Newsletter archive/Briefing

Dec 16, 2025

UBI in the AI Age, U.S. Tech Dominance, & NVIDIA's Nemotron

UBI fails in AI equality, U.S. leads global AI rankings, NVIDIA launches Nemotron 3 & weighs China H200 ramp, OpenAI cuts equity cliff, Luminar's bankruptcy.

Matthew Berman

UBI in the AI Age, U.S. Tech Dominance, & NVIDIA's Nemotron