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• Nvidia's Chip Diplomacy and Concentration Risk 8/28/25

  Nvidia CEO Jensen Huang is pushing what some call 'GPU panda diplomacy' by lobbing Washington to let American AI chips flow to China while proving his company doesn't need Beijing to dominate. But the chipmaker also just revealed that its three customers now account for 56% of accounts receivable, sparking debate around concentration risk. 

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• Defense tech startups and VCs on government equity stakes 8/26/25

  Commerce Secretary Lutnick told CNBC yesterday that top pentagon officials are discussing taking stakes in defense contractors like Lockheed Martin as the possibility of nationalization expands beyond Intel. But the resounding sentiment from startups and investors is that this could have disastrous consequences on innovation in the sector. 

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• China risks loom over Nvidia print 8/27/25

  Nvidia earnings on deck tomorrow as uncertainty grows over the chipmaker’s future in China. We dig into the latest on Nvidia and to expect in Wednesday’s earnings report. 

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• Musk’s X, xAI sue Apple and OpenAI, Plus Netflix immersive houses 8/25/25

  Two of Elon Musk’s companies are suing Apple and OpenAI, accusing them of hurting competition in artificial intelligence. Plus, a look at new immersive experiences coming from Netflix on the heels of the success of KPop Demon Hunters. 

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• Google search remedies loom 8/21/25

  Remedies in the Google search antitrust trial are expected to drop any day now. We dig into why ending Google’s exclusive search deals could actually help the tech giant. 

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