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The stack

4 picks · curated
01
Stratechery txt 3 am · Article

Apps, agents, and aggregation

Ben Thompson argues agents are the ultimate Aggregators: once AI does the using, apps become a means rather than an end, pre-built UI stops mattering, and messaging-style interfaces become the front door to computing. Providing the agent is, in his telling, tech's biggest prize.

03
Hacker News txt 321 c · 775 pts

Owed a billion dollars in Nvidia stock

VR pioneer Eric Gullichsen, on Nvidia's technical advisory board in 1993, found decades later that his option grant specified one-year vesting, not the four years Nvidia's CFO and Cooley asserted in 1996. The 9,375 shares he says he was shorted would be 4.5 million today, but his lawyers concluded the statute of limitations had long run.

04
Reuters 3 am

Prediction markets’ push into US stocks raises regulatory alarm bells

Polymarket traders have bet more than $220 million on about 31,000 equity-linked markets since last October, nearly 60% of it on single-stock moves in names like Nvidia, Alphabet, Apple and Tesla, per an Allium analysis for Reuters. Legal experts warn the contracts sit outside exchange surveillance and investor protections; the SEC and CFTC say they are reviewing them.