Good morning & happy Tuesday! Today, we're diving deep into Google, which just won the Agentic Commerce race (why Stripe ditched their own protocol to join UCP, what Google gains here, & what to expect next + bonus deep dive into how Google is building the Android of Commerce & AmEx, and why it skipped the agent protocol wars altogether), OpenAI that's now building an AI-first phone (why it's not about killing the iPhone here but all about building the last App Store + bonus deep dive into OpenAI's OS strategy & the quest to become the ultimate AI Super App), and Instacart's co-founder Apoorva Mehta who built an AI hedge fund (inside look into Abundance, what it indicates & what to expect next + bonus deep dive into Leopold Aschenbrenner's Situational Awareness Fund, the most successful investor on Wall Street right now & pitch deck teardown of AI Family Office inside). Let's jump straight into the fascinating stuff '' Last week, Amazon, Microsoft, Meta, Salesforce, and Stripe...
learn more
