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NVDA dropped 3.4% on GTC keynote day. Wall Street said nothing new. But the Newton→Kamino→GR00T→Cosmos→Jetson Thor stack behind Olaf is replicating CUDA's ecosystem lock-in. Tesla builds robots. Unitree builds bodies. NVIDIA builds the infrastructure.

A 399-page internal leak from GoLaxy, a Chinese Academy of Sciences spinoff, reveals a fully automated AI influence system integrating DeepSeek. The database holds 23 million Taiwanese household records and dossiers on 2,000+ U.S. political figures.