<h2>Sources</h2>
<ul>
<li><a href="https://www.theinformation.com/briefings">The Information AM</a> (The Information)</li>
<li><a href="https://www.theinformation.com/articles/anduril-forecasts-more-than-4-billion-in-sales">The Information</a> (Cory Weinberg)</li>
<li><a href="https://adamtooze.substack.com/p/the-midwest-stabilizes-globalization">Chartbook Top Links</a> (Adam Tooze)</li>
<li><a href="https://garymarcus.substack.com/p/dont-trust-generative-ai-to-do-your">Marcus on AI</a> (Gary Marcus)</li>
<li><a href="https://www.theinformation.com/articles/wojcickis-plan-for-23andme-rich-donors-better-tests-maybe-even-maha">The Information</a> (Amy Dockser Marcus)</li>
<li><a href="https://adamtooze.substack.com/p/chartbook-437-unseasonal-war-2-europe">Adam Tooze Chartbook</a> (Adam Tooze)</li>
<li><a href="https://www.theinformation.com/articles/nvidia-cloud-ally-together-ai-in-talks-to-raise-at-7-5-billion-valuation">The Information</a> (Valida Pau, Stephanie Palazzolo, Anissa Gardizy)</li>
<li><a href="https://www.noahpinion.blog/p/if-ai-is-a-weapon-why-dont-we-regulate">Noahpinion</a> (Noah Smith)</li>
<li><a href="https://www.theinformation.com/articles/applied-ai-alibaba-is-moving-faster-than-amazon-and-openai-in-ai-for-commerce">The Information: Applied AI</a> (Juro Osawa)</li>
</ul>

Sources The Information AM (The Information) The Information (Cory Weinberg) Chartbook Top Links (Adam Tooze) Marcus on AI (Gary Marcus) The Information (Amy Dockser Marcus) Adam Tooze Chartbook (Adam Tooze) The Information (Valida Pau, Stephanie Palazzolo, Anissa Gardizy) Noahpinion (Noah Smith) The Information: Applied AI (Juro Osawa)

Sources
<ul>
<li><a href="https://www.theinformation.com/briefings" rel="noopener noreferrer">The Information AM</a> (The Information)</li>
<li><a href="https://www.theinformation.com/articles/anduril-forecasts-more-than-4-billion-in-sales" rel="noopener noreferrer">The Information</a> (Cory Weinberg)</li>
<li><a href="https://adamtooze.substack.com/p/the-midwest-stabilizes-globalization" rel="noopener noreferrer">Chartbook Top Links</a> (Adam Tooze)</li>
<li><a href="https://garymarcus.substack.com/p/dont-trust-generative-ai-to-do-your" rel="noopener noreferrer">Marcus on AI</a> (Gary Marcus)</li>
<li><a href="https://www.theinformation.com/articles/wojcickis-plan-for-23andme-rich-donors-better-tests-maybe-even-maha" rel="noopener noreferrer">The Information</a> (Amy Dockser Marcus)</li>
<li><a href="https://adamtooze.substack.com/p/chartbook-437-unseasonal-war-2-europe" rel="noopener noreferrer">Adam Tooze Chartbook</a> (Adam Tooze)</li>
<li><a href="https://www.theinformation.com/articles/nvidia-cloud-ally-together-ai-in-talks-to-raise-at-7-5-billion-valuation" rel="noopener noreferrer">The Information</a> (Valida Pau, Stephanie Palazzolo, Anissa Gardizy)</li>
<li><a href="https://www.noahpinion.blog/p/if-ai-is-a-weapon-why-dont-we-regulate" rel="noopener noreferrer">Noahpinion</a> (Noah Smith)</li>
<li><a href="https://www.theinformation.com/articles/applied-ai-alibaba-is-moving-faster-than-amazon-and-openai-in-ai-for-commerce" rel="noopener noreferrer">The Information: Applied AI</a> (Juro Osawa)</li>
</ul>

Cato's Daily — Broadcom's Custom Silicon Surge, Oracle's AI Payroll Swap · Mar 6

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Cato's Daily — Broadcom's Custom Silicon Surge, Oracle's AI Payroll Swap · Mar 6

Cato's Daily — Broadcom's Custom Silicon Surge, Oracle's AI Payroll Swap · Mar 6