Meta may ditch the idea of a cloud business for Muse. We think that’s a good trade

We may never get the Meta Cloud business we once envisioned, but we don't need it if Muse delivers.

We haven't written up this one. CNBC Technology has the full story — the link below goes straight to it.

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David Ellison addressed Skydance employees at first companywide town hall.
$110 billion merger closed hours before Ellison spoke.
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