⛵ Hard Limits Ahead
Looks to 2026, AI, infrastructure, and space are maturing fast.
Daily Rundown
⛵ McKinsey’s AI Reality Check
Plus: The Robotaxi Divide, Crypto Ahead Of Law
⛵ Musk Wins Leverage
Plus: A Quiet Chip Split, SoftBank All In OpenAI
⛵ OpenAI Now Worth $750B
Plus: TikTok’s New Separation, App Store Reckoning
⛵ The Reckoning
Plus: Waymo Briefly On Top, Databricks Valued at a $134B
⛵ PayPal Wants a Bank
Plus: Tesla Meets a Legal Ceiling, Volkswagen Pulls Chips Home