GM! It’s Brett again. Just got back from SF, and I’ve been thinking about all the wealth that’s been created there - and all the times I missed it.

If I had played a few things differently, I’d probably be worth ~$100M today.

Like most of us, I’ve had several misses - didn’t buy enough BTC/ETH in 2013, barely missed joining Stripe and Uber in 2014.

But I've come to appreciate these misses for what they gave me: a massive chip on my shoulder that has driven me to create and do more in life.

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Anyway, if you're in NYC - we’re throwing a party for #NYTechWeek.

Startup Soirée is happening June 5. Rooftop vibes, DJs, founders, and yeah… it’s also my birthday. There’ll be drinks, cake, and early access to Micro’s Summer Launch. RSVP here.

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Lot of big stories from last week.

Netflix and YouTube decided you're not watching enough ads - so they're using AI to fix that.

At its recent Upfront event, Netflix revealed plans to roll out interactive, generative AI ads designed to blend naturally into shows like "Stranger Things" or "Wednesday." Think custom overlays and clickable second-screen actions right in the middle or on pause screens - coming later this year.

YouTube announced something similar at its Brandcast event. They're introducing "Peak Points" ads, strategically placed by Google's Gemini AI, right after the most engaging moments in videos, aiming to maximize attention without disrupting key scenes.

Then OpenAI launched Codex. It isn't just a fancy chatbot - it runs in your browser, manages files, directories, and autonomously executes code. Big names like Cisco and Superhuman are already on board.

At Anthropic, things got interesting financially. They secured a massive $2.5B revolving credit line, following OpenAI’s $4 billion line last October.

And Google’s doubling down on AI integration too, expanding Gemini's presence across Android devices - Wear OS smartwatches, Android Auto, Google TV, and upcoming AR glasses. Plus, they're enhancing accessibility features: richer image descriptions via TalkBack, expressive captions capturing speech nuances, and built-in OCR for Chrome PDFs.

The big picture - Last week underscored how deeply AI's embedding itself - not just in big tech’s bottom lines, but directly into everyday user experiences. Expect the digital spaces around us. From streaming to coding to commuting - to become more seamlessly (and yes, profitably) AI-driven.

Delve’s AI helps you get audit-ready in days, not months. They manage SOC 2, HIPAA, ISO 27001, and more end-to-end — so you don’t have to.

100s of companies are switching to Delve, and the results speak for themselves:

Delve is the first compliance company built for AI, with AI.

Book a demo here for $1,000 OFF + FREE Bose Bluetooth speakers.

(PS: Homescreen readers get white-glove onboarding.)

Raise: Bestow, an insurtech SaaS company, raised $120M in a Series D round to expand its product and underwriting capabilities for life insurance providers.

Stat: 40%. That’s how much Klarna shrank its workforce, partly thanks to AI replacing hundreds of roles.

Rabbit Hole: Everything is Technology (Packy McCormick)

The best resources we recently came across that will help you become a better founder, builder, or investor.

📍 Teamble improves employee feedback on Slack and Teams.

⚙️ Preswald is an AI agent for building data apps, dashboards and reports

⚙️ Basalt lets you integrate AI into your product in seconds.

Simple tricks to get a ton of value with minimal effort for work and life.

Most people try to fix problems by adding. A new app. A new routine. A new habit. But often, the fix is subtraction.

This applies everywhere - design, writing, and life in general.

The real 80/20 move isn’t doing more. It’s doing less, but better. Less noise, fewer distractions, simpler systems. That’s where leverage lives.

Last week’s answer: If you guessed AI-generated… you were wrong.

🟨🟨🟨⬜️⬜️⬜️ Yeah (50%)

🟩🟩🟩⬜️⬜️⬜️ Nope (50%)

A perfect split - rare stuff.. Here’s the original.

Micro is a CRM that doesn't feel like homework and an email client that knows what matters. Simply put, it's an all-in-one productivity tool that organizes itself so you don't have to.

I built Micro with some friends because I was tired of getting guilt tripped for not hitting inbox 0 and having to bounce around between so many tools to do my job.

That said, Homescreen subscribers can cut the line - go to micro.so/waitlist, join the waitlist, and write in “Homescreen” for Other in the “How did you hear about us” question to get early access.

If you’re interested in advertising with us, send an email over to [email protected] with the subject “Homescreen Ads”