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Vol. 2026 · No. 223
Refreshed 7:14 am
Tue · Aug 11 · 2026
The stack 4 picks · curated
01
Stratechery txt 4h · analysis

Nvidia's risky business

Nvidia is increasingly helping its own customers raise the money they use to buy Nvidia chips. Thompson argues that vendor financing turns Nvidia from a supplier into a stakeholder in the AI buildout, and concentrates the downside if that buildout slows.

02
Hacker News txt 600 c · 569 pts

The UK's war on anonymity has come to America

An investigation traces the lobbying and funding network behind Britain's age-verification and online-identity push, and shows the same actors now working the same playbook in US state legislatures.

03
Simon Willison txt 14h

Introducing Muse Glimmer

Meta is back in open weights with Muse Glimmer, a 30B model under a clean Apache 2.0 license rather than the old Llama terms, tuned for end-to-end agentic task completion. Willison walks through the claims and what it means for models you can actually run locally.