Leadership at the world’s most influential firms are in flux, chief among them a new Apple CEO and a senior exodus at OpenAI. We’re also tracking a major consolidation of power in the AI space, specifically SpaceX’s US$60b move for Cursor. Today’s issue looks at these corporate maneuvers, alongside things that can’t scale: hotel art, great restaurants, the popularity of the Japanese sharp pour, and the alpha of a life that isn't over optimized.
-Asli Onur and Jon Kallus
Got 60 seconds?

Prada Caffé, inside Harrods (Business Traveller/Prada)
🔼 San Diego restaurants. The city has quietly become one of America’s great dining destinations »»
🔽 PepsiCo. Marriott’s replacing them with The Coca-Cola Company as exclusive global beverage provider, ending a 34 year relationship »» But: Rolex Pepsis are about to soar »»
🤖 OpenAI launched a new model called GPT-Rosalind for life sciences research »» Meanwhile: 3 senior OpenAI leaders left on the same day »»
✈️ The 25 best things to do in Buenos Aires, according to locals »»
💬 “It sucks the joy out” Over optimizing your life is making you fragile, not better »»
Got 2 minutes?

Michael McGregor’s “Room Service” (Substack/@firstclassjerk)

What the modern groom should wear »»
And: How diamonds became a guy’s best friend »»
New Apple CEO incoming »»
And: Apple just signaled a sprint to build in house chips for all devices »»
Anthropic’s Mythos moment: How frontier AI is redefining cybersecurity »»
Mercedes updated the EQS, GLS and EQE »»
SpaceX struck a deal with AI startup Cursor to acquire it for US$60b in 2026, or pay US$10b for work they’re doing together »»
Introducing: Peanut Nutella »»
Eli Lilly’s CEO is ‘disappointed’ that only 1 in 10 Americans are on GLP-1s »»
Egypt’s Talaat Moustafa Group to build US$27b city east of Cairo »»
The S&P is beating Berkshire Hathaway shares. By a lot »»
Bieber dropped a massive new collection of apparel and accessories »»
Southern Morocco is one of the world's last great unexplored destinations. Here's how to visit »»
New York’s proposed pied-à-terre tax could upend the luxury real estate market »»
The creative software industry has declared war on Adobe »»
But: If you work in the field, you should probably get familiar with Claude Design. Like, now »»
Google is eyeing new chips to speed up AI results, challenging Nvidia »»
The UK’s best Airbnbs »»
Artist Michael McGregor turned over 100 ordinary hotel notepads into extraordinary works of art »»
The Japanese sharp pour is taking over American taprooms »»
What US$69m will get you in Villefranche-sur-Mer »»
The 8 best movies to stream in April »»
How Jennifer Aniston’s LolaVie brand grew sales 40% with CTV ads
The DTC beauty category is crowded. To break through, Jennifer Aniston’s brand LolaVie, worked with Roku Ads Manager to easily set up, test, and optimize CTV ad creatives. The campaign helped drive a big lift in sales and customer growth, helping LolaVie break through in the crowded beauty category.
Thanks for reading
True intellectual arbitrage happens when you connect dots that others haven’t seen yet. If this issue gave you a new lens on the week to come, please forward it to the one person in your network who you love to talk about this stuff with. We are building the most discerning community online. Thank you for being a part of it, and for bringing your friends along too.



