Bending Spoons reicht US-IPO ein - reuters.com Meta launcht Workforce Academy für Data-Center-Bauer - wsj.com Google senkt AI-Plus-Preis auf $4,99 - 9to5google.com Chinas E-Commerce-Export stockt durch Iran-Krieg - reuters.com Landgericht Frankfurt: Ordnungsgeld gegen Meta - spiegel.de

What does it mean to truly abide in Christ—and what do we do when our prayer life feels dry, blocked, or distant?In this conversation with Jennifer Barnett, we explore inner healing prayer as a tool that helps believers move into deeper intimacy with God. Jennifer shares how many Christians struggle with feeling disconnected in prayer, exhausted in their faith, or unsure whether they are truly hearing God's voice. Rather than striving harder, she invites us back to the simplicity of abiding—remaining close, dependent, and continually connected to Jesus.Together, we unpack how God gently reveals the false beliefs and inner lies that shape how we see Him and ourselves, and how healing often begins when we invite Him to “search our hearts” as in Psalm 139. Jennifer also explains that hearing God's voice is not reserved for a few—it is something we grow in over time, much like Samuel learning to recognize God's voice through Eli's guidance.This episode is a powerful reminder that prayer is not just about talking to God, but about learning to be with Him, discern His voice, and allow Him to bring healing layer by layer into our hearts and lives.In this episode, we discuss: The biblical meaning of abiding in Christ Why many Christians feel disconnected in their prayer life Healthy boundaries when discerning what comes from God How God reveals lies that keep us stuck The role of confession in spiritual healing and freedom Why speaking truth out loud can bring clarity and breakthrough Building healthy prayer cultures in our churches Connect with Jennifer Barnett:  Website: Freedom Prayer  Instagram: Freedom Prayer Facebook: Freedom Prayer (@freedom_prayer) Links Mentioned:  Freedom Tools [book]  First Freedoms: Drawing Near to God by Cultivating a Wholehearted Prayer Life [book] Get a free print copy of Jennifer Barnett's book Next Generation Prayer: Helping Youth Overcome Their Struggles — just pay shipping! Just click on https://oakspress.com/life to check out. Related Episodes: Healing Past Wounds for More Freedom :: Jennifer Barnett [Summer of Mentorship wk 4] Inner Healing Prayer :: Jennifer Barnett [Ep 323] How the Twelve Steps Offer a Surprising Path of Transformation :: Ian Cron [Ep 506] Featured Sponsors:  With a wink to the classic It's a Wonderful Life, Twenty Something Else is a witty, wistful journey through the dreams we outgrow, the life choices that shape us, and the surprising detours that can lead us home. TwentySomethingElse by Stephanie Mack is available now in print, e-book, and audiobook wherever books are sold.  Branch Basics: And here's the good news—Branch Basics is now available at Target and Target.com, making it easier than ever to access safe and effective cleaning products. Whether you're going all-in on safe cleaning swaps or just starting small, find Branch Basics at Target and Target.com today Hiya Health: We've worked out a special deal with Hiya. Receive 50% off your first order on any of their products. To claim this deal you must go to hiyahealth.com/DMA. This deal is not available on their regular website. Get your kids the full-body support they deserve.

Welcome to my new episode "Dynamic Trance Universe" Podcast. Доброго времени суток, дорогие друзья! В эфире 502-й эпизод подкаста-путеводителя в замечательный мир #Trance и #MelodicTechno. Сегодня Вы услышите работы от: Robert Babicz, Daniel Portman & Drilla, Crowd+Ctrl, Atlantis & Oliver Smith, Kryder, Moniqa Adams & Arsen., Giuseppe Ottaviani, Gabry Ponte x Crooked Bangs, Mark Sherry. Поехали! @aeroritmixmuzik #DTUPodcast502 #VocalTrance #TechTrance #HardTrance #Melodic #Techno #Trancefamily 01. Robert Babicz - The Wave [BEDROCK] 02. Daniel Portman & Drilla - Café del Mar [ENORMOUS TUNES] 03. Ebenezer & Sarah De Warren - Colorblind [ASOT] 04. Kasablanca & Township Rebellion - It's Chemical [MAHOOL] 05. Ferry Corsten & Ruben De Ronde pres. NRG2000 & AVIRA - Rise Up [FLASHOVER] 06. ReOrder pres. Crowd+Ctrl - Move To The Rhythm [ASOT] 07. Atlantis - Fiji (Oliver Smith Remix) [ANJUNABEATS] 08. Kryder - Ascension [BLACK HOLE] 09. Gaia - Tuvan (BLR Remix) [ARMIND] 10. Lluis Ribalta - Gog [ANIMARIUM BLACK] 11. Phoenix Movement, TiM TASTE - Lost [1605] 12. Shadowmaw, Mindslash - What We Say [CRYPT] 13. Space 92 - Dimension [TAKEOFF] 14. Moniqa Adams & Arsen. - Gimmie What I Need [CHASING DREAMS] 15. Adam Beyer & Mark Reeve - Love Within [DRUMCODE] 16. Darren Porter vs Nitrous Oxide - Millennium Noire Memories (AER]O[RITMIX Mashup) [CD-R] 17. Giuseppe Ottaviani, Gabry Ponte x Crooked Bangs - Astra [ARMADA] 18. Nikolauss vs. DJ T.H. x Paul Miller x Pink Control - Panic Kiss Of Death (AER]O[RITMIX Mashup) [CD-R] 19. J HEARTSTRING, DMA'S, Saidah - A Thousand Lies [STEEL CITY DANCE DISCS] 20. Nick Acid - German Damage [KURAI] 21. Mark Sherry - Kill The Lights [OUTBURST] 22. Marie Vaunt - That Acid (2HOT2PLAY & Jimmy Peel Remix) [EXTATIC] Подписывайтесь на мой подкаст (Subscribe to My Podcast): ● Apple Podcasts - podcasts.apple.com/ru/podcast/… ● Pocket Casts - pca.st/drpc1gfj Слушайте и наслаждайтесь! Listen & Enjoy! From Russia with Love!

On this week's episode of The MacRumors Show, we talk through all of the major rumors surrounding Apple's announcements at WWDC 2026.00:00 Introduction01:50 Why This WWDC Matters02:58 The New Siri App06:32 Siri Replaces Spotlight and New Gestures11:55 Third-Party AI and Extensions Marketplace19:10 Siri Across First-Party Apps22:13 Photos, Health, and AI Editing26:28 Natural Language Shortcuts28:34 Camera, Safari, Wallet, and AirPods38:11 macOS and Apple Silicon Only43:06 Smart Home Hub, Foldable iPhone, and Other Platforms51:54 Wrap-UpThe event's tagline, "All Systems Glow," is widely seen as a hint at Siri's new design. Bloomberg's Mark Gurman has reported that Apple is rebuilding ‌Siri‌ as a full chatbot to compete with ChatGPT, Claude, and Gemini, complete with a dedicated app, Dynamic Island integration, and a new system-wide search interface wrapped in a dark, glowing aesthetic that matches the WWDC branding. The dedicated Siri app for back-and-forth conversations is said to be modeled on iMessage, with voice input and the ability to attach images and documents. Users will reportedly be able to set conversation history to auto-delete after 30 days, one year, or never.A new system-wide interface called “Search or Ask" purportedly replaces ‌Siri‌ Suggestions entirely, triggered by swiping down from the top center of the screen. From there, users can launch apps, start texts, set reminders, trigger Shortcuts, or query Apple's new AI web search, which Gurman says Apple is positioning as a Perplexity competitor. Results allegedly appear as a translucent card in the ‌Dynamic Island‌, and swiping further opens the full ‌Siri‌ app. Notification Center moves to a top-left swipe, while Control Center stays top-right.The new Siri will reportedly be able to answer multi-part questions, maintain conversational context, summarize uploaded documents, generate images, and draw on personal data across first-party apps like Mail, Messages, Photos, Notes, Contacts, Calendar, and Reminders. Apple is said to be powering it with a custom model based on Google's Gemini, after its own models reportedly fell short. Gurman says the personalized ‌Siri‌ still carries a "beta" label in internal builds, and there is a "strong chance" it ships that way, more than two years after Apple first showed it off at WWDC 2024.iOS 27 will also purportedly introduce an "Extensions" feature letting users choose which AI service powers ‌Siri‌, with a dedicated App Store section for third-party integrations. Users will reportedly be able to set ChatGPT, Gemini, Claude, and others as the default for Writing Tools, Image Playground, and more, with third-party responses using a distinct voice so users can tell which is speaking. Apple has also reportedly held talks with developers about deeper agentic integrations, and is said to be replacing Core ML with a new Core AI framework.Apple is reportedly giving the Camera app a major overhaul, moving Visual Intelligence from the Camera Control button into a dedicated Siri mode inside the app. Apple is also purportedly making the interface fully customizable via a widget tray, letting users arrange controls like flash, exposure, timer, and depth of field. ‌Visual Intelligence‌ will allegedly also gain the ability to scan nutrition labels for Health app tracking and read contact details from business cards.‌Photos‌ is said to be getting three new AI editing tools alongside the existing Clean Up feature. "Extend" generates content beyond the original frame, "Reframe" changes the perspective of spatial photos, and "Enhance" applies automatic color and lighting adjustments. Writing Tools are reportedly getting a grammar checker with per-suggestion accept and reject controls, and keyboard autocorrect is said to be gaining Grammarly-style alternative word suggestions.Apple is reportedly redesigning Image Playground with a simpler interface and new models producing more lifelike images. Genmoji is allegedly getting a new model that improves quality and reduces battery drain, with a Suggested ‌Genmoji‌ feature drawing on the user's media and messages. AI-generated wallpapers are also reportedly coming, with ‌Image Playground‌ built into the wallpaper picker.The Wallet app is purportedly gaining a "Create a Pass" feature for digitizing physical tickets and membership cards, and Apple Cash is reportedly getting a bill-splitting feature that lets users photograph a receipt, assign items to individuals, and send payment requests via Wallet or Messages. Shortcuts is said to be getting a natural language interface for building automations by description.Other notable changes include a system-wide Liquid Glass opacity slider that Apple apparently couldn't get working in iOS 26, the option to beam content to AirPlay alternatives like Google Cast (reportedly EU-only as a DMA requirement), and expanded satellite features including Apple Maps and photo sharing over satellite.Apple also previewed a wide range of accessibility improvements ahead of WWDC, including AI-powered descriptions in VoiceOver and Magnifier, an upgraded Accessibility Reader for complex document layouts, automatic video captionsgenerated on-device, and a new FaceTime API for live sign language interpretation. For visionOS, Apple is adding Power Wheelchair Control using Vision Pro's eye-tracking, Vehicle Motion Cues for users in moving vehicles, and face gesture support for system actions.Leaker "Instant Digital" claims ‌iOS 27‌ will drop support for the iPhone 11 lineup and second-generation iPhone SE, requiring at least an iPhone 12, with Apple Intelligence continuing to require an iPhone 15 Pro or newer. macOS 27 is said to share the same ‌Siri‌ and ‌Apple Intelligence‌ upgrades, with refinements to Liquid Glass and the same performance focus. It will reportedly be Apple silicon only, dropping all remaining Intel Macs, and is said to be the last release to include full Rosetta support.Gurman described ‌iOS 27‌ overall as a "Snow Leopard" update, with Apple prioritizing stability, code cleanup, and battery life gains alongside the new features. The keynote begins June 8 at 10 a.m. Pacific Time, with developer betas expected the same day and a public release in September.

Stocks are now approaching 10 consecutive weeks of gains since the April lows, but the pace of the rally is beginning to slow. While momentum remains positive and markets continue to grind higher, signs of buyer exhaustion are becoming more apparent. In today's Before the Bell, we examine weakening daily advances, narrowing trading ranges, softer volume trends, and the growing gap between prices and key moving averages. We'll discuss why a short-term pullback may be healthy, why the 20-DMA remains important support, and why the 50-DMA could become the next logical downside target if markets take a pause. A correction does not necessarily mean the end of the bull trend. Understanding the difference between a normal pullback and a trend change is critical for investors managing risk in an overbought market. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/0_dOuwmQFeY --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo --- * REGISTER for our next Dynamic Learning Series presentation, "A SimpleVisor Tutorial," Thursday, June 4, 2025 at Noon: https://streamyard.com/watch/MwairsimgmnS --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #MarketCorrection #TechnicalAnalysis #Investing #BeforeTheBell

Dr. Kamilia Smith joins us for an eye-opening conversation about the evolving understanding of PCOS, and why it was renamed PMOS (Poly Endocrine Metabolic Ovarian Syndrome), and what this shift means for women's health, hormones, fertility, and treatment moving forward.For years, PCOS has been treated primarily as an ovarian or reproductive disorder, but Dr. Smith explains why the ovaries may actually be the messenger — not the root cause. We explore the growing understanding of the metabolic, hormonal, and whole-body factors that impact women's health.We also discuss GLP-1 medications, insulin resistance, body composition, fertility, migraines, depression, movement, and how moms can support their daughters without fear or overreacting to symptoms.This conversation is packed with practical insight, hope, and a much more compassionate approach to women's health.In this episode, we cover: Why PCOS has been misunderstood for decades The connection between hormones, metabolism, insulin resistance, and inflammation Why the ovaries may be signaling a deeper metabolic issue Common symptoms like weight struggles, excess hair growth, irregular periods, and prediabetes How GLP-1 medications are changing women's healthcare Fertility improvements women are experiencing with metabolic treatment Small lifestyle shifts that can make a major impact Advice for moms navigating hormone concerns with their daughters Connect with Dr. Kamilia Smith:  Website: Kamilia Smith Voted Best Dallas Gynecologist | Charleston House  Instagram: Charleston House - Whole Woman Care (@charlestonhousegyn) Facebook: Charleston House Gynecology Related Episodes: Perimenopause Guide: Managing Symptoms, Emotional Changes, and Weight Gain During Hormonal Shifts :: Dr. Kamilia Smith [Ep 511] Is This Normal? A Women's Health Conversation  :: Dr. Kamilia Smith [Ep 447] Overcoming Barriers to Sexual Intimacy :: Nancy Houston [Ep 206] Featured Sponsors:  Thrive Causemetics: Amplify your spring look with Thrive Causemetics. Go to thrivecausemetics.com/DMA for an exclusive offer of 20% off your first order.  Green Chef: Where fad diets fail, Green Chef delivers real food and recipes that make healthy eating easy…and lasting. Head to greenchef.com/50alone and use code 50alone to get 50% off your first month, then twenty percent off for two months.  Honeylove: Treat yourself to the most advanced bras and shapewear on the market. Use our exclusive link to save 20% off Honeylove at honeylove.com/DMA. 

Welcome to this week's episode of the PEBCAK Podcast!  We've got four amazing stories this week so sit back, relax, and keep being awesome!  Be sure to stick around for our Dad Joke of the Week. (DJOW) Follow us on Instagram @pebcakpodcast   Please share this podcast with someone you know!  It helps us grow the podcast and we really appreciate it!   Simple 6 signup link https://simple6.co/r/CFUR98   Microsoft releases a temporary mitigation script for "YellowKey," a BitLocker-bypassing Windows zero-day with no permanent fix yet https://www.bleepingcomputer.com/news/microsoft/microsoft-shares-mitigation-for-yellowkey-windows-zero-day/   Researchers uncover FAST16, a state-sponsored cyber-sabotage framework from 2005 that silently corrupted precision engineering calculations — predating Stuxnet by at least five years and linked to NSA tooling https://www.tomshardware.com/software/security-software/decades-old-pre-stuxnet-cyber-sabotage-tool-breaks-cover-nsa-listed-it-as-nothing-to-see-here-fast16-targeted-nuclear-reactors-dam-design-and-other-high-precision-civil-engineering-software-years-before-stuxnet-broke-cover https://www.wired.com/story/fast16-malware-stuxnet-precursor-iran-nuclear-attack/ https://www.sentinelone.com/labs/fast16-mystery-shadowbrokers-reference-reveals-high-precision-software-sabotage-5-years-before-stuxnet/   Riot Games clarifies its Vanguard anti-cheat doesn't brick PCs — it just renders $6,000 worth of DMA cheat hardware completely useless https://www.ign.com/articles/riot-games-says-it-would-not-and-cannot-use-vanguard-anti-cheat-to-brick-pcs-after-rumors-spread https://www.tweaktown.com/news/111774/valorants-vanguard-anti-cheat-now-destroys-dma-cheat-firmware/index.html https://x.com/dexerto/status/2057785616255860991   Apple is developing an "anti-snatch" feature that automatically locks an iPhone the moment sensors detect it's been ripped from a user's hand — and London thieves already prefer iPhones over Samsungs https://appleinsider.com/articles/26/05/27/rumored-anti-snatch-feature-will-automatically-lock-iphones-yanked-out-of-a-users-hand https://appleinsider.com/articles/25/11/18/london-thieves-snatching-iphones-but-dont-want-no-samsung   Dad Joke of the Week (DJOW)   Find the hosts on LinkedIn: Chris - https://www.linkedin.com/in/chlouie/ Brian - https://www.linkedin.com/in/briandeitch-sase/ Ben - https://www.linkedin.com/in/benjamincorll/

In this conversation, Haley Scully shares her journey into biblical counseling, ministry, and helping people find real hope in the middle of today's mental health crisis. With a background in counseling and ministry through Hope for the Heart, Haley discusses the importance of caring for one another biblically while staying rooted in God's truth rather than chasing cultural counseling trends.We talk about the growing need for biblical answers to anxiety, pain, disappointment, and emotional struggles — and why true healing comes from addressing the heart, not simply assigning blame. Haley opens up personally about wrestling with unmet expectations, trusting God through singleness, and learning what it truly means to believe in His goodness even when life doesn't look the way we hoped.We also dive into one of the most relevant conversations happening today: faith and AI. Haley shares how Hope for the Heart partnered with Pray.com to create AI tools informed by 40 years of biblical counseling content and wisdom, helping ensure people searching for answers online are pointed toward truth grounded in Scripture.In this episode, we discuss: How experiences shape our emotions and reactions Finding healing through God instead of blame Trusting God when life doesn't go according to plan How Christians can approach AI and technology with wisdom Why the Church should engage culture instead of fear it Using technology as a tool for discipleship and biblical guidance Connect with Haley Scully:  Website: Hope For The Heart  Instagram: Hope for the Heart (@hopefortheheart) Facebook: Hope for the Heart Links Mentioned:  Pray: The World's #1 App for Daily Prayer and Biblical Audio Content  Hope For The Heart - Event Page  Related Episodes: Rescuing the Girl in You :: Chrystal Evans Hurst [Ep 172] Broken Crayons Still Color :: Toni Collier [Ep 267] Freedom from Anxiety :: Ashley Willis [Ep 180] Featured Sponsors:  Storyworth: This year give Mom a gift that helps her reflect on her life with fresh perspective–and gives your whole family the gift of her stories. Mother's Day is Sunday, May 10th. Order RIGHT NOW and save up to $20 at storyworth.com/dma . Skylight Calender: Families are better when they're working together. ● Right now, Skylight is offering our listeners $30 off their 15 inch Calendars by going to MySkylight.com/DMA. Bubs Natural: Live Better Longer! For a limited time only, our listeners are getting 20% OFF at BUBS Naturals by using code [DMA] at checkout. Just head to BUBSNaturals.com and use code [DMA] and you're all set.

The word משחק can mean so many things in Hebrew – from a game, a match, or a toy, to acting in a movie or a play. Guy explains this root, שֹחק, and teaches us how to thank a good friend who brought coffee to our office desk without even being asked. Hear the All-Hebrew Episode on Patreon   New Words and Expressions: Lesachek – To play a game, to play with a toy, to play in a movie – לשחק "Lo lesachek im lev shel gever" – Don't play with a guy's heart – לא לשחק עם לב של גבר Mesachek be-esh – Playing with fire – משחק באש Hu mesachek tafkid – He's playing a role – הוא משחק תפקיד Hu tamid mesachek et ha-rasha – He always plays the villain – הוא תמיד משחק את הרשע Sichakta / sichakt / sichaktem ota be'emet – You've really played it – שיחקת אותה באמת "Sichakta ota im ha-espresso ha-ze" – You really outdid yourself with this espresso – שיחקת אותה עם האספרסו הזה Lesachek ota metumtam – To play it dumb – לשחק אותה מטומטם Eize sichuk – What a play – איזה שיחוק "Ze ha-kol rak mischak shel dma'ot" – It's all a game of tears – זה הכל רק משחק של דמעות Mischak – Toy, game, play, match, acting – משחק "Amru lo she-hachayim ze lo mischak" – They told him that life is not a game – אמרו לו שהחיים זה לא משחק Mischak kaduregel – Football game – משחק כדורגל Mischak klafim – Card game – משחק קלפים Mischakei ha-kes – Game of Thrones – משחקי הכס Mischak mesukan – Dangerous game – משחק מסוכן Mischak machur – Fixed game – משחק מכור Mischakiya – Playroom – משחקייה Sachkan – Actor, player – שחקן Sachkanit – Actress, player – שחקנית Ha-seret mesuchak lo tov – The movie is not well acted – הסרט משוחק לא טוב Ha-mischak lo mashehu – The acting is not great – המשחק לא משהו Ramai – Cheater – רמאי Shakran – Liar – שקרן Idiot, debil, mefager, metumtam, dafuk – Jerk – אידיוט, דביל, מפגר, מטומטם, דפוק   Playlist and Clips: Eyal Golan – Lev shel Gever (lyrics) Arik Einstein – Sus Etz (lyrics) Nikmat Ha-tractor – Mischak shel Dma'ot (lyrics) Arik Einstein – Amru Lo (lyrics) Adriano Celentano – Azzurro Ep. no. 172 about dafuk Ep. no. 248 about shakran (liar) HEB Ep. no. 338 about lehatsli'ach (succeed) HEB

My dear friends, who I've been chatting with for 10 years, are back! David Thomas and Sissy Goff are seeing a growing "crisis of capability" in kids. In this conversation, we talk about their new book Capable and why the goal isn't to raise confident kids. It's to raise resilient ones.If your child won't try out for a sport, avoids new friendships, or struggles to take initiative, you're not alone. Many kids today are hesitant to step into discomfort, and many parents feel unsure how to help without pushing too hard or stepping in too quickly.David and Sissy share a powerful reframe: confidence isn't something kids magically gain. It's something they build through repeated, uncomfortable experiences. And instead of chasing success, we should be helping our kids become sturdy, able to handle challenges, setbacks, and real life.We also talk about why we need to move from reactive skills to proactive strength-building, and how small, everyday opportunities (like ordering food, making appointments, or trying something new) can shape long-term resilience.This episode is both practical and deeply encouraging, especially if you're navigating anxiety, motivation struggles, or the pressure to "get it right" as a parent.In This Episode, We Cover: The difference between capability and confidence Why many kids today avoid risk and discomfort 5 key strengths: competence, flexibility, perseverance, humility, and gratitude 100 practical ways to build independence Why habits matter more than quick fixes How to motivate teens who won't engage Connect with David and Sissy:  Website: Raising Boys and Girls | Tools, Tips, and Hope for Strong Families  Instagram: Raising Boys and Girls (@raisingboysandgirls) Facebook: Raising Boys and Girls Links Mentioned:  Capable: By Sissy Goff and David Thomas I Am Capable: Unlocking the Secret Strengths Inside of You – Boys and Girls Workbook and Activity Guide to Grow in Grit, Resilience, and Confidence: By Sissy Goff and David Thomas Related Episodes: Helping Kids Do Hard Things, Strong-Willed Kids, and Growing Through Failure :: David Thomas and Sissy Goff [Ep 522] The Art of Nurturing Boys :: David Thomas [Ep 119] “How Can I Help My Kid Make Friends?” :: David Thomas and Sissy Goff [Ep 483] Summer of Mentorship week 6 Emotional Milestones :: Sissy Goff and David Thomas [Ep 160] Featured Sponsors:  Branch Basics: And here's the good news — Branch Basics is now available everywhere you shop: at Target, Target.com, Amazon, and of course, BranchBasics.com. Tossing the toxins has never been more convenient! And for anyone grabbing the Premium Starter Kit, you can still get 15% off at BranchBasics.com with our code [DMA].  Hiya Health; We've worked out a special deal with Hiya for their best selling children's vitamin. Receive 50% off your first order. To claim this deal you must go to hiyahealth.com/DMA. This deal is not available on their regular website. Get your kids the full-body nourishment they need to grow into healthy adults. The updated and revised And the Bride Wore White by Dannah Gresh equips you to speak with clarity and confidence about sexual integrity and God's good design. Rooted in biblical truth and full of grace, this trusted resource helps you start the conversations that matter most— and guide the next generation toward healing, wisdom, and a deeper love for Jesus. For over two decades—and more than 300,000 copies later this message is still changing lives. Get your copy of And the Bride Wore White today 

In this heartwarming episode, we sit down with Babs Costello—beloved home cook, mom of four, grandmother, and viral content creator who proves it's never too late to start something new. After launching her social media presence at 71, Babs has become a source of comfort, wisdom, and joy for millions.We talk about the beautiful chaos of raising a family while running a business, how she built a supportive community of moms, and why the dinner table can be the most powerful place for connection. Babs shares practical tips on meal planning, keeping kids engaged during dinner, and how preparing ahead can make hosting feel effortless.She also opens up about her children's book, Did Your Mother Ever Tell You…?, a project made even more special with the help of her grandchildren. This episode is a reminder that when life feels overwhelming—“when it rains, it pours”—those storms can still bring growth, beauty, and deeper connection.Whether you're a busy mom, a grandmother, or someone wondering if you've missed your chance to start something meaningful, Babs' story will leave you inspired to begin right where you are.In this episode, we cover: Simple meal planning strategies for families How to keep kids engaged at the dinner table (and why it matters) Turning everyday moments into meaningful family traditions Overcoming fear and embracing new beginnings at any age Lessons from her grandmother on faith, hospitality, and joy Connect with Babs Costello:  Facebook: Brunch with babs Instagram: BABS (@brunchwithbabs) Links Mentioned:  Did Your Mother Ever Tell You?: By Barbara ("Babs") Costello Every Day with Babs: By Barbara Costello Celebrate with Babs: By Barbara Costello   Related Episodes: Stewarding Sacred and Spiritual Disciplines at Home :: Jennifer Pepito [Ep 464] Help! My Kids Don't Know How to Do Anything : Building Life Skills This Summer :: Katie Kimball [Ep 525] Honoring Moms, the Unsung Heroes :: Rebecca St. James [Ep 466] Featured Sponsors:  Green Chef: Head to Greenchef.com/50alone and use the code 50alone to get fifty percent off your first month, then twenty percent off for two months.  Honeylove: Treat yourself to the most advanced bras and shapewear on the market. For a limited time, Honeylove is offering up to 50% off sitewide during their Memorial Day sale. Use our exclusive link to shop at honeylove.com/DMA.