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.•Short-medium-long length•. Go when you think it is right 😊 #squaready# @ Tmn Seri Sentosa
"Squarely On The Chin": Goldman's Pasquariello Says Record Tech Dump Cleared The Decks For A Year-End Rally
I Squared is in advanced talks to acquire Orizon Aerostructures, a key supplier of parts for the F-35 fighter jet and Boeing’s 737 Max
"R-Squareds in the Cross Section and Time Series",
I Squared bets on AI inference with $225 million data center buy from Cogent
Build-vs-Buy Math is Now Squarely in Build For the entirety of the SaaS wave, it was always cheaper and faster to buy software vs build what you needed. But the buying cycle continues to get more complicated. Gartner says the buying group for a complex enterprise software purchase is 6-10 people. 77% of buyers describe their most recent purchase as very complex or difficult.  That process exists for well known reasons: someone runs the security review, another negotiates the terms and another signs off on the risk.  But because of AI, the “build” side of that comparison has now moved materially. When a “buy” evaluation still takes two or three quarters just to clear procurement but the workflow you want can now be specified, built, tested and running in production inside that same window, the oldest argument for buying, that it was the faster path is, no longer true. We built Software Factory to help large enterprises take advantage of AI’s deflationary economics and make a build vs buy decision much more competitive than it has been historically. 

How:
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MICRON SAYS IT WILL CONTINUE TO BET ON THE 6F-SQUARED STRUCTURE AND NEXT-GENERATION 3D DRAM TECHNOLOGY, WITH ITS CTO SAYING THE COMPANY WILL NOT PURSUE 4F-SQUARED MEMORY CHIPS DESPITE CXMT’S ADVANCE - NIKKEI
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Bitches be swearin it’s on sight till you actually squared up in a parking lot 😂😂
Yesterday’s vote on CLARITY proves the thesis we are now squarely locked into a zero-sum theory of politics in America. Every yard on the field belongs to them, or to us. Never both. AI better wake up and pay attention.
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Hiring burst of 162,000 jobs in August puts the focus squarely back on inflation in the U.S.