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CUDA Proves Nvidia Is a Software Company

Forgive me for starting with a cliché, a piece of finance jargon that has recently slipped into the tech lexicon, but I’m afraid I must talk about “moats.” Popularized decades ago by Warren Buffett to refer to a company’s competitive…

AI Safety Meets the War Machine

When Anthropic last year became the first major AI company cleared by the US government for classified use—including military applications—the news didn’t make a major splash. But this week a second development hit like a cannonball: The…