ZD 26.08: Tariff Twilight Zone

What is next with tariffs, should you short SaaS and more from an exciting week.

🌐 Tariff Ruling I: What Changes? (Jordan Schneider)
ChinaTalk sat down with scholar Peter E. Harrell to help understand the effects of the ruling on trade and ongoing negotiations.

⚖️ Tariff Ruling II: Supreme Court Dynamics (One First)
What did this ruling say about the court and the dynamics between the justices? If you like legal drama, don’t miss the following deep dive.

👎 DOGE’s Final Failure (Wake Up To Politics)
Saying you are taking a chainsaw to government is one thing, effectively wielding it in America’s multistakeholder system is another.

🏛️ How a Congressional Office Actually Works (Statecraft)
Laws are made by people working in small offices with funny rules. Here is how they operate.

📉 Wall Street’s Memo from The Future (Citrini)
Investment research firm games out what happens when intelligence becomes a commodity and it breaks our economic assumptions.

📉 Don’t Short SaaS (TSCS)
The market is pricing in extreme AI disruption of the software business. Should it?

👨‍💻 Thin is In (Stratechery)
Thick clients won the last war, but thin clients are winning this one.

💻 Is the Future “AWS for Everything?" (Construction Physics)
AWS is flexible automation at scale. Will AI create conditions allowing that dynamic to appear in other businesses?

🤷 How Will OpenAI Compete (Benedict Evans)
OpenAI lacks any durable strategic advantage other than a large, largely no-paying customer base. Can they figure out how to navigate that?

🔨 Effective Claude (How to AI)
Claude is amazing but intimidating — it is really five big, hairy, complicated tools in one. Here is a great guide to get started.

🔌The Wonderful World of AI Plugins (Handy AI)
AI is more than just your chat window, here is some advice on how to pick integrations.

🍸 How to Do Cocktails for 100 (Peter Suderman)
Throwing a cocktail party for 100 in a DC row house is not logistically easy.

🗿 Concrete Tech (Wallpaper*)
Concrete electronics to match your brutalist style.

The Look

Steak prices are almost worse than memory prices.

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