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$NVDA CEO Jensen Huang says the AI industry doesn’t need new laws or regulations to address safety. “If you build a product or a service and you’re not confident in its functionality, capability, or safety, then don’t release it.” Huang says it’s a “false choice” to assume AI development has to be either fast or safe, arguing companies can do both and pause when they lose confidence in a product. “The market forces are already there.”

Last month I wrote about how we can build a positive and safe future for everyone: meta.com/thefutureisforevery… Every lab has the responsibility and incentive to move at the pace required to train its models safely, and the ability to take its own actions to ensure that happens. The reality is: - People won't want to use agents that are misaligned with them and that don't do what they ask, so labs have a strong natural incentive to make their models more aligned. There is a lot of debate about slowing progress on capabilities until alignment catches up. My view is that trust and alignment are quickly becoming the most important capabilities that will differentiate agents and models. Any lab that doesn't focus on alignment will fall behind. - Labs face significant liability if their models cause harm, so they have a strong incentive to prevent this as well. Meta delayed shipping Muse for several months to focus on safety and security. We didn't call for everyone else to do this before we would. We just did it as part of our day-to-day work because it was clearly the right thing for people and for us. I'm proud of the security foundations we've built. - Engaging independent evaluators and advisors is industry best practice. MSL already does this today in several areas because it helps produce better work. Other labs can just do this too. In general, it would be helpful for there to be a larger and more diverse ecosystem of evaluators. - Committing the significant majority of compute towards serving people rather than racing towards recursive self-improvement is one of the best ways to ensure we develop this technology safely. Meta has made this commitment and other labs can do this as well. I believe the key to building a positive future for everyone is maintaining the right balance of power. This is within our power to do.

JUST IN: China officially opens the world's first mass-production plant making a humanoid robot every 10 minutes

Today, I voted no on the Clarity Act, legislation meant to regulate cryptocurrency in America. The ethics provisions in this bill are simply too thin. President Trump, his children, and his Cabinet are making billions of dollars in the crypto space, in part from bilking everyday Americans out of their hard-earned money. I cannot in good conscience vote for any legislation that codifies that behavior from public officials. Not for President Trump or Secretary Lutnick today, nor for any Democrat who may take advantage of it in the future. On the national security front, there is more to be done to make sure we have the tools in place to stop money laundering and shut down funding avenues for terrorists and nations like North Korea and Iran. This was essential after 9/11 and remains essential to keep Americans safe. And as of now, our agencies, including the CFTC, lack the necessary oversight and staffing to implement this legislation, and that should be addressed. There are strong, bipartisan provisions in this bill that could serve as the foundation for a new attempt at providing the crypto industry with the guardrails it needs. I believe that the U.S. should lead the world in cryptocurrency innovation, but we need to get it right. I remain open-minded to that work ahead.

Apparently one essay was enough to solve the global compute shortage and end the AI buildout 😅

Why we love Satya and not jackass Dario!

I read @DarioAmodei's essay calling on the labs to pace the frontier. @sama agreed. The frontier will move at whatever speed it moves. The rest of the world will not slow down. Our job in the cybersecurity community is to make sure it moves securely and safely. Here’s what I see from the front lines: 1. The unit of threat is no longer the hacker. It's an autonomous campaign. I call it the Agent-state. We see coordinated AI agents executing attack campaigns at machine speed. 2. Sophistication is dead as an attribution signal. AI gives every criminal and lone actor elite execution. Identity, infrastructure, and intent tell you who's behind an attack. Skill doesn't. 3. Runtime is the control point. Endpoints, cloud workloads, and SaaS are the battleground. Governance documents don't stop an agent in motion. Enforcement at machine speed does. 4. Every AI agent is a privileged identity. Least privilege, short-lived credentials, traceable actions, and a kill switch. Permissions never expand because an agent decides it needs more. 5. Defense has to be autonomous but also bounded. Machine-speed response, tiered by consequence, with humans owning the high-impact calls. 6. Every failed attack should make every defender smarter. Feed what we block back into detection, across customers and models, with privacy intact. This is what CrowdStrike and NVIDIA introduced with SafeMind: an agentic, always improving model and harness protection system built for defenders. 7. The AI industrial base is critical infrastructure: weights, training clusters, APIs. Call it what it is and protect it like it is. Pacing what comes next doesn't secure what's already here. The credible path is to deploy with proof: board-level accountability for AI security, independent external red teaming, incident disclosure, secure defaults, and controls that work in production - not on paper. Anthropic and OpenAI just committed to embedding independent evaluators with employee-level access. CrowdStrike will bring what we see from the front lines to that table. The ability for AI to act must be matched by the ability for defensive AI to stop the breach.

The @DarioAmodei essay/post is an important step for the US Tech industry around more self-regulation on the AI model pace…but the reality is China is not slowing down anytime soon. The pace of innovation will be a focus of the tech industry/Beltway…with Sovereign AI key. 🇺🇸🇨🇳

$ORCL Chairman Larry Ellison just canceled a planned $7.5B stock sale without selling a single share. Thats a pretty smart move with Oracle entering one of the most capital intensive buildout periods in its history.

You do understand no other country will slow down.

ORACLE $ORCL JUST SMASHED EARNINGS 🔥 Q1 Adj. EPS: $1.92 vs $1.74 est ✅ Q1 Sales: $19.300B vs $19.144B est ✅ Raised FY2027 Adj EPS Guidance ✅ Raised FY2027 Sales Guidance ✅ 🟩 +7.85%

$AVAV Q1 EARNINGS • Revenue $481M vs Est. $456M • EPS $0.59 vs Est. $0.25 • EBITDA $39M vs Est. $39M • Funded Backlog: $1.5B (+37% YoY) • Book-to-Bill 1.4x FY27 Guidance • Revenue $2.2B vs Est. $2.2B • EPS $0.37 vs Est. $3.22 • EBITDA $315M vs Est. $318M

Here is the official iPhone Duo pricing: • 256 GB: $1,999 • 512 GB: $2,199 • 1 TB: $2,599 • 2 TB: $3,199

WITKOFF TELLS PUTIN: TRUMP SENT YOU HIS BEST WISHES

Please explain $AVGO selloff. I don't get it. This looks like a massive buying opportunity at $350.