Tuesday · May 27, 2026
Your morning briefing
Three things from your shows today. Each line attributed; full quotes and timestamps inline.
01 · Macro
Acquired argued that Nvidia's CUDA moat is increasingly a distribution moat, not a software one — citing the 22-minute mark and a back-of-envelope on developer hours.
02 · Policy
The Daily framed Wednesday's vote as the first real test of the new permitting bill. Two senators flagged as movable; one is from a state you've previously read briefings on.
03 · Worth your time
Lex Fridman × Demis Hassabis ran long but the 34-minute stretch on AlphaFold's failure modes is the strongest treatment we've heard. Quote pulled below.