Good Morning. Trump spoke for nearly two hours Tuesday night. Here's what he said, what he avoided, and what Democrats shouted back.

Plus, the end of SaaS, Dunkin’s 48-ounce bucket of coffee, and Apple watch hacks (forwarded this email? Join 523K readers).

President Trump delivered his first second-term State of the Union yesterday, running nearly two hours. Key themes included Iran nuclear negotiations, the economy, immigration enforcement, and last week's Supreme Court tariff ruling. Inflation sits at 2.4%, down from 3.0% a year ago, unemployment holds at 4.3%, gas prices are down 7.5%, and the Dow recently hit 50,000 for the first time.

Job growth in 2025, however, was the weakest in over two decades outside a recession. Grocery prices remain punishing: coffee up 18.3%, ground beef up 17.2%. Housing costs consume 42% of median household income. Lowest-income workers saw real wages fall (Trump’s economy).

Virginia Governor Abigail Spanberger delivered the Democratic response, framing her argument around three questions: affordability, safety, and whether the administration is working for ordinary Americans. November midterms loom for both parties. Full speech here.

A new Retool survey of 817 enterprise builders found 35% have already replaced at least one SaaS tool with a custom-built alternative, and 78% plan to build more in 2026. Notably, 60% did so outside of IT oversight, a dynamic experts call a significant governance warning sign.

The economics are driving it. Building a custom internal tool that once took weeks and six figures now takes a day or two. Companies aren't abandoning core systems wholesale, but targeting narrow friction points: approval flows, dashboards, administrative panels that never quite fit.

The risk isn't the individual tools, experts warn, but ungoverned sprawl. Dozens of unsanctioned apps connected to production data create growing security and compliance exposure (more).

A growing number of non-Chinese Americans are adopting Chinese lifestyle habits, a trend dubbed "Chinamaxxing" on social media (WSJ). Followers drink hot water, eat congee, practice tai chi, and wear slippers indoors, habits borrowed from traditional Chinese medicine and daily life.

The shift reflects China's growing soft-power influence, amplified by viral creators, popular Labubu toys, and American streamers touring Chinese cities to millions of viewers. China's state media has embraced the trend as a sign of rising global cultural standing.

Reactions among Chinese Americans are mixed. Some welcome the mainstream interest; others feel their culture is being treated as a wellness aesthetic. The tension raises a familiar question: where does cultural appreciation end and appropriation begin (video).

Remember "Catch Me If You Can," the 2002 film starring Leonardo DiCaprio as real-life con man Frank Abagnale? Check washing, his signature crime, never went away.

Thieves fish envelopes from USPS mailboxes, erase ink with acetone or bleach, and rewrite checks to themselves. One victim's $320 payment became $5,780.

▶ Abagnale's advice: ditch the expensive pen. Many premium inks wash right off. The Uniball 207, a basic $2 ballpoint, embeds oil-based ink deep into paper fibers, making chemical erasure nearly impossible.

Smart protection. Small detail. Two dollars.

See clip | Get pen*

Research published in Nature finds breathing quality directly impacts memory consolidation during sleep. Slow brain oscillations and spindles, which lock in memories, sync with inhalation peaks.

Stronger, healthier breathing amplifies that process. Disrupted breathing weakens it. Older adults face compounding risk, as breathing disorders and sleep difficulty both worsen with age.

Simple fixes: nasal breathing, side sleeping, cooler bedroom temps, and avoiding alcohol before bed.

Read article.

▲ Tariff Refunds surge as FedEx lawsuit opens floodgates for 1,500+ companies seeking hundreds of billions back

▲ Dunkin' launches 48-oz coffee buckets starting at $8.89, currently testing across 12 Massachusetts and New Hampshire locations

▲ Mexico considers suing Elon Musk after he alleged President Sheinbaum takes orders from drug cartels without evidence

▲ U.S. military surges 150+ aircraft near Iran in largest regional buildup in over two decades since Iraq War

▲ Bill Gates apologizes to foundation staff over Epstein ties, admitting two affairs Epstein discovered and used for leverage

▲ Cartel violence rattles thousands of American retirees in Puerto Vallarta after Mexican military killed cartel chieftain Sunday

▲ Spirit Airlines reaches creditor deal to exit second bankruptcy by summer, shedding $5 billion in debt and obligations

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