Saturday signal: Hormuz talks, Meta silicon, and housing without a signature
Ceasefire rhetoric vs. diplomacy, custom chips, SoftBank retail capital, and a law that landed at midnight — press a signal for coverage.
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- tech
Why inference pricing is the real AI platform war
Model launches get the headlines. Unit economics of serving tokens will decide who owns the stack.
- startup
Seed-stage math in a high-rate hangover
Checks are smaller, diligence is slower, and ‘AI’ alone no longer clears the bar. Here is the pattern underneath the fundraising headlines.
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