Huang defends Nvidia’s moat: ecosystem, supply chain and CUDA. And he argues that cutting off China would weaken the United States.

Salvatore Sanfilippo argues that coding agents should be switched constantly, because the model matters more than the wrapper.

DeepSeek v4 Pro, costs, benchmarks, and local use: Sanfilippo explains why the new model could change the game for coding agents.

OpenAI misses targets, big tech raises capex, and AI’s real limit becomes energy, not enthusiasm.

Anthropic、Microsoft 和 Google：The Prime Time 的叙述者认为，这些信号显示 AI 经济正变得更艰难。

Naval Ravikant spiega come l’AI sta già cambiando il lavoro, perché teme concentrazione e rischi biologici, e perché difende l’ottimismo.

Anthropic, OpenAI, and the Pentagon clash over military AI. The video explains why this fight is about power, contracts, and accountability.