Posted by Alumni from Substack
July 15, 2026
Good morning & happy Tuesday! Today, we're diving into Apple, which just sued AI giant OpenAI for trade secret theft (what the lawsuit is all about and why it's actually a hardware play, not a legal one at the core + bonus dives into OpenAI's IPO plans and their Super App strategy inside), Nubank that became Mexico's largest digital banking without a banking license (why full Mexican banking licence matters for NU & what it unlocks + bonus dive into Klarna Bank inside), and Monzo & GoCardless co-founder Tom Blomfield, who just joined Anthropic's compute team (what this move indicates & why it matters, and what Anthropic's hiring stategy tells us about the future of AI + bonus guide to building Agentic OS with Claude Fable 5 & Blomfield's playbook to building a self-improving, AI-native company inside). So let's just jump straight into the interesting stuff '' The BIG News ' Apple AAPL 0.00%' just filed a trade secret lawsuit against OpenAI, accusing the company of systematically... learn more