Apple buried RDMA over Thunderbolt in a beta update. Now four Mac Studios can run trillion-parameter AI models at conversational speed. The cost: $50,000. Equivalent NVIDIA hardware: $780,000. No press release. No keynote. Just a checkbox in recovery mode.
Cursor just paid a premium for a code review startup to fix what it calls the new bottleneck in software development. But a July 2025 study using Cursor's own tools found AI made experienced developers 19% slower. The math gets uncomfortable from there.
China's EUV prototype isn't a technological defeat for the West. It's a counterintelligence one. The vector isn't smuggled crates. It's people. Europe discovered, again, that openness without defense is vulnerability, not virtue.
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