the Microdose
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NVIDIA

Physical AI Wakes Up
+ ghost agents, Claude blinks, and synthetic folklore
3 min read
Agents Train Clankers
+ sim power, Sam’s missing moat, and Meta OpenClaw
3 min read
AI Visual Memory
+ Nvidia’s inference era, temporary moats, and more
3 min read
Yann LeCun’s $1B world model
+ Mira Murati x Nvidia, AI agent ban, and token salary
3 min read
Breaking Nvidia
+ 2% vertical agents, youth transplants, and Tech Corps
3 min read
Nvidia Hits the Gas
+ AI DNA play, virtual fusion, and focus hacking
3 min read
Crashing the AI Chip Party
+ Google’s love triangle, Bezos bromance, and altered Altman
2 min read
Strategic Generosity
+ enterprise AI trends, Gemini flex, and AI browsergeddon
3 min read
China’s AI Power Up
+ Siri plan B, agent economy, and biometric love story
2 min read
Nvidia’s Big Exception
+ MIT fakes it, data centers lift off, and Amazon cashes in
3 min read