Happy Monday, Future Party. Last week, the business buzzword heard on every quarterly-earnings call was “uncertainty.” Few CEOs can make heads or tails of how constantly evolving tariffs are going to affect their businesses… except that they certainly will in some way. At least you can be certain that we’ll be in your inbox every weekday keeping you up to date on it all — some things need to stay consistent.

DAILY TOP TRENDS

Mark Zuckerberg Wants To Replace Your Friends With AI

Best buds // Illustration by Kate Walker with Midjourney

Meta CEO Mark Zuckerberg has gone on a rare publicity tour to share the new underlying philosophy of the company — people are lonely and want more friends than they have, so Meta wants to give them a group of AI besties.

The Big Picture: It’s true that people are lonely — 30% of adults say they feel lonely once a week, 32% of people under 30 say they have fewer than five close friends, and the US Surgeon General even determined that loneliness is a national epidemic. Whether AI can fill the gap in genuine human connection is a Silicon Valley pipe dream that may not work in practice… but will likely generate a lot of engagement in trying.

Behind the Bots: In 2006, Zuckerberg said, “Facebook is about real connections to actual friends.”

Much has changed in nearly two decades.

  • Across interviews, Zuck says he imagines a near-future world where people turn to chatbots as friends, therapists, and customer-service reps — essentially anyone who can help you.

  • He told Stripe president John Collison, “I think people are going to want a system that knows them well and that kind of understands them in the way that their feed algorithms do” (aka knows every data point about them).

  • That’s why Meta is aggressively rolling out new AI features such as chatbots with the likeness of celebrities, a dedicated AI social feed, and an always-on mode on smartglasses called “super sensing” that constantly records your interactions with others.

Future Hangs: Meta, of course, is not the first platform to want to mainstream AI friends — startups like Replika and Character.AI have controversially caught on with people. But Meta has the broadest reach of any social media company by a large margin. The problem is that calling these chatbots “friends” is tricky in and of itself — can AI really be your friend if it doesn’t have wants and desires? Could these chatbots actually be closer to the imaginary friends we had as kids, especially as they turn out to be pretty sycophantic?

Prediction: While AI may be better than nothing for those who truly are in need of someone to converse with, we may see a counter-trend emerge where younger generations, increasingly disenchanted with constant digital immersion, gravitate toward in-person experiences as a more meaningful and intentional way to connect.

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Walmart Scions Plot Future-Focused University

WalmartU // Illustration by Kate Walker

Steuart and Tom Walton, two grandsons of Walmart founder Sam Walton, are converting the company’s old HQ in Bentonville, Arkansas, into a flexible, STEM-focused university.

Why It Hits: The concept of a college education appears to be undergoing an existential crisis, as entry-level jobs seem harder than ever to come by post-graduation, and the rising costs of higher education burden borrowers for decades after. Finding faster and more affordable ways to learn cutting-edge skills may become a more appealing path for many prospective students.

Behind the Syllabus: Can Walmart sell you on an alternative to the typical university experience?

  • The college, which doesn’t have a name yet, will offer “innovative, flexible pathways to jobs in automation, logistics, biotech, and computing,” per Axios.

  • It plans to accept 500 students at first and eventually grow to about 1,500 undergrads and 500 non-degree learners.

  • It’ll offer “stackable, flexible credits” to potentially switch majors or change areas of expertise if opportunity seems to be blowing in a different direction.

The Future: Steuart Walton, who also sits on Walmart’s board, wants the school to “move at the speed of innovation.” Specifically, Walton says that the fields the school will focus on are those needed in Arkansas, suggesting that servicing the local job market will take precedence. It’s the “company town” model of higher education.

Prediction: If the Waltons’ school is successful, other corporations that are deeply embedded in their community could also launch their own colleges that provide clear pathways to employment. Here’s looking at you, Starbase.

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DEEP DIVES

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56.6% of you voted Yes in Friday’s poll: Are you married?

“And loving it.”

“Happily. Yes, we have had our ups and downs but took a vow 47 years ago and have easily been able to honor it.”

“Second time is the charm? I am counting on it!”

“Gave it a whirl. Wasn’t for me.”

Let’s keep the conversation going. Join our Poll Of The Day newsletter, so your opinions can shine. Discover how your views line up with your peers’, check out cool insights, and have some fun. It’s data with personality.

QUICK HITS

→ Entertainment / Media

🎥 Tom Rothman has re-upped his deal as CEO and chairman of Sony Pictures, currently making him the longest-running film chief in Hollywood.

💻 Netflix is removing Black Mirror: Bandersnatch from the platform, officially ending the streamer’s experiments in interactive entertainment.

📺 ESPN’s new flagship streaming service may be called… ESPN.

→ Technology

👨‍⚖️ Alex Mashinsky, the founder of crypto exchange Celsius, was sentenced to 12 years in prison after being convicted of fraud.

🌙 Space startup Interlune is preparing to go to the Moon to harvest helium-3 — a rare gas that could potentially be used for fusion energy.

👐 British startup Silence Speaks is using AI to generate avatars who can sign for deaf users.

→ Creator Economy

🤳 The Interactive Advertising Bureau found that the number of professional creators has jumped from 200,000 to 1.5 million between 2020 and 2024.

📱 Meta is rolling out a new AI tool that will allow advertisers to target trending Reels.

🎤 Kid Cudi is the first artist to play Snap’s new Under the Ghost performance series, which will play exclusively on the platform.

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Today’s email was written by David Vendrell.
Edited by Nick Comney. Copy edited by Kait Cunniff.
Published by Darline Salazar.

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