ACQUISITIONS

• Sysco to acquire Restaurant Depot for $29.1B
• Tae Kim: NVIDIA's inference wave is just beginning — Groq acquisition, TSMC wafer wars, and the coming CPU shortage

FUNDRAISING ANNOUNCEMENTS

• Granola raises $125M Series C at $1.5B valuation to become the enterprise context layer for AI agents

GUEST INTERVIEWS

• Logan Bartlett: public software companies trade at 4x revenue while private comps fetch 400x ARR — the optimism disconnect explained
• Polsia: the 'AI slop' spelled backwards platform that autonomously builds and runs companies for $49/month
• Brett Adcock launches Harc AI lab: 50+ hires, a datacenter of Blackwells, and the ex-Apple iPhone designer building next-gen AI hardware
• Console launches 'Assistant': the AI that reads API docs, builds its own integrations, and deploys CrowdStrike in 40 minutes

NEWS

• Sysco to acquire Restaurant Depot for $29.1B

COMMENTARY

• The lawyer who beat Meta and Google — and why the social media addiction verdict might be existential for the industry
• Revisiting the Jetsons: flying cars, robot maids, and 9-hour work weeks — how close are we to 2062?
• Japan Twitter goes viral on X, office chair racing, and Fannie/Freddie pump — timeline reactions