thecaseace

1.618

[Hammerstone Markets @HammerstoneMar3]

$SPCE -26% after surging more than 21% in the last sessions as some investors realize they had the wrong symbol for $SPCX

[WIRED @WIRED]

From anti-drone tech to face recognition, 2026 World Cup stadiums in the US, Canada, and Mexico are subjecting fans to an array of surveillance tech. Here’s what you need to know. https://t.co/tBvcdtuVen

[Option Millionaires @OMillionaires]

Good Morning!

"Did you ever notice the guy speeding on the highway is maniac and the guy going slower than you is an idiot."

-George Carlin

[thecaseace @DallasEsq]

@AndreasSteno Which is precisely why it won’t be hawkish …

[thecaseace @DallasEsq]

@hwinkler4real I’m sitting next to the Fonz ��

[thecaseace @DallasEsq]

@ces921 Craig, I look forward to this every morning. Just an outstanding, objective, apolitical summary of where we are and what’s changed in the last 24 hours. Thank you

[Vala Afshar @ValaAfshar]

The body suit airbags are instantly launched to protect fallen motorcyclists

[Gary Sinise @GarySinise]

It was an honor to be with the families of fallen heroes as they walked in the National Memorial Day Parade in Washington, D.C. this Memorial Day. Spending time together in remembrance of their loved ones, and honoring the brave men and women who made the ultimate sacrifice, is something I hold deeply in my heart.

We remember them always.

[Liz Ann Sonders @LizAnnSonders]

Today, I was surrounded by a strong community of women leaders at Executive Women's Day as part of the @CSChallengeFW—sharing, connecting and learning from each other. In the presence of such an impressive group, it prompted me to reflect on career and the factors that seem to drive success over time. Is it drive, consistency, responsibility? Yes, all play a role. But something I've seen come up often is the question of how we show up. Sometimes women leaders experience a tension between establishing who they are at home and who they feel they need to be at work. They may feel a pressure to hold back certain parts of themselves to succeed. I believe the opposite is much more powerful. In fact, who we are as women is central to what enables us to be successful. Sharing your personality, standing for something, and being authentic hold the greatest weight when it comes to establishing yourself and building connections that lead to amazing opportunities.

It's a matter of being your true self.

[SharrellAnne @SharrellAnne2]

Last night, I made a simple request on X. I asked if anybody visiting Arlington National Cemetery for Memorial Day would stop by Alan’s grave and leave a photo for our family.

What happened next honestly caught me off guard.

By this afternoon, dozens of Americans from all walks of life had made the walk to Section 60 to visit SSG Alan W. Shaw. Veterans. Families. Complete strangers. People who had never met Alan, but chose to honor him anyway.

For one day on social media, people put aside the constant noise and negativity and came together for something bigger than themselves. My notifications filled with photos, kind messages, prayers, and stories from people honoring not just Alan, but so many of our fallen heroes.

I don’t think people fully understand what moments like this mean to Gold Star families. The fear is never just losing them. It’s losing them slowly over time as the world moves on and fewer people remember their name.

But today showed me that Alan will never be forgotten.

After years of watching social media reward some of the worst parts of humanity, today gave me a reminder that the good is still out there too.

Thank you to every single person who stopped by to visit Alan today, said his name, shared his story, or took a moment to honor the fallen.

This right here is the America Alan knew and loved enough to fight and die for.

And today, y’all showed us all that it’s still here and it’s still worth fighting for. 🇺🇸

[thecaseace @DallasEsq]

@AnneErickson Huey Lewis/Stevie Ray Vaughan Mohawk Park Tulsa 1982

[thecaseace @DallasEsq]

@aroog1278 Michael McDonald

[Gary Sinise @GarySinise]

Today is our nations Memorial Day. Enjoy your day and take a moment to remember the true meaning of this day. A day to pay our respects to all those who have given their lives in our country's defense. God bless these brave heroes and their families.

[Courtney Mares @catholicourtney]

In his first encyclical, Pope Leo XIV quotes J.R.R. Tolkien's "Lord of the Rings: The Return of the King.”

“It is not our part to master all the tides of the world, but to do what is in us for the succour of those years wherein we are set, uprooting the evil in the fields that we know, so that those who live after may have clean earth to till.”

(Photo: Vatican Media)

[thecaseace @DallasEsq]

Green heron munching on a sunfish. Dallas 5/24/26, credit Ivan Jay Young

[Hedgie @HedgieMarkets]

🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products.

My Take
The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested.

This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown.

Hedgie🤗

[Adam Schefter @AdamSchefter]

NFLPA reached agreement today with JAMs to become the exclusive peanut butter-and-jelly sandwich of the Players Association.

JJ Watt and Caleb Williams are a part of JAM’s ownership group, and the player-led partnership will make the PB&Js available league-wide this season.

[thecaseace @DallasEsq]

@bill_baruch Let’s gooooo Linnea! What a talent!

[New York Yankees @Yankees]

The Yankees mourn the loss of legendary broadcaster John Sterling. Our thoughts are with John’s family, friends and loved ones at this time.

[MLB @MLB]

Remembering the legendary John Sterling and some of his most famous calls ❤️🎙️