Azeem Azhar(@azeem):I suppose it depends on what the comparison is. I mean, for example, if this means increasing the cognitive capabilities in some domains that the US has access to by a factor of, say, 10, it would seem small.

2026.08.18 18:54

I suppose it depends on what the comparison is. I mean, for example, if this means increasing the cognitive capabilities in some domains that the US has access to by a factor of, say, 10, it would seem small.

Tracy Alloway@tracyalloway

2026.08.18 17:48

I think a lot of people still don't understand the scale of debt issuance by the hyperscalers. They're on pace to be as sizeable in the IG bond market as the big banks within a few years