cryptooling 🪛

U.S. government is accepting donations to pay off its $39 trillion debt via PayPal and Venmo.

🔥 LATEST: Naval Ravikant launches USVC, a venture fund open to everyone with just a $500 minimum, offering exposure to top AI startups like OpenAI, Anthropic, and xAI.

We recently identified a security issue involving the third-party developer library Axios that was part of a broader industry incident. We found no evidence that OpenAI user data was accessed, that our systems were compromised, or that our software was altered. Out of an abundance of caution we are taking steps to protect the process that certifies our macOS applications are legitimate OpenAI apps. We are updating our security certifications, which will require all macOS users to update their OpenAI apps to the latest versions. This helps prevent any risk—however unlikely—of someone attempting to distribute a fake app that appears to be from OpenAI. You can update safely through an in-app update or at the official links below. 🧵

Dara Khosrowshahi is one of the most underrated CEOs. When he walked into Uber's headquarters in 2017, he was inheriting a full institutional collapse. The founder had just been forced out in disgrace after a year of sexual harassment scandals, a federal lawsuit alleging stolen self-driving technology from Google, mass executive resignations, and a global regulatory war with cities trying to ban the app entirely. On top of all of it, Uber was hemorrhaging $4.5B every single year with no credible plan to stop the bleeding. Dara did not just stabilize the company but rather rebuilt it from the inside out, restored trust with regulators and investors, and turned every single division into something that actually worked. "When we joined the company, we were losing $4 billion. We're going to cash flow $10 billion this year. So we should be taking big bets." That single statement represents a $14.5 billion financial swing in under a decade, one of the largest corporate turnarounds in modern business history. Uber is now positioning itself as the operating system of the entire autonomous vehicle revolution, not as a car company or a robotaxi builder, but as the platform sitting underneath all of them, collecting a toll on every driverless mile driven anywhere in the world. Waymo, Tesla, and every other self-driving company will spend tens of billions building the vehicles and the software, and Uber's bet is that none of them can replicate the one thing it already owns, 200 million users who open the app every week and press a button that says "get me a ride." Uber is already running Waymo robotaxis inside its own app in Austin and Atlanta, with 15 cities targeted for autonomous operations by the end of 2026 and 100,000 AV vehicles on the platform by 2027. Under that model, Uber captures a cut of every autonomous ride regardless of who built the car or wrote the software, and the margins are dramatically higher than anything the human-driver model ever produced. One of our analysts at Milk Road just took a position in Uber, and if you want to read the full investment thesis and see exactly what they are seeing in this stock right now, check out our full breakdown linked below.