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COLLEGE COACHES: Meet 6’4 G/F Lazar Živković — transfer from Missouri Valley College with 4 years of eligibility remaining. Built for D2/D1 impact from Day 1. Versatile two-way wing with elite positional size. Long, athletic, 3-level scorer who attacks the paint and creates for himself and others. Locks down on defense. High IQ player with serious upside. READY TO COMPETE! 🏀 📩zv@sportfoliogroup.com

NEW: Stord’s $3B Bet on Robotics, AI & Physical Infrastructure From Thiel Fellow at 19 to building a $1B+ revenue business Founder & CEO Sean Henry (@seanhenry) @GetSTORD stats: › 100M packages/year › ~$20B in GMV › $1B+ revenue this year, after 10Xing in 4 years › 8B operational data points The goal is to level the playing field with Amazon Prime for the other 2/3 of commerce on the internet. I sat down with Sean in Cap Ferrat to talk about the company's $250M Series F, its massive bet on robotics & AI, plus why he believes the biggest value from this technology may ultimately accrue to physical businesses, not the AI and robotics companies themselves. We get into: › The data advantage behind 100M packages a year › Why humanoids may be the wrong form factor for warehouses › How acquisitions & vertical integration are accelerating Stord's scale › Going from Thiel Fellow at 19 to building a $1B+ revenue business Sean also explains the flywheel behind Stord: more volume creates greater density, lower costs and faster delivery, which in turn makes the company more competitive as it scales. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Sean Henry, Founder & CEO at Stord (00:41) What Stord is building in logistics (02:42) Why robotics is finally ready for the real world (04:37) How Stord is teaching robots to work (06:09) Do humanoid robots actually make sense? (07:20) Why owning the whole supply chain matters (10:01) The problem that started Stord (11:53) The Thiel Fellowship lesson: Build a monopoly (13:10) Hot take: Why AI and robotics will become commodities

Wow. There was an actual red carpet waiting for Xi JinPing today at Joint Base Andrews. We use the term “red carpet treatment” to explain the opulence of an event, but I didn’t think there would be a LITERAL red carpet. But there was. A red carpet for a communist dictator who is giving satellite imagery to Iran to target and kill American service members fighting in the war with Iran. A red carpet for the man who murdered 1.2 million Americans with a bioweapon and helped the Democrats steal the election from President Trump in 2020, by President Trump’s own admission. 4 years of Joe Biden thanks to China. 25 million criminal illegal aliens and fentanyl flowing into our country, killing Americans, all thanks to CHINA!

I took the investor table from Cursor's $60B exit, and turned it into this graphic with Claude. Some quick notes: each box represents an investor, and the scales are in 4th root (for better visibility). x-axis is money in, y-axis is money out. Each box spans the approximate range of both. The further up and left a box, the larger the ratio of outcome. The boxes try to capture some of the ambiguity on investment size / terms, and range of outcome possible. The most notable one here probably is Ali Partovi's Neo writing a pre-seed check which ~3000x’d in about 4 years. The OpenAI startup fund did quite well here themselves with a nice 500-800x. Thrive, while a bit later, made the most in absolute value, netting somewhere in the range of $7B to $11B

After 47 long days on the picket line, we are thrilled to announce a contract for our members at the Fairfield Inn and Four Points Times Square! Workers who started this fight nearly 4 years ago will receive more than $50,000 in back pay each, immediate wage increases of between $10-15 per hour, free family health care, retirement benefits and more. We are so grateful for the thousands of members, elected officials, and supporters who stood with us through 100 degree weather, rain storms, and wildfire smoke to make this victory possible!

New Elon Musk documentary slated for release in US theaters on October 16. Oscar-winning director Alex Gibney’s nearly 4-hour film “MUSK” will world premiere at the Venice Film Festival in September before screening at TIFF 2026, with an HBO debut to follow. • Runtime: ~4 hours, with an intermission • Gibney spent 4 years on the project, originally planned for Cannes 2025 but delayed as new developments kept emerging • Musk is not believed to have cooperated with Gibney

New Elon Musk documentary slated for release in US theaters on October 16. Oscar-winning director Alex Gibney’s nearly 4-hour film “MUSK” will world premiere at the Venice Film Festival in September before screening at TIFF 2026, with an HBO debut to follow. • Runtime: ~4 hours, with an intermission • Gibney spent 4 years on the project, originally planned for Cannes 2025 but delayed as new developments kept emerging • Musk is not believed to have cooperated with Gibney Will you be watching this one in theaters, or waiting for HBO?

They smashed babies against trees and murdered nearly 2 million Cambodians in under 4 years chasing a pure agrarian communist utopia with no cities, no money, and no private property. On April 17 1975, the Khmer Rouge rolled into Phnom Penh and within hours emptied the entire city, marching hospital patients and the elderly into the countryside on foot as they declared Year Zero and set out to erase every trace of the old society. Anyone tied to the past became a target and wearing glasses alone could get you killed because it proved you could read, while doctors, teachers, engineers, and monks were executed as enemies of the revolution. They turned a high school into a prison where roughly 20,000 people were tortured into confessing crimes that never happened, after which they were trucked to mass graves in the killing fields where executioners smashed infants against the killing tree to save bullets. But they never achieved a classless utopia so it wasn’t like real communism.