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M.G. Siegler
mgsiegler.com
did:plc:bqdtwrjvjqldbquxyezad735
Claude is sus:
"disclosing Azure's revenue for the first time while giving up segment-level margin detail — so you now know Azure, but you have less ability than before to work out what the economics of that growth actually look like, or how much of it is one counterparty..."
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2026-09-03T08:16:40.506Z