While many of Big Tech’s biggest names have been fairly public and open about their dealings with President Donald Trump, there’s one executive who has been more stealth in his dealings with the CEO-in-Chief.
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- Agentic AI has officially graduated from basic decision trees to unscripted autonomous agents, turning customer service into a massive $15 billion market. @jeremyakahn takes us behind the scenes to break down the delicate balance between instant resolutions and human connection.
00:00 - Cursor CEO Michael Truell turned an AI coding project into a staple for enterprise developers and built a hiring funnel out of the community that grew up around it.
- "If you are persistent, if you build a great infrastructure, if you build a great team, you can do anything." At @Cannes_Lions, NBA champion Jaylen Brown (@FCHWPO) reflected on the challenges of starting a new business. bit.ly/4oJ808y
00:00 - Despite wanting to keep her gigantic philanthropy quiet, MacKenzie Scott’s giving keeps making a splash.
- FORTUNE repostedBill Ackman, David Tepper, and other billionaire fund managers are quietly piling into Amazon
- There may be another reason for work-from-home crackdowns and in-office mandates that CEOs haven’t mentioned: their own egos.
- "The average restaurant manager was spending more than 10 hours a week on recruiting activity." In an interview with Fortune’s AI Editor @jeremyakahn, @ChipotleTweets CTO Curt Garner said the company cut 10 hours of work a week with AI. bit.ly/4wdZalV
00:00 - “I made $26,000 when I graduated from college—that was $26,000 more than I made ever—and so I immediately maxed out on my 401(k) plan,” TIAA CEO Thasunda Brown Duckett said.
- FORTUNE repostedMy mention by Nick Lichtenberg in @FortuneMagazine: "Fortune senior contributing columnist Steve Hanke made a similar case... arguing that China had spent six years methodically building leverage the U.S. no longer has." CHINA = HOLDS ALL THE CARDS.
- Micron’s blowout quarter wasn’t just a beat. It was a restructuring of how Wall Street will price memory — and maybe all of semiconductors — for years to come.
- Economists told Fortune a ban on institutional investors won’t break fundamental barriers to homeownership and could negatively affect the low-income Americans the bills aim to help.
- “I think it’s woken everyone up to the reality, which is that centralized dependence on a single entity is a structural risk,” Cohere CEO Aidan Gomez told Fortune. “You can absolutely just have access revoked … and services shut down.” bit.ly/4eEt8s6




