Fed Hikes Rates for the First Time Since 2023
THE SO WHAT
A fresh Fed hike resets discount rates across growth tech—late-stage valuations, infra capex, and long-payback AI bets all get re-scored. Operators should revisit hurdle rates and runway assumptions this week, not next quarter.
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Snap is treating Specs as a full software surface, not just a camera toy—which means AR glasses are graduating into a real platform bet again. If your product depends on mobile-only engagement, start a small experiment assuming a world where capture and notifications live at eye level, not in the pocket.
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“Dorky but fun” is the same UX valley early smartphones and wearables went through—style will lag capability. For now, treat Specs-class devices as a niche but high-signal testbed for hands-free workflows and creator tools, not a mass channel you need to prioritize.
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Salesforce guiding to $63B by 2030 is a bet that incumbents can ride AI rather than be displaced by it. If you build SaaS adjacent to CRM, expect Salesforce to lean harder into AI-native upsell and ecosystem control points, not retreat from the core.