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Virginia senator: data centers should lose bonus depreciation until they meet standards
7 arguments: What he wants around energy, water and setbacks, why he says Chinese open models cost 10% and deliver 90%, and what Loudoun County actually…
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Bloomberg reporters: 16% of pharma licensing deals involved China in 2022, now half
12 insights: The Merck cancer drug that came out of Sichuan, what the 2015 regulatory overhaul did, and why Washington cannot agree on whether to stop…
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Former 7investing adviser: Tesla was a $40B value stock, at $1.12T it's a buy-hold
10 takeaways: The 2019 call that got him called crazy, why falling slower than the EV market is enough, and the $721 model that Tesla has already fallen…
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Standard Chartered strategist: Taiwan's August revenues ran 8-10%, not the usual 1-2%
5 arguments: Why the pacing proposal shifts where AI money goes rather than cutting it, what Washington and Beijing said, and the case for…
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HSBC strategist: some Thai hospitals get over 75% of revenue from foreign patients
7 insights: Why India's medical tourism is shrinking while Korea drew 3M cosmetic patients, how Indonesia is trying to keep its patients home, and the…
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UNSW AI professor: without AI data-center spending Australia was heading for recession
6 arguments: The 200K Australian teenagers with an AI partner, the misuse Anthropic disclosed last week, and why Europe plus Canada plus Australia…
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Bloomberg reporter: the biggest one-day split in 10 yrs between chips and software
5 insights: Why the compliance bill may land on the hyperscalers rather than the AI labs, what "AI borders" would mean for where models are hosted, and…
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Z-Ben Advisors CEO: China is building a gold reserve asset, not a reserve currency
18 arguments: Why rare earths were "the ultimate McGuffin", why Beijing would rather the mullahs stayed, and the $10–15T of local-government debt he…
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Former Secretary of State: the goal in Iran is normal shipping, not the nuclear program
14 arguments: Why he says there is no military way out of the war, what he wants on the table when Trump meets Xi, and the deal he thinks could be done…
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Daily Tech News Show: Anthropic has picked Nasdaq for an October IPO at $2.3T
12 insights: what the reported Anthropic and OpenAI listing plans say about timing, why Beijing dismissed Western alarm while warning itself, and the…
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Kenneth Rogoff: the dollar's exorbitant privilege peaked around 2015
15 lessons: Why he thinks a debt crisis is the only thing that will force action, what Germany's bond buying cost it, and the floor he puts under…
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David Sacks: slow down if you want, but stop asking for antitrust waivers
7 arguments: Why he calls frontier AI a two-company duopoly, the Lina Khan statement he agrees with, and why he says the safety panic is a hoax timed to…
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