🏘 San Francisco homes are being sold for OpenAI shares

Some home sellers in San Francisco are accepting OpenAI and Anthropic shares instead of cash, even though neither company is publicly traded.
One $2.995 million home attracted an offer from an OpenAI employee for more than $1 million above the asking price, while another seller offered a $500,000 discount if the buyer paid in Anthropic stock.
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The rush is driven by expectations that future IPOs could create more than 16,000 millionaires in the Bay Area. This year, 144 homes sold for at least $1 million over asking, compared with just 8 during the first half of 2025. Homes priced above $10 million have doubled, while inventory has fallen to fewer than 600 listings.
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Private company shares are increasingly being treated like cash, even before the market has determined what they're actually worth.

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🤖 10 public companies to watch in robotics

Robotics is becoming one of the fastest-growing AI markets. While most attention goes to humanoid robots, the biggest opportunities are spread across sensors, chips, automation, and industrial infrastructure.

🖱 $TER - Tests AI chips and owns Universal Robots, one of the world's leading collaborative robot makers.

🖱 $NOVT - Builds precision photonics and motion-control systems used in surgical and industrial robots.

🖱 $OUST - Develops lidar sensors that help robots and autonomous machines map the physical world.

🖱 $HIMX - Supplies vision and display chips that process images and sensor data for robots.

🖱 $AMBQ - Designs low-power AI chips for robots and edge devices.

🖱 $ON - Expanding its robotics stack through the acquisition of Siyna, adding sensing, connectivity, and edge AI.

🖱 $SYM - Warehouse automation company combining robotics with software for fulfillment centers.

🖱 $VPG - Makes force and pressure sensors that help robots interact with the real world.

🖱 $TSLA - Long-term humanoid robotics play through Optimus, combining AI, hardware, and manufacturing.

🖱 $CCXI - Gives investors exposure to Agility Robotics, the company behind the Digit warehouse robot.

The robotics market extends far beyond humanoids. The biggest winners could be the companies supplying the hardware and infrastructure every robot depends on.

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🐕 Analyst compares SpaceX to Dogecoin as shares keep falling

Mark Yusko, CEO of Morgan Creek Capital, says SpaceX's $2 trillion valuation is disconnected from reality, comparing the company to Dogecoin because of its concentrated ownership and investor enthusiasm.

Yusko argues that SpaceX, along with OpenAI and Anthropic, is trading at valuations that cannot be justified by future earnings. He also expects the stock to come under more pressure as lock-up restrictions expire and early investors gain the ability to sell.
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SpaceX shares have fallen more than 12% over the past week and nearly 28% over the past month after a strong IPO debut.
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Despite the criticism, Wall Street remains largely positive. 22 of 28 analysts still rate the stock as a Buy, while only one currently recommends Sell.

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The mistake most investors make, according to Warren Buffett

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💳 PayPal shareholders push back against Stripe takeover terms

PayPal ($PYPL) shareholders are increasingly criticizing the proposed deal with Stripe, arguing the offer significantly undervalues the company. The probability of a transaction has reportedly risen to 74%.

The proposed valuation of around 10x forward earnings is too low, especially considering that key assets such as Venmo and Braintree would become part of the deal.
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If completed, it would be one of the biggest payments acquisitions in years and reshape the competitive landscape of digital payments.

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📣JD Vance says America needs fewer office workers and more skilled trades

U.S. Vice President JD Vance argues that too many people pursue 4-year degrees only to end up in what he called "fake jobs" that create little real value. He believes the U.S. should place greater emphasis on skilled trades instead.

Speaking with Mike Rowe, Vance said careers like plumbing, construction, and manufacturing deserve the same respect as traditional white-collar professions. He also noted that many office jobs became harder to justify during the pandemic.

The debate comes as demand for trade careers continues to rise. Rowe said applications for his skilled trades scholarship program increased 10x over the past year, yet only 2 workers replace every 5 who retire. At the same time, college graduates still earn about 60% more than high school graduates on average.

The discussion is shifting from whether college matters to which skills the economy will value most over the next decade.

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🎤 Trump's teleprompter operator allegedly bet on his speeches

According to ABC News, the operator who has managed Donald Trump's teleprompter since 2016 allegedly placed more than $100,000 in bets on Kalshi's prediction markets using advance knowledge of presidential speeches.

Investigators say Gabriel Perez traded contracts tied to specific words and phrases that Trump would mention during events, including the State of the Union, a Davos speech, and a Medal of Honor ceremony.
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The activity was reportedly flagged by Kalshi, which referred the case to regulators. Perez is now in settlement talks with the CFTC, while remaining in his position.
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The case highlights a new challenge for prediction markets: access to non-public information can become an edge just as valuable as insider information in financial markets.

✔️ @venture