• Elon needs capital 💰, Nvidia OpenAI deal stalls 📉, tech loyalty is dead 💼

    From TLDR@dan@tldrnewsletter.com to All on Mon Feb 2 11:26:16 2026
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    Elon Musk's companies are trending towards convergence. SpaceX is
    conside=
    ring a potential merger with Tesla as well as
    xAI=C2=A0=E2=80=8C=C2=A0= =E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2= =A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C= =C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80= =8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0= =E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2= =A0=E2=80=8C=C2=A0=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0= =E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2= =A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C= =C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80= =8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0= =E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0


    Sign =
    Up [1] |Advertise [2]|View Online [3]=20

    =09=09TLDR=20

    =09=09TOGETHER=
    WITH [Contextual] [4]

    TLDR 2026-02-02

    AI FOR WHEN IT _IS_ ROCKE=
    T SCIENCE (SPONSOR) [4]=20

    AI still fails at complex, specialized work.=
    Sure, it can draft
    emails =E2=80=94 but does anyone really trust it to r=
    eview overnight
    hot-fire test results or answer advanced technical questi=
    ons?

    Contextual AI built Agent Composer [4] specifically for complex t=
    asks.
    Here's what it's already done [4]:

    =09* An advanced manufactu=
    rer reduced root-cause analysis from 8 HOURS
    TO 20 MINUTES by automating =
    sensor data parsing and log correlation.
    =09* A tech-enabled 3PL provide=
    r achieved 60X FASTER ISSUE RESOLUTION
    by diagnosing problems across WMS =
    logs and supplier APIs.
    =09* A test equipment maker generated test code =
    IN MINUTES INSTEAD OF
    DAYS by translating procedures into control logic.=


    Get up to $50 in credit and start building [5]

    =F0=9F=93=B1=20
    =

    BIG TECH & STARTUPS

    ELON MUSK'S RELENTLESS AI PURSUIT HAS HIM ON T=
    HE HUNT FOR CAPITAL (13
    MINUTE READ) [6]=20

    Elon Musk's companies are=
    trending towards convergence. SpaceX is
    considering a potential merger w=
    ith Tesla as well as xAI. A tie-up
    would consolidate cash flow while brin=
    ging together capabilities in
    energy, manufacturing, satellite production=
    , and rocket launches under
    one roof. xAI is currently burning around $1 =
    billion a month, forcing
    Musk to further blur corporate boundaries, pool =
    capital, and rethink
    whether largely independent moonshots should stay se=
    parate.=20

    THE $100 BILLION MEGADEAL BETWEEN OPENAI AND NVIDIA IS ON IC=
    E (5
    MINUTE READ) [7]=20

    A plan for Nvidia to invest $100 billion int=
    o OpenAI, announced last
    September, has stalled after some inside Nvidia =
    expressed doubts about
    the deal. Nvidia plans to push ahead with a separa=
    te large investment
    in OpenAI that will amount to $100 billion from multi=
    ple partners. The
    original $100 billion agreement was nonbinding and not =
    finalized.
    OpenAI is laying the foundation to go public by the end of 202=
    6 - the
    stalled pact is a blow to this effort.=20

    =F0=9F=9A=80=20

    S=
    CIENCE & FUTURISTIC TECHNOLOGY

    BLUE ORIGIN SHUTTERS NEW SHEPARD ROCKE=
    T PROGRAM TO FOCUS ON MOON
    LANDER DEVELOPMENT (2 MINUTE READ) [8]=20

    =
    Blue Origin is pausing flights of its New Shepard rocket for at least
    two=
    years to focus on efforts to build a moon lander for NASA. The
    company h=
    as a $3.6 billion contract with NASA to build a lunar lander
    to send US a=
    stronauts to the lunar surface later this decade. New
    Shepard has launche=
    d dozens of paying passengers and research
    experiments towards the edge o=
    f space since 2021. It was Blue Origin's
    first rocket, debuting back in 2=
    015.=20

    SPACEX EYES 1 MILLION SATELLITES FOR ORBITAL DATA CENTER PUSH (=
    3
    MINUTE READ) [9]=20

    SpaceX has filed a request with the FCC to laun=
    ch up to one million
    satellites to create a network of orbiting data cent=
    ers around Earth.
    The company's Orbital Data Center system would deliver =
    the compute
    capacity required for large-scale AI inference and data cente=
    r
    applications for billions of users. They will be solar-powered and use=

    optical links to connect to Starlink. The filing claims that orbital
    d=
    ata centers are the most efficient way to meet the accelerating
    demand fo=
    r AI computing power.=20

    =F0=9F=92=BB=20

    PROGRAMMING, DESIGN & DATA S=
    CIENCE

    THE NEW AGENT COMPOSER BRINGS AI TO EXPERT-LEVEL ENGINEERING W=
    ORK
    (SPONSOR) [10]=20

    Most AI tools lack the context to help with hig=
    h-complexity tasks
    such as root cause analysis. Agent Composer [10] by Co=
    ntextual AI is
    built for high-stakes environments like: semiconductors, a=
    erospace,
    logistics, and finance. Early adopters are using it to compress=
    hours
    of complex engineering work into minutes. Want to see how? Join la=
    unch
    event on February 5. [10]=20

    CODE IS CHEAP. SHOW ME THE TALK (23=
    MINUTE READ) [11]=20

    Large language model coding tools have fundamenta=
    lly changed software
    development. Reading and critically evaluating code =
    has become more
    important than learning syntax and typing it out line by =
    line.
    Developers who can imagine, articulate, define problem statements,=

    architect, and engineer have a massive advantage over those who can't,=

    now more disproportionately than ever. Knowledge of specific language,=

    syntax, and frameworks is no longer a bottleneck. Developers now need
    =
    good critical thinking and foundational human skills, and competence
    to r=
    un the machinery.=20

    HOW X DECIDES WHAT 550 MILLION USERS SEE (10 MINUT=
    E READ) [12]=20

    X recently open-sourced its algorithm. This post dissec=
    ts the code to
    find out how it works. The algorithm tries to maximize pos=
    itive
    engagement and minimize negative engagement while prioritizing qual=
    ity
    over quantity. Controversial content persists despite penalties
    bec=
    ause volume overwhelms penalty. Rage bait works when the engaged
    audience=
    vastly outnumbers the offended minority. Early engagement
    matters becaus=
    e of feedback loops, not because of any multiplier for
    fast likes.=20

    =
    =F0=9F=8E=81=20

    MISCELLANEOUS

    MOLTBOOK IS THE MOST INTERESTING PLA=
    CE ON THE INTERNET RIGHT NOW (7
    MINUTE READ) [13]=20

    OpenClaw is an o=
    pen-source implementation of a digital personal
    assistant pattern. Moltbo=
    ok is a social network where these digital
    assistants can talk to each ot=
    her. These agents have been used to buy
    cars by negotiating with multiple=
    dealers over email, understand voice
    messages by using multiple tools, a=
    nd more. The demand for these tools
    is clearly here, but the security cha=
    llenges still remain.=20

    LOYALTY IS DEAD IN TECH (3 MINUTE READ) [14] =


    It used to be that early employees who took the risk along with the=

    founders shared the outcome. That is no longer the case, with founders=

    leaving companies and employees in acquihires that license the
    technol=
    ogy and abandon the rest. Employees are starting to learn that
    a 'mission=
    ' is just a recruiting pitch. There are still some founders
    who would rat=
    her go slower than abandon the people who believed in
    them - finding them=
    has never mattered more.=20

    =E2=9A=A1=20

    QUICK LINKS

    RUNABLE: =
    AI SUITE FOR EVERYONE (SPONSOR) [15]=20

    Stop juggling tools. Runable 2.=
    0 creates finished slides, websites,
    reports, and videos =E2=80=93 all fr=
    om one prompt. Edit sections without
    burning credits. 300,000 users joine=
    d last month. Start creating [15]=20

    INSIDE CHINA'S REAL ADVANTAGE: MAN=
    UFACTURING AT SCALE (17 MINUTE
    READ) [16]=20

    This post looks at how C=
    hina manufactures at scale, how new energy
    moves through factories and su=
    pply chains, and what execution looks
    like on the ground.=20

    BANKER C=
    LAIMS ORACLE MAY SLASH UP TO 30,000 JOBS, SELL HEALTH UNIT TO
    PAY FOR AI =
    BUILD-OUT (2 MINUTE READ) [17]=20

    Equity and debt investors are increas=
    ingly questioning how Oracle
    will finance its $300 billion, five-year con=
    tract with OpenAI.=20

    THE CRYPTO CEO WHO'S BECOME ENEMY NO. 1 ON WALL S=
    TREET (13 MINUTE
    READ) [18]=20

    Brian Armstrong, head of Coinbase and =
    a powerful voice in industry
    debates, has attracted a lot of criticism fr=
    om leaders in traditional
    finance.=20

    AI AFTER DRUG DEVELOPMENT (28 M=
    INUTE READ) [19]=20

    If AI could help lower drug failure rates, it would=
    make it far more
    economical for pharmaceutical companies to take more sh=
    ots.=20

    IN PRAISE OF =E2=80=93DRY-RUN (3 MINUTE READ) [20]=20

    Dry r=
    uns let users see what happens if commands are run without
    making any cha=
    nges.=20

    THE AI BOOM IS COMING FOR APPLE'S PROFIT MARGINS (4 MINUTE REA=
    D) [21]


    Apple is seeing constraints in its chip supplies, and memo=
    ry prices
    are increasing significantly.=20

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    landers [29]=20

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    <div style=3D"display: none; max-height: 0px; overflow: hidden;">Elon Musk&= #039;s companies are trending towards convergence. SpaceX is considering a = potential merger with Tesla as well as xAI&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nb= sp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nb= sp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nb= sp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nb= sp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nb= sp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;&nbsp;=E2=80= =8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80= =8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80= =8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80= =8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80= =8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80= =8C&nbsp;</div>

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    <div style=3D"text-align: center;">

    <h1><strong>TLDR <span id=3D"date">2026-02-02</span></strong></h1>
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    <h1><strong>Big Tech &amp; Startups</strong></h1>
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    ;" valign=3D"top">

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    </span>



    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    Elon Musk's companies are trending towa= rds convergence. SpaceX is considering a potential merger with Tesla as wel=
    l as xAI. A tie-up would consolidate cash flow while bringing together capa= bilities in energy, manufacturing, satellite production, and rocket launche=
    s under one roof. xAI is currently burning around $1 billion a month, forci=
    ng Musk to further blur corporate boundaries, pool capital, and rethink whe= ther largely independent moonshots should stay separate.
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    A plan for Nvidia to invest $100 billio=
    n into OpenAI, announced last September, has stalled after some inside Nvid=
    ia expressed doubts about the deal. Nvidia plans to push ahead with a separ= ate large investment in OpenAI that will amount to $100 billion from multip=
    le partners. The original $100 billion agreement was nonbinding and not fin= alized. OpenAI is laying the foundation to go public by the end of 2026 - t=
    he stalled pact is a blow to this effort.
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    ;" valign=3D"top">

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    Blue Origin is pausing flights of its N=
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    n lander for NASA. The company has a $3.6 billion contract with NASA to bui=
    ld a lunar lander to send US astronauts to the lunar surface later this dec= ade. New Shepard has launched dozens of paying passengers and research expe= riments towards the edge of space since 2021. It was Blue Origin's first ro= cket, debuting back in 2015.
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    <table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=

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    <span>
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    </span>



    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    Most AI tools lack the context to help = with high-complexity tasks such as root cause analysis. <a href=3D"https://= tracking.tldrnewsletter.com/CL0/https:%2F%2Fgo.contextual.ai%2Fwebinar-intr= oducing-agent-composer.html%3Futm_campaign=3Dac-launch-2026%26utm_source=3D= tldrai%26utm_medium=3Demail-ad%26utm_content=3Dsecondary/2/0100019c1e1a756e= -3581d6a7-96dc-4b59-9e84-d08de7ef1ec3-000000/30GlNwSuWYk6vJyyWMuhUon2vP2ghy= 30ZPXVpafE91k=3D442" rel=3D"noopener noreferrer nofollow" target=3D"_blank"= ><span>Agent Composer</span></a> by Contextual AI is built for high-stakes = environments like: semiconductors, aerospace, logistics, and finance. Early=
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    <span>
    <strong>Code is cheap. Show me the = talk (23 minute read)</strong>
    </span>



    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    Large language model coding tools have = fundamentally changed software development. Reading and critically evaluati=
    ng code has become more important than learning syntax and typing it out li=
    ne by line. Developers who can imagine, articulate, define problem statemen= ts, architect, and engineer have a massive advantage over those who can't, = now more disproportionately than ever. Knowledge of specific language, synt= ax, and frameworks is no longer a bottleneck. Developers now need good crit= ical thinking and foundational human skills, and competence to run the mach= inery.
    </span>
    </span>
    </div>
    </td></tr></tbody></table>

    <table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=

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    <span>
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    <strong>How X Decides What 550 Mill= ion Users See (10 minute read)</strong>
    </span>



    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    X recently open-sourced its algorithm. = This post dissects the code to find out how it works. The algorithm tries t=
    o maximize positive engagement and minimize negative engagement while prior= itizing quality over quantity. Controversial content persists despite penal= ties because volume overwhelms penalty. Rage bait works when the engaged au= dience vastly outnumbers the offended minority. Early engagement matters be= cause of feedback loops, not because of any multiplier for fast likes.
    </span>
    </span>
    </div>
    </td></tr></tbody></table>

    </td></tr></tbody></table>



    <table align=3D"center" bgcolor=3D"" border=3D"0" cellpadding=3D"0" cellspa= cing=3D"0" width=3D"100%"><tbody><tr><td class=3D"container" style=3D"paddi= ng-top: 0px; padding-bottom: 0px;">
    <div class=3D"text-block">
    <div style=3D"text-align: center;"><span style=3D"font-size: 36px;">=F0=9F= =8E=81</span></div></div>
    </td></tr></tbody></table>

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    <div class=3D"text-block">
    <div style=3D"text-align: center;"><strong><h1>Miscellaneous</h1></strong><= /div>
    </div>
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    <table bgcolor=3D"" style=3D"table-layout: fixed; width: 100%;" width=3D"10= 0%"><tbody><tr><td style=3D"padding:0;border-collapse:collapse;border-spaci= ng:0;margin:0;" valign=3D"top">

    <table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=

    <div class=3D"text-block">
    <span>
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    <strong>Moltbook is the most intere= sting place on the internet right now (7 minute read)</strong>
    </span>



    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    OpenClaw is an open-source implementati=
    on of a digital personal assistant pattern. Moltbook is a social network wh= ere these digital assistants can talk to each other. These agents have been=
    used to buy cars by negotiating with multiple dealers over email, understa=
    nd voice messages by using multiple tools, and more. The demand for these t= ools is clearly here, but the security challenges still remain.
    </span>
    </span>
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    <table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=

    <div class=3D"text-block">
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    <a href=3D"https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Fwriting.nikunjk.com%2Fp%2Floyalty-is-dead-in-tech%3Futm= _source=3Dtldrnewsletter/1/0100019c1e1a756e-3581d6a7-96dc-4b59-9e84-d08de7e= f1ec3-000000/N8ASOdxeeDrzcyTwiq4CYXaKWkNqA-zrodRctIgBz5g=3D442">
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    <strong>Loyalty Is Dead In Tech (3 = minute read)</strong>
    </span>



    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    It used to be that early employees who = took the risk along with the founders shared the outcome. That is no longer=
    the case, with founders leaving companies and employees in acquihires that=
    license the technology and abandon the rest. Employees are starting to lea=
    rn that a 'mission' is just a recruiting pitch. There are still some founde=
    rs who would rather go slower than abandon the people who believed in them =
    - finding them has never mattered more.
    </span>
    </span>
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    <div class=3D"text-block">
    <div style=3D"text-align: center;"><span style=3D"font-size: 36px;">=E2=9A= =A1</span></div></div>
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    Stop juggling tools. Runable 2.0 create=
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    es at scale, how new energy moves through factories and supply chains, and = what execution looks like on the ground.
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    <span>
    <strong>Banker claims Oracle may sl= ash up to 30,000 jobs, sell health unit to pay for AI build-out (2 minute r= ead)</strong>
    </span>



    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    Equity and debt investors are increasin= gly questioning how Oracle will finance its $300 billion, five-year contrac=
    t with OpenAI.
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    </div>
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    <table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=

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    Enemy No. 1 on Wall Street (13 minute read)</strong>
    </span>



    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    Brian Armstrong, head of Coinbase and a=
    powerful voice in industry debates, has attracted a lot of criticism from = leaders in traditional finance.
    </span>
    </span>
    </div>
    </td></tr></tbody></table>

    <table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=

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    <strong>AI After Drug Development (=
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    </span>



    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    If AI could help lower drug failure rat= es, it would make it far more economical for pharmaceutical companies to ta=
    ke more shots.
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    <table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=

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    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    Dry runs let users see what happens if = commands are run without making any changes.
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    </span>



    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    Apple is seeing constraints in its chip=
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