Episode #174: 30 September 2025

The episode covers 15 posts across tech, policy, markets, and space. An AC remote mystery points to EU efficiency rules that removed Turbo mode from some Mitsubishi units. Multiple outlets reported Trump’s plan for 100% tariffs on foreign films, with debate on prices and retaliation. Chamath outlined a SPAC redesign tying sponsor pay to post-merger performance and limiting retail participation. Crypto chatter spiked after Jim Cramer said buy, while MicroStrategy added 196 BTC to reach 640,031. Figure shared a year of humanoid gains, and OpenAI announced an Agentic Commerce Protocol with Stripe to let ChatGPT complete purchases, starting with Etsy and expanding to Shopify. In the UK, Chancellor Rachel Reeves refused to give a yes or no on VAT ahead of the November budget. Developers saw browser-level editing via Ami, and reports surfaced of a Sora 2 vertical video app. Occidental explored a $10B OxyChem sale. SpaceX promoted Starship Flight 11. Sahil Bloom highlighted compounding from everyday habits. Anthropic’s Claude 4.5 and DeepSeek’s cheaper model fueled new AI rivalry.