2min

John Doerr calls AI the biggest tech 'tsunami' ever — bigger than mobile, cloud, everything before it.

When Kleiner's guy goes superlative, capital floods in harder.

Google's AI glasses are threatening Meta's 80% market grip in wearables, according to analyst notes.

First real challenger to Ray-Ban Meta monopoly on your face.

Meta and Broadcom just dropped $125M to launch an AI chip hub at UCLA for custom silicon R&D.

Vertical integration accelerates — less Nvidia dependency coming for hyperscalers.

Microsoft's new responsible tech lead is talking about 'humanizing high-speed AI development' — the brakes are being installed.

Signal that deployment velocity might slow at MSFT specifically.

Bitcoin dropped below $75K for the first time in a month with liquidations approaching $1 billion across the board.

Overleveraged longs getting flushed — blood in water for contrarians.

WSJ reports Iran moved billions through Binance to fund the regime — continuing into this month despite 'compliance.'

Exchange risk crystallizing. Regulatory hammer coming for centralized platforms.

MicroStrategy dropped 9.9% after pivoting from 'never sell' to a flexible Bitcoin strategy — Saylor blinked.

The ultimate diamond hands just went paper. Conviction trade cracking.

Clarity Act could spark a boom in crypto 'yield-as-a-service' — legal clarity = new primitive unlocked.

Onshore yield products might actually be shippable now. Build window.

Financial Times asks if anyone actually wins a trade war — spoiler: arbitrageurs and jurisdiction shoppers do.

Fragmentation creates edges. Where you incorporate just got more valuable.

Trump admin now requires green card seekers to leave the U.S. to apply — no more status adjustments stateside.

Visa arbitrage window closing. Exit costs for founders just went up.