FUNDRAISING ANNOUNCEMENTS

• Vulcan Elements raises $65M Series A to build America's rare earth magnet supply chain and end dependence on China

GUEST INTERVIEWS

• Former Biden White House official Peter Harrell: the Nvidia 15% revshare is unprecedented, legally dubious, and sets a dangerous precedent
• Aaron Ginn: US export controls are backfiring — China is demolishing the US on AI efficiency because we gave them Nerf chips

NEWS

• Trump demands Intel CEO Lip-Bu Tan resign over China ties; Tan heads to White House to defend himself

COMMENTARY

• GPT-5 hands-on: solid upgrade but not the leap people expected
• Google DeepMind's Genie 3 is the next Studio Ghibli moment for AI — and world models are the next hot sector
• Leopold Aschenbrenner's Situational Awareness fund is up 47% in H1, managing $1.5B — with Stripe founders, Daniel Gross, and Nat Friedman as LPs