The Opt-In List: What Microsoft's Buyout Says About Which Jobs Are Safe
Microsoft offered buyouts to about 60,000 staff but kept sales, security and data centers out. Distance to revenue predicts job safety better than AI work.
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Four Companies, $62B of Free Cash to Minus $26B
Alphabet, Microsoft, Meta and Amazon spent 115% of their operating cash flow on capex in Q3 2026, up from 61% a year earlier. Here is the free cash flow bridge.
Unit Elastic: Cheaper AI Tokens Stopped Growing AI Spend
Since August, Ramp's data shows AI token volume up 65% and token spend up 1.5%. Why unit-elastic demand is a problem for the AI capex math.