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Summary: In today’s briefing, we analyze "The Hardware Ultimatum and The Agentic Pivot." We deconstruct the massive announcements out of Google I/O, including the death of traditional search in favor of generative UI, the launch of Gemini 3.5 Flash, and the deployment of "Gemini Spark," a 24/7 autonomous enterprise agent. We explore the staggering capital flows of the week, with SpaceX agreeing to buy coding startup Cursor for $60 billion right before its blockbuster IPO, while Wall Street prepares for an imminent public offering from OpenAI. We also dive into Google's new Int ...