Before diving into today’s email, I filmed a quick video breaking down how I write ads, emails, and sales pages with AI.

Click here to check it out now.

_{Read Time: 10 Minutes}

Today’s Menu

• OpenAI secretly developing social network that could threaten Meta and X

• Escalating US-China trade war transforms tech landscape and creates crypto opportunity

Markets

TODAY IN AI

OpenAI secretly developing social network that could threaten Meta and X

OpenAI is reportedly developing its own social media platform, confirming what many dismissed as a joke when CEO Sam Altman tweeted "Ok fine, maybe we'll do a social app" back in February following news of Meta's ChatGPT competitor. According to The Verge, early prototypes of this platform heavily leverage ChatGPT's native image generation capabilities—the same features that recently propelled the app to the top of download charts.

While details remain limited, The Information reports that posting to the feed in current internal versions is referred to as "yeeting." It's still unclear whether this social functionality will exist as a standalone app or be integrated directly into ChatGPT. The move appears strategically timed, offering OpenAI a way to harvest valuable user data for training next-generation language models while simultaneously expanding its market presence.

OpenAI wouldn't be pioneering the convergence between AI and social media—xAI's Grok is fully integrated into X, while Meta offers its Llama-powered chatbot across Facebook, Instagram, and WhatsApp. However, with ChatGPT commanding approximately 60% of the chatbot market, any social features could potentially pull users away from established platforms, setting up what industry observers anticipate could be an explosive competition.

Strategic takeaway: OpenAI's apparent move into social media represents a significant expansion beyond its core AI offerings and signals a direct challenge to established platforms. By leveraging its dominant position in conversational AI along with powerful image generation capabilities, OpenAI could create a uniquely compelling social experience that draws users away from traditional networks. This development suggests a future where the boundaries between AI assistants and social platforms increasingly blur, potentially creating new categories of d

^{Today In Crypto}

Escalating US-China trade war transforms tech landscape and creates crypto opportunity

The US-China trade war has accelerated dramatically in recent days with significant impacts across technology markets and potential implications for cryptocurrency. US tariffs on Chinese goods have been restructured to potentially reach as high as 245%, effectively requiring US companies to pay up to $2.45 million in additional taxes for every $1 million worth of Chinese imports.

In a particularly significant development for the tech sector, Nvidia has been banned from selling even its specially-designed H20 chips to China—products that were already modified to comply with previous Biden administration restrictions. This export ban has reportedly resulted in an anticipated $5.5 billion revenue loss for Nvidia, driving its stock down approximately 6%—equivalent to erasing the combined market capitalization of cryptocurrencies SUI and TON.

China has signaled openness to negotiations, but with specific conditions: demands for respectful diplomatic engagement, consistent policy application regarding sanctions, and territorial considerations regarding Taiwan. The Chinese government has also specifically requested that Vice President JD Vance not be involved in negotiations following controversial remarks.

The broader market implications remain mixed—global monetary conditions are easing (generally positive for crypto and risk assets), but persistent trade war uncertainty continues to create headwinds. Any progress toward trade clarity could potentially provide the missing catalyst for cryptocurrency market appreciation.

Strategic takeaway: The intensifying trade war is creating surprising dynamics across technology and financial markets. While restrictions on AI chip exports to China hurt companies like Nvidia in the short term, they may inadvertently strengthen the case for cryptocurrency as a borderless alternative to traditional financial systems subject to geopolitical tensions. If the ongoing diplomatic standoff results in more fragmented global supply chains, decentralized technologies may become increasingly attractive as hedges against policy uncertainty. Investors should watch for any signs of negotiation progress, as trade war resolution could remove a significant source of market uncertainty and potentially benefit both traditional technology stocks and cryptocurrencies.

Want to share The Future of Disruptive Tech with a friend, family member, or coworker? Pass this link along to them.

Thanks for reading!

Until next time,

Damon James