GUEST INTERVIEWS

• Walter Chen (Sacra) on private market research, the AI coding race, and secondary market dynamics
• Michael Dempsey (Compound) on the 'first 40 months' framework for deep tech fundraising
• Sriram Krishnan (White House AI Adviser) breaks down the US-UAE AI acceleration partnership and American AI dominance strategy
• Joshua Steinman (Galvanick) on rogue cellular modules found hidden in Chinese solar inverters threatening the US power grid

NEWS

• Nvidia launches GPU cloud marketplace, announces AI campuses in Taiwan, France, and Middle East
• Nvidia in advanced talks to invest in quantum startup PsiQuantum, reversing Jensen's earlier skepticism
• Microsoft's 6,000-person layoff driven by AI coding mandate — engineers told to generate 50% of code via AI
• Apple Intelligence still broken: seven years after Google AI hire, Siri features remain undelivered