America needs a better strategy on semiconductors: Export controls are necessary, but they are not a complete competitive strategy. Meghan Harris

Why Biden’s multibillion-dollar plan to build America’s next tech powerhouses is getting starved: The national, bipartisan Tech Hubs program could have been a campaign winner. Instead, it’s underfunded and barely present on the political stage — and anxious awardees are “holding their breath” for November. Politico

CBS News: Trump plans to announce the World Liberty Financial crypto exchange

TikTok launches fight for its life in court: Politico reports with the clock ticking on a potential ban, the ultra-popular app is politically more important than ever.

Bloomberg: TikTok fights US ‘sale-or-ban’ law in key appeals court faceoff

+ Video-sharing app faces ban over China ties unless it is sold

+ Owner ByteDance had pledged to take fight to Supreme Court

TikTok’s US future hangs in the balance in court: WSJ reports appeals court to weigh law that could shut down Chinese-backed app used by half of Americans.

WP: TikTok fights ban in court as Harris and Trump campaigns embrace the app

15 AI trends of 2024 Mashaid Ahmed

9 things you need to know about OpenAI’s powerful new AI model o1 Fortune

The new followup to ChatGPT is scarily good at deception: The safety paradox at the heart of OpenAI’s “Strawberry” model. Vox

Bloomberg: Google Pixel 9 Pro, Watch 3 offer unrevolutionary AI

AI wearable promises to help you remember everything: But is your privacy safe? Fox News

Regulating AI is easier than you think Paul Scharre

AI boom is driving a surprise resurgence of US gas-fired power: New gas plants just keep on coming, defying expectations that their rapid growth was nearing an end. Bloomberg

$84bn: Intel’s current market value, down from over $210bn in January.

Enjoy the ride + plan accordingly.

-Marc