"First, everything — everything — Trump has done on trade has, in addition to its illegality, been a violation of past U.S. agreements with other countries. So we emerge from the trade war as a nation that can no longer be trusted to honor its promises."
"We could have achieved victory by not hitting ourselves in the face in the first place."
The US CBP signs a two-year deal with AI logistics company Altana, and will use its platform for real-time trade enforcement, forced labor detection, and more (Mackenzie Weinger/Axios)
https://www.axios.com/2025/10/31/cbp-altana-ai-trade
Whatever This Is, It Is Not Strategy -- Defending the nation will take more than sycophancy, slurs, and slop. (Eliot A. Cohen/The Atlantic)
https://www.theatlantic.com/ideas/2026/01/unserious-national-defense-strategy/685784/?gift=uknf6XP0NWAxCOSANNYObRx9HosyqhA7HBjYHRleMp8&utm_source=copy-link&utm_medium=social&utm_campaign=share
http://www.memeorandum.com/260129/p47#a260129p47
Sources: ByteDance plans to spend about $14B on Nvidia's AI chips in 2026, an increase of about 18% from 2025 (Wency Chen/South China Morning Post)
https://www.scmp.com/tech/big-tech/article/3338191/bytedance-pour-u…
1/
Based just on anecdotal evidence: it seems surprisingly common for scientists to be told by funders, managers, or policy people that mentioning #uncertainty or limitations “complicates” the message or weakens its impact [1]. (Days ago, yet another colleague shared a story on this, with other scientists nodding along, recalling similar moments happened to them)
But here's the …
Silicon Valley, drunk on exponential curves and both terrified and entranced by endless funding rounds,
has given us the "Hero Developer":
a figure who ships features at midnight,
who “moves fast and breaks things,”
who transforms whiteboard scribbles into billion-dollar unicorns through sheer caffeinated will.
We celebrate this person constantly.
They're on the front page of TechCrunch et al.
They keynote conferences.
Their G…
Precious metals soared Monday
— with gold extending its record run past $5,100 per troy ounce and silver surging to new highs
— as investors continued to load up on hard assets as a hedge against geopolitical tensions and economic uncertainty.
Gold was up 2.4 percent on New York’s COMEX commodities exchange before pulling back;
it had crossed the $5,000 threshold for the first time a day earlier.
Silver, which tends to be more volatile, spiked 14.6 percent Mon…
Crypto payments network Mesh raised a $75M Series C led by Dragonfly at a $1B valuation, bringing its total funding to $200M (Naga Avan-Nomayo/The Block)
https://www.theblock.co/post/387241/crypto-payments-net…
Sources detail how Tiger Global fueled the COVID-era unicorn bubble that burst ahead of the AI boom; the firm recently shared its $12.7B 2021 fund is now up 16% (Issie Lapowsky/Rest of World)
https://restofworld.org/2025/tiger-global-unicorn-investment-crash/
StepFun, a Chinese AI startup that develops LLMs and has partnered with automaker Geely and smartphone brands like Oppo and Honor, raised a ~$717M Series B (Eudora Wang/DealStreetAsia)
https://www.dealstreetasia.com/stories/stepfun-series-b-round-470495/