Morning Briefing — 27 October 2026 SUBSCRIBERS ONLY

Morning Briefing — 27 October 2026

There is no doubt that "Phase 1" of the AI investment boom has proved, and continues to prove, more expensive than most had anticipated - not to mention "crowding out". Equally, there should be little doubt that AI is delivering, and will deliver even faster, as the safety and security issues surrounding its use are, hopefully, brought more firmly under control. In this context: [Read the article: bloomberg.com - Dutch Government Plans to Cut 25,000 Jobs in AI-Led Overhaul] [Read the article: reuters.com - Microsoft offers buyouts to around 60,000 employees to contain costs | Reuters ]

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