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PLUS: Why $145B in spending is really cheap
Jul 13, 2026
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2 min read
PLUS: Why cheaper AI just handed the win to software
Jul 9, 2026
PLUS: Why the grid is the new bottleneck
Jul 6, 2026
PLUS: Why "excess compute" is actually bullish
Jul 2, 2026
PLUS: OpenAI designed its own chip in 9 months
Jun 29, 2026
