Chevron Microsoft Gas Contract Prices AI Power In Decades
MSM sees reliable AI power and X sees fossil backlash; the contract puts duration and FID risk on the table.
Business
Oracle 10-K Turns AI Backlog Into Capex And Labor Math
MSM sees layoffs or cloud growth and X sees replacement; the 10-K says backlog is not cash.
AppsFlyer Round Makes Independent Measurement Platform Funded
MSM sees a $1B round and X sees a measurement land grab; the control terms matter.