FUNDRAISING ANNOUNCEMENTS

• Early CEO Cyriac Roeding raises $44M for genetic constructs that force cancer cells to reveal and destroy themselves

GUEST INTERVIEWS

• Founders Fund alumni clash live: high-margin software vs. capital-intensive hard tech
• Bill Bishop on why selling H20 chips to China is strategically naive despite Jensen Huang's lobbying wins
• WebAI CEO David Stout: on-device AI beats cloud models in knowledge retrieval by 7%, announces upcoming fundraise
• Rangeview CEO Cameron Schiller: America needs a thousand more factories — not tools for factories, actual factories

NEWS

• GPT-5's rocky rollout: OpenAI reverses 'warmth' changes, API traffic doubles, Sam Altman says we're in an AI bubble
• DeepSeek's R2 model delayed as Beijing pressures the lab to ditch Nvidia for Huawei chips
• Trump considers taking a government stake in Intel after days earlier calling for CEO's firing

COMMENTARY

• Export control expert Jimmy Goodrich: H20 is the world's best inference chip by cost-per-token and China can't replicate it yet
• Lennart Heim on the Nvidia-Huawei gap: 200K Ascend chips vs. 700K-1M H20s headed to China this year
• NFM Live: Korean VC duo launches TBPN-inspired tech podcast in Seoul, aims to cover Korean and global startup markets