A fintech called Slash told its team to vibe code more. One employee took the memo to heart.

The worker in question torched $80,000 in AI credits in a single week, building a brainrot shooter game about gunning down "skibidi toilet."

The company's damage-control plan: beg people to play it. I guess, that way, the bill counts as marketing?

That’s a particular absurd example in a lesson corporate America is learning fast: if you’re going to go all-in on AI, don’t forget to cap your employees’ usage limits.

Coinbase (COIN), Uber (UBER), and Walmart (WMT) have all started capping how many tokens employees can spend, before enthusiasm meets the invoice.

— Brooks & Cas

What: Being a passive investor was supposed to spare you the agonizing. Then SpaceX (SPCX) went public and landed in some indexes but not others, a fork in the road for index funds and their holders.

Why: Vanguard's total-market index will now hold SpaceX. The big S&P 500 funds won't, because the S&P waits longer post-IPO and screens for profitability. Over the past decade the S&P 500 fund returned an annualized 15.6% versus 15.1% for total-market, per FactSet.

Back Up: The 2021 IPO class dragged total-market benchmarks, but 2012's vintage, the year Facebook listed, beat the broad market over three years, per University of Florida's Jay Ritter. And SpaceX's own weight is capped anyway. It floated under 5% of its stock, and Morningstar doubts the float clears 50% within a year, so its index footprint stays modest regardless of which fund holds it.

Watch: Your own response, if you’re a passive investor looking to shift an entire strategy, just to avoid or add one stock. That instinct could potentially suggest it’s time for a more active, stock-picking approach.

What: Buying a country ETF feels like spreading your bets. SK Hynix is about to expose how thin that comfort runs.

Why: The memory-chip giant, which helped trigger the global chip rout seen in the front half of last week, plans to list ADRs on the Nasdaq July 10. Stateside, it could add diversification and volatility to the tech-heavy index. Overseas, the funds stuffed with its local shares suddenly have a redundancy problem.

What Else: The iShares MSCI South Korea ETF keeps more than half its $23B in just SK Hynix and Samsung. Once Americans can buy SK Hynix directly in dollars, the fund's reason to exist gets thinner.

Watch: Whether SK Hynix earns a spot in the big chip-sector indexes once its ADR seasons, which would pull Micron (MU) and the memory complex closer together.

What: Everyone's been scoreboarding the AI race in chips. Amazon's (AMZN) CEO says the real ceiling is the wall socket.

Why: With power named the single biggest constraint in cloud and AI, the contest quietly became a fight over who can plug in fastest. And Amazon appears to have an edge. The firm runs self-built US data centers drawing up to 9 gigawatts, roughly North Dakota's entire capacity, per Aterio. Microsoft (MSFT) and Alphabet's (GOOGL) Google sit near 5 each, Meta (META) around 4.

What Else: Google is the dark horse, because it is racing by a different rulebook. It's expected to add capacity fastest, leaning on leases and clean power, and it bought renewables developer Intersect Power to do it. Three planned Texas sites skip the grid-connection queue by co-locating with their own solar and wind.

Watch: Where the political winds blow on natural gas, which is the cheap, fast option keeping today's buildout humming.