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• TechGoogle may have to put ChatGPT and Perplexity beside Search. The fight is really about the default.UK regulators have proposed putting AI assistants on Android and Chrome search-choice screens, while publisher disputes are putting pressure on how Google uses and pays for content. The bigger shift is distribution: the next search war may be decided before anyone types a query.
• ExplainedHow can a medicine change what supermarkets sell?GLP-1 medicines reduce appetite and food intake for many users. At population scale, that can alter portion sizes, snacking frequency and the types of foods companies choose to develop, even though the medicines are not food products themselves.
• MoneyBrazil voted on Sunday. Markets voted on Monday.Flávio Bolsonaro led Brazil’s first-round presidential vote 47% to 45% over Luiz Inácio Lula da Silva. The next trading session, Brazilian stocks surged. The useful question is not which candidate markets ‘like’. It is which policy probabilities investors suddenly changed.