From DeepSeek to Kimi K3: 18 Months That Changed AI Investment Logic as Jevons Paradox Reaffirms Compute Is King

AI investment thesis shifts from efficiency celebration to compute arms race: K3 2.8T parameters, Google CapEx raised to $200B, cloud CapEx on track for $800B in 2026 as Jevons Paradox dominates.

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