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Top stories today:
- Apple said to plan first touchscreen MacBook Pro
- OpenAI pitches āSign in with ChatGPTā to shift usage costs
- Anthropic debuts āClaude Skillsā to boost task performance
- Upgrade raises $165M in 1st round since 2021 at $7.3B valuation
- Harvard posts $113M deficit as endowment hits record $56.9B
- Nintendo said to target 25M Switch 2 units by March 2026
0. Data and calendar
All values as of 6 AM ET / 3 AM PT, other than S&P500 and NASDAQ close (4 PM ET / 1 PM PT).
No major events today.
Listen to our AI-generated podcast summarizing todayās newsletter (beware of hallucinations):
1. Apple said to plan first touchscreen MacBook Pro for late 2026/early 2027 debut
An OLED display with a hole-punch design is expected.
14ā and 16ā sizes, codenamed K114 and K116.
Thinner, lighter frames and an M6 chip are expected under the hood.
A reinforced hinge and screen hardware aim to prevent bounce or movement when touched.
Likely to cost a few hundred dollars more than current versions.
The touchscreen approach reverses Steve Jobsā stance that ātouch surfaces donāt want to be vertical.ā
Stock little changed on Thu. following the news, closing -1%.
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From crisp mornings and warm afternoons to city weekends and evening gatherings, these are the essentials that form the foundation of a wardrobe that never feels out of place. Sophisticated, practical, and enduring, each piece embodies the essence of Italian craftsmanship, helping you transition with ease and elegance.
Luca Faloni - Five Core Mid-Season Icons:
Cotton PiquĆ© Shirt ā The Siena shirt combines soft natural stretch with sartorial details like a cutaway collar and mother-of-pearl buttons. Effortlessly versatile, it works just as well under a blazer as it does on its own.
Denim Shirt ā A year-round classic, crafted in premium washed denim for durability and comfort, designed to develop character and patina over time.
Cashmere-Cotton Polo ā Luxuriously lightweight and refined, this polo shirt blends breathable cotton with the softness of cashmere, perfect for both relaxed and business-casual looks.
Silk-Cashmere Crew Neck ā Finer than pure cashmere, this elevated knit is a transitional essential, equally elegant layered under tailoring or worn solo.
Suede Bomber Jacket ā Handcrafted from Italian goatskin suede with cashmere detailing, this smart-casual jacket is the ultimate statement in enduring style.
*Sponsored.
3. OpenAI said to pitch āSign in with ChatGPTā to shift usage costs to customers
Representational image generated using ChatGPT.
The feature would let startups pass OpenAI model costs directly to their users, charging against the userās capacity limits in their ChatGPT account.
OpenAI stands to boost revenue and drive ChatGPT subscriptions through the move.
Some users may balk at paying ChatGPT for use of an unrelated third-party product.
Separately, OpenAI expects to spend 20-30% less on Broadcom co-developed chips than on those from NVIDIA.
