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As AI models commodify, Apple's plans to spend just $14B on 2026 capex, far below hyperscalers' combined $650B, or 90%+ of their cash flow, may be a genius move (Horace Dediu/Asymco)

Horace Dediu / Asymco : As AI models commodify, Apple's plans to spend just $14B on 2026 capex, far below hyperscalers' combined $...

21 December 2023

Email: Meta's India policy head Shivnath Thukral says the government could choose to apply its proposed telecom law to Meta's OTT services at a "future date" (Moneycontrol)

Moneycontrol:
Email: Meta's India policy head Shivnath Thukral says the government could choose to apply its proposed telecom law to Meta's OTT services at a “future date”  —  Meta's India policy head Shivnath Thukral writes in an internal email, 'Govt could have sufficient discretion …

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