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👋 Welcome! Today, we’re covering a range of topics from AI chip rivalry to taking a deep dive in to how supply chains can be optimized. Get ready for a full spectrum of insights that will keep you informed and engaged!
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AI & TECH
Broadcom unveils ultra-fast AI chip – Broadcom on July 15 unveiled its Tomahawk Ultra networking chip, built to accelerate AI workloads by linking hundreds of processors via high-speed Ethernet. It delivers 250‑ns latency, 51.2 Tbps throughput, lossless fabric, and outpaces Nvidia’s NVLink by supporting four times more chips. Shipments begin immediately.
Researchers push for study on how AI ‘thinks’ – OpenAI, Anthropic, DeepMind, and others are calling for industry-wide research into tracking AI’s chain-of-thought reasoning. The goal: boost transparency, safety, and control over advanced AI agents by better understanding how they make decisions — a critical step as AI systems grow more autonomous and powerful.
Big announcements at the AI and tech summit – U.S. tech giants unveiled roughly $90 billion in AI and energy infrastructure investments at Carnegie Mellon’s Energy & Innovation Summit with President Trump’s attendance. Google secured a $3 billion hydropower deal and will pump $25 billion into regional data centers; Blackstone will invest $25 billion in data and energy projects; CoreWeave plans a $6 billion AI campus.
CAREER & WORK
Gen Z “wakes up” to trade school surge — Amid rising college debt and volatile white‑collar prospects, younger Gen Z is turning toward trade school, boosting enrollment in skilled‑trade programs. A tech‑institute leader credits recent Pell‑grant expansions for this shift, seeing renewed interest in hands‑on careers like HVAC, plumbing, and electrical work.
Inside OpenAI: chaos, growth, and sleepless sprints – A former OpenAI engineer, Calvin French‑Owen, recounts a year of “thrilling chaos” and sleepless seven‑week sprints—like building Codex—in a rapidly scaling environment that grew from 1,000 to 3,000 employees. He describes a startup atmosphere powered by Slack, with duplication of effort, technical fragility, and intense secrecy around safety and product launches.
Laid-off managers battle for scarce jobs – Recently laid‑off mid‑level managers are submitting hundreds of applications, encountering high rejection rates and frequent “ghosting” by HR, as the available job pool shrinks. The hiring slowdown has intensified pressure on resumes and interviews, compounding stress over career trajectories and financial stability.
ECONOMY & FINANCE
Drug tariff looms — President Trump said tariffs on pharmaceuticals are “probable by Aug. 1,” starting low to give companies time to build U.S. capacity, then rising significantly (even 200% is likely). He hinted similar duties on semiconductors could follow, downplaying hopes for new trade deals ahead of the reciprocal-tariff deadline on August 1.
Experts warn against Trump’s push for rate cut — President Trump has urged the Fed to cut its benchmark rate to 1 % to reduce borrowing costs ahead of rising deficits. However, experts warn this could spark inflation, undermine central bank independence, and unsettle markets—especially with employment strong and inflation above target—highlighting long‑term economic risks
Big banks steps in to building affordable housing — Goldman Sachs’ Urban Investment Group will finance a $270 million affordable housing development in East New York, Brooklyn, creating 385 apartments and retail space. Governor Hochul says this tackles NYC’s affordability crisis. Since 2001, Goldman has invested $11 billion in state housing efforts.
VC & FUNDING
Oracle commits $3B to AI cloud expansion — Oracle has announced a $3 billion investment over five years in AI and cloud infrastructure across Germany ($2B) and the Netherlands ($1B), aiming to meet soaring demand from businesses and governments. The move mirrors other tech giants and includes support for sovereign cloud services and Oracle’s Stargate AI venture.
Unify raises $40M to accelerate AI-powered GTM platform — Unify, an AI-native go-to-market platform, secured $40M in Series B funding led by Battery Ventures, with backing from OpenAI Startup Fund and others. Just nine months after its $12M Series A, Unify reports 8x revenue growth and global adoption across hundreds of sales teams.
BIG THINK
AI in Supply Chain: Efficiency Gains or Hidden Risks?
AI is transforming supply chains end-to-end—but the integration comes with trade-offs.
At the planning level, AI-driven forecasting tools analyze sales trends, economic indicators, and seasonal patterns to minimize stockouts and overstock scenarios. Retail giants report these systems significantly improve demand accuracy and operational efficiency.
Warehouse automation is also evolving: AI systems are now used for inventory management, predictive maintenance, and optimizing order fulfillment—connecting sensors, ML models, and automation software. These tools detect potential equipment failures and streamline warehouse operations.
Last-mile logistics—a costly and complex phase—has seen AI gains in route planning, delivery alerts, and predictive risk mitigation. Providers like Veho and Dispatch report real‑time AI routing reduces delivery costs and improves customer satisfaction. Amazon’s Wellspring uses AI to optimize drop-off locations, decreasing failed deliveries .
However, critics caution that AI systems often rely on biased or incomplete data, potentially missing disruptions like geopolitical shocks or climate events (source). Recent reports show that AI fraud detection tools struggle with emerging threats, leaving supply networks vulnerable.
Moreover, a recent Gartner forecast warns that over 40% of AI projects in logistics and supply chain will be scrapped by 2027 due to poor integration and missing oversight (source). Human oversight and clear data governance remain critical to prevent model decay and unanticipated system failures.
Finally, ethical considerations arise around labor displacement and environmental transparency. AI-enhanced optimization increases productivity but may marginalize smaller suppliers without access to advanced tools. Sustainability-aligned AI—e.g. emissions-aware routing—still depends on accurate data and industry-wide standards.
Actionable Insights:
Human-in-the-Loop Oversight: Establish rigorous governance—data audits, model validation, and executive review—to maintain accuracy and trust in AI-driven systems.
Invest in Data Quality & Resilience: Prioritize clean, diverse datasets; simulate disruptions like climate events; and update models continuously to prevent failures and hidden biases.
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THE NUMBER:
914.4 meters
Alex Honnold's free solo climb of El Capitan's Freerider route in Yosemite National Park without ropes or safety equipment.
WISDOM
“In three words I can sum up everything I've learned about life: it goes on.”