{
  "$type": "site.standard.document",
  "bskyPostRef": {
    "cid": "bafyreihvxzibp5jzzv2tzex4vyphwm2tbbp5mboc6brdkadvitjalko2b4",
    "uri": "at://did:plc:xc32dedgv3ceunwz2nrseso4/app.bsky.feed.post/3mh65qewjja22"
  },
  "path": "/x/a847e5dafd2ae463?ref=rss",
  "publishedAt": "2026-03-16T09:19:58.000Z",
  "site": "https://upstract.com",
  "textContent": "Horace Dediu / 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 — 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)"
}