Aggregators and AI (This Week)

Weekly digest — week of February 9, 2026. Highlights: Google earnings/CapEx justified, Amazon CapEx concerns, Spotify as AI beneficiary, Ben Thompson interviewed by John Collison. Combined Big Tech CapEx for 2026 exceeds $700B (approaching 2/3 of US DoD budget).

Format: weekly-digest — stub only, no full assessment.