AnalysisOpinion
What Frontier Labs Buy: A Data Deep Dive with Handshake AI — Garrett Lord & Team (opens latent.space)
Handshake went from launch to $1B in a year selling specialized data to frontier labs; examples across finance, bio and alignment.
AnalysisOpinion
Jensen Huang's affair shines a spotlight on Nvidia's weak board and opaque succession planning (opens semafor.com)
Jensen Huang's affair shines a spotlight on Nvidia's weak board and opaque succession planning at what has become the world's most important company — Nvidia CEO Jensen Huang's spy scandal shines a spotlight on thin corporate governance and opaque succession planning at what has become the world's…
AnalysisOpinion
ChinAI #381: China’s Venture Capital Market is Defying Common Sense (opens chinai.substack.com)
A sobering take from a long-time observer of China’s VC industry
AnalysisOpinion
When Does the US Become a Net Importer of Tokens? (opens tomtunguz.com)
US AI demand grows from 66gw in 2027 while tokens per watt compound 2.9x a year, so the grid only binds if token demand outruns efficiency. Break-even real token growth is ~2.5x a year with no cancellations.
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