HeyJaredConteNIDO
Weekly newsletter + magazine‑style columns that decode Silicon Valley for traditional industries … and traditional industries for Silicon Valley.
- Indexed issues, last 90 days
- 18
- Latest publication
- Sep 28, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 10, 2026
Latest issues
News From the Nido (opens the original)
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Meta's Muse agent launched earlier this month and hit 2.8 million downloads in its first 12 days, taking the top spot on Apple's free app chart. On a comparable US and Canada iOS basis, it outpaced ChatGPT's own debut, 1.8 million downloads to 1.3 million. Meta stock jumped more than 11%, and the enthusiasm spilled into chipmakers, helping push AMD past $1 trillion.Then came Connect, where Zuckerberg made the pivot explicit: Meta built glasses assuming the metaverse would arrive first and AI lat
Sunday Nest, September 27, 2026: What’s behind GLP-1s? (opens the original)
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Welcome to Nido’s Sunday Nest! Each weekend, we curate the essential reads from Nido’s archive alongside our latest deep dive. Think of it as your weekly briefing on the ideas that matter. The place where this week’s insights meet timeless fundamentals.Ozempic, Wegovy, Zepbound…. Terms thrown around so often they might as well be considered the words of the year. 2026 can unofficially be considered the year of GLP-1s. And beyond the Big Pharma names calling the shots, there are economy-wide spil
GLP-1 Rush (opens the original)
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<img alt="" class="sizing-normal" height="715" src="https://substackcdn.com/image/fetch/$s_!IN_G!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7ea05f5f-15cf-45b9-8465-95130f023413_1148x7
News From the Nido (opens the original)
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<img alt="Federal Reserve Board Chairman Kevin Warsh speaking at a news conference." class="sizing-normal" height="310.22285714285715" src="https://substackcdn.com/image/fetch/$s_!Peop!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media
Cheap Doesn't Have to Mean Ugly: Sede Café’s Playbook in Mexico City (opens the original)
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I moved back to Mexico City recently after a few years away and the city feels almost unrecognizable in many aspects. A 22 million person metropolis undergoes its fair share of changes in that time, no doubt, but there has been a particularly delightful one of these changes to find. Small, bright blue-colored cafés have been popping up on seemingly every corner, a dependable respite from the traffic jams and the urban chaos…offering quality specialty coffee at a shockingly (and I mean SHOCKINGLY
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