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The V Spot eCommerce Nearly News

The Age of Reason

Making Sense of the AI bubble

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Vinny O Brien
Jul 27, 2026
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Prisoners of Compute

Geography, faith, and the mortgage on the cathedral. The numbers stopped mattering

Musings of a madman. On Friday 17 July 2026, Taiwan Semiconductor Manufacturing Company reported a 77% jump in quarterly operating profit and its share price fell seven percent. See, it’s not just you Shopify.

Sit with that for a second, because everythi…

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