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Monday · June 8, 2026 · Issue No. 889

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Newsletter · Anthony Batt

Everyone’s arguing about who builds the best AI model. That’s the wrong race. The winner of the AI era will be whoever builds the best router.

THE NUMBER: 1.52 billion — the number of active iPhones in the world right now. One in four smartphones on Earth. A...

Mar 29, 2026

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