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Mar 15, 2026, 11:51 am158 ptsTrending
Daring Fireball
Horace Dediu, under the headline “The Most Brilliant Move in Corporate History?”: Apple used to be the biggest capex spender, mainly because it paid for most of the property plant and equipment in the factories that made its phones and computers. [...] But that all changed with AI. Amazon is spending $200…
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