A day where the physical and financial base of AI keeps concentrating — and a few counter-currents push the other way. Jonas walks through Nvidia's tenfold bet on Taiwan, China's two-track answer, the autonomous-weapons red line nobody can hold, OpenAI's tip-sized labor fund, an open protein-biology model given away under an MIT license, and the verification layer that the new laws quietly depend on.

• Nvidia's jump to $150B a year in Taiwan, and what it does to the mainland's chipmakers
• Chip smuggling, ByteDance's $70B buildout, and DeepSeek's price war
• The Pentagon, Anthropic's red lines, and a kill chain compressed to seconds
• The OpenAI Foundation's $250M next to an $800B-plus IPO
• Biohub's open "world model of protein biology"
• Apollo Research on evaluation awareness and the laws built on tests