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Mythos, Muse, and the Opportunity Cost of Compute

stratechery.com

Does Aggregation Theory survive in a world of constrained compute? Yes, insomuch as controlling demand will give power over supply.

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Breach of Confidence: 24 April 2026

I spent an hour this week explaining to someone that no, ChatGPT cannot reliably fact-check itself, and yes, that’s a problem when your entire business strategy depends on it being right. The…

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