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Nvidia’s real moat was never the chips. AI has started rewriting it.

The usual story about Nvidia is a hardware story: the fastest chips, in the shortest supply, at the highest price. The more important part is software. For two decades the company’s real moat has been CUDA. It is the layer that turns its silicon into something developers can build AI on. That moat is now […]

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Bluesky’s new CEO wants a big tent, not a bubble

Today, I’m talking with Toni Schneider, who is the brand new CEO of the social platform Bluesky — he formally took over after a short stint as interim CEO. This is one of my favorite kinds of interviews to do on Decoder, because a couple years ago, we had Bluesky’s prior CEO, Jay Graber, on […]

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A hack hit the one list a wealth haven guards most: the names behind its shell companies

Of all the databases a wealth haven would least like to lose, this one is near the top. A cyberattack has reached the data of about 31,000 people in Liechtenstein’s register of the individuals behind its companies, foundations and trusts. The government disclosed the breach on Monday. Intruders reached the “register of economic beneficiaries” overnight […]

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