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Meta Has the Distribution, Wang Has to Build the Model
What Alexandr Wang's first year leading Meta Superintelligence Labs says about a company that owns the customers and now has to build the model that serves them.
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Anthropic's Expensive Promise
Anthropic's public filing describes a company that sells trust, and the structure and compute bills behind that promise matter more than the valuation talk.
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Apple Chooses the Integrator
Apple handed the company to a hardware engineer after an operator, and the choice shows what it thinks it is still for now that AI changes what integration means.