The Lead
This week, Shinkei brings automation to fish processing, Rocket Lab funds its next expansion, Oracle’s AI backlog explodes, and CoreWeave moves deeper into physical industry.
Elsewhere, we get Steve Jobs on leadership, golf-course stewardship, fall golf gear, HYROX as status infrastructure, and a few useful ideas about judgment, character, and writing things down.


How Steve Jobs Learned to Lead
Shane Parrish has an excellent weekly newsletter full of timeless ideas and insights you can use in life and work. Last week, he shipped a piece that included a small blurb about Steve Jobs (he recorded a longer podcast that goes more into this subject). This is interesting because while I haven’t listened to the podcast, just thinking about what I’ve read about Steve and how he operates. It is unclear if he ever learned how to lead. He was able to rally the troops but many thought of him as an asshole, while I support the assholes. It is not a trait that is actively supported in the mainstream.
Shinkei is Automating The Japanese-Style Fish Process
I have been following this company off and on (because I forget the name of the company) since their first appearance on TBPN. I am a huge fan of what this company is doing an I am extremely bullish on them. Their Poseidon product uses computer vision to locate the fish’s brain, perform ike jime cuts and send the fish into the cold chain in roughly five seconds. This is an excellent example of technology moving into the dirty work that a select few actually enjoy doing.
The Ordering Problem
Sketchplanations by Jono Hey, has become one of my favorite non business focused newsletter. Even though some of its posts can be related to the business world. This particular email though resonated with me because this “problem” is something I think about wherever I park. But in the perfect world, this image would require all four people who parked to think about the person who is coming after them. Something that rarely happens because they are to busy thinking “woah, i got a great spot”. Which then leads to the group of “bad” park jobs.
Fall 2026 Buyer's Guide
BowTiedGolfer lays out a fall 2026 golf wardrobe built around cleaner color matching, layering and alternatives to the usual white-soled golf-shoe look. These are his personal choices, I am a fan of many of what’s inside of this guide, which is why I’m including it in today’s newsletter. I am not typically a fan of the content that golf creators make but BowTiedGolfer does not seem like a hardo dork. So he has my support for now.
The Things I Kept In My Shadow
The Woke Salaryman is a lowkey banger of a newsletter. I have never seen his content on my X feed (besides from what i’ve posted about). In this piece he writes about people pleasing and the parts of yourself that giden hidden when you spend to much energy trying to impress other people instead of being yourself. I think many people fall into this trap, trying to impress someone by not being yourself.
HYROX Is Soul Cycle in a Weighted Vest
The best intern in the game, If you are looking to understand the ‘luxury’ game. Intern Pierre is the page to follow, he is the best to do. In this piece he covers Hyrox and L Catterton’s. L Catterton’s bet sits inside a broader move toward expensive, social, in-person hobbies and experiences among younger consumers. Several years acquire the folks who at Conde Nast / Advance bought the Ironman competition for a bunch of dollars as well. So there definitely is something here. You just won’t find me at one of these events.
Golf Needs More Good Stewards
I worked at a Golf Course for two summers, maintaining a golf course is extremely costly and if something breaks like a machine or pipe your budget for the summer could be ruined. Fried Egg argues that golf depends on owners and operators who treat courses as institutions worth preserving. Fried Egg is right on this one, although how could communities encourage current owners or new owners to improve public courses.
The Clearest View
Will Guidara is one of my favorite people in the game, I’ve read (listened) to his book ‘Unreasonable Hospitality about six times. Will Guidara uses the line “the clearest view of a man is from below” to argue that character is easiest to see in how someone treats people with less power than them
Write Things Down
Ben Thompson explores why externalizing information is powerful for both humans and AI, while arguing that deciding what deserves to be written down remains the harder problem. I am a huge fan of writing things down, currently my writing stack includes two pencils, one pen, a sharpie, notecards, and two notebooks. Each of them has its own purpose.
Prior Research Coverage

Rocket Lab (RKLB) - Rocket Lab completed a $1.94 billion equity raise, giving it the cash needed to fund the pending Iridium acquisition. The deal could materially expand Rocket Lab beyond launch and space systems into a broader communications and space-infrastructure platform. (Rocket Lab)
Oracle (ORCL) - Oracle reported 30% revenue growth and 121% growth in cloud infrastructure revenue, while AI-related contract backlog pushed total remaining performance obligations to $664 billion. The company is also adding major data-center capacity while increasingly using customer prepayments and customer-owned hardware to reduce its own capital burden. (Oracle)
Intel (INTC) - SK Hynix is reportedly discussing manufacturing memory chips at Intel’s Ohio complex, potentially through a lease or joint venture. A deal could help Intel monetize expensive domestic fab capacity that has so far struggled with utilization and returns. (Reuters)
Constellation Energy (CEG) - Constellation agreed to acquire Shell’s 609 MW Rhode Island State Energy Center for $715 million, adding more dispatchable gas generation to its power portfolio. The purchase reflects the increasing value of reliable generation as U.S. electricity demand accelerates. (Constellation Energy)
CoreWeave (CRWV) - CoreWeave launched a Physical AI Field Engineering business that embeds engineers with industrial customers to apply AI to engineering data, simulations and testing. The move pushes CoreWeave further beyond GPU infrastructure and into higher-value industrial workflows where customer relationships could become stickier. (CoreWeave)
Domino’s Supply Chain Infographic

Referrals
We’ve got exciting updates, fresh faces, and some serious miles ahead. Whether you’re training for your next race or just getting started, we’ve got something for everyone.
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That’s it for this week.
Short note about what’s in the pipeline.
Thank you and may the force be with you,










