1Meta guides FY26 capex to $115-135B, up from $72B in FY25 (opens in new tab)(marvin-labs.com)1alexdoesstuff4mo ago1Save
2DeepSeek Achieves 10x AI Inference Efficiency – Disrupting GPU Economics? (opens in new tab)(marvin-labs.com)2alexdoesstuff1y ago0Save
3The AI Industry's Business Model Is Cracking–DeepSeek Just Proved It (opens in new tab)(marvin-labs.com)8alexdoesstuff1y ago2Save
4Where are the robot stock analysts (FT, paywall) (opens in new tab)(ft.com)2alexdoesstuff2y ago1Save
5JPMorgan tried to teach a computer to read the news (opens in new tab)(ft.com)2alexdoesstuff3y ago0Save
