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Vol. 2026 · No. 190
Refreshed 9:30 am PT
Thu · Jul 9 · 2026

The stack

4 picks · curated
02
Stratechery txt 4h · paywalled

Muse Image, Grok 4.5, Alex Karp on CNBC

Ben Thompson reads Meta's Muse Image, xAI's Grok 4.5, and Palantir's Alex Karp through one lens: the fight for verifiable, proprietary data is increasingly what decides the AI race.