It’s Tax Day. The U.S. tax deadline started as March 1, moved to March 15, then April 15 in 1955 (partly so the government could hold your refund money a little longer).
Plus, Nvidia's $1 trillion backlog, the new Big Three in mobility, and home prices hit their 33rd straight record (forwarded this email? Join 523k readers).
TOP STORY TODAY
UK-Ukraine Beats Pentagon
A British firm called Skycutter, partnered with Ukrainian drone company SkyFall, won the Pentagon's Drone Dominance Program last week, scoring 99.3 out of 100 points across 25 competitors. The win secured a $150 million contract out of a $1.1 billion program.
Their Shrike 10 Fiber drone ranked first in long-range accuracy and second in urban strike capability. The margin over second place was the largest gap in the entire competition, a 12-point separation that made the result nearly uncontested.
The win raises an uncomfortable question in Washington: American defense contractors were outperformed in a U.S. military competition by a foreign team built partly on wartime experience from Ukraine. Expect congressional scrutiny of how the program was structured (Photos).
Nvidia's $1T-Dollar Backlog
Nvidia just completed its longest stock winning streak since 2023, climbing 18% over ten consecutive trading days. CEO Jensen Huang disclosed the fuel behind the run: more than $1 trillion in GPU orders already booked through 2027.
The company's data center revenue is up 75% year-over-year and now accounts for 88% of total business. Five years ago, gaming was the largest revenue driver. The transformation happened faster than most Wall Street models predicted.
The $1 trillion backlog effectively locks in Nvidia's dominance through the end of the decade, barring a major competitor breakthrough or policy disruption. With tariff uncertainty still swirling, the order book is the most bullish signal in tech right now.
Detroit's New Big Three
The original Big Three defined American mobility for a century. A new version is taking shape: Waymo, Tesla, and Uber. Traditional automakers like GM, Ford, and Chrysler are no longer the axis around which the future rotates.
Each of the three brings a different angle. Waymo owns the robotaxi lane. Tesla controls the private EV and full self-driving software pipeline. Uber sits on top of both as the distribution layer, agnostic to who makes the car underneath.
The shift is not hypothetical. Fleet deployments, regulatory approvals, and software miles are accelerating faster than legacy automaker timelines. The companies that won the last century of mobility may be reduced to contract manufacturers in the next one.
TOGETHER WITH METRO
$40. Unlimited 5G. Free Phone.
Metro's current deal is hard to argue with: one line of unlimited 5G data for $40/mo, a free Samsung Galaxy A17 5G, zero activation fees, taxes included, and a five-year price guarantee.
All backed by T-Mobile, ranked the best network in the U.S. Want to keep your current phone? $25/mo with no activation fees.
No contracts. No credit checks. Just value.
*$40/mo plan requires AutoPay. Free Samsung Galaxy A17 5G requires new line. $25/mo BYOD plan: first month $30, then $25/mo with AutoPay; limit 5 per account; speeds may slow after 35GB/mo when network is busy. 5-year price guarantee applies to talk, text, and data. Sales tax extra on free phone offer. Not available to recent Metro customers. Best network claim per Ookla Speedtest.
TODAY’S LIFE ADVICE
Chef Nobu's 4-2-1 Sushi Rice Formula
Most home sushi fails at the rice, not the fish. Chef Nobu Matsuhisa uses two ratios that fix that.
Seasoning: 4 parts rice vinegar, 2 parts sweetener, 1 part salt
Cooking: 1:1 water-to-rice for fresh rice, 1:1.2 for older rice
Rinse raw rice 5-6 times until the water runs completely clear
The ratio is non-negotiable. The sweetener is not.
Want the full breakdown from Nobu himself? It's worth the two minutes.
Three Boring Systems, Six-Figure Results
No team. No ads. No social media. Just three systems that took one solopreneur to nearly $400,000 in annual revenue.
Ditch the to-do list. Put every task on your calendar as a completed outcome: "Podcast recorded," not "work on podcast"
Protect your focus. The average worker gets distracted every 47 seconds and needs 23 minutes to recover. A ticking timer helps
Pick one channel and stay. Email alone built this business for years. Consistency on one platform beats scattered presence everywhere
The long game is the only game. Here's the full breakdown.
TRENDING
5 Stories
▲ Home prices hit a record $408,800 in March, marking the 33rd consecutive monthly all-time high
▲ Goldman Sachs posted its second-highest quarterly profit ever but still shed all of its 2026 stock gains
▲ Amazon acquires Globalstar for $10.8B to challenge Starlink with satellite-to-smartphone service launching 2028
▲ Mercedes-Benz recalled 24,000 vehicles after drive shaft joints were found to break without warning
▲ Man firebombs Sam Altman's home and OpenAI HQ in early morning attack, no injuries reported
TOGETHER WITH HERS
Weight Loss Medications Are Finally Affordable.
GLP-1 treatments have a reputation for being out of reach. Hers just changed that. Their new Weight Loss Membership gets you started for $39 your first month, then $149/month after. No insurance needed. No six-month upfront commitment.
Here's what's included: 24/7 messaging with licensed providers, a dedicated Care Team, unlimited dosage adjustments, and a personalized plan built around your nutrition, movement, and sleep. If prescribed, Wegovy starts as low as $149/month for the pill or $199/month for the pen.
GLP-1s are clinically proven. Now they're actually accessible. Get started here.
Fun Links
AI Chatbots misdiagnose over 80% [Blog]
Morgan Wallen vs Tom Brady in golf [Video]
AirBnb hosts are outsourcing to bots [Blog]
This year’s must-see vineyards [Photos]
HBO’s Euphoria declining viewership [Blog]
Keanu Reeves band, music video [Music]
They raffled off a Picasso for $117 [Blog]
Grow your audience and revenue: Join brands like AG1, Hims, BetterHelp. Reach +500K ambitious professionals who open 1% Better every morning. Apply here.