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The Spotify argument is signed by Ben Thompson, and attributing it to him is correct. The CapEx blurb is signed by Andrew Sharp but describes Ben's views. The reading does not misattribute any claim, though calling the whole overview Thompson's is loose.","excerpt":"explains why such companies are poised to be big winners from AI. — Ben Thompson"},{"dimension":"summary","status":"uncertain","explanation":"The term 'network-effects company' is central to the argument but is not explained, and no definition is supplied for it; only capital expenditure is defined. The source's term 'sustaining technology' is paraphrased as 'AI can sustain its existing strengths', which loses its specific meaning: an innovation that reinforces incumbents rather than disrupting them. Smallest repair: keep 'sustaining technology' verbatim and explain both terms through tooltips or plain-language glosses. 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