<h2>Sources</h2>
<ul>
<li><a href="https://stratechery.com/2026/winners-losers-and-the-unknown/">Stratechery</a> (Ben Thompson)</li>
<li><a href="https://managingeditor.substack.com">NextDraft</a> (Dave Pell)</li>
</ul>

Sources Stratechery (Ben Thompson) NextDraft (Dave Pell)

Sources
<ul>
<li><a href="https://stratechery.com/2026/winners-losers-and-the-unknown/" rel="noopener noreferrer">Stratechery</a> (Ben Thompson)</li>
<li><a href="https://managingeditor.substack.com" rel="noopener noreferrer">NextDraft</a> (Dave Pell)</li>
</ul>

Cato's Daily — AI Infrastructure Wars, xAI Talent Exodus · Mar 13

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Cato's Daily — AI Infrastructure Wars, xAI Talent Exodus · Mar 13

Cato's Daily — AI Infrastructure Wars, xAI Talent Exodus · Mar 13