What you'll learn

• 1 (01:54) **Nvidia Acquires Hugging Face for $13B** - Nvidia confirms its second-largest acquisition ever, buying the open-source AI model platform to own the distribution ecosystem.
• 2 (08:28) **VCs Pivot from AI to Live Human Experiences** - Venture capitalists who chased AI startups are now pouring billions into sports teams, casinos, and physical-world assets.
• 3 (17:02) **U.S. Trade Deficit Widens & Jobs Data Softens** - The trade gap blew out to $88.6B in July while jobless claims ticked up, signaling a dual drag on the economy ahead of the Fed's decision.
• 4 (21:54) **George Santos Gets Kalshi's First Lifetime Ban** - The disgraced ex-congressman is banned from the prediction market for betting on himself, including wagers on his own State of the Union attendance.
• 5 (22:59) **Anthropic Signs $35B Cloud Deal; Lambda AI Valuation Surges** - Anthropic locks in massive compute capacity from Nvidia-backed Neo Cloud, while Lambda AI inside the Rich Habits Network is reportedly up 3x.
• 6 (24:19) **Southwest Airlines Enters the Airport Lounge Game** - Southwest plans four lounges in Austin, Baltimore, Nashville, and Honolulu by late 2027, tied to a new premium credit card with JPMorgan Chase.
• 7 (26:29) **Google Locks Down Largest Geothermal Deal with Fervo Energy** - Fervo signed nearly 400 megawatts of power with Google from its $2B Cape Station project in Utah, with an option to expand by 600 MW more.

+ Full timestamped outline available in the app