SF sky on fire tonight 🌅

2018 MTSVIVANI KAKHURI QVEVRI 🍊🍷🇬🇪

Kimchi Burger 🍔🌶️ Waffle Fries 🍟 @GottsRoadside

Breaking News: Mortgage rates in the U.S. surpassed 7% for the first time in nearly two years, raising costs in an already weak housing market. nyti.ms/4hkacA1

% OF GDP SPENT ON INFRASTRUCTURE

Who did it better?

time to add Bonds to your portfolio

TRUMP ADDRESSING IRAN AT THE UNITED NATIONS “I have a big decision to make. Will a deal be made with Iran that lets them rebuild and create a far greater country than it ever was before, maybe one of the greatest in the Middle East or even the world? Or do I annihilate the Islamic Republic and do it quickly, never giving them a chance to kill and destroy people and countries again? Do I drive them into hell with no chance of survival and no hope of future greatness or generations?” @realDonaldTrump @POTUS @UN

🔴 RAS TANURA, SAUDI ARABIA “it will take about a day—sometimes a day and a half-for each ship to load, its deck sinking closer to the waterline as it is filled with the crude pumped here through long pipelines from Ghawar and the other nearby fields. The terminal here at Ras Tanura dates back to 1939, when the oil from the first Saudi field at Dammam was beginning to flow… Many of these tankers will sail for China and India, where they will help fuel a quarter of the world's economic output. Some will depart for the Americas or for Europe. They will sail south, through the Strait of Hormuz, around the Arabian Peninsula and north into the Red Sea, towards the Suez Canal… All of which makes Ras Tanura a very important place, and also a very vulnerable one. Directly opposite, on the other side of the Persian Gulf, is Iran, one of Saudi's greatest enemies. This site is within range of countless Iranian missiles, which could level the port within a matter of minutes. There are periodic drone attacks on Saudi facilities, usually carried out by Houthi rebels from the north of Yemen, funded or supported by Iran.” @EdConwaySky #MaterialWorld

AGENTIC COMMERCE: AMAZON VS. META Amazon just blocked Meta's Muse from operating on Amazon.com. As of Sunday, users trying to shop through Muse received the following error message "Continued access by an unauthorized AI agent violates Amazon's Conditions of Use." AMAZON: Meta never disclosed Muse would browse its platform, the agent doesn't identify itself, and it allegedly stores customer credentials. META: Muse "has no visibility into people's passwords or payment methods," with credentials held in "secure storage" the agent can use but never see. Currently, Amazon and Meta are deep partners: Amazon products sell through Facebook & Instagram; Meta signed a deal to run AI workloads on Amazon's Graviton chips. Even allies are drawing lines when it comes to who controls the checkout. geekwire.com/2026/amazon-blo… via @geekwire

AI REGULATION?

crazy to see that this is what the marina looked like after the world's fair was torn down

AI Services Panel with: @emily_yuan_ @UseCorgi @CeciliaZin @gcai #JohnGlasgow @Meet_campfire via @The_RoomPodcast @claudiaclaurie @MadsMcIlwain #InsideSummit

🙌 from a fellow Chicago native @markpinc ht @The_RoomPodcast @claudiaclaurie @MadsMcIlwain #InsideSummit

SATYA NADELLA ON OPEN SOURCE AI “We will now hopefully continue to have a much richer choice in every layer. So to me hopefully we can start building these [open source] AI, because today the royalty of an AI product all going to just the model layer doesn’t make sense if you really want to build a product company. It just cannot be… If you take the database: if there was no open-source check on closed source, the prices wouldn’t have been at a place where people could have built the app tier successfully — and with a margin. I think the apps are going to become much more viable economically, which is great for the ecosystem.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​ There are going to be all these other layers of middleware […] there’s going to be a very rich tools ecosystem. The model companies will do fine. In fact [they] can manage the token pricing based on their model family. If anything I want them to work on [standards] such that we can use multiple models— fact it’s better for them” @satyanadella @Microsoft via @theallinpod

A competitor of ours shut down this week. Devastating to see a startup fold. I started Cake to help startups succeed. A couple of years back I chose profit over growth. Smaller team, fewer features, fewer markets. I'd rather be creative than scared.