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GUEST INTERVIEWS

  • Tyler Cowen: AI adoption is being wildly underestimated, and America's AI lead is a form of soft power over China
  • Ramp's economist: 35.5% of US businesses are using AI — four times higher than the census estimate — and vibe coding platforms are growing faster than model companies
  • California Forever founder Jan Sramek: 200 transactions, 700 sellers, and a plan to break ground on a new city in 2028

NEWS

  • General Matter emerges from Founders Fund to revive US nuclear fuel enrichment
  • Trump exempts electronics from China tariffs then reverses course, leaving Apple in limbo
  • Nvidia commits to 500 billion in US AI infrastructure, starts Blackwell production in Arizona

COMMENTARY

  • Apple's China supply chain: a 40-year codependency that can't be unwound overnight
  • The Texas Lottery scandal: how a secretive Tasmanian gambler won 57.8 million by buying 99.3% of ticket combinations