3 posts on SDAD Writes.
Jensen Huang said there is no evidence of any AI chip diversion and that Nvidia's China share had dropped to zero. Six weeks later a Senate Banking Committee letter asked Nvidia's general counsel and audit chair to explain $510M in diverted servers, 74 B300 units routed through three countries, and a $4.5B write-off that Nvidia's own 10-K already disclosed. The documents are public. I read them.
Anthropic called the settlement proof that training on books is fair use. The settlement covers something narrower: how the books were obtained. The court also did something unexpected, which is why the "largest copyright recovery in history" quote ran backwards. Two months of coverage missed the actual holding.
A plain-English map of startup funding: venture-scale vs durable profitable companies, what actually happens at pre-seed, seed, Series A and beyond, how dilution compounds round over round, and the four term-sheet clauses (liquidation preference, protective provisions, pro rata, drag-along) that decide who really controls the company.
