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Bryan Catanzaro coverage.

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The AI Flippening: what is it, and is it here?

What is it, and why it matters…

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#ai flippening#generative ai#programmatic advertising
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Mark Zuckerberg says Meta is cutting 8,000 jobs to pay for AI infrastructure — insatiable compute demand means the company can't rule out further headcount reductions

Meta spent $72.2 billion on capex in all of 2025. The midpoint of its new 2026 guidance would nearly double that figure in a single year.…

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