A leaked internal NVIDIA memo, covered by Barron’s reporter Tae Kim, rebuts comparisons to historical frauds like Enron, WorldCom, and Lucent amid scrutiny from investors including Michael Burry. The document emphasizes the company’s sound economics, transparent reporting, and lack of special purpose entities or vendor financing akin to past scandals. As the newsletter ‘Where’s Your Ed At’ reports, the memo asserts, “NVIDIA does not resemble historical accounting frauds because NVIDIA’s underlying business is economically sound, [its] reporting is complete and transparent, and [it] cares about [its] reputation for integrity.” NVIDIA’s CUDA monopoly drives massive GPU sales for AI, fostering innovation despite market sustainability concerns. With inventories rising and receivables growing, the firm’s future hinges on ever-evolving digital innovation.
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Blockstream Research released a groundbreaking paper by Mikhail Kudinov and Jonas Nick positioning optimized hash-based signatures as Bitcoin’s practical post-quantum solution. Relying solely on hash-function security already trusted by Bitcoin, these schemes withstand quantum threats without novel assumptions. By applying SPHINCS+C, TL-WOTS-TW, PORS+FP and realistically limiting signatures per key to 2⁴⁰ or 2³⁰, the authors slash working sizes to 3.4–4.5 KB while retaining 128-bit security. “By applying recent optimizations… and by reducing the allowed number of signatures per public key, we achieve significant size improvements,” they write. Verification cost per byte now rivals today’s Schnorr signatures, with public scripts empowering community tuning. The work charts a conservatively optimistic path forward for the Bitcoin industry in the emerging quantum age.
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Australia has become the first country to enforce a blanket ban on social media for under-16s, with the law already taking effect. Platforms including TikTok, Instagram, Snapchat and YouTube now face fines up to $49.5m Australian if they fail to take reasonable steps to remove underage users. Meta began deleting accounts of 13- to 15-year-olds a week early, stating it is “committed to complying with the law” while arguing for a more effective, privacy-preserving approach. BBC Social News presenter Jonelle Awomoyi noted Meta “seems like they’re trying to avoid the fines”. Teens posted emotional farewell messages on TikTok, while a 15-year-old told the BBC she felt “angry… now denial and grief have set in”. Former Facebook Australia chief Stephen Scheeler called it a “seat belt moment” for social media, insisting “imperfect regulation is better than nothing”. Norway, Denmark and others watch closely as the world’s boldest ‘youth-protection’ experiment begins, testing whether regulating technology will reclaim childhood from algorithmic feeds.
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Anthropic unveiled Anthropic Interviewer, an AI-driven system that conducted adaptive, 10-15 minute interviews with 1,250 professionals to reveal how workers across occupations are integrating AI tools. Led by researcher Kunal Handa, the study found widespread productivity gains: 86% of general workers said AI saves time, while 97% of creatives reported the same and 68% noted higher-quality output. Yet adoption remains nuanced. A fact-checker confessed, “I don’t tell anyone my process because I know how a lot of people feel about AI,” highlighting persistent social stigma. Scientists praised AI for literature reviews and coding, yet cited trust as their main barrier, with one researcher noting, “If I have to double-check every single detail… that kind of defeats the purpose.” Most participants view AI as an augmentative partner rather than full replacement, envisioning futures where humans oversee systems and focus on uniquely human judgment. By scaling qualitative research dramatically, Anthropic demonstrates a path toward AI development guided by real worker voices over research interests.
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Solid roundup across some major tech topics. The Nvidia memo framing it as transparency-first really cuts through the Burry noise, basically Nvidia's saying its just selling hardware that people genuinely need for AI infra. I've seen similar patterns with other companies when short positions get loud, the underlying business logic either holds or it doesnt. The CUDA monopoly angle you mentoin is probly the real story here tho, it's less about accounting and more about whether that moat stays defensible.