PRISM Insights

Rivals have caught Nvidia's chips — so why won't its share budge? The real moat isn't silicon; it's the roughly 20-year-old CUDA software ecosystem. Across four parts, this series dissects the three fronts taking aim at that moat. ・Part 1 The CUDA Moat ・Part 2 The Open-Standard Counterattack (RISC-V) ・Part 3 The Localization Paradox (China) ・Part 4 The Regulatory Battlefield (EU & export controls)

Trump announced substantial progress on a US-Iran peace deal and Hormuz reopened after six weeks. Bitcoin jumped from $74,000 to $76,700 in four hours. Xi seated Putin, Iran, and India at the same desk in one week. SpaceX opened its books for the first time in 23 years with the largest IPO in U.S. history; Nvidia conceded China to Huawei. BTS held the Billboard 200 top 10 for an eighth straight week.

Trump and Xi met in Beijing for the first time in nine years. Microsoft poured $100B into OpenAI and became the supporting actor; Cerebras received $70B on day one. Hormuz entered week six. Cisco cut 4,000. ILLIT hit Billboard No. 1, CORTIS debuted at No. 3, and BTS is confirmed for the World Cup Final halftime stage.

A closed Hormuz arrives at the kitchen table, Musk vs. Altman puts a trillion dollars on trial, the Big Four bet $650 billion on AI, and Trump sends 25% tariff invoices to long-time allies. K-pop's seventeen-year slave-contract era closes with a standard-contract reform.

South Korea enforced new K-Pop standard contracts on January 1, 2026 — capping trainee terms at 3 years, mandating mental health support, requiring financial transparency. A 17-year arc from the TVXQ lawsuit, and what it means for the industry's economics.

Tim Cook's 25-year goodbye, $40 billion poured into Anthropic, shots near the White House dinner, and TXT's first Grand Slam — a week of power handed over and crises distributed.

Apr 27, 2026

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Jeong Jin Lee

From the Hormuz blockade to K-pop's 12th Billboard week — seven days that rewrote the rules. Rare earth leverage, Anthropic's thaw, and a 46-minute DeFi heist point to the same shift.

Apr 20, 2026

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Jeong Jin Lee

Trump's Liberation Day tariff shock and the 90-day pause — markets went on the wildest ride in years. China excluded, 145% vs. 125% tariff war, and what it means for the new trade order.

Apr 13, 2026

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Jeong Jin Lee

A federal judge blocked the Pentagon's retaliation against Anthropic, BTS shattered a decade-old Billboard record, SK Hynix filed for a $10B+ US listing, OpenAI killed Sora, and three war fronts converged around the Strait of Hormuz.

Mar 30, 2026

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Jeong Jin Lee

The same heartbeat reading, DNA sample, or facial scan has radically different legal protections depending on where you live. From 23andMe's bankruptcy to post-Dobbs data weaponization, here's how five legal regimes treat the data your body generates — and why 640 million smartwatch users should care.

BTS dropped 'ARIRANG' and 22,000 fans filled Gwanghwamun. The Fed warned of stagflation. Anthropic released an AI that refuses military use. Qatar began mediating the Hormuz blockade.

Mar 23, 2026

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Jeong Jin Lee

The Strait of Hormuz was blockaded. The S&P 500 fell for a third straight week. Iran quit the World Cup. OpenAI released an AI that uses your computer. BTS is returning at Gwanghwamun.

Mar 16, 2026

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Jeong Jin Lee