{
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  "path": "/260316/p8#a260316p8",
  "publishedAt": "2026-03-16T07:55:00.000Z",
  "site": "http://www.techmeme.com",
  "tags": [
    "Asymco",
    "As AI models commodify, Apple's plans to spend just $14B on 2026 capex, far below hyperscalers' combined $650B, or 90%+ of their cash flow, may be a genius move"
  ],
  "textContent": " Horace Dediu / Asymco:\n**As AI models commodify, Apple's plans to spend just $14B on 2026 capex, far below hyperscalers' combined $650B, or 90%+ of their cash flow, may be a genius move**   —  The 3rd? most valuable company on Earth watched as its rivals lit $650 billion on fire and did nothing.",
  "title": "As AI models commodify, Apple's plans to spend just $14B on 2026 capex, far below hyperscalers' combined $650B, or 90%+ of their cash flow, may be a genius move (Horace Dediu/Asymco)"
}