Intel 14A Still Has Revenue Without the Customer Commitment It Needs
Intel has a better quarter, a foundry story, and still no public commitment that settles the 14A risk clause.
David Chen
Bureau: Beijing
Vercel Shows the AI Agent's Real Risk Is OAuth, Not Hallucination
The AI-agent risk worth buying insurance for is not a weird answer; it is a valid token with too much reach.
Cloudflare Turns Kimi From Benchmark News Into Developer Habit
Kimi matters because Cloudflare made a Chinese frontier model feel like another deployable API choice.
Nvidia Says the China Loss Is a Developer Ecosystem Loss
Nvidia's own filing says the China fight is not only about chips lost today, but developers lost tomorrow.
Anthropic's Mythos Story Still Has Only OMB's Denial
Mythos policy is still being carried by a denial built for one news cycle.
Figma's AI Partner Risk Remains a Boardroom Problem
Figma's AI risk still belongs in the boardroom because the partner can become a competitor without leaving the workflow.
Kimi's OpenAI-Compatible Endpoint Changes Developer Habits
Kimi's strategic move is not a leaderboard score; it is a familiar endpoint on Cloudflare.
Nvidia's China Filing Is About Developers, Not Only Chips
Nvidia's China risk is the developer ecosystem competitors build while chips are blocked.