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The latest from the newsletter firehose. Every fact, every signal, as it lands.

Wednesday, May 13 — Today

⛓️

The CLARITY Act — the first U.S. crypto market structure bill splitting SEC/CFTC authority — faces a Senate Banking Committee vote tomorrow with Polymarket odds at 60% and Galaxy's Alex Thorn estimating 55% passage probability.

Milk Road2h ago📰
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Two of three major blockers are resolved (developer protections and stablecoin yield), but Senator Warren's ethics push over Trump-family crypto profits and the American Bankers Association's opposition make the outcome a coin flip.

Milk Road2h ago📰
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Japan's Blockchain Foundation announced a yen-backed stablecoin called EJPY running on Japan Open Chain and Ethereum, and U.S. wholesale inflation (PPI) came in at 6% versus the 4.9% analyst expectation.

Milk Road2h ago📰
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Cannes Lions 2026 is on track for 13,000+ attendees despite uncertainty from the Iran war and holding company consolidation, though WPP is forgoing its beach presence.

Marketing Brew4h ago📰
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TelevisaUnivision's new ad sales president John Kozack is pitching advertisers on how—not whether—to reach Hispanic audiences after the company's US ad revenue fell 11% to $423M in Q4.

Marketing Brew4h ago📰
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OpenAI is expanding its ChatGPT ads business beyond its February pilot to include more price-conscious advertisers with dynamic ad options.

Marketing Brew4h ago📰
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Google launched Googlebooks, AI-native laptops powered by Gemini on Android with a 'Magic Pointer' feature, replacing Chromebooks this fall with hardware from Acer, Asus, Dell, HP, and Lenovo.

Techpresso5h ago📰
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Amazon replaced its Rufus AI assistant with Alexa for Shopping, which now controls the main Amazon.com search bar and can set price alerts, auto-reorder products, and buy from other sites via Buy for Me.

Techpresso5h ago📰
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Nvidia CEO Jensen Huang joined Trump's China trip after Trump personally called him, while Google is in talks with SpaceX to launch orbital data centers despite competing in the same market.

Techpresso5h ago📰
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Eric Doty argues that over-reliance on taste in B2B content marketing actively hurts SEO outcomes, citing a personal example where reformatting a guide into a ranked listicle caused it to start ranking.

Eric at Superpath6h ago📰
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Katie Parrott of Every shared three AI editorial takeaways in a Superpath AMA: treat context docs like a garden, make AI do the heavy lifting, and prioritize practitioner-led content to differentiate from AI-synthesized output.

Eric at Superpath6h ago📰
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uSERP is credited with helping Monday.com double organic traffic to 1.2M visits pre-IPO and helping Earlybird drive 20,000+ acquired users before its acquisition by Acorns.

Eric at Superpath6h ago📰
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Cerebras Systems lists on Nasdaq as CBRS with its IPO 20x oversubscribed, powered by its WSE-3 wafer-scale chip that is 56x larger than Nvidia's H100 and delivers ~7,000x faster memory bandwidth.

Milk Road AI6h ago📰
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The AI inference market is projected to grow from $106B in 2025 to $255B by 2030, and Cerebras benefits from rising HBM memory costs making Nvidia-based infrastructure more expensive while its on-chip SRAM architecture sidesteps that supply chain entirely.

Milk Road AI6h ago📰
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Key risks include 86% of 2025 revenue from two UAE-tied entities, a conditional $20B OpenAI contract that can be terminated, and a governance conflict involving Sam Altman as personal investor, customer CEO, and creditor simultaneously.

Milk Road AI6h ago📰
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Thinking Machines' TML-Interaction-Small is a 276B parameter model that simultaneously listens, speaks, and watches video in 200ms chunks, scoring 64.7% vs GPT-Realtime-2's 4.3% on timed speech benchmarks.

AlphaSignal6h ago📰
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An MIT EEG study of 54 participants found ChatGPT users showed up to 55% reduced brain connectivity and 83% couldn't quote from essays they just wrote, introducing the concept of 'cognitive debt'.

AlphaSignal6h ago📰
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An open-source Rust browser loads pages in 85ms using 10x less RAM than Chrome, and uncensored local video model Sulphur 2 generates 10-second 24fps clips with no content filters.

AlphaSignal6h ago📰
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Sprout Social's 2025 Index found 33% of consumers find brand trend content embarrassing, while 57% want brands to prioritize original content series over trends and memes.

Future Social7h ago📰
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Caliber's Build-To-Breakthrough Framework (Audience Insight + Original Idea + Platform Insight) offers a structured alternative to trend-chasing by forcing originality at every content development step.

Future Social7h ago📰
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Five original brainstorming frameworks — Benefit Ladder, Use Case Blitz, Content Pillars, Build-To-Breakthrough, and the Customer Support Goldmine — provide actionable ways to generate brand-specific content without relying on trending topics.

Future Social7h ago📰
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Claude Opus 4.7 fast mode launched in research preview across the API, Claude Code, Cursor, Windsurf, and Warp, with opt-in now and a default rollout planned.

TLDR8h ago📰
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Modal reduced AI inference server cold-start scaling from multiple kiloseconds to tens of seconds, making serverless GPUs viable for variable inference workloads.

TLDR8h ago📰
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Qwen-Image-2.0 was released with improved typography, photorealism, and long-text rendering, while Cactus Needle (26M params, open weights) runs at 6,000 tokens/sec prefill on consumer hardware.

TLDR8h ago📰
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TeamPCP compromised CheckMarx's Jenkins AST plugin by injecting a rogue version (2026.5.09) using credentials stolen in a prior Trivy breach that were never rotated — users should roll back to version 2.0.13-829.

TLDR8h ago📰
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A Shai-Hulud npm worm hit 42 @tanstack/* packages via GitHub Actions cache poisoning and OIDC token theft, harvesting AWS, GCP, Kubernetes, and SSH credentials and using GitHub's commit search as a P2P C2 channel.

TLDR8h ago📰
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BWH Hotels (Best Western parent) suffered a 6-month breach of its reservation system exposing guest names, addresses, and stay dates — affected guests should treat all inbound booking-related communications as likely phishing.

TLDR8h ago📰
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Anthropic reached $30B ARR in 15 months versus Salesforce's 27 years to $42B, fundamentally resetting B2B growth expectations for AI-era founders.

SaaStr8h ago📰
Capital
☁️

Palantir posted 85% YoY revenue growth at $6.5B ARR in Q1 2026 with a Rule of 40 score of 145% and US commercial growth up 133%.

SaaStr8h ago📰
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Net new customer growth is the most honest B2B health KPI because revenue growth can mask underlying decay in the customer base.

SaaStr8h ago📰
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Rand Fishkin of SparkToro published an audience research brief showing how to market specifically to mid-market RevOps leaders.

Rand Fishkin8h ago📰
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The post argues that customer insight, positioning, voice of customer, and ICP development are all variations of the same audience research discipline.

Rand Fishkin8h ago📰
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Audience research is positioned as the foundational input to marketing strategy, not a standalone activity.

Rand Fishkin8h ago📰
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OpenAI launched Daybreak, a cybersecurity initiative using LLMs and Codex agents with partners like Cloudflare, Cisco, and CrowdStrike to find and patch enterprise vulnerabilities.

TLDR9h ago📰
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Exaforce raised a $125M Series B to build real-time AI defensive security systems as attackers increasingly use AI to exploit software faster.

TLDR9h ago📰
Capital
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GitLab restructured into ~60 smaller R&D teams and embedded AI agents into internal workflows, framing future software as 'built by machines, directed by people.'

TLDR9h ago📰
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Claude enterprise adoption surged 128% year-over-year while OpenAI's share dropped to 56%, driven by coding assistant adoption.

TLDR9h ago📰
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AI-native SaaS gross margins may cap at 17% because every AI call is personalized, eliminating caching benefits, and reasoning models burn 10-100x more tokens than predecessors.

TLDR9h ago📰
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Becoming truly AI-native requires making implicit organizational knowledge machine-readable — documented decision rules, agent-readable SOPs, clean customer objects, and audit trails — with only ~1,000 companies above $5M ARR having actually done this.

TLDR9h ago📰
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WhatsApp is rolling out a redesigned iPhone app adopting Apple's iOS 26 Liquid Glass aesthetic with transparency, blur effects, and fluid animations.

TLDR9h ago📰
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shadcn/ui has quietly become the default design system powering AI-generated UIs from tools like Figma Make, Cursor, and Claude, shifting design system leadership from design platforms to developer ecosystems.

TLDR9h ago📰
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New York Design Week (May 14-20) features the NYCxDESIGN Festival, an AI design conference, and the International Contemporary Furniture Fair at the Javits Center as its anchor event.

TLDR9h ago📰
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The US Senate Banking Committee released the latest Clarity Act draft covering stablecoin yields and DeFi protections ahead of a key committee vote, with unresolved conflicts around ethics provisions remaining.

TLDR9h ago📰
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Cork Protocol is positioning as the onchain tranching layer to address DeFi's missing credit infrastructure, as only 4 of 160+ teams mapped by Serotonin tackle tranching and risk management in the $10B+ lending economy.

TLDR9h ago📰
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Coinbase's x402 has processed 178.7M agentic payments totaling $42.4M across 5,000+ merchants since October 2025, with a bull case projecting $4.25B in annual revenue from McKinsey's $7.5T agentic commerce estimate by 2031.

TLDR9h ago📰
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Varda Space Industries signed a deal with United Therapeutics to test drug crystallization in microgravity, moving space-based pharmaceutical manufacturing closer to commercial reality.

The Download from MIT Technology Review9h ago📰
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NASA plans to launch a nuclear reactor-powered interplanetary spacecraft to Mars by end of 2028, potentially giving the US an edge over China in deep space exploration.

The Download from MIT Technology Review9h ago📰
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Anduril raised $5 billion led by Thrive Capital and a16z, doubling its valuation to over $60 billion, with a potential IPO next year.

The Download from MIT Technology Review9h ago📰
Capital
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Instructure paid an undisclosed ransom to ShinyHunters after two Canvas LMS breaches exposed data of approximately 275 million users, though experts warn it incentivizes future attacks.

TLDR10h ago📰
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Discord replaced manual ScyllaDB management scripts with the Scylla Control Plane, cutting high-stakes database task times from several days to a few hours.

TLDR10h ago📰
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Agentmemory provides persistent long-term memory for AI coding agents like Claude Code and Cursor, reducing token consumption by over 90% via a centralized hybrid-search server.

TLDR10h ago2× mentioned📰
Tooltool
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k6 2.0 launched with AI-assisted testing workflows, native OpenTelemetry support, and the stable k6 Operator 1.0 for distributed Kubernetes testing.

TLDR10h ago📰
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Amazon Redshift RG instances powered by Graviton deliver 2.2x faster performance at 30% lower cost and eliminate $5/TB data lake scanning fees previously charged by Redshift Spectrum.

TLDR10h ago📰
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Cloudflare patched a critical QUIC bug in its CUBIC congestion control implementation that caused 60% of test downloads to fail, fixed with just a three-line code change.

TLDR10h ago📰
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A study of 1,885 pages found that adding JSON-LD schema produced no statistically significant lift in AI citations across Google AI Mode, ChatGPT, or Google AI Overviews.

TLDR10h ago📰
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The Organic Media Mix framework uses citation reports across ChatGPT, Gemini, and Claude to allocate content, PR, and ad spend toward the channels AI models actually cite in your category.

TLDR10h ago📰
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A simulation study found that of 8 e-commerce persuasion tactics tested across AI shopping agents, only ratings produced a consistently positive effect — scarcity badges and anchored pricing either had no impact or backfired with advanced models like GPT-5.

TLDR10h ago📰
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Google Magic Pointer uses Gemini to make the cursor context-aware, letting users point at content (dates, tables, video frames) and act on it without typing a full prompt.

The Neuron10h ago📰
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Isomorphic Labs raised a $2.1B Series B to scale AI-driven drug discovery, and Anthropic refused to grant China access to its newest model while the Pentagon uses it for cybersecurity.

The Neuron10h ago📰
Capital
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Thinking Machines Lab (ex-OpenAI CTO Mira Murati) previewed interaction models processing multimodal input in 200ms chunks, signaling a shift toward ambient, prompt-free AI interfaces.

The Neuron10h ago📰
☁️

The Hustle released a free three-part project management template covering preplanning, execution, and post-project analysis.

The Hustle10h ago📰
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The PM template is designed as a single doc with pre-tidied targets and tasks to reduce friction for teams tracking projects.

The Hustle10h ago📰
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The template is a free resource from HubSpot Media aimed at helping users complete more projects with better organization.

The Hustle10h ago📰
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Google is launching Android-powered laptops called Googlebooks with cursor-activated full-screen Gemini AI experiences, supported by most existing Chromebook manufacturers.

TLDR11h ago📰
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SpaceX's Starship Version 3 sets a new record at 408 feet tall with upgraded Raptor engines and in-orbit refueling capability, preparing for its first launch from a new Starbase pad.

TLDR11h ago📰
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Amazon employees are gaming internal AI usage leaderboards by using MeshClaw to perform unnecessary tasks, raising security concerns about agentic workplace tools.

TLDR11h ago📰
Capital
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Anthropic is seeking a $30B-$50B funding round at up to $950B valuation, which would surpass OpenAI's last reported $852B valuation.

Bay Area Times11h ago📰
Capital
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Anduril raised $5B at a $61B valuation led by Thrive and a16z, after generating $2.2B in revenue in 2025.

Bay Area Times11h ago📰
Capital
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Google unveiled Googlebook laptops with a unified ChromeOS-Android platform and is in discussions for a rocket launch deal with SpaceX.

Bay Area Times11h ago📰
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HubSpot's rebrand, led by senior creative director Daniel Koch, drove a 31% increase in demo conversion rate and a 15% boost in email CTR by shifting from a youthful aesthetic to a more sophisticated upmarket identity.

Marketing Against the Grain17h ago📰
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Gap's 2010 logo redesign was reversed within one week due to massive public backlash, illustrating how deeply consumers connect with established brand identities.

Marketing Against the Grain17h ago📰
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Koch's core branding advice is to balance retaining familiarity for existing customers while evolving the brand's visual language to attract a new, more senior buyer audience.

Marketing Against the Grain17h ago📰
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Box CEO Aaron Levie argues AI agents will act as a multiplier for business software usage rather than replacing workers, with the 'last 20%' of domain expertise remaining human and irreplaceable.

Casey Newton19h ago📰
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Platformer launches a 7-week podcast mini-series on AI and jobs, with data segments by Ella Markianos covering the latest research on tech labor disruption each episode.

Casey Newton19h ago📰
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Despite nearly 46,000 tech layoffs in March 2026 partly attributed to AI, contradictory signals persist — Amazon intern hiring is flat and software engineering job openings are at a 3-year high.

Casey Newton19h ago📰

Tuesday, May 12 — Yesterday

⛓️

Ondo expanded its bridge to move 35 tokenized stocks and ETFs onto HyperEVM via LayerZero, enabling delta-neutral DeFi strategies on AI chip stocks for non-U.S. and U.S. users alike.

Bankless23h ago📰
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Anthropic updated its stance against unauthorized pre-IPO share transfers, directly tanking onchain tokenized Anthropic share prices.

Bankless23h ago📰
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JPMorgan is launching a second tokenized money market fund on Ethereum that holds GENIUS Act-compliant reserves, distinct from stablecoins.

Bankless23h ago📰
Capital
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Collector Crypt, an onchain gacha platform, saw $21M spent opening randomized Pokémon card packs in a single week, with one user winning a $9,000 Mario Pikachu card.

The Breakdown23h ago📰
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The platform's buyback mechanic recycles cards an average of 20.5x, generating extraordinary revenue on a balance sheet consisting entirely of Pokémon cards.

The Breakdown23h ago📰
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Collectible Pokémon cards have appreciated 140% over two years, giving onchain gacha a speculative investment angle that traditional gachapon lacks.

The Breakdown23h ago📰
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Bored Apes, Azukis, and Pudgy Penguins are up +60%, +35%, and +24% respectively over 30 days as the NFT market recovery broadens beyond short-term price spikes.

Bankless23h ago📰
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Active wallets on top Ethereum NFT platforms have doubled to ~30,000 since February 2026, and tokenized trading card gacha spend is on track to hit an ATH of $211M this month.

Bankless23h ago📰
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Art critic Brian Droitcour identifies blockchain formalism and schizocollage as the two defining NFT art genres of the past few years, each with distinct relationships to Web3 infrastructure.

Bankless23h ago📰
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Anthropic voided all unauthorized tokenized share sales in updated ToS after on-chain venues like Jupiter PreStocks implied a $1.5T valuation — nearly 4x its official $380B post-money valuation.

The Defiant23h ago📰
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DTCC, which processed $4.7 quadrillion in securities transactions in 2025, selected Chainlink as data layer for its tokenized Collateral AppChain launching Q4 2026.

The Defiant23h ago📰
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Ethereum Foundation launched the Clear Signing standard (ERC-7730) to replace unreadable hex strings with human-readable transaction details, targeting blind-signing exploits responsible for billions in losses.

The Defiant23h ago📰
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DeepLearning.AI launched Transformers in Practice, a new course taught by Sharon Zhou (VP of Engineering & AI at AMD) covering LLM internals from both model and systems perspectives.

DeepLearning.AIyesterday📰
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The course teaches why hallucinations occur and how techniques like RAG and constrained generation mitigate them, alongside GPU inference optimizations including KV caching, quantization, flash attention, and speculative decoding.

DeepLearning.AIyesterday📰
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Interactive visualizations are used throughout to build intuition for transformer mechanics including token-by-token generation, sampling, and attention—topics typically difficult to grasp through theory alone.

DeepLearning.AIyesterday📰
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Milk Road's lead analyst Martin sold Bitcoin, Coinbase, and Tesla to rotate into Uber at ~23x forward earnings, citing $9.8B FCF, 20%+ growth, and an AV partnership moat with Waymo, Rivian, and others.

Milk Roadyesterday📰
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Uber's Q1 2026 bookings grew 8x faster than headcount, driving record mobility margins and a $6.5B buyback program funded by free cash flow.

Milk Roadyesterday📰
Capital
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Circle launched Circle Agent Stack for AI agents, and Bridge (a Stripe company) released a free stablecoin playbook covering real-world use cases.

Milk Roadyesterday📰
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Gorjana built its sports ambassador program organically after tennis player Jessie Pegula reached out unprompted in 2023 saying she already wore the brand's jewelry during matches.

Marketing Brewyesterday📰
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NBCUniversal used its 100th anniversary upfronts presentation to announce new Q4 ad tools including the Performance Insights Hub, updates to retargeting tool Live Total Impact, and AI-powered live contextual ads.

Marketing Brewyesterday📰
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Kraft Heinz increased marketing investments by 37% year-over-year in Q1 2026.

Marketing Brewyesterday📰
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eBay rejected GameStop's unsolicited $56 billion takeover bid, with CEO Ryan Cohen unable to explain the capital sourcing strategy.

Techpressoyesterday📰
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OpenAI launched Daybreak, a cybersecurity platform shipping three GPT-5.5 models to compete with Anthropic's Mythos in vulnerability detection and patching.

Techpressoyesterday📰
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Amazon launched Amazon Now for 30-minute delivery in four US cities, priced at $3.99 per order for Prime members.

Techpressoyesterday📰
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Intel is reportedly building chips for Apple, with Intel stock having tripled since late March on the AI infrastructure boom.

Milk Road Macroyesterday📰
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