Tag: policy

All the articles with the tag "policy".

• Liang Wenfeng Says CUDA's Moat Falls in a Year. The Wall He Can't Climb Takes Three.

  24 Jul, 2026

  A leaked four-hour call with DeepSeek's founder got read as a bear case for NVIDIA. The software claim in it already happened, in public, on GitHub. The capacity number is the one that settles the export-control argument.

• The White House Says Kimi K3 Is Distilled Fable. The Evidence Lives in Anthropic's Server Logs.

  22 Jul, 2026

  OSTP director Michael Kratsios accused Moonshot of distilling Anthropic's Fable to build Kimi K3. Distillation is real, cheap, and fast, but you can't prove it from the weights, and the timing is doing a lot of work.