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Canary in a Coal Mine

Bitcoin was built to get scarcer and go up. Intelligence was built to get cheaper and go down. The priciest model on the market just went quiet at 11 percent of business spending, and that's the canary for the whole frontier trade. Same mine, opposite blueprints.

Aug 25, 2026

A Man's Got to Know His Limitations

The strangest deals in AI this week weren't sidesteps. They were self-knowledge. Nvidia won't own a model company, Broadcom won't hold its own chip debt, Google will only ever organize data. Every player gave up a little money to stay ruthlessly in its lane. Know thyself, priced at machine speed.

Aug 24, 2026

The Usual Suspects

Data centers just became the midterms' bipartisan villain — the physical thing you can film when your electric bill, your groceries, and your rent all went up for reasons too diffuse to run against. They rounded up the wrong suspect. And the guy who cut the deal is running the investigation.

Aug 21, 2026

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