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PLUS: Microsoft's 3D model play
GPT-5.4 Pro helped solve a 60-year-old Erdős problem. AI is getting good at math.
Firms automate to beat rivals but shareholders lose when demand collapses. Only a tax on automation internalizes the externality.
Microsoft open sourced TRELLIS.2 to commoditize 3D modeling and grow the Azure layer underneath it.
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