Is the future supposed to be this full of friction? We have the UAE literally dumping the old world oil cartel (OPEC) to bet on AI, while Waymo’s driverless cars are getting stuck in puddles. We’re also witnessing the final collapse of “linearity”, as the US stock market and consumer sentiment move in opposite directions, all while AI vloggers retell history, and Ferrari debuts an EV designed by Jony Ive. Everything is upside down. At least for now. -Asli Onur and Jon Kallus

🔼 American stocks. They’re on an historic run »» But: American consumers are pessimistic »»

🔽 Residential development in Peckham. Is housebuilding in London literally impossible? »»

🤖 Time traveling AI “history influencers” are earning hundreds of thousands of followers, and millions of views »»

✈️ An insider’s guide to Nairobi »»

👗 All the best red carpet looks from the 2026 Cannes Film Festival »»

💬 “Figure out what you care about.” The linear career is a thing of the past. Here’s what replaces it »»

The new cool of Phnom Penh »»

The world’s best countries to move to »»

The UAE’s OPEC exit frees up oil wealth as it bets big on AI »»

Ferrari’s first EV is… interesting »»

But: Ferrari stock fell (hard) on the reveal »»

Also: Peek inside Audi’s 2027 Q9 »»

And: Why modern Jaguars are a bargain for collectors right now »»

Meanwhile: Waymo suspended services in 6 American cities after flooding. They couldn’t stop their cars from driving into water »»

Indian and Chinese companies are ramping up overseas acquisitions »»

The world’s fastest growing sport has a problem: No one seems sure how to pronounce it »»

Inside London's new luxury wellness retreat, Six Senses London »»

And: New York’s best hotels, 2026 edition »»

Wait, why are watchmakers revisiting pocket watches and clocks? »»

Japan’s stock market is back (for real, this time) and AI is only part of the story »»

Meanwhile: Taiwan overtook India in stock market value »»

This newsletter’s editor owns shares in Alphabet and S&P Global