Good morning. It’s Thursday, April 30. Today we are covering:

* Microsoft, Meta, and Alphabet each raised AI capital expenditure guidance but only one managed to convince investors

* OpenAI’s Codex system prompt bans all discussion of goblins and tells the model to act as if it has a “vivid inner life”

* Meta quietly re-entered crypto with stablecoin payouts for creators in Colombia and the Philippines

* 1X Technologies opens a US factory to manufacture 10,000 humanoid home robots this year

* Satellite connectivity on track to reach 46% of global smartphone shipments by 2030

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