TSMC earnings suggest the AI buildout is continuing apace. Stablecoin regulation clears a major hurdle. Is Anthropic doing well growing revenue? Maybe not OpenAI well, but well enough? More signs Microsoft is struggling to sell its own branded AI. And how AI might be about to change how we pay for everything… forever.

Links:

• TSMC Raises 2025 Outlook in a Big Boost for AI Demand Hopes (Bloomberg)
• US House agrees to consider crypto legislation in big win for the digital asset industry (Reuters)
• Investors Float Deal Valuing Anthropic at More Than $100 Billion (The Information)
• Microsoft's Copilot Is Getting Lapped by 900 Million ChatGPT Downloads (Bloomberg)
• Delta moves toward eliminating set prices in favor of AI that determines how much you personally will pay for a ticket (Fortune)

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Jensen is feeling his oats after the reprieve on China, spilling lots of tea about where he see the AI industry. OpenAI is going after the office and also the storefront, with interesting new integrations. Why is it so hard to create LLM’s in other languages? And a first person account of what its like to work at OpenAI, the culture, the pressure, etc.

Links:

• Nvidia Boss Expects US to Move Fast on First H20 China Licenses (Bloomberg)
• OpenAI Preps ChatGPT Agents in Challenge to Microsoft Excel and PowerPoint (The Information)
• OpenAI to take cut of ChatGPT shopping sales in hunt for revenues (Financial Times)
• Fed up with ChatGPT, Latin America is building its own (Rest Of World)
• Reflections on OpenAI (Calvin French-Owen)

Raiders, Rulers, and Traders: The Horse and the Rise of Empires

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Has the US government suddenly allowed Nvidia back in business in China? A segment wherein I make the case the GW’s are the new metric that matters to the tech industry, over and above anything else. Windsurf finds a permanent home. And is China already producing the smartglasses Zuck wants to see next?

Links:

• Nvidia, AMD to Resume AI Chip Sales to China in US Reversal (Bloomberg)
• Apple to Buy Rare Earths From Pentagon-Backed US Producer MP (Bloomberg)
• Zuckerberg Says Meta Will Build Gigawatt-Size Data Centers (Bloomberg)
• Meta’s New Superintelligence Lab Is Discussing Major A.I. Strategy Changes (NYTimes)
• Cognition AI Buys Windsurf as A.I. Frenzy Escalates (NYTimes)
• China’s AI glasses market takes shape as Xiaomi’s entry inspires early adopters (SCMP)

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