Launch Briefing

☁️ 78°
Katy, TX
H 80° · L 62° · 💨 7 mph · 3% rain
Thursday, June 25, 2026 — 02:04 PM CT
Powered by Claude + local stack
“One day at a time.”
— Alcoholics Anonymous

🤖 AI & Technology

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OpenAI and Broadcom unveiled Jalapeño, a custom inference chip designed to optimize LLM performance and efficiency at scale, signaling a shift toward proprietary silicon beyond training. Claude integration into Slack marks a major expansion of AI agents into workplace tools, building on OpenAI's own research showing how agents enable longer, more complex task chains and measurable productivity gains across roles. NVIDIA's NeMo AutoModel is accelerating transformer fine-tuning pipelines, while parallel work on hybrid models and real-world ASR benchmarking suggests the field is moving past one-size-fits-all approaches. The throughline: inference optimization, agent deployment, and specialized tooling are now table stakes.
TAKEAWAYAI infrastructure race heating up—custom chips and embedded agents define next phase.

🏦 Mortgage & Fintech

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6.49%
30-YR FIXED
5.84%
15-YR FIXED
4.41%
10-YR TREASURY
Rates as of 6/25/2026
JPMorgan Chase elevated Doug Petno and Troy Rohrbaugh to co-presidents, marking Jamie Dimon's most concrete succession move yet and signaling the board's multi-year transition planning. Meanwhile, mortgage affordability deteriorated further as the MBA's Payment Index jumped 2.2% in May to 159.4, with median purchase payments climbing to $2,198 amid higher rates and larger loan sizes. The mortgage and title industry continues navigating legal headwinds—HomeServices and Elliman notched wins in commission litigation while Qualia bolstered fraud protection with expanded wire evaluation tools. Senate Democrats are also pushing back on CFPB acting director Russell Vought's record deletions, raising fresh questions about enforcement capacity under the new administration.
TAKEAWAYSuccession clarity at JPM offsets affordability crisis pressuring borrowers.

🥏 Disc Golf

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Eveliina Salonen surged three spots to #3 in the FPO rankings following her European Open victory, reigniting debate over whether she's the sport's best female player. Silva Saarinen holds the #1 ranking with Holyn Handley at #2, but Salonen's hot streak suggests the throne could shift. The PDGA has partnered with Parkdly to deploy digital caddie books at all 2026 majors, building on tech that debuted at last year's World Championships. The move modernizes professional disc golf's approach to course information and player support.
TAKEAWAYSalonen's ascent challenges FPO's established hierarchy.