Hi Team, China has been dominating headlines with major government energy subsidies for its AI companies, rapid progress from Tencent and Tsinghua University on new LLMs, and a surge in R&D spending to accelerate its AI capabilities. Now, Nvidia CEO Jensen Huang is warning that China is on track to win the AI race. Do you agree? Meanwhile, in the U.S., DHS is rolling out facial-recognition apps for local law enforcement, Perplexity is facing another high-profile lawsuit, and Apple is reportedly paying Google $1B to power the next generation of Siri. A lot is shifting fast. Let’s dive in and stay curious.