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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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Apr 5, 2026 / Tyler Durden
The New York Times Made A Humiliating Error, And Trump Is Just Loving It
The New York Times Made A Humiliating Error, And Trump Is Just Loving It Authored by Matt Margolis via PJ Media, The New York Times set out Friday to embarrass President Donald Trump over his hardline stance on NATO. It wound up spectacularly backfiring on them. AP Photo/Mark Lennihan, File Several NATO nations have declined to join a U.S.-Israel military operation targeting Iran. Alliance members also refused Trump's requests to deploy their forces to reopen the Strait of Hormuz, much to the chagrin of President Trump, who figures that if NATO allies won’t...
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Feb 17, 2026 / Tyler Durden
Russia Pounded By Biggest Ukrainian Drone Swarm Since January Ahead Of Geneva Talks
Russia Pounded By Biggest Ukrainian Drone Swarm Since January Ahead Of Geneva Talks Russia's Defense Ministry on Tuesday is reporting an overnight and early morning attack which marked the largest drone assault from Ukraine since early January. Russian air defenses shot down more than 150 Ukrainian drones in the attack which included hundreds of UAVs sent in total, as officials from both sides are imminently expected meet in Switzerland for another round of peace talks. via Reuters According to the ministry, 79 drones were intercepted over the Black Sea and the Sea of...
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Jun 30, 2026 / Dave DeCamp
House Defeats Lebanon War Powers Resolution
Updated on June 30, 2026, at 3:40 pm EST The House of Representatives on Tuesday voted down a War Powers Resolution to end US support for Israel’s war in Lebanon, which continues despite the US-Iran Memorandum of Understanding stating it must end. The bill failed in a 189-235 vote, with just two Republicans — Reps. […]
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