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A Prisoner’s Dilemma with a Chinese accent… another Messy Middle story… OpenAI’s AI hacks Hugging Face… reader feedback about yesterday’s Digest
Did Alphabet (GOOG) confirm its capex spend?
By the time you read this, we’ll likely already know the answer. Alphabet’s second-quarter earnings report – and the management call that follows it – should be out.
As we detailed in Monday’s Digest, Wall Street has grown skeptical of the rosy earnings projections coming out of some AI infrastructure companies this season.














