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Curated tech posts from X on AI, startups, and product development—signal without the doomscroll, updated on weekdays.
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It's still hard to fathom that Big 4 capital expenditure buildout for AI is 2x the peak of Telecom a quarter of a century ago at 2.4% of GDP. Reminder that this is the biggest buildout in infrastructure in America, eclipsing even railroads.
