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Nadella's Hedge: Microsoft Wants To Make AI Models Cheap - Then Own The Rails They Run On

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...
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May 26, 2026 / Tyler Durden
The Demonization Of Men (And Everyone Else Too)
The Demonization Of Men (And Everyone Else Too) Authored by Thomas Harrington via The Brownstone Institute, Imagine the following message in a public space:  Caution: Area of Frequent Attempts at Reputational Destruction by Females I have never seen a sign bearing the above message in any public space, nor do I want to. Similarly, I have never seen a sign near a heavily African American neighborhood that says, “Caution, entering an area in which your chances of being the victim of a violent crime are statistically proven to be much higher than in other...
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Apr 13, 2026 / Dave DeCamp
Israeli Attacks in Gaza Kill at Least Five as the IDF Continues Violating Ceasefire Deal
Israeli attacks in Gaza on Monday have killed at least five Palestinians, according to reports from the Strip, as the IDF continues its constant violations of the US-backed ceasefire deal. The Palestinian news agency WAFA reported that at least three Palestinians were killed by an Israeli bombing in Deir el-Balah, central Gaza. Photos from outside […]
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May 20, 2026 / Tyler Durden
What To Watch As SpaceX's IPO Filing Drop Imminent
What To Watch As SpaceX's IPO Filing Drop Imminent Ahead of Thursday's scheduled launch of SpaceX's Starship V3 rocket, there are indications that Elon Musk's rocket and AI company could release its IPO filing as soon as this afternoon, giving investors, analysts, and competitors a rare look inside the finances and ownership structure of Musk's space empire. Starship and Super Heavy V3 moved to the pad at Starbase for final testing and preparations for launch pic.twitter.com/vU21Owvoif — SpaceX (@SpaceX) May 19, 2026 Will SpaceX's public ticker be another ticker? Yes 91% · No...
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