China Just Cracked CUDA

ByteDance just wrote a $5.6 billion check for a Chinese AI chip you've never heard of, Huawei's new programming stack copies CUDA so closely an LLM could translate between them, the White House told Anthropic it can't expand access to Mythos because the Pentagon wants first dibs, Samsung warned that memory prices are only getting worse from here, and China killed Zuckerberg's $2 billion bid for Manus because it turns out Singapore-washing your company doesn't fool Beijing. Pierce and Rich break down what all of it means.