Nvidia had solid earnings, though they’re quite concerned about being boxed out of China. The apparent hack of Victoria’s Secret gave me a dad-joke-title for today’s episode. Why DeepSeek’s recent R1 update is a bigger deal than even they are letting on. And why the CEO of Anthropic says we should be more worried about the AI he’s unleashing than people are aware.

Links:

• Nvidia beats on earnings and revenue as data center sales jump 73% (CNBC)
• Nvidia CEO Warns That Chinese AI Rivals Are Now ‘Formidable’ (Bloomberg)
• NVIDIA GeForce NOW launches a native Steam Deck app, unlocking 4K cloud gaming & extended battery life for Valve's handheld (Windows Central)
• Victoria’s Secret takes down website after security incident (BleepingComputer)
• Apple to Launch iOS 26, macOS 26 in Major Rebrand Tied to Software Redesigns (Bloomberg)
• DeepSeek Quietly Drops AI Update That Outperforms Google's Best (Implicator.ai)
• Behind the Curtain: A white-collar bloodbath (Axios)

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