Regulation
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The Jensen Huang Story Gets Worse, Washington vs. New York, Silicon Valley
The Jensen Huang story got worse for him on Monday; the real risk for Huang is governance, even more than national security. Who benefits?
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Jensen Huang’s Affair, The Culper Report, Huang’s Righteousness
Nvidia CEO Jensen Huang admitted to an affair with a Chinese spy, and that might not be the end of his troubles. I hope he survives, but his influence will never be the same.
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Pacing the Frontier, AI’s Digital Limits, AI Commissars
Dario Amodei wants to pace the frontier; it’s an unrealistic proposal that seems mostly geared to political control of AI.
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Apple Settles With E.U., U.S. App Store Fees, ATT Rules in Germany
Apple’s App Store is finally facing the reality of lower fees, and the EU should be satisfied with its work; it’s ok it’s late.
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Anthropic’s Watermarking, How It (Probably) Works, Worse Than It Seems
Anthropic is adding watermarking in response to the E.U.’s AI law. It’s a terrible idea, first and foremost for philosophical reasons.
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Who’s Afraid of Chinese Models?
Everyone is worried about Chinese models, but the frontier labs will be fine; we need to enable open U.S. alternatives.
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Apple Price Increases, Apple Intelligence and the E.U.
Apple is (finally) raising prices, but they’re not shipping Siri AI to the E.U.
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The State of Fable, The Jailbreak Problem, SpaceX Acquires Cursor
The administration is very likely wrong about Fable, but that is ultimately Anthropic’s responsibility.
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An Interview with Nvidia CEO Jensen Huang About Accelerated Computing
An interview with Nvidia CEO Jensen Huang about his GTC 2026 keynote, navigating China and DC, and remembering Nvidia’s true nature.