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subtl daily briefing

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Good morning, builders. While OpenAI races to double its workforce and court private equity with guaranteed returns, a more immediate crisis is unfolding—the Strait of Hormuz remains effectively closed, creating the largest energy supply shock in history. Here's what's shaping markets and tech today.

In today's briefing

  • 1.OpenAI's Enterprise Pivot
  • 2.Oil Crisis Threatens Recession
  • 3.AI Takes Full Computer Control
  • ⚡Quick hits on other news
Latest Developments
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Everything else in the news today

Bitcoin whipsawed between $67,500-$71,200 after Trump posted about pausing Iran strikes, causing $415M in liquidations→
Aave DAO passed a proposal with 100% support to deploy Aave V4 on Ethereum mainnet after 345 days of audits→
Microsoft released MAI-Image-2, ranking third on Arena.ai behind OpenAI and Google for text-to-image generation→
Nvidia and Adobe partnered to cut campaign asset production from 28-30 days to minutes using AI workflows→
Apple explored acquiring Lux Optics (makers of Halide) to fast-track pro camera software for iPhone 18 Pro→
Circle's USYC overtook BlackRock's BUIDL as the largest tokenized U.S. Treasury product at $2.2B→
Uber announced a $1.25B investment in Rivian to deploy up to 50,000 robotaxis starting in 2028→
Alphabet's Wing drone delivery expands to the Bay Area after 750,000+ completed deliveries→
A bipartisan Senate bill would ban Kalshi and Polymarket from offering sports prediction contracts→
Meta acquired the Dreamer AI team including ex-Stripe CTO David Singleton→
Jeff Bezos is raising a $100B PE-style fund to acquire legacy companies and improve efficiency with AI automation→
Jensen Huang declared AGI has already been achieved on the Lex Fridman Podcast→
PM job openings hit their highest level in over 3 years with 7,300+ global roles, up 75% from early 2023 lows→
GhostClaw malware infected 178 macOS developers via malicious npm package, stealing crypto wallet keys and credentials→
Stanford researchers found chatbots can uniquely turn benign delusion-like thoughts into dangerous obsessions→