August 3, 2025
This week’s news feels like we’ve strapped into a rocket bound straight for the future. Honestly though, as wild as the headlines are, it’s been an even more incredible week at mogul, with so many amazing milestones for us.
Weeks like this get me genuinely pumped to keep building. There’s an electric energy in the air...maybe it’s Microsoft’s market cap, maybe it’s the exciting things we have planned for the rest of the year, but this is exactly why I love what we’re doing. Let's get into it.
- Alex Blackwood
💸 Figma Goes Public - Figma's IPO wasn’t just a Wall Street coming-out party; it was a rocket launch. Co-founder and CEO Dylan Field saw his 11% stake (worth close to $6 billion after the stock popped 250%) and a pay package straight out of a Silicon Valley fever dream: he’s eligible for up to $2 billion in stock if Figma’s common shares hit targets up to $130 within the next decade. Figma’s debut is the year’s hottest, with shares opening at $85 and peaking over $120, making Field’s take-home feel more Musk than modest. Next time you’re dragging rectangles on a Figma canvas, know that you’re helping fuel a moonshot.
📺 South Park Blows Up - South Park’s 27th season premiere delivered its biggest audience since Bill Clinton was president: 5.9 million viewers across Comedy Central and Paramount+ just in the first three days. That’s a 68% jump from last year, topping all cable for the night and dominating social media. Why the hype? A Trump-in-bed-with-Satan opener and a fresh $300 million/year deal for creators Parker and Stone (they now have billionaire status to go with Cartman’s catchphrases). After 27 years, the schoolboys from Colorado are still cashing in at blockbuster scale, flipping crude jokes into cold, hard business.
💼 Trump's NIL Crackdown - The Federal Reserve kept interest rates parked at 4.25%–4.5% this week for a fifth straight meeting, but it wasn’t unanimous: two governors, both Trump appointees, voted to cut. That’s the first double dissent on interest rate policy since the pre-internet era, stoking rare public drama at a usually buttoned-up institution. Fed Chair Jerome Powell cited lingering inflation and economic uncertainty, while dissenters griped that a cut’s overdue. Markets shrugged, inflation’s still a pain, and the central bank suddenly feels a lot less united than it did last year. If you thought the Fed was boring, think again...this split could make rate watchers’ heads spin.
Earlier this week, Microsoft vaulted past a mind-boggling $4 trillion market cap, joining the exclusive club just behind Nvidia. This is no ordinary tech fairy tale; Microsoft’s blockbuster Q4 earnings report showed why it’s the new king of the cloud and AI hill. The company posted $76.4 billion in revenue for the quarter, powered primarily by a whopping 27% YoY surge in Azure cloud sales. In fact, Azure is now the engine behind Microsoft’s AI revolution, leading cloud revenue growth with AI-infused services transforming everything from office productivity suites to customer support bots.
CEO Satya Nadella’s playbook is simple: pour billions into cloud and AI infrastructure and dominate the future tech landscape. CFO Amy Hood doubled down on this vision, unveiling a jaw-dropping $30 billion capital expenditure plan just for AI infrastructure in the next quarter. Not your average office remodeling budget, that's for sure.
Big Tech’s AI showdown
Microsoft’s rise is part of a broader blockbuster earnings season for the "Big 5" tech giants: Amazon, Apple, Meta, Google, and Microsoft. They each flexed strong earnings, with AI investments headlining their growth stories. Apple and Amazon are pushing AI to supercharge their devices and cloud offerings, while Google’s AI-powered search and cloud services continue to hum along.
Meta, however, made waves by flipping the script on its AI strategy. The social media giant is pulling back from open-source AI projects to double down on proprietary tech, protecting its crown jewels in this cutthroat AI arms race. This is a big move in a world where sharing is no longer caring.
Meta’s desperation to secure top AI talent became evident when it reportedly offered some researchers at the startup Thinking Machines Lab pay packages up to $1 billion, only to have every offer rejected.
Why does it matter?
These results shred the myth that AI is just hype. It’s the secret sauce behind tech valuations and innovation pipelines today. Microsoft’s surge proves that AI cloud infrastructure is the gold rush of this generation, essential to everything from gaming to enterprise software. Meta’s strategic pivot illustrates how fiercely competitive the AI space is, with companies locking down their most valuable tech to stay ahead.
For anyone with a stake in tech markets, innovation, or even just your next smartphone, understanding this AI battle is key. The Big 5 are no longer just tech companies; they’re AI empires shaping how billions work, play, and communicate.
What’s next?
Expect the AI arms race to accelerate. Microsoft’s mammoth AI investments will push the envelope on new product launches and cloud services, forcing Amazon, Apple, Meta, and Google to crank up spending and innovation. Executive paychecks tied to AI targets will keep climbing, turning Silicon Valley boardrooms into algorithms-chasing battlegrounds.
But here’s the kicker: the real winners won’t just outspend, they’ll out-innovate. Watch for surprises from startups and rivals aiming to disrupt this new AI oligopoly.
In conclusion
Microsoft’s $4 trillion cap is more than a number; it’s a beacon signaling AI’s massive power to reshape industries and fortunes. The Big 5’s AI-fueled earnings underscore a new tech renaissance where cloud, code, and capital collide. So buckle up, because AI isn’t just tomorrow’s story...it’s today’s cash cow and chaos creator rolled into one.
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Highlights include:
Crack the spine of Tokyo Vice and you’re suddenly riding pillion through Shinjuku’s midnight veins, with pachinko lights strobing, ramen steam drifting past police cruisers that idle like cats. Jake Adelstein, Missouri-born crime reporter turned insider, ushers you from the sterile glow of the Yomiuri Shimbun newsroom to back-alley hostess bars where every favor costs interest. The book sweeps across a decade, yet each anecdote feels wired to a live socket: a yakuza capo practicing charm like aikidō, a weary detective weighing justice against job security, a rookie journalist realizing that names on the record can bleed.
Adelstein keeps circling one question: how much truth can a reporter trade before the debt comes due? One chapter makes you laugh at his bungled kanji and newsroom pranks; the next drops a hospital invoice stamped pay or die and dares you to keep reading with dry palms. Tokyo’s contradictions (rigid etiquette beside casual brutality) never feel like tour-guide color; they’re the gears that grind every moral choice.
Tokyo Vice truly stands as a street-level seminar on courage and collateral damage. Pick this one up before watching the fantastic Amazon adaptation; you won't regret it.
⭐ 4.74 / 5.0 in my book (no pun intended)
If you shuffle a deck of cards properly, chances are that exact order has never existed before. Seriously! There are more possible arrangements of a 52-card deck than there are atoms on Earth.
Written by Alex Blackwood & Thomas Horcel
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