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subtl daily briefing
Latest Developments
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Everything else in the news today
Oil spiked ~4% to $103.08 after Iran's president said it won't surrender, dragging Bitcoin down 2.1% to ~$84.4K as the 10Y Treasury yield hit 5.125%, highest since 2007.→
Securitize ($SECZ) is the tokenization infrastructure company behind BlackRock, Apollo, and KKR, managing $4.6B+ in tokenized assets.→
Macro trading playbook: watch Bitcoin hold above ~$82.8K on the weekly close, oil below ~$100, and October 14 inflation data for the Fed's next move.→
Dancing with the Stars Season 35 ad revenue is up 5x year over year, with season-long sponsors including AT&T, Paris Baguette, Sephora, and Olipop.→
The NFL is partnering with Adobe to use AI for creating personalized fan content at international scale after hosting its first game in Australia.→
Gap signed a multiyear 'fashiontainment' contract with boy band Just Your Type covering a documentary series, fan experiences, and a clothing line.→
SaaStr AI's inbound AI agent handled 17,000 conversations, booked ~600 meetings, and drove 60% more new business with only three humans running it.→
ServiceTitan cut off Podium from 1,000 shared customers and kept them via being the system of record, but its 25% growth lagged Snowflake and Databricks.→
Hiring a great VP Sales can take 12-18 months, and even SaaStr's recent efforts only batted .500.→
Meta announced Muse AI agent for glasses and new $349 Ray-Ban Audio frames.→
Google added offline agent support to its Antigravity SDK.→
Microsoft plans over $10B cloud investment in the Middle East.→