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Good morning, founders. The internet's business model is getting its biggest overhaul since the dot-com boom, and it's happening at the intersection of AI agents, crypto payments, and enterprise software. Meanwhile, geopolitical tensions are sending shockwaves through global markets and supply chains.

In today's briefing

  • 1.AI agents reshape internet commerce
  • 2.Payment protocol battle intensifies
  • 3.Oil crisis disrupts global markets
  • Quick hits on other news
Latest Developments
Finance

🛢️Iran Oil Blockade Triggers Global Supply Chain Crisis

The Rundown: Iran's blockade of the Strait of Hormuz has disrupted global oil supplies, causing fuel shortages across Southeast Asia and pushing US gas prices up $1 per gallon.

The details:

  • Fuel station closures across Laos and Cambodia, with four-day workweeks implemented in the Philippines and Sri Lanka
  • US gas prices have risen ~$1/gallon to nearly $4, while jet fuel spiked from $85-90 to as high as $200 per barrel
  • American Airlines faces $400M in additional fuel costs due to supply disruptions
  • Global markets suffered fourth consecutive down week with multiple indices entering correction territory
Why it matters: This oil shock is forcing companies to rapidly reassess supply chain resilience and energy costs. Startups with high logistics or travel components need contingency plans, while this crisis could accelerate adoption of alternative energy solutions and remote-first business models.

📰 Source: Morning Brew

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Everything else in the news today

California jury found Elon Musk intentionally misled Twitter shareholders during 2022 acquisition, with potential $2.6B in damages
Microsoft is overhauling Windows 11 by reducing Copilot bloat and enabling movable taskbars after user backlash
ETH ETFs now hold 5.1% of total ETH supply as institutional adoption accelerates
Mastercard is acquiring BVNK and Polymarket acquired Brahma in crypto-fintech consolidation wave
m0xt sold 50% of his portfolio citing geopolitical risks, cutting ETH, SOL while keeping revenue-generating plays
Waymo is delivering 400k+ rides per week as autonomous vehicle market targets $40-50B by 2030
OP_NET launched native DeFi stack on Bitcoin mainnet with smart contracts in standard Bitcoin transactions
CBS News eliminated its 99-year-old radio division and cut ~6% of staff under new editor-in-chief Bari Weiss
OpenSea delayed its SEA token launch for the second time with no new timeline provided
Pinterest CEO calls for social media ban for users under 16 amid growing regulatory pressure
SpaceX continues dominating US military and NASA launch contracts with cost advantages
For AI agent products, hire FDEs before CSMs as deployment remains the primary bottleneck
Google using AI to rewrite news headlines, raising concerns about editorial independence
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