September 14, 2025
I finally had a second this week to pick up Metal Gear Solid Delta, and it instantly pulled me back to the first time I played Snake Eater as a kid. The atmosphere, the survival mechanics, the sheer weirdness of it all...it’s rare for a game to hit with that much nostalgia and still feel new.
Life at mogul has been so nonstop lately with all the incredible momentum we have going on that getting a few quiet hours with a controller felt like a rare break. Those pauses don’t come often, but the pace right now with what we're building makes them worth it.
Anyway, there's a lot to cover this week, so let's get into it.
- Alex Blackwood
📈 Following up on last week’s story, Klarna has officially gone public – Swedish fintech firm Klarna made a powerful entrance on the New York Stock Exchange this week, with its shares opening at $52 (well above its $40 IPO price) and closing up nearly 15% from its IPO price at $45.82. Roughly 34 million shares were sold, raising about $1.37 billion, and valuing the company at $15.1 billion. Klarna’s “buy-now, pay-later” model has seen widespread adoption across millions of users and retailers, and this IPO marks one of the biggest public listings of 2025. The move also places Klarna just behind Affirm as one of the top BNPL players by market cap. Not too shabby.
📉 Fed Faces Pressure as Jobs Data Signals Deeper Weakness – The U.S. labor market is looking softer than previously thought, adding urgency to the Federal Reserve’s expected rate cut on Sept. 17. New Labor Department benchmark revisions show 911,000 fewer jobs were created between April 2024 and March 2025, slashing average monthly job growth nearly in half to about 71,000. With sectors like leisure & hospitality, retail, and professional services hit hardest, economists warn the revisions highlight vulnerabilities that were already in place. The Fed may follow next week’s cut with additional reductions before year-end as it tries to balance slowing growth with inflation still above its 2% target. It looks like J-Powell will finally do what President Trump has been asking for.
🔓 Major npm Supply-Chain Attack Exposes Crypto Users to Risk – Hackers compromised 18 popular npm packages this week, collectively downloaded more than two billion times weekly, by tricking a maintainer with a phishing email, which reset his two-factor authentication. The attacker then pushed malicious updates that quietly intercepted crypto and Web3 activity in browsers, redirecting funds to attacker-controlled wallets. The packages involved included libraries like chalk, debug, and ansi-styles. Although the exploit was live for only a couple of hours before detection and mostly neutralized, its scale has rattled developers and reignited concerns over trust, security, and the fragility of software supply chains.
This week, tech headlines exploded as Larry Ellison’s Oracle inked a deal with OpenAI that’s being called the biggest in tech, finance, or possibly all of human history. The five year contract, set to kick off in 2027, is valued at a mind-melting $300 billion. Even seasoned Silicon Valley execs are squinting at that number…can you blame them? In a world of unicorn valuations and billion-dollar product launches, this is a sum so outlandish it has everyone doing a double take.
The Math Problem No One Can Solve
For context, Oracle’s entire annual revenue right now is about $60 billion. So this one contract is five times bigger than everything Oracle brings in all year, combined.
OpenAI, meanwhile, reportedly does less than $13 billion in annual revenue at the moment. To fulfill the Oracle deal, OpenAI would have to grow its business by more than 1,000 percent overnight and start generating cash at a record pace. The AI market is wild, but even by AI standards this would be a big leap. Financial analysts have started referring to the whole situation as “AI math,” which is like regular math, but with extra hype and much larger blind spots.
Wall Street Goes Full Send
Investors, predictably, went bananas after the news dropped. Oracle’s share price spiked over 40% in a single trading day, which is the kind of seismic stock move you very rarely see. The rocket ride even briefly made Larry Ellison the world’s richest person, leapfrogging Elon Musk. This in itself was a plot twist that Ellison probably enjoyed as much as the AI headlines themselves.
Hype Machine: Now With Extra Hype
While Wall Street partied, tech analysts everywhere started pulling the fire alarm. Nobody doubts OpenAI is a juggernaut, but scaling to hundreds of billions in spending versus a few billion in revenue? That’s the stuff of movies, and even the most bullish tech optimists are scratching their heads.
Oracle’s PR machine wants everyone to focus on “future contracted revenue,” but it’s hard to shake the feeling that this whole thing could be more about optics than actual dollars.
For now, it’s a wait and see game.
So What’s Actually Real?
Oracle’s historic agreement with OpenAI is now officially on the books, firmly placing Ellison and Oracle at the center of global business headlines. The size and ambition of this deal have made it the focal point of corporate discussions worldwide, highlighting just how rapidly the demand for AI infrastructure is accelerating.
Still, questions remain about whether this $300 billion commitment will fully translate into realized revenue. The outcome will depend not only on OpenAI’s ability to scale its operations at an unprecedented rate, but also on the evolution of the broader AI ecosystem. Regardless of how it plays out, this deal stands as one of the most significant, and closely watched, business moves of the last few years.
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I finally got around to The Thursday Murder Club, and the timing couldn’t have been better; the star-studded Netflix adaptation just dropped, which means I read it with those characters already playing in my head. Richard Osman, who’s already hugely well known in the UK as a television host and personality, makes an equally strong mark as a first time novelist here.
The setup is great: four unlikely friends in a quiet retirement community meet weekly to dig into old cold cases. When an actual murder lands on their doorstep, they get the chance to test their theories in real life. What follows is clever, funny, and pretty heartfelt. Osman’s writing balances the twists of a classic whodunit with warmth and humor, making the story feel less like a puzzle and more like spending time with people you quickly come to love.
Even better, this isn’t a one-off; it’s the first in a growing series, which means if you enjoy this one there’s more waiting for you. Between the mystery, the charming cast of characters, and now a Netflix adaptation bringing it all to the screen, it’s hard not to recommend.
⭐ 4.72/ 5.0 in my book (no pun intended)
The first TV remote controls in the 1950s weren’t wireless. They were connected by a long cable. Keep that one in mind next time you get upset that you can’t find your tiny Apple TV remote.
Written by Alex Blackwood & Larry Cummings
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