Larry Page quietly moved his family office out of California before the wealth tax hits. Jensen Huang says he hasn't even thought about it. Two billionaires, one state, opposite responses and a revealing question about what citizenship means at the top...
Read on, my dear →China's EUV prototype isn't a technological defeat for the West. It's a counterintelligence one. The vector isn't smuggled crates...
Read on, my dear →I am not a supporter of the current administration, but I do not need to suspend basic logic to judge David Sacks. The New York Times paints Sacks as Silicon Valley's man in the White House, a venture capitalist who helps shape AI and crypto policy while holding hundreds of related investments. The charge is simple: Conflict of interest...
Read on, my dear →On October 8, two institutions not given to panic—the Bank of England and the IMF—issued matching warnings: AI-inflated valuations are approaching dot-com altitude, and risk of correction has increased. When narrative outruns cash flow, gravity resumes command. Call it “strategic partnerships.” Better: call it circular finance...
Read on, my dear →