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Summary: In today’s briefing, we analyze "The Brutal Reallocation of Capital." We deconstruct Meta's violent restructuring, laying off 8,000 workers while reassigning 7,000 to "AI native" groups with fewer managers. We explore the massive physical infrastructure buildout as Blackstone and Google form a $5 billion joint venture to deploy TPUs. We dive into the courtroom drama as a federal jury definitively rejects Elon Musk's $13 ...