Hello there.

TGIF, y’all! It’s another week of hot gossip in the AI world, with untold billions on the line. Just normal, everyday, definitely-not-a-bubble typa stuff in this galaxy.

In this issue:

Did you know Elon and Sam Altman go way back? Could be like an Obi-Wan/Anakin kinda thing, with AI as the phantom menace. Anyway, we’ll save it for the 4th. 🌌

Remember when OpenAI and Microsoft were like that couple who did everything together? Well, turns out OpenAI has been sliding into Amazon's DMs, and now it's official: they're seeing other people.

OpenAI just announced they're making their AI models available on Amazon's cloud platform, which is wild because Microsoft has poured over $13 billion into OpenAI over the years. Amazon's now investing $50 billion into OpenAI, and the two are building custom AI models together. Microsoft is still in the picture, but they're no longer the only ones with the keys to OpenAI's apartment.

Why does this matter for your money? Because this is basically a love triangle between three of the biggest companies on Earth, and whoever "wins" could shape which tech stocks pop off over the next few years. Microsoft built its entire AI strategy around being OpenAI's ride-or-die. Now that OpenAI is playing the field, Microsoft has to actually compete on whether their products are good, not just whether they have exclusive access to the cool new AI toys.

The bigger picture: AI companies need an insane amount of computing power, and no single cloud provider can give them everything they need. So OpenAI spreading out to Amazon isn't betrayal, it's just business. But for investors watching Microsoft, Amazon, and the AI space, this is a signal that the cozy partnerships are getting a lot more complicated. Everyone needs everyone, which means everyone's also lowkey competing with everyone. Classic tech industry behavior, honestly.

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That’s what NVIDIA CEO Jensen Huang just said about the AI boom, even calling it “the largest infrastructure buildout in human history.”

NVIDIA’s chips made this real-time revolution possible, but now it’s collaborating with Miso to unlock amazing new advances in robotics.

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If you've ever bought something because a creator was hyping it up on TikTok, congratulations, you're part of a massive trend that's literally upending how retail works.

TikTok Shop's US sales nearly doubled this year, hitting $4.9 billion in just the first three months of 2026. And according to market research folks, TikTok Shop could grab 10% of all retail sales by 2028. That's wild when you consider it currently sits at just 1%. We're talking about going from "side hustle energy" to "main character" in like two years.

Big names like Ralph Lauren, Ulta Beauty, and Olaplex just opened shops on the platform, joining early adopters like Crocs and L'Oréal. They're doing this because Gen Z doesn't shop like older generations. We discover products through creators we trust and tend to look down on traditional ads. More than half of US consumers buy something an influencer recommended at least once a year, and that number is only going up.

For anyone thinking about where the retail industry is headed (or where to put your money), this is a big deal. TikTok Shop survived the whole "will it get banned?" drama last year, and now it's growing faster than basically anyone expected. Traditional retailers are scrambling to figure out how to make their products go viral with creators, because that's where all the attention is. If you're invested in retail stocks, especially ones that haven't figured out the social commerce game yet, this might be your cue to pay attention.

In this episode of The Best One Yet, the hosts unpack a week where massive AI spending, shifting wellness culture, and public market skepticism all collide. Hear why companies and consumers alike may be reaching a turning point and questioning whether bigger, faster, and more expensive always translates into lasting dominance.

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That’s all for today. Write us and let us know your thoughts on the market, the newsletter, or the weather—we’d just love to hear from you.

Till next time,
— Brandon and Blake