Part 05

Macro subsidy

Mag-4 capex, the Cahn revenue gap, depreciation games, power constraints, and the VC subsidy in the app layer.

Paid report

Part 05 — Macro subsidy is in the paid report.

Inference Insight is built for finance, product, procurement, and engineering teams budgeting against volatile agentic AI usage. Buy the report to read the full break-even analysis, sensitivity ranges, and source notes.

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