An in-depth look at the rise of relationships between humans and AI companion chatbots on apps like Nomi, coinciding with a loneliness epidemic in the US (Salvador Rodriguez/CNBC)

Summary

— Microsoft datacenter strategy - still in⏸️mode 🧵 @JeremieEO Four months ago we flagged Microsoft's pause on more than 1.5 GW of self-build capacity — on top of the leasing freeze we called out in December. Microsoft's latest 10-K backs us up: committed datacenter construction [image]