# NYC delivery model detour

An episode of [Wall Street Breakfast](https://invisiblenetwork.ai/podcast/1358381502), 12 Aug 2026, 5:38.

Audio: https://api.spreaker.com/download/episode/73841821/wsb081226.mp3

A New York proposal could redraw the economics of home delivery (AMZN). (00:13) Manus is on its own again after the Meta (META) deal. (01:41) Edison (EIX) scores an early legal win. (02:36) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Wednesday: SMCI, CRWV, and more 'Avoid disaster': Sanders urges Meta, OpenAI, and Anthropic to freeze AI development Who benefits as AI data centers create a power shortage? Oracle prepares plans for new round of layoffs this month - report Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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