SCOOP - @Nvidia has done deal with Trump administration to pay US government 15% of revenues from #China H20 sales, in unprecedented quid pro quo for export licenses. ft.com/content/cd1a07…

If the goal is dependency and revenue from China's AI market, why sell? Cloud/remote access delivers both without giving away the hardware. Keep the revenue, keep some control. Selling chips is just giving away leverage for nothing.

“The classic insider threat is a malicious or negligent employee. The playbook for managing these types of insider threats are well-understood. But the agentic insider threat is different: it’s a well-intentioned employee guided toward a risky action by a non-human accomplice”

"As of early 2025, the PLA appears to be taking a different approach to MUM-T than the U.S. Air Force, focusing more on enhancing software and algorithms to enable unmanned systems to support and augment manned platforms. While both militaries prioritize cost-effective CCA-type

As AGI emerges, what might cause conflict, competition, or even cooperation between the U.S. and China? RAND's Michael Chase and William Marcellino explore: bit.ly/4lbrW0i

Now also reposted on the a16z feed!

New report outlines four clear astrographic regions for the new space era: 🌌 surface environment 🌌 near-body space 🌌 celestial neighborhood 🌌 deep space bit.ly/41Ard1L

"When the United States sells chips, they're gone forever—disappearing into data centers with unknown users pursuing unknown goals. There's another option: give users the computing power of chips remotely." Terrific point by Janet Egan and Lennart Heim.