FUNDRAISING ANNOUNCEMENTS

• DataCurve's 18-year-old founder raises $15M Series A to supply high-skill coding data to frontier AI labs

GUEST INTERVIEWS

• Flexport CEO Ryan Petersen on tariff chaos, customs fraud at scale, and why 60% of Amazon sellers are non-resident importers
• Alexis Ohanian on women's sports investing, the 'barnacle economy' around AI foundation models, and why social media peaked in 2022

NEWS

• JPMorgan launches $1.5T national security investment initiative with $10B in direct equity
• Netherlands seizes control of Chinese-owned chipmaker Nexperia, citing European security threat

COMMENTARY

• Broadcom surges 10% on OpenAI chip partnership; AMD closes gap on Nvidia in SemiAnalysis Inference Max benchmark
• Microsoft sitting out the AI CapEx arms race — positioning to buy distressed assets later
• Rare earths reality check: US has the resources but chose not to mine them — and recycling may be the fastest path forward
• Meta Ray-Ban display demo disappoints early testers; Apple reportedly pivoting from Vision Pro to lightweight smart glasses