The tabs accumulated again. Same treatment as always — proximity instead of argument.
Policy first, and it’s a substitution rather than a repeal: the country-specific reciprocal tariffs are gone, struck down in court, but rebuilt immediately as a temporary 10% Section 122 surcharge. Meanwhile the federal government is building infrastructure of a different kind with Gold Eagle, a clearinghouse for pooling AI-discovered software vulnerabilities.
Funding rounds, two of them pointed at physical and sovereign problems. TerraFirma raised a $100 million Series A to turn heavy construction equipment into robots, and Valarian took $50 million from NEA to build a sovereign control layer for AI workloads.
Hardware you can hold, and one you can’t: OpenAI’s first device is shaping up as a moveable, screenless companion speaker rather than the phone rival everyone assumed. Adjacent, on the standards side, everything known so far about Wi-Fi 8 — the first generation in thirty years not chasing raw speed.
Shipping keeps generating the clearest signals. Spot rates tell it plainly in freight rates surging even after capacity recovered on the two biggest East-West lanes, and the same pressure shows up in air cargo volumes defying forecasts on semiconductor and AI hardware demand.
For the eye and the road: finding candid faces in a crowd, the half-second when someone glances toward the light, and a fortress worth the detour in the Château de Vitré, guarding Brittany’s eastern gate and largely ignored by international visitors.
Thirteen rounds, still no through-line. At this point that’s the format, not the failure.
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