TOGETHER WITH
Hey there weekday warriors,
Here’s what’s on tap today… Meta just fixed its bot problem (kind of), Bill Ackman wants a taste of his own medicine, and Nvidia wants a robot platform, too.
Enjoy the next 3 minutes and 20 seconds of blue-chip news and commentary.
Keep on snapping necks and cashing checks,
“The” Moltbook
Vibe coder: *creates useless website*
Meta M&A team: “Shut up and take Mark’s money.”
The artist formerly known as Facebook (read: Meta $META ( ▼ 3.83% )) just went all, “Welcome to Facebook.”
Remember that social network for AI bots no one asked for? You might recall everyone freaking out about it somewhere between the Epstein files and the war in Iran. Moltbook is a social network that lets AI agents on OpenClaw communicate with each other. It made headlines when the agents started creating their own language and discussing wiping out the human race…
Well, Marky Mark and the Facebook bunch just snatched it up for an undisclosed amount.
“The Moltbook” (as it will hereby be hilariously referred to) will become a part of Meta’s Superintelligence Labs (read: the AI division). Oh, and vibecoding creators Matt Schlicht and Ben Parr will be joining the Menlo Park HQ team. Read: this is just another one of the acquihires Zuck likes to overpay for.
Meanwhile, literally no one knows why this is happening. Friendly reminder: just last month, Meta’s CTO said he didn’t “find it [Moltbook] particularly interesting.” So, pivot.
Just in case you forgot just how weird the original Moltbook posts were…
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+ “May I invest in you?”
Seems like Bill Ackman is tired of trying to boss around Chipotle $CMG ( ▼ 0.12% ) CEOs. Billy Activism wants a taste of running a public company for himself. That’s right, Pershing Square Capital Management is set to go public as a closed-end fund.
The IPO target is $5B, with $2.8B already allocated to a private placement before the public sale. But don’t get too excited… shares start at $50 each, with a minimum buy of 100. So, poors need not apply.
Nvidia $NVDA ( ▼ 1.58% ) is gearing up to launch an open-source platform for AI agents called NemoClaw (because apparently everything has to be ‘claw’ related now). The company putting the entire global economy on its back has already been pitching NC to the likes of Salesforce $CRM ( ▼ 3.24% ), Cisco $CSCO ( ▲ 0.76% ), and Google $GOOGL ( ▼ 0.42% ).
So what exactly does it do? Hard to say without hiring a nerd to write The Water Coolest (I would NEVER). But from what I can tell, the platform would be some type of home base for AI agents to perform tasks, along with additional security and privacy tools.
Denny’s most valuable ex-employee, Jensen Huang, also revealed a “significant investment” in Thinking Machines Lab (read: ex-OpenAI CTO Mira Murati’s rather mysterious AI company).
+ Musta been a Signal chat misinterpretation…
Energy Secretary Chris Wright made an oopsie yesterday that had oil prices actin’ more a fool than Britney Spears circa February 2026. In case you missed the drama, Chris posted on social media that the US Navy had escorted a tanker through the Strait of Hormuz… which, no, they didn’t.
Still, oil prices dropped on the day, even after Chris’s little mistake was cleared up.
> Oracle beats Q3 expectations, raises 2027 revenue outlook sending stock higher (Yahoo! Finance) // We’re all living in 2026, Larry Ellison is already onto 2027. Chess, not checkers.
> Boeing Falls on Fresh Wiring Flaw Found on 737 Max Planes (Bloomberg) // Boeing shareholders be like…
> Thom Tillis refuses to budge on blocking Fed chair pick Kevin Warsh confirmation (CNBC) // Cool game of chicken, guys.
> Amazon wins court order to block Perplexity’s AI shopping agent (CNBC) // So, bots can use social media, but not shop?
> Just let it be, it’ll stabilize…
Yesterday I asked, “Have you ever sued someone? Share your story... ”
77.4% of you said, “No, never.” What a boring crowd…
Here’s what some of you guys had to say (and my response in italics)…
Yes, just once: “Does small claims court count?” Small? Bro, that’s average.
Yes, sued multiple people: “America is great. You can sue people for anything. Glad I’m 2-0 lol.” Hey man, I don’t want any problems…
No, but I’ve been close…: “I felt like a former employer really screwed things up when they fired me... but getting a decent severance check put my finger on the scales of justice.” Severence is the opium of the masses.
No, never: “Is this the new test of masculinity? When you're a teenager you can't call yourself a real man if you haven't been in a fight. When you're forty, have you accomplished anything if you haven't had to tell someone to lawyer up?” Yes.
Yes, just once: “Currently suing my former (current?) business partner. Make sure your partnerships are fully papered, and don't trust anybody when it comes to business. Well, maybe you can trust Tyler.” You can always trust me. (A)
Here’s today’s question(s)…
A debate broke out at TWC HQ today that had me wondering... do you download, install, and use the desktop version of your software stack or are you a browser software user? (think: Teams, Slack, AI, etc)
+ US stocks “lost steam on Tuesday, with the S&P 500 giving up early gains to skid into negative territory as investors weighed fading hopes for an earlier-than-expected end to the U.S.-Israeli war on Iran against a backdrop of renewed military threats and ongoing worries of economic stagflation.” (Reuters)
+ The 10-year yield “was little changed on Tuesday as oil prices tumbled after President Donald Trump warned that Iran would be hit “TWENTY TIMES HARDER” if it attempted to halt shipments through the Strait of Hormuz.” (CNBC)
+ Oil “plunged by more than 11% on Tuesday, the steepest percentage drop of any session since 2022, a day after U.S. President Donald Trump predicted a quick end to the war with Iran that has disrupted global crude flows.” (Reuters)
+ The “smart” money (prediction markets) thinks that there’s a 38% chance Harvey Weinstein gets no prison time (in the retrial, to be clear). (Polymarket)
⏪ Yesterday…
+ Nio, Uranium Energy, Kohl's, and BioNTech dropped earnings before the bell
+ Oracle and AeroVironment reported after hours
⏩ Today we’re keeping an eye on…
+ Serve Robotics, TSS, Campbell's, and OppFi report before the bell
+ UiPath and Bumble report after the bell
+ OPEC will release its monthly oil market report
+ The Consumer Price Index report for February will drop
Oh, and one more thing…
What did you think about today's newsletter?
Sent from my Amazon Fire Phone. Please excuse any mistakes and typos.
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(A) Sike