Giants hosting White Sox today; Jim Gaffigan at The Masonic in June; SF Pride June 27-28
Giants lost 9-4 last night (all 9 runs in the 4th -- brutal). Afternoon game today with Bryce Eldridge, Willy Adames, and Rafael Devers in the lineup. Giants are 20-30 but Oracle Park on a Saturday afternoon is always a good time.
100+ food vendors, live music, games. Running all weekend. Sunday is your last shot. Expect lines but also expect to eat things you can't find anywhere else in the city.
One of the sharpest touring comics working. Balcony from $71, floor from $154. The Masonic is a great comedy venue -- intimate enough to feel personal. Tickets
The defining SF summer event. Parade on Sunday June 28 through Market Street. Grandstand seats from $25, Pride Pass from $118. sfpride.org
GA+ and VIP sold out. GA passes from ~$353 on resale. The xx, Death Cab, Baby Keem, Modest Mouse, Turnstile on the undercard. Strongest lineup in years.
30-year yield hit 5.19% (highest since 2007); NVDA in entry zone at $215; CRWV insider selling continues
Bond market is screaming. Mortgage rates spiked to 6.51%. S&P snapped a 3-day losing streak Wednesday when oil dropped 8.8% on Iran negotiation hopes, but yields are still elevated at 5.11%. This is the macro headwind everything else has to fight through.
$81.6B revenue (+85% YoY), Data Center $75.2B (+92%), guided Q2 at $91B. $80B buyback, dividend raised 25x. At $215, it trades at ~37x forward for a company growing 85%. Your rotation plan has NVDA at 30% ($90K) -- this is the zone you designed for.
CEO sold 200K shares ($19.7M), CTO sold 77K ($7.8M), CFO and COO also selling. Stock at $105 vs $187 52-week high. "Stay away" call remains correct -- wait for insider selling to exhaust before re-evaluating.
Carrick confirmed permanent; Bruno ties all-time assist record at 20; Brighton finale tomorrow
11 wins, 3 draws, 2 defeats since January. Champions League football secured. 3rd place locked in at 68 points. The former midfielder signed a permanent contract and the club finally has summer clarity.
Set up Mbeumo for the third against Forest -- 20th assist, 132 chances created, PL Player of the Season. One game left at Brighton tomorrow to take the record outright. The greatest post-Ferguson United player, and the numbers back it up.
Figure AI ran 200 hours autonomous; Boston Dynamics lifts 100lbs; Kawasaki-Nvidia open California center
Figure 03 robots started a livestream on May 13 expecting 8 hours. Nothing broke. It ran for 200 hours, sorting 63K+ packages. First real endurance proof for humanoid logistics -- not a cherry-picked clip, a continuous live stream anyone could watch.
Not scripted motion -- reinforcement learning trained in simulation that adapts to different weights and shapes in real-world industrial environments. The gap between research demo and useful tool keeps shrinking.
Altman drops $2M OpenAI tokens on every YC startup; Q1 VC hit $300B
$338M in tokens for what could be massive equity positions across the best startups in the world. Structured as uncapped SAFEs -- potentially 2% equity per company at $100M valuation. Either genius distribution or the most aggressive AI land-grab in history.
OpenAI's $122B round skews everything. Strip it out and AI still dominated. The rest of VC is starved of oxygen. If you're evaluating non-AI companies, the bar has never been higher.
Olivia Rodrigo's 'The Cure' leads a stacked New Music Friday
Second single from 'You Seem Pretty Sad for a Girl So in Love.' More indie-rock than pop, a deliberate evolution. Album drops June 12. Given 'drop dead' already showed range, this one might actually land.
Jack Antonoff's 'everyone for ten minutes' leans looser and more personal. Dua's 'Live from Mexico' captures her Latin American tour. Future Islands push further into electronic territory. All out May 22.