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Summary: In today’s briefing, we analyze the collision of massive AI capital expenditures and deep ideological rifts. We break down the "QuadKill" of tech earnings, exploring how Google, Microsoft, Amazon, and Meta plan to justify hundreds of billions in Capex. We cover the courtroom drama as Elon Musk testifies that OpenAI "stole a charity" on its path to a $1 Trillion valuation. We also deconstruct OpenAI's strategic launch on Amazon Bedrock, Goo ...