Monday links: discounting AI

CryptoStrategy ($MSTR) purchased more Bitcoin. (theblock.co)Bitmine ($BMNR) purchased more Ethereum. (theblock.co)CompaniesIntel ($INTC) stock is having a moment. (msn.com)AI is messing with the terminal values of software companies. (flyoverstocks.com)The U.S. is getting its first new aluminum smelter in half a century. (wsj.com)AIAI users are bumping up against compute limits. (wsj.com)AI has been used to identify cybersecurity issues for years. (calnewport.com)Do serious companies need their own AI model? (spyglass.org)HungaryHow Hungary lost faith in Viktor Orban. (politico.eu)A vote for Tisza was above all a vote against Orban. (wsj.com)Winners and losers from Hungary's election. (politico.eu)You could see the opposition to Orban in the streets. (paulkrugman.substack.com)What's on tap for a new government. (theguardian.com)Orban's loss punctured the myth of illiberal inevitability. (theatlantic.com)MediaLocal news outlets are closing. Why we need archive their their output. (poyn