Happy Thursday.
The current thing in tech and business is Tesla missing on revenue but beating on profit in their earnings report yesterday.
Today’s lineupCavalla Industries Co-Founder Victor Boyd at 11:30 AM
The Antifraud Company Founder Alex Shieh at 11:40 AM
EveryTicker Founder Nick Dobroshinsky at 11:50 AM
Juicebox Co-Founder Ishan Gupta at 12:00 PM
Derpetual Founder Antoni Kiszka at 12:10 PM
Opt32 Co-Founder & CEO Milan Lustig at 12:20 PM
Standard Intelligence Co-Founder Galen Mead at 12:30 PM
Swoop Founder & CEO Aubrey Niederhoffer at 12:40 PM
Praso Founder & CEO Samuel Carvalho at 12:50 PM
Claire Wang at 1:00 PM
Today we’ll be interviewing the 2026 Thiel Fellows.
The Thiel Fellowship gives $250,000 grants to young people to build startups instead of going to college.
This class of fellows is building hypersonic highways, a research lab for building foundational models for robotics, a fraud bounty hunter, and a simulated brain.
Prior Thiel Fellows include the founders of Anthropic, Ethereum, Figma, and other iconic companies.
See you on the stream.
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HeadlinesCNBC: Tesla misses on revenue but beats on profit as auto margins jump
Bloomberg: Tesla Boosts Spending Plan to $25 Billion for AI, Robot Push
Thiel Foundation Announces 2026 Class of Thiel Fellows
Bloomberg: Polymarket Loses Prediction-Market Lead After Delays, Blowback
The National: Half of UAE government services to be powered by AI in two years
Coinbase Quantum Advisory Council Publishes Position Paper on Quantum Computing and Blockchain
Riley Walz builds website to track how busy Amtrak trains are
Engadget: Someone allegedly used a hairdryer to rig Polymarket weather bets
FT: DeepSeek targets $20bn valuation to stop poaching of staff
WSJ: A Quiet U.S. Favor for Xi Jinping
WSJ: America’s Largest Landowner Is Using AI to Digitize the Forest
Bloomberg: Microsoft Offers Buyouts to About 7% of US Workers
Wired: AI Tools Are Helping Mediocre North Korean Hackers Steal Millions
WSJ: Tesla Promises Upgrade for Customers Who Bought Cars That Can’t Drive Autonomously
WSJ: The U.S. Has Long Been a Nation of Inventors—and Luddites
Pirate Wires: OpenClaw Ruined My Life
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