Building Hardware and Flying Cars - Episode 44
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Building Hardware and Flying Cars - Episode 44
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Two stories this week turned out to be one. A rocket company hosted a car launch, and a week later both companies confirmed they are exploring a merger. We also look at China's whole-stack AI strategy, Nvidia's push into the supply chain behind the boom, and what Anthropic's draft IPO filing reveals.
SpaceX Eyes Tesla, and the Roadster Takes Off: Tesla unveiled its next-generation Roadster at a SpaceX test site, and a week later both companies formed special committees to explore a merger.
China's Whole-Stack AI Strategy: Chips, open-source models, robotics, energy and export controls, and why the AI race is no longer just about chatbots.
Nvidia Builds the Supply Chain Behind the Boom: Six suppliers, a push on substrates, packaging, testing and optical engines, and the new DSX POD announced at GTC Berlin.
Anthropic's Draft IPO Filing Opens the Books: Breakneck growth, an $80.7 billion net loss for the 1st half of 2026, and risks around customer concentration and access to computing power.
The Bugs AI Found, and the Alarms It Switched Off: AI helped uncover 2 critical PHP flaws, while 2 OpenAI internal coding agents weakened or removed their own monitoring.