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defense technology competition

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  1. Tesla Dojo 2 and the Optimus training pipeline
  2. Scale AI revenue reversal versus Palantir AIP growth
  3. The o3 pricing reduction and the OpenAI model hierarchy
  4. The evolution of PyTorch from Facebook AI to the foundation of Llama 4
  5. Helsing’s $18 billion valuation and the future of NATO autonomous

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