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Brands on Hollywood, India climbing to the top and more

your path doesn't have to be linear to be valuable

THE MUSTS

World

samosas for everyone

 India overtakes Japan to become the world's 4th largest economy

 India has reached a new level in the global economy: it is now officially the 4th largest economy in the world, overtaking Japan.

  • The milestone is more than symbolic. Just 10 years ago, India was ranked 10th in the world. Since Narendra Modi took office in 2014, the country has more than doubled in economic size, thanks to structural reforms, advances in infrastructure and bets on technology and manufacturing. See the TOP-10 of the major global powers:

Some figures prove this accelerated development:

  • Real GDP growth of 8.2% in 2023/24, against a global average of 3.3%.

  • Profits from exports of goods more than doubled between 2009 and 2023.

  • Share of global services exports rose from 2.9% to 4.3% in 10 years.

  • The world's fastest-growing country economically, with rates of over 7% per year.

Even though manufacturing still only accounts for 17.2% of GDP, there is an effort to increase its relevance. The country is also benefiting from the global scenario, with higher tariffs on Asian competitors, which could favor its insertion into production chains - like Apple itself planning to move its production there from China.

Looking forward: With a young population, political stability and economic ambition, India is on course to become the world's 3rd largest economy by 2030.

What else in on

  • US: The (in)famous one Big Beautiful Bill has passed. While the top 20% of earners will see their net income increase nearly $13,000 per year, well over $3 trillion could be added to the American deficit over the next 10 years, according to the nonpartisan Congressional Budget Office. (Their national debt is currently around $36 trillion.) (Read)

  • French Polynesia: The beautiful country has announced the creation of the world’s largest marine protected area. The MPA will cover the entirety of the country's exclusive economic zone, almost 5 million km², and will restrict extractive practices like deep-sea mining and bottom-trawling. (Read)

  • France: Starting this month, smoking will be banned on beaches, parks, bus stops and areas near schools in the country. According to the government, the aim is to protect children from passive smoking. The fine will be €135. Bars and outdoor cafés are exempt. (Read)

  • Italy: Historic win for animals in Italy! There’s a new legislation imposing stricter penalties for animal cruelty, including fines up to €60,000 and prison terms of up to four years in the country. The law redefines animals as sentient beings with rights, aiming to combat practices like dog fighting and the dissemination of animal abuse content online. (Read)

  • Brazil: BRICS summit is taking place in Rio. The annual meeting of emerging economies encompasses Brazil, Russia, India, China, and South Africa—which gave it its acronym—as well as other recent additions like the UAE and Iran. However, for the first time in a decade, Chinese leader Xi Jinping chose not to attend. (Read)

 

Economy & Business

Gucci doesn't belong in a mall, it belongs in a museum

More than just showing up, brands now want to entertain

Have you ever wondered why toy brands like Barbie and Lego decided to release their own movies? The answer is simple: To increase their connection with the public.

The wave gained momentum in 2024 and should dominate screens in 2025. According to Digiday, dozens of brands have already created their own studios. The bet: Stop interrupting entertainment and start being entertainment.

To this end, giants like WPP and Omnicom have set up divisions specializing in creating original narratives with their clients' DNA. And with the streaming market cutting costs, the doors are open.

The change is already reflected in the figures. During the awards season, the brands' Media Impact Value totaled US$ 3.7 billion - with Louis Vuitton (US$ 42.7 million), Chanel (US$ 41.3 million) and Dior (US$ 35.1 million) leading the way.

  • The success of House of Gucci and the premiere of The New Look, an Apple TV+ series about Christian Dior, show that telling good stories has become a brand - and business - strategy.

From extras to protagonists, brands are now competing for screen space with screenwriters and directors. It seems that the next great story you watch could come straight from the marketing department…

What else is on:
  • Tiktok: wants you to sleep. The social network has announced a new function to help its users improve their sleep: guided meditation exercises, right in the app. (Read)

  • Microsoft: announced it’s laying off 4% of its workforce, or about 9,000 employees, as the tech giant looks to rein in costs amid hefty investments in artificial intelligence infrastructure. (Read)

  • Apple: is considering buying ChatGPT's biggest rival, Perplexity AI. The move is no coincidence. The apple company is trying not to be left behind in the race for artificial intelligence. (Read)

  • Netflix: is looking to push into unscripted television, potentially partnering with Spotify to produce music talent shows. (Read)

  • Meta: Meta reportedly bought a ~3% stake worth about $3.5 billion in Ray-Ban parent company EssilorLuxottica as it expands its push into smart glasses. (Read)

 

Technology & Science

your nudes in space

The new data address? The Moon

 Forget warehouses full of servers. The new big tech bet is to store your data in space - literally.

American startup Lonestar is developing data centers in Earth orbit and even on the Moon. The idea may sound like an episode of Black Mirror, but it has already become a reality. Last month, the company flew a prototype the size of a book to the Moon in an Intuitive Machines spacecraft.

For those who don't know, data centers are large warehouses that house piles of computers that store and process data used by websites, companies and governments.

  • And what's the idea behind them? On Earth, it's getting harder and harder to find space (and patience) for so many servers. Data centers use up a lot of energy and water - and they're not the sweetest neighbors. In space, on the other hand, there is plenty of solar energy and, according to Lonestar, data transmitted from the Moon would be almost impossible to hack.

However, the project still has many challenges, since launching equipment into space can be quite expensive. Despite the obstacles, companies like Lonestar and StarCloud remain confident. With the demand for data exploding and the planet becoming too small for so many servers, looking to the sky is becoming a billion-dollar market.

Talking about energy:

While China races ahead with solar power expected to surpass the entire U.S. electricity output in a few years, Silicon Valley is turning to nuclear energy to avoid falling behind. Bill Gates’ TerraPower just raised $650 million — with backing from Nvidia and Hyundai — to develop small modular nuclear reactors (SMRs), aiming to make nuclear power scalable and standardized.

And Gates isn’t alone: Oracle, Microsoft, Google, Amazon, and Meta have all made nuclear bets, from building their own SMRs to signing long-term nuclear energy deals. As AI energy demands skyrocket — AMD estimates that zeta-scale supercomputers will need the power of 375,000 homes — the tech sector can’t rely on traditional energy sources anymore.

Want more? Studies say that by 2030 the sector's energy expenditure is expected to more than double. In other words: competing for electricity in the usual way is clearly not an option...

EDITOR’S RECOMMENDATIONS

Movies

ai quando eu for, pai, o Brasil inteiro vai saber

 Homem com H by Esmir Filho: I have to admit something: there's a pretty big gap in my knowledge when it comes to Brazilian music. I only really started connecting with it a few years ago, which means I’ve missed out on a lot of the history and impact of some of our cultural icons. But recently, a good friend recommended Homem com H — a film about Ney Matogrosso, who was named one of the greatest Brazilian singers of all time by Rolling Stones magazine. Since it’s also Pride Month, I decided to give it a shot. And honestly, what a perfect recommendation.

This was my first real, intentional encounter with Ney’s story — and I left deeply moved. Homem com H isn’t just a film. It’s a visceral, poetic, and necessary tribute to one of the most powerful voices in Brazilian culture. From beginning to end, I felt goosebumps. Not just because of the force of Ney’s life, but because of the care, elegance, and courage with which the film approaches it.

Every frame of this movie feels designed not just to be seen, but to be felt. The visual atmosphere mirrors Ney’s spirit: restless, free, subversive — and above all, sensitive. It’s deeply beautiful to know that Ney is still among us — alive, sharp, radiant — and that he’s able to witness this powerful reflection of his own legacy. That alone feels historic.

  • And I can’t go without mentioning the actor who portrayed him — what a performance. It was raw, grounded, and electrifying. There were entire moments where I genuinely forgot I was watching an actor. The gaze, the presence, the movements — all of it felt so lived-in. Few actors can do so much with just a look.

This is Brazilian cinema at its finest — when it dares to be bold, lyrical, and honest. Homem com H doesn’t just honor a man who broke boundaries, defied norms, and redefined masculinity on his own terms — it reminds us of the power of art to free us. Ney is a man with a capital H — for human, for honest, for history. (Rating 9/10)

 

WHAT ABOUT ME?

Micael

should I be here?

Have you ever noticed how, overnight, some things that once felt familiar suddenly feel… off? Like your favorite pair of jeans that used to fit perfectly but now feel tight and awkward in all the wrong places. Or those endless conversations with a friend that suddenly turn into strange silences you don’t quite know how to fill.

That discomfort — that awkward, in-between feeling — can be scary. But it’s one of our greatest allies. Lately, I’ve been feeling a lot of it, and I think it’s life’s quiet way of reminding us that we’re moving, changing.

  • The problem is: We’re often so distracted by what’s happening outside that we forget to notice what’s happening inside. We ignore the discomfort instead of asking what it’s trying to tell us.

But if we look closely, discomfort is a signal. It shows us we’ve stepped outside of the predictable. And while that feels unsettling, it’s essential for growth. Without it, we’d probably just keep repeating the same choices, the same cycles — not because they’re right, but because they’re familiar. So ask yourself:

“Where am I, really? And where do I want to go next?”

Sometimes when you feel lost, maybe you’re actually exactly where you need to be.
That messy middle — where everything feels blurry and directionless — is often where the most important decisions begin. Being lost might just mean that going with the flow isn’t enough anymore. Ever thought about it that way?

Discomfort is like a fever. It’s not the problem itself, but a symptom that something in your life needs attention. I’ve been trying to embrace situations of discomfort more often, and honestly — I recommend you try the same.

Next time you feel out of place, instead of running from it, pause and ask: “What is this feeling trying to show me?”

Discomfort isn’t the enemy. It’s the sign.

With love,
Micael.

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