Saturday, May 23, 2026 -- Daily Briefing
FoodieLand this weekend. Giants hosting White Sox. Fillmore stacked. Comedy every night.
Runs through Sunday May 24 at Cow Palace in Daly City. 250+ food vendors, artisan shops, live music. Sat & Sun 1-10pm. Tickets online only. foodieland.com
1:05 PM both days. Giants lost 4-9 last night in a rough one -- two errors and a 9-run 4th inning. Go for the garlic fries if nothing else.
Theatrical punk since the '70s. The Fillmore is one of those rooms where even a random Friday night show feels special.
Toadies triple-bill is the '90s rock dream. Rhiannon Giddens is a Pulitzer-winning force. Pomplamoose is local Bay Area pride. Full schedule
Bond market scared everyone. 30yr hit 5.19%. AAPL at new ATH. ASML ripping +52% YTD.
The macro backdrop everything trades against. 10yr at 4.66%, mortgages at 6.51%. Eased to 5.11% mid-week on Iran diplomacy progress, but the pressure remains. Oil at $98 WTI.
Sell-the-news despite monster earnings. At $215 it's near the entry zone. The rotation plan targets NVDA at 30% ($90K). ASML at $1,633 (+52% YTD) has run ahead of plan. AAPL broke to a new ATH at $309.
CEO Intrator sold 200K shares, CTO Venturo sold 375K. Revenue growing 110% YoY but the people closest to the business keep taking chips off the table.
3rd place locked. Bruno tied the all-time PL assists record. Brighton away tomorrow.
Champions League confirmed under Carrick. Bruno Fernandes equaled the all-time PL single-season assists record at 20. One match left at Brighton (Sun May 24, 8 AM PT) to break it outright.
Junior Kroupi from Bournemouth at £65M. Lewis Hall from Newcastle at left-back. Danilo from Botafogo (£35M) as Casemiro replacement. Hojlund, Zirkzee, Sancho, Rashford all expected to leave.
Altman tokenmaxxing every YC startup. Modal Labs at $4.65B. Anthropic near profitability.
Every YC S26 startup gets $2M in OpenAI API tokens in exchange for equity. It's platform lock-in disguised as generosity. Founders should think hard about it.
The AI infrastructure benchmark. 5x revenue in months. Every pitch deck for the next year will reference Modal's trajectory.
Figure AI shipping 55 robots/week. Tesla converting Fremont. China owns 80% of the market.
BotQ facility went from 1 robot/day to 1 robot/hour in 120 days. S0 model climbs real stairs zero-shot from simulation training. This isn't vaporware anymore.
Gen 3 production targets late 2026. Boston Dynamics Atlas also demonstrated lifting 100lb appliances. Kawasaki + Nvidia opening a joint physical AI center in California.
Massive New Music Friday -- Bleachers, Olivia Rodrigo, Dua Lipa, Maisie Peters all dropped.
Early reviews lukewarm. Everything sounds big but nothing sticks. Also out: Olivia Rodrigo (album at 98% on Polymarket), Dua Lipa, Maisie Peters' Florescence, Kylie Minogue's Light Up, Vince Staples previewing Cry Baby.