(https://www.cnbc.com/2026/07/14/boeing-records-highest-first-half-deliveries-since-2018.html) in the first half—headline victory. But (https://www.cnbc.com/2026/07/14/chamath-palihapitiya-ai-tokenmaxxing.html), and when AI token spend hits a ceiling, every enterprise software vendor holding a gun to their own head over margin guidance gets exposed.

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