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Charts of the Week: Apple Skips Capex, and the Crowd Goes Wild (Sort Of)

A real newsletter email from Andreessen Horowitz. Captured November 6, 2026.

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About this email

Captured November 6, 2026·Newsletter

Weekly data digest from Andreessen Horowitz analyzing tech market trends, Apple's capex, Roblox AI metrics, and GLP-1 consumer spending.

Substack-style editorial layout with author meta header, decorative banner card, alternating analytical chart graphics, and explanatory paragraphs.

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