No Wonder Men Are Opting Out

Nadella's Hedge: Microsoft Wants To Make AI Models Cheap - Then Own The Rails They Run On The entire AI capital cycle - roughly $700 billion in hyperscaler capex this year, an estimated $2 trillion-plus through 2028 - is collateralized by one belief: that intelligence is scarce, and therefore priceable. That belief is already under strain. Per-token inference prices have fallen on the order of 200× in a year, and the only thing holding revenue up is volume; the cost of intelligence is dropping even as the cost of deploying...

Federal Inspection Reportedly Finds Delaney Hall In Compliance On Virtually All Standards Authored by Jonathan Turley via JonathanTurley.org, Democratic Governor Mikie Sherrill has repeatedly claimed that conditions in the Delaney Hall ICE facility are abhorrent, inhuman, and intolerable. Democratic leaders claimed that the conditions were so horrific that there was a hunger strike going on. As is often the case, there is a closed loop of information fueling such claims. The media ran allegations from advocacy groups, politicians repeated the media reports as fact, and then lawyers cited both as the basis...

US Sends Dozens More Refueling Planes To Israel Amid Widening Iran War, Oil Climbs Update(12:25ET): Oil prices are climbing on fresh reports Friday that President Trump is ready to continue escalating and expanding strikes on the Islamic Republic, after a Situation Room briefing this week where the Commander-in-Chief was presented with various options. It bears repeating that the White House in the opening days of Operation Epic Fury promised the American public a fast and hasty, limited military engagement - but this is where we are four months later... "The Trump...