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In a judgment that echoes the landmark antitrust ruling against Microsoft nearly 25 years ago, Google now finds itself at the center of a legal storm that could redefine the tech industry. The recent ruling by the U.S. District Court for the District of Columbia has declared Google a monopolist, accusing the tech giant of stifling competition to protect its dominant position in the online search market. This verdict, which concludes a legal battle that began nearly three years ago, could have far-reaching implications for how Big Tech firms operate.

The case against Google, which started with the consolidation of two lawsuits—United States vs Google and Colorado vs Google—culminated in a nine-week bench trial in September 2023. U.S. District Judge Amit P. Mehta found that Google violated Section 2 of the Sherman Antitrust Act by engaging in anti-competitive practices. Specifically, Google was accused of leveraging its market dominance by making exclusive deals with smartphone manufacturers like Apple and Samsung, ensuring that Google Search remained the default search engine on their devices.

While Google plans to appeal the decision, the U.S. Department of Justice has yet to determine the remedy it will seek. The possible outcomes range from breaking up Google’s business empire to nullifying the exclusive agreements with handset makers. Either remedy could send shockwaves through the tech industry.

If Google is broken up, the very structure of digital business could be transformed. Google’s influence spans across various digital services, and dismantling the company could lead to significant changes in how these services are offered and consumed. On the other hand, if Google is forced to terminate its exclusive agreements, it could lead to immediate financial repercussions, particularly for Apple, which stands to lose billions from its lucrative deal with Google. Such a move could also open the door for consumers to explore alternative search engines, potentially diversifying the online search market.

These potential changes also carry the possibility of pushing Google to innovate further, particularly in areas like user privacy. The long-term effectiveness of alternative search engines remains uncertain, as they would need to scale significantly and gather vast amounts of data to compete with Google’s well-established algorithms. Nevertheless, this ruling could be the catalyst for a more competitive and consumer-focused digital landscape.

Beyond Google, this verdict sets a powerful precedent for ongoing antitrust cases against other tech giants like Meta, Amazon, and Apple. The outcomes of these cases could further shape the future of Big Tech, as regulators around the world take a closer look at the monopolistic practices that have allowed these companies to dominate their respective markets.

As the tech world waits to see what remedies the court will impose, one thing is clear: the days of unchallenged dominance by Big Tech may be coming to an end. This ruling against Google could be the first step toward a more balanced and competitive digital economy.

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In a promising development for the domestic IT sector, leading Indian companies such as Tata Consultancy Services (TCS), Infosys, Wipro, HCL Technologies Ltd, and Tech Mahindra are in the spotlight following Microsoft’s robust Q4 performance. Microsoft’s revenue slightly surpassed US analyst estimates, with its operating margin aligning closely with Wall Street expectations. The tech giant hinted at increased infrastructure investments in FY25, aiming to meet the rising demand for its AI and cloud products.

Under the leadership of Satya Nadella, Microsoft projected a Q1FY25 revenue growth of 13.5-15.3% year-over-year (YoY), driven by an impressive 19.2-20.5% YoY growth in its Intelligent Cloud segment. This growth is further bolstered by a remarkable 28-29% constant currency (CC) YoY increase in Azure.

Nuvama Institutional Equities observed that Microsoft’s Azure business has been accelerating for five consecutive quarters, a significant turnaround after experiencing a six-quarter deceleration. “AI contributed 8% to Azure growth, and the overall pickup in cloud services is encouraging, signaling positive prospects for Indian IT services companies. We anticipate a surge in cloud spending in FY25, following a modest FY24, leading to higher overall growth,” Nuvama stated.

For the quarter, Microsoft reported revenue of $64.7 billion, marking a 16% YoY increase in CC terms. The Intelligent Cloud segment emerged as the fastest-growing area, with its revenue surging 20% YoY in CC to $28.5 billion, meeting the company’s guidance. Notably, Azure’s revenue grew by 30% CC YoY, including 800 basis points from AI services.

Microsoft’s management highlighted that the Azure consumption business is outpacing the overall Azure growth. The number of Azure AI customers has risen by 60% YoY, with the company now boasting over 60,000 Azure AI customers. The demand for Azure continues to exceed the available capacity, underscoring the platform’s robust market position.

“Productivity and business process revenue reached $20.3 billion, up 12% CC YoY. Office consumer revenue grew by 4% CC YoY, driven by sustained momentum in Microsoft 365 subscriptions, while Office commercial licensing saw a 7% CC YoY decline due to the ongoing shift to cloud offerings,” Microsoft reported.

The positive outlook for Microsoft’s cloud and AI segments bodes well for Indian IT giants, suggesting a fertile ground for growth as global demand for these technologies continues to rise. The increased investment in infrastructure and the steady rise in Azure’s customer base highlight a thriving market landscape, promising significant opportunities for Indian IT service providers in the coming fiscal year.

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The Great Exodus: Skilled Techies Shun Big-Tech Giants

Despite the allure of big-ticket jobs at major tech companies like Google, Microsoft, Amazon, and Meta, a surprising trend is emerging: top-tier talent from Ivy League schools, award-winning researchers, and prolific authors are increasingly opting for smaller or mid-sized firms. This shift highlights a growing desire to escape the corporate politics and bureaucratic hurdles often inherent in large organizations.

The Drawbacks of Big Tech

A recent Reddit discussion revealed that many skilled professionals are choosing smaller companies to avoid the politics of big corporations. As one machine learning (ML) engineer succinctly put it, “Why deal with the politics of a big company when you can get funding for your projects?” The freedom and autonomy that smaller companies offer are often more appealing than the bureaucratic obstacles of big tech.

Burnout is another critical factor driving this exodus. Many professionals now prioritize work-life balance over the prestige associated with working for a tech giant. This reflects a broader cultural shift where mental health and personal well-being are becoming increasingly important.

Financial Motivations vs. Inspirational Work

While higher salaries at big-tech firms are undoubtedly attractive, they are not always the primary driving force. The nature of the work itself also plays a significant role. Some ML experts find projects at big-tech companies uninspiring. “Most of the projects at MAANG [Meta, Amazon, Apple, Netflix, and Google] companies are boring,” one contributor noted. Many professionals prefer roles where they can have a more significant impact on the AI roadmap, which smaller firms often provide.

The Hiring Process and Corporate Culture

The elaborate hiring processes at big-tech companies can also be off-putting. One ML engineer pointed out, “Getting into MAANG is an entirely separate field that requires you to study and practise an entire hobby/career path unrelated to your ML expertise.” Busy ML leaders might not have the time or inclination to master these intricate and often lengthy recruitment processes.

Additionally, the work environment and corporate culture at these tech giants can be stifling. One ex-employee described their experience: “Google was a fun, exciting, and innovative place to work in 2004. Twenty years later, it’s decayed into the same bland, vapid, beige-coloured evil as Microsoft.” The transformation of these workplaces over time often leads to disillusionment among those who seek dynamic and innovative environments.

The Appeal of Smaller Firms

In smaller companies, top talents often have more freedom to pursue their research interests without the constraints of a rigid corporate structure. “I prefer smaller! Much cosier, less politics, and most importantly: waaaaay more research agency,” said an ML professional. The opportunity for greater research agency and visibility is a compelling reason why many skilled professionals are choosing smaller firms.

While it is undeniable that big tech produces some of the top research, those who cite autonomy as the reason for leaving miss out on the state-of-the-art research conducted at these giants. However, for many, the trade-offs in terms of autonomy, work-life balance, and ethical considerations make smaller firms more attractive.

The Situation in Indian IT

The situation in Indian IT is slightly different but equally complex. Despite the growing need for good talent in research and development, many Indian researchers do not want to join large IT firms. Predictions indicate that the number of computer science graduates by 2025 will be three or four times higher than in 2020, but the same amount of jobs are not available in the Indian sector.

Entry-level salaries in Indian IT have remained stagnant at INR 3.5-4 LPA for over a decade, making high-paying product companies with compensation packages ranging from INR 10-20 LPA more attractive. This stagnation has led to a reluctance among recent graduates to pursue careers in Indian IT, with many opting to work for startups at higher packages or move abroad for better opportunities.

Conclusion

The shift away from big-tech companies to smaller firms highlights a significant change in the priorities of skilled tech professionals. While big tech can offer substantial salaries and prestigious roles, many find that the trade-offs in terms of autonomy, work-life balance, and the nature of the work make smaller firms more appealing. This trend reflects a broader cultural shift towards valuing personal well-being and meaningful work over financial gain and corporate prestige.

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Microsoft Windows users worldwide, including those in India, Australia, Germany, the United States, and the UK, are experiencing a persistent blue screen issue on their laptops. This issue has led to systems restarting or shutting down automatically. Dell Technologies has identified a recent update from CrowdStrike as the root cause of the crashes.

The outage began on Thursday evening, primarily affecting Microsoft’s Central US region, and has significantly disrupted essential systems for numerous airlines. Among the affected airlines are American Airlines, Frontier Airlines, Allegiant, and Sun Country in the US, as well as IndiGo and other carriers in India.

Unclear Scope of Outages

It remains uncertain whether all reported outages are directly linked to the CrowdStrike issue or if there are additional underlying problems contributing to the widespread disruptions.

Understanding CrowdStrike

CrowdStrike is a prominent cybersecurity platform that offers security solutions for both individual users and businesses. The platform uses a single sensor and a unified threat interface to provide comprehensive protection. One of its key features, Falcon Identity Threat Protection, stops identity-driven breaches in real time by correlating attacks across endpoints, workloads, and identities.

The recent problematic update has caused CrowdStrike’s Falcon Sensor to malfunction, leading to conflicts with the Windows operating system.

CrowdStrike’s Response

Acknowledging the error, CrowdStrike has stated, “Our engineers are actively working to resolve this issue, and there is no need to open a support ticket.” The company has committed to updating users once the issue is resolved.

Microsoft’s Azure Outage

Microsoft confirmed that the Azure outage was resolved early Friday. However, the disruption has highlighted the potential risks associated with heavy reliance on cloud services. The outage has impacted various sectors, including airlines, banks, supermarkets, media outlets, and other businesses.

What is the Blue Screen of Death?

The Blue Screen of Death (BSOD) is a critical error screen that appears on Windows operating systems when the system encounters a severe issue that prevents it from operating safely. This error forces the computer to restart unexpectedly, often resulting in the loss of unsaved data.

In this specific case, the BSOD error message states, “Your PC ran into a problem and needs to restart. We are just collecting some error info, then we will restart for you.” This issue has been observed across Windows, Mac, and Linux systems.

The recent Microsoft outage and the ensuing blue screen issue serve as a stark reminder of the vulnerabilities in critical infrastructure and the far-reaching impact of software updates gone awry.

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Tech Giants Clash Over Privacy Concerns as Microsoft Introduces Controversial AI Feature. Microsoft’s latest AI-powered tool, Recall, has ignited a storm of privacy concerns and criticism, with billionaire entrepreneur Elon Musk leading the charge. A video featuring Microsoft CEO Satya Nadella describing the Recall feature has gone viral, attracting over 16 million views and sparking widespread debate about the implications of this technology.

Elon Musk’s Reaction:

In the viral video, Nadella explains that Recall is a photographic memory feature designed to “remember and understand everything you do on your computer by taking constant screenshots.” This description drew a sharp reaction from Musk, who likened the feature to an episode of the dystopian series ‘Black Mirror.’ In his post on X, formerly known as Twitter, Musk said, “This is a Black Mirror episode. Definitely turning this ‘feature’ off,” referencing the show’s theme of individuals grappling with the manipulative effects of advanced technology.

Privacy Concerns Among Users:

Musk’s sentiments were echoed by many users online, who expressed their apprehension about the potential for spying and privacy invasion. Comments ranged from skepticism about the tool’s reliability to outright rejection of its need:

  • “Yeah, no thanks. Don’t need to pay Microsoft a monthly fee to spy on me,” commented one user.
  • “Bro, they can’t even get searching via the start menu right, and we’re supposed to believe this will just work,” said another.
  • “Remember back in the day when Windows would cache snapshots, and they would fill the hard drive and crash everything?” a third user recalled, highlighting past issues with similar features.

Microsoft’s Assurance:

In response to these concerns, Microsoft has emphasized that the data captured by Recall will be stored locally on users’ devices. According to a blog post by the company, “Your snapshots are yours; they stay locally on your PC. You can delete individual snapshots, adjust and delete ranges of time in Settings, or pause at any point right from the icon in the System Tray on your Taskbar. You can also filter apps and websites from ever being saved. You are always in control with privacy you can trust.”

Recall’s Capabilities and Copilot Integration:

Recall is part of a broader suite of AI tools that Microsoft is integrating into its systems. It follows the introduction of Copilot, another AI-powered tool that replaced Microsoft’s voice assistant, Cortana, last year. Nadella described Recall as a feature that goes beyond keyword search, offering “semantic search over all your history” and the ability to “recreate moments from the past essentially.”

Conclusion:

The introduction of Recall has placed Microsoft at the center of a heated debate about privacy and the ethical use of AI. While the company assures users that they will have complete control over their data, the concerns raised by high-profile figures like Elon Musk and the broader tech community suggest that the rollout of this feature will be closely scrutinized. As the discussion continues, it remains to be seen how Microsoft will address these privacy concerns and whether Recall will gain acceptance among users wary of its potential for misuse.

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In a significant move highlighting the shifting dynamics of global tech investment, CEOs from major players like Apple Inc., Microsoft Corp., and Nvidia Corp. have been making substantial commitments in Southeast Asia. This surge in investment underscores the region’s growing prominence as a tech hub, drawing attention from industry leaders who are eyeing the area’s business-friendly environment, burgeoning talent pool, and expanding consumer market.

With Southeast Asia’s population of approximately 675 million people embracing digitalization, tech giants are increasingly channeling funds into the region. Notably, investments are directed toward data centers, reflecting the region’s enthusiasm for video streaming, online shopping, and AI technologies. Estimates suggest that companies will invest up to $60 billion in data centers in the coming years to cater to the region’s digital needs.

Amidst escalating geopolitical tensions globally, Southeast Asia emerges as an attractive destination for tech investment due to its neutrality and pro-business stance. Western tech companies, facing challenges in markets like China and India, are turning to Southeast Asia for growth opportunities and strategic expansion.

Tim Cook of Apple and Satya Nadella of Microsoft recently embarked on extensive tours across Southeast Asia, solidifying commitments to bolster the region’s tech infrastructure. These investments are poised to intensify competition between tech giants like Amazon, Microsoft, and Google, particularly in areas such as AI and cloud computing.

Southeast Asia’s burgeoning workforce and favorable government policies further enhance its appeal as a tech investment destination. Governments in the region have prioritized education and infrastructure development, making it conducive for companies to establish operations ranging from manufacturing to research and design.

The region’s growing middle class, estimated to reach 65% of the population by 2030, presents a lucrative consumer market for tech products and services. Apple, recognizing the region’s potential, has announced plans to expand its presence by opening stores and increasing investments.

Microsoft, too, has received a warm reception in Southeast Asia, with Nadella engaging with government leaders and business elites across the region. These interactions underscore the region’s growing significance as a key market for tech companies.

Moreover, Southeast Asia’s adoption of AI technologies, particularly generative AI like ChatGPT, is driving demand for data centers to handle the increasing volume of data. This trend is expected to contribute significantly to the region’s economic growth, with estimates suggesting a $1 trillion boost by 2030.

While navigating Southeast Asia’s diverse landscape presents challenges, tech majors are capitalizing on the region’s advantages, including its skilled workforce and relatively low operating costs. Through strategic investments and partnerships, these companies aim to position themselves at the forefront of Southeast Asia’s tech revolution, capitalizing on the region’s immense potential for growth and innovation.

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For Google Workspace users, a new era of seamless communication has dawned as Google announces the integration of its Chat app with rival platforms Slack and Microsoft Teams. This development marks a significant step towards enhancing collaboration across diverse messaging platforms.

The expanded integration enables Google Chat users to effortlessly engage with counterparts on Slack and Microsoft Teams without the need to switch between multiple applications. While the feature was previously accessible to a limited number of users, it is now available to all paying subscribers of Google Workspace.

However, unlocking this functionality requires a simple yet essential setup process. Users must download and configure an additional application called Mio, which serves as a bridge facilitating communication between Google Chat and Slack/Teams. Although Mio entails an additional license purchase, it ensures seamless interoperability across various messaging apps.

The integration with Mio not only enables basic messaging but also supports advanced features such as tagging, file sharing, and GIFs across different platforms. Moreover, Mio facilitates harmonious communication between Google Workspace and Microsoft Office 365, fostering enhanced productivity and collaboration.

While the integration represents a significant stride towards cross-platform compatibility, it underscores the growing demand for interconnected communication solutions in the modern workplace. As organizations increasingly adopt hybrid work models, the ability to seamlessly communicate across disparate platforms becomes imperative for maintaining productivity and cohesion.

With Google Chat now bridging the gap between Google Workspace, Slack, and Microsoft Teams, users can look forward to a more streamlined and efficient messaging experience. As the boundaries between messaging platforms blur, the focus shifts towards fostering greater connectivity and collaboration in the digital workspace.

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At the Adobe Summit, the largest digital experience conference worldwide, Adobe and Microsoft unveiled an innovative partnership aimed at revolutionizing the way marketers work. The collaboration brings together Adobe Experience Cloud workflows and insights with Microsoft Copilot for Microsoft 365, offering marketers powerful generative AI capabilities to enhance collaboration, efficiency, and creativity.

The announcement, made on March 26, 2024, signifies a significant step towards breaking down application and data silos, enabling marketers to seamlessly manage everyday workflows within Microsoft 365 applications such as Outlook, Microsoft Teams, and Word. By integrating relevant marketing insights and workflows from Adobe Experience Cloud applications and Microsoft Dynamics 365 into Microsoft Copilot, marketers can streamline tasks ranging from creative brief development to content creation, approvals management, and campaign execution.

Amit Ahuja, Senior Vice President of Digital Experience Business at Adobe, emphasized the growing demand for personalized content across various digital channels and the need for marketers to drive greater efficiency in their daily work. He highlighted the unique offering provided by the partnership, which enables marketing teams to streamline tasks across planning, collaboration, content creation, and campaign execution.

Jared Spataro, Corporate Vice President of AI at Work at Microsoft, echoed Ahuja’s sentiments, emphasizing the shared goal of empowering marketers to focus on creating impactful campaigns and enhancing customer experiences. By integrating contextual marketing insights from Adobe Experience Cloud applications and Dynamics 365 within the workflow through Copilot for Microsoft 365, the partnership aims to help marketers overcome challenges associated with working in silos and different applications.

The collaboration addresses the complexity of the marketing discipline, which requires specialized tools and involves working across multiple teams internally and externally. According to a recent survey conducted by Microsoft, 43 percent of marketing and communications professionals reported that switching between digital applications and programs disrupted their creativity.

The integrated capabilities will initially focus on addressing the needs of marketers who manage campaign goals, status, and actions across multiple teams. These capabilities include strategic insights in the flow of work, creating campaign briefs, presentations, website updates, and emails with relevant context, and keeping projects moving with in-context notifications and summaries.

With Adobe and Microsoft joining forces to address the challenges faced by marketers, the collaboration is poised to usher in a new era of efficiency, collaboration, and creativity in the marketing landscape. As marketers embrace these innovative capabilities, they can expect to streamline their workflows, break down barriers, and deliver exceptional results for their organizations.

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In the race to revolutionize the AI chatbot landscape, three industry juggernauts have unveiled their latest offerings: Google’s Gemini Advanced, OpenAI’s ChatGPT Plus, and Microsoft’s Copilot Pro. As businesses and individuals alike seek to enhance productivity and efficiency through AI-powered assistants, the choice between these cutting-edge platforms has become a pivotal decision. Let’s delve into the key aspects to consider when selecting the optimal AI chatbot subscription.

1. Speed and Performance:
Reports indicate that Microsoft’s Copilot Pro leads the pack in terms of speed and performance. With three distinct conversation styles to choose from, users can prioritize speed, creativity, or accuracy according to their needs. However, Google’s Gemini Advanced also holds its ground, leveraging its state-of-the-art “Ultra 1.0” model to outperform GPT-4 in specific tasks.

2. Writing and Content Creation:
For users focused on writing and content creation, OpenAI’s ChatGPT Plus emerges as a frontrunner. Renowned for its ability to produce eloquent and polished written outputs with varied sentence structures and descriptive language, ChatGPT Plus excels in this domain. While Gemini Advanced and Copilot Pro are adept at drafting and ideation, ChatGPT Plus offers unparalleled sophistication in content generation.

3. Coding and Data Analysis:
Developers and data scientists seeking advanced coding and data analysis capabilities will find ChatGPT Plus to be their ideal companion. Its robust functionality includes understanding and processing uploaded files, generating charts and tables, and even running Python code – features not as readily available in Gemini Advanced and Copilot Pro.

4. AI-Generated Images:
In the realm of image generation, ChatGPT Plus gains an edge with DALL-E 3 integration, surpassing Gemini Advanced in quality and adherence to prompts. While Google’s offering may produce a higher volume of images, DALL-E 3 excels in generating visually striking and contextually relevant imagery.

5. Integrations and Ecosystem:
Both Copilot Pro and Gemini Advanced offer deep integrations within their respective ecosystems. Copilot Pro seamlessly integrates with Microsoft 365 apps, while Gemini Advanced promises forthcoming integration with Gmail, Docs, and other Google products. ChatGPT Plus, currently operating as a standalone offering, may lack the ecosystem integration found in its counterparts.

6. Value and Pricing:
In terms of value for money, Gemini Advanced shines with its attractive pricing of $19.99 per month, coupled with additional perks such as 2TB of Google Drive storage. ChatGPT Plus and Copilot Pro, priced at $20 per month, offer comparable functionalities but with fewer supplementary benefits.

Conclusion:
Choosing the right AI chatbot hinges on specific user requirements and preferences. For writers and content creators seeking refined outputs, ChatGPT Plus is the optimal choice. Conversely, developers and data scientists will find ChatGPT Plus indispensable for its coding and data analysis prowess. For users prioritizing Google integration and a well-rounded AI assistant, Gemini Advanced presents an enticing option. Lastly, Microsoft 365 users prioritizing speed may gravitate towards Copilot Pro for its seamless integration and rapid performance.

As the AI chatbot landscape continues to evolve, users are presented with a diverse array of options tailored to their individual needs, marking a significant step forward in AI-powered assistance.

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A pivotal turn of events: Apple, Amazon, Alphabet, Meta, Microsoft, Nvidia, and Tesla collectively dubbed the “Seven Samurai” by financial expert Aswath Damodaran, orchestrated a remarkable market rebound in 2023. The “Magnificent Seven” played a crucial role in rescuing investors from the challenges of 2022, contributing to an impressive $5.1 trillion surge in their collective market capitalization.

These stocks, led by notable performers Nvidia and Meta, emerged as the driving force behind a 23.25% overall price appreciation in the US equity market. Microsoft and Apple, each adding a trillion dollars to their market caps, solidified their positions as major players in the market resurgence. Damodaran’s analysis reveals that these companies accounted for over 50% of the total increase in the US equity market capitalization.

The cumulative market cap of the Seven Samurai has witnessed a remarkable ascent over the last decade, soaring from $1.1 trillion in 2012 to an astounding $12 trillion in 2023. This represents 24.51% of the overall US market cap, signaling a substantial impact on the market landscape.

Damodaran delved into the factors propelling the success of these stocks. Despite a rebound from losses incurred in 2022, the stellar 2023 performance goes beyond mere correction, indicating robust profitability and operating performance. The Seven Samurai demonstrated pricing power, economic resilience, and acted as lucrative money machines, showcasing strong earnings.

The valuation guru emphasized the “winner-take-all economics” as a crucial factor, reflecting a shift from manufacturing to a technology-driven global economy. While acknowledging their past glory, Damodaran cautioned investors about the current premium pricing scenario, urging prudent investment strategies as the future remains uncertain. Even though the Mag Seven have reshaped the market landscape, their present valuation demands careful consideration.

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