Pivot AI Spending Spree, Crypto Winter, and Kara's Message to Jeff Bezos
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Feb 10, 2026 They debate the Super Bowl ads and the backlash over Bad Bunny’s halftime performance. They unpack crypto’s sharp downturn and its ripple effects. They scrutinize Big Tech’s massive AI capital spending and what it means for jobs. They examine media consolidation, Bezos’ comments about a major newspaper, and the politics around a big Nexstar–Tegna merger.
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Small Bitcoin Allocation, Avoid Altcoins
- Consider holding 1–3% of your portfolio in Bitcoin for diversification, but avoid altcoins.
- Diversify across volatile assets and avoid checking your portfolio daily to protect mental health.
AI CapEx Is Reshaping The Economy
- Big tech plans to spend roughly $660B on AI and related CapEx this year, dwarfing other R&D sectors.
- That concentration reshapes labor demands and national spending priorities significantly.
AI Spending Outpaces Pharma And Infrastructure
- Tech AI spending now exceeds global pharma R&D and the cost of major infrastructure programs.
- That mismatch suggests societal choices privileging AI over health and public projects.
