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Summary: The first Monday of Q2 2026 reveals massive fractures in the capital structure of the AI industry. We perform a forensic analysis of the internal conflict at OpenAI, where CFO Sarah Friar has been sidelined after projecting a catastrophic $200 billion cash burn, directly challenging CEO Sam Altman's aggressive IPO timeline. We also deconstruct Altman's controversial new policy blueprint calling for a tax on automated corporate labor. At the infrastructure layer, we analyze Nvidia's brilliant strategic hedge: releasing frontier-class open models (Nemotron 3) to p ...