WWDC today, NBA Finals Game 3 tonight, World Cup arrives this week, and Stern Grove launches.
Apple's WWDC kicks off at 10 AM PT from Apple Park. Tim Cook leads what may be his last keynote before John Ternus takes over. The big reveal: a completely rebuilt Siri with a standalone app, Dynamic Island integration, and agentic capabilities. Stream on Apple's site or YouTube.
Knicks lead 2-0 after winning 105-95 (G1) and 105-104 (G2) in San Antonio. Wemby went 6-21 in Game 1, Brunson had 30. Tonight at 5:30 PM PT on ABC. If it goes to 3-0, this could be a sweep.
The World Cup comes to the Bay this week. Levi's hosts five matches: Turkey vs Paraguay (6/10), Qatar vs Switzerland (6/13), Austria vs Jordan (6/16), Jordan vs Algeria (6/22), Paraguay vs Australia (6/25). 30+ fan zones at Thrive City, Pier 39, and China Basin Park.
Tonight: Conway The Machine @ Independent (8 PM). Tue-Wed: Searows @ Independent. Wed-Thu: Interpol @ Warfield. Thu: O.A.R. + Gavin DeGraw + Lisa Loeb @ Masonic ($75+). Thu: Tedeschi Trucks Band + Lukas Nelson @ Greek Theatre Berkeley ($65+).
Jun 13: Juneteenth on the Fillmore. Jun 14: Stern Grove free concert series launches. Jun 17-27: Frameline LGBTQ Film Fest @ Castro. Jun 20-21: North Beach Festival (72nd year, 11 blocks, free). Jun 25: SOMA Nights block party on Folsom. Jun 28: SF Pride Parade.
Semis bouncing hard after Friday's bloodbath. ASML +6.9%, TSLA +5.4%. WWDC and jobs data driving sentiment.
The worst market day since October. Then today: semis leading a sharp recovery. ASML +6.9%, TSM +3.1%, AVGO +2.5%, NVDA +1.9%. TSLA ripping +5.4% on the robotics thesis (J.P. Morgan upgraded to neutral). NVDA hit $205 Friday -- right at your tranche zone. AVGO touched $391, close to the $385 target.
Carrick's summer rebuild: Ederson done, Tonali next, and at least five more signings targeted.
The best league finish in years under Carrick. Sesko, Mbeumo, and Cunha all hit double-digit goals. The attack is sorted -- midfield is now the project. Casemiro's gone on a free, Ugarte being moved on. Up to five new signings planned.
Ederson paperwork complete, expected to sign this month. Tonali is the marquee target at 80M -- United emerging as favorites over City. But Mateus Fernandes (West Ham) is complicated by Mourinho wanting him for Real Madrid. Wharton priced out at 100M by Crystal Palace. Rashford unlikely to return; left-side attacker being sought.
Anthropic heads for a near-trillion-dollar IPO, DeepSeek raises $7.4B, 1X launches production in Hayward.
The Claude maker filed for a US IPO days after a $65B round. Amazon and Alphabet hold major stakes. Separately, Apollo and Blackstone committed $35B for infrastructure buildout. Anthropic has 10GW of contracted compute capacity. This is the defining AI IPO moment.
After years of self-funding, DeepSeek is raising $7.4B with Tencent considering $1.4B and CATL joining. The shift from chatbots to agentic AI is driving capital needs. Their V4 model is solid but still trails some US competitors. Chinese AI funding is white-hot.
The most vertically integrated humanoid robot facility in the US, right across the bridge. Consumer shipments planned this year, scaling to 100K units by end of 2027. Worth watching as an angel investor.
NVIDIA unveiled a full humanoid stack at Computex, Figure AI landed retail, Tesla converting car lines to robot production.
Jensen unveiled an open reference design at Computex: body, hands, brain, and software in one platform. "Humanoid robots will bring physical AI to the world's largest industries, opening a multitrillion-dollar economic opportunity." This is NVIDIA doing for robots what CUDA did for AI.
Figure signed with Catalyst Brands (JCPenney, Brooks Brothers, Eddie Bauer). First deployment at the Reno distribution center for sorting and packing. Real commercial contract, real facility, real revenue. Not vaporware.
Swift broke Spotify records, Staples went indie, Interpol at the Warfield this week.
"I Knew It, I Knew You" with Jack Antonoff. Her first new material since The Life of a Showgirl.
His most uncompromising work. Genre-blurring commentary on America, going independent clearly unlocked something.