Capital de Tokens
July 29, 2026

The United States draws a red line around Chinese robots

The United States has just drawn a red line in an unexpected place: not chips, not cell phones, not electric cars, but robots that walk, roll, or patrol, and power inverters that connect solar panels, batteries, and data centers to the grid. In other words, the tech war is no longer just

#Shorts
July 28, 2026

Musk promises to donate as SpaceX collapses

Elon Musk has just done two things that, together, tell a story bigger than any headline: he hinted that he might donate a huge portion of his fortune and, at the same time, watched SpaceX's value plummet from its recent highs. And that's where the tension lies. Because a promise to donate money sounds noble,

#Shorts
July 28, 2026

China isn't trying to be the best: it's trying to stop being held hostage

Until then, the most sober assessment is this: China is still behind ASML, especially in performance, reliability, scale, and EUV. But it has crossed a significant psychological and industrial line: it is no longer just trying to buy time; it is trying to manufacture the tool it was missing. And that changes the negotia

#Shorts
July 28, 2026

AI Is Neither Utopia nor Apocalypse: It’s a Tool

Fei-Fei Li insists that the public conversation is too polarized. On one side, utopia: AI will free us from work and we will be paid to rest. On the other, apocalypse: it will destroy all jobs and erase human will. And both positions sell very well, but help very little. She proposes looking at AI as a tool. A

#Shorts
July 28, 2026

Nvidia isn't betting against SSI: it's buying insurance

To me, this deal is also an insurance policy. Insurance against what? Against the possibility that the next wave of AI is not trained primarily on Nvidia. SSI reportedly used a lot of Google's compute, including TPUs. If you're Nvidia and you see that one of the world's most respected researchers is

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