Jensen Left on Read, Grok's RC Cola Problem

In today's episode: Sources: Jensen Huang was not invited to travel with President Trump on his China trip, a potential setback to Nvidia; Huang expressed his willingness to join Sources: the Trump administration is quietly debating whether to ban Chinese-made cellular modules, as the US FCC pushes measures to reduce Beijing's threats Instructure reaches a deal with hackers who breached its Canvas edtech platform to return stolen data and destroy copies, without saying what it gave in return Many npm packages for Mistral, UiPath, and TanStack's web developer tools like react-router were compromised, likely in the Mini Shai-Hulud supply chain attack AppMagic: Grok downloads fell to ~8.3M in April, from a high of 20M+ in January; Recon Analytics: Grok's paid adoption in the US remains nearly flat YoY in Q2 Musk v. Altman: Satya Nadella says Elon Musk never contacted him with concerns that Microsoft's investments in OpenAI violated any special terms or commitments