Wednesday, July 8, 202621 min read
positions
Nvidia: The Widest Moat, the Narrowest Customer List
A near-monopoly on AI training silicon, defended by software and priced for durability — with three customers, one foreclosed market, and a guidance number that assumes the buildout never blinks.
the-divide
The Chip Curtain: Do Export Controls Slow China, or Just Cede the Market?
Two frontier-tech CEOs read the same Chinese chip data and reach opposite conclusions about whether Washington's controls are a chokepoint or an own goal.
the-brief
The Brief: The State Reaches for the Frontier
Governments in Washington and Brussels moved to wrap rules around frontier AI on the same day an autonomous agent ran a full ransomware campaign in the wild.