This episode covers major shifts in AI, including OpenAI's investment in Merge Labs and a talent shakeup at Thinking Machines Lab. We explore AI agents' new capabilities, like Cursor building a web browser from scratch, and Google's 'Personal Intelligence' integration. On the policy front, the FTC bans GM from sharing geolocation data, and the US imposes tariffs on advanced AI semiconductors. We also look at how classic brands like Hershey are adapting marketing, the success of niche businesses like Rancho Gordo, and BlackRock's earnings amidst global economic complexities. Plus, a look at dipping mortgage rates and sticky options trading.

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