Email: Huawei-Qualcomm deal 🤝, Reflection unveils Beam 🔦, Amazon’s $8B chip plan 💰

Subject:
Huawei-Qualcomm deal 🤝, Reflection unveils Beam 🔦, Amazon’s $8B chip plan 💰
Received:
10/6/2026, 12:23:51 PM
From:
"TLDR IT" <dan@tldrnewsletter.com>
To:
silk.theater.56@fwdnl.com
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&lt;div style="display: none; max-height: 0px; overflow: hidden;"&gt;Huawei and Qualcomm announced a multi-year, broad patent license agreement featuring cross-licenses across technology fields including&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;&lt;/div&gt;

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&lt;h1&gt;&lt;strong&gt;TLDR IT &lt;span id="date"&gt;2026-10-06&lt;/span&gt;&lt;/strong&gt;&lt;/h1&gt;
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&lt;h1&gt;&lt;strong&gt;News &amp; Trends&lt;/strong&gt;&lt;/h1&gt;
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                                &lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.huawei.com%2Fen%2Fnews%2F2026%2F10%2Fqualcomm-broad-patent-agreement%3Futm_source=tldrit/1/010001a1112b9783-5f55cf02-9e77-439d-a7c6-a7ecde68881d-000000/LfeY1h_mWvAf5d3gO__CHk1dkSOSohaL3dbMoBNB4W0=452"&gt;
                                    &lt;span&gt;
                                        &lt;strong&gt;Huawei and Qualcomm Announce Broad Patent License Agreement (3 minute read)&lt;/strong&gt;
                                    &lt;/span&gt;
&lt;/a&gt;
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&lt;br&gt;
&lt;span style="font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, Verdana, sans-serif;"&gt;
                                    Huawei and Qualcomm announced a multi-year, broad patent license agreement featuring cross-licenses across technology fields including 5G, compute, AI, and networking. Additionally, the agreement includes Qualcomm's purchase of certain Huawei US patents in compute, AI, and networking. The transaction is pending necessary regulatory approvals.
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&lt;span&gt;
                                &lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fsiliconangle.com%2F2026%2F10%2F05%2Freflection-ai-debuts-open-source-beam-model-with-501b-parameters%2F%3Futm_source=tldrit/1/010001a1112b9783-5f55cf02-9e77-439d-a7c6-a7ecde68881d-000000/h-11myJsN-t5Kwo_d65AWrfAm3daI6efh0blJr9a-4o=452"&gt;
                                    &lt;span&gt;
                                        &lt;strong&gt;Reflection unveils 501B-parameter AI model Beam (3 minute read)&lt;/strong&gt;
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&lt;/a&gt;
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&lt;br&gt;
&lt;span style="font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, Verdana, sans-serif;"&gt;
                                    Beam is a 501-billion-parameter model that Reflection says competes with leading Chinese models while requiring substantially less compute. Access initially runs through an early-access program, with model weights, documentation, and fine-tuning tools planned for release later this month.
                                &lt;/span&gt;
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                                &lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.sec.gov%2FArchives%2Fedgar%2Fdata%2F857005%2F000119312526413124%2Fd174191dex991.htm%3Futm_source=tldrit/1/010001a1112b9783-5f55cf02-9e77-439d-a7c6-a7ecde68881d-000000/U3ZVq73hj-538wxhjW2mmevyCO04AnDeYD4VphuvqZc=452"&gt;
                                    &lt;span&gt;
                                        &lt;strong&gt;Schneider Electric agrees to acquire PTC for $22.6B (5 minute read)&lt;/strong&gt;
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&lt;br&gt;
&lt;span style="font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, Verdana, sans-serif;"&gt;
                                    Schneider Electric agreed to buy PTC in an all-cash deal valuing its equity at $22.6 billion, with closing expected by Q3 2027 pending approvals. The combination would connect PTC's product design and engineering data with Schneider's operational and energy systems, providing broader context for industrial AI applications.
                                &lt;/span&gt;
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&lt;div style="text-align: center;"&gt;&lt;span style="font-size: 36px;"&gt;🧠&lt;/span&gt;&lt;/div&gt;
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&lt;h1&gt;&lt;strong&gt;Analysis &amp; Opinions&lt;/strong&gt;&lt;/h1&gt;
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                                &lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fcommunity.ipinfo.io%2Ft%2Fregistered-but-not-routed-what-a-global-audit-of-ipv6-says-about-deployment%2F7434%3Futm_source=tldrit/1/010001a1112b9783-5f55cf02-9e77-439d-a7c6-a7ecde68881d-000000/8xW3m-v0TS8MClKWvLwT6SrKLrgjRYZhJclPmEJNSew=452"&gt;
                                    &lt;span&gt;
                                        &lt;strong&gt;Registered but not routed: what a global audit of IPv6 says about deployment (8 minute read)&lt;/strong&gt;
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&lt;br&gt;
&lt;span style="font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, Verdana, sans-serif;"&gt;
                                    Researchers conducted a global audit comparing IPv6 registration records from Regional Internet Registries against live BGP routing tables and the IPv6 Hitlist project. They found that while 92.5 percent of registered IPv6 netblocks appear in live routing, only 79.4 percent of the underlying address space does, revealing a large gap concentrated in unannounced legacy allocations and carrier-grade NAT deployments. Furthermore, cross-checking against the IPv6 Hitlist project identified 28.1 million genuinely distinct, confirmed-live hosts, highlighting a massive amount of unrouted and unmonitored address space worldwide.
                                &lt;/span&gt;
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                                &lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.mckinsey.com%2Fcapabilities%2Fpeople-and-organization%2Four-insights%2Fai-is-changing-work-now-it-has-to-change-the-organization%3Futm_source=tldrit/1/010001a1112b9783-5f55cf02-9e77-439d-a7c6-a7ecde68881d-000000/P_VqYM_m2NAnotu0AwVCU3BOTdFYou-YpSmHdph96Qg=452"&gt;
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                                        &lt;strong&gt;AI productivity needs an organizational redesign (12 minute read)&lt;/strong&gt;
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&lt;span style="font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, Verdana, sans-serif;"&gt;
                                    McKinsey argues that individual productivity gains will struggle to translate into business value unless companies redesign workflows, decision rights, and career paths around human–agent teams. Its proposed approach organizes teams around outcomes, reduces handoffs, and explicitly assigns responsibility for agent actions and the capacity automation frees up.
                                &lt;/span&gt;
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                                &lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fblogs.oracle.com%2Fcloud-infrastructure%2Fiam-enables-ai-transformation-at-oracle%3Futm_source=tldrit/1/010001a1112b9783-5f55cf02-9e77-439d-a7c6-a7ecde68881d-000000/L4BeFXx2eQ31arsp6Btld6EezKgAtdimPFRE7HmwnIg=452"&gt;
                                    &lt;span&gt;
                                        &lt;strong&gt;How Oracle gives AI agents access without handing over control (9 minute read)&lt;/strong&gt;
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&lt;span style="font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, Verdana, sans-serif;"&gt;
                                    Oracle details how it preserves employee permissions across MCP connections and limits coding and operations agents through temporary access, least privilege, and human approval for sensitive actions. The deployment offers a practical example of enforcing authorization in backend systems as assistants move from retrieving information to executing work.
                                &lt;/span&gt;
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&lt;div style="text-align: center;"&gt;&lt;span style="font-size: 36px;"&gt;🤝&lt;/span&gt;&lt;/div&gt;
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&lt;h1&gt;&lt;strong&gt;Launches &amp; Partnerships&lt;/strong&gt;&lt;/h1&gt;
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                                &lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.keepersecurity.com%2Faffiliate%2Fpersonal-and-business%2F%3Futm_source=tldrit%26utm_medium=newsletter%26utm_campaign=Secondary10062026/1/010001a1112b9783-5f55cf02-9e77-439d-a7c6-a7ecde68881d-000000/ir70-K7a1RQWl4JYEqlPhINRlLYDnE0bQzlVTOH7vZw=452"&gt;
                                    &lt;span&gt;
                                        &lt;strong&gt;The #1 rated password manager, now 50% off (Sponsor)&lt;/strong&gt;
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                                    Protect yourself (and your family) against cybercriminals without having to remember complex passwords. &lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.keepersecurity.com%2Faffiliate%2Fpersonal-and-business%2F%3Futm_source=tldrit%26utm_medium=newsletter%26utm_campaign=Secondary10062026/2/010001a1112b9783-5f55cf02-9e77-439d-a7c6-a7ecde68881d-000000/D-KbfU6qM8MvhObwlR_a0gIr40NKudlZI05kaQBobdA=452" rel="noopener noreferrer nofollow" target="_blank"&gt;&lt;span&gt;Keeper&lt;/span&gt;&lt;/a&gt; securely stores unique login credentials for all your accounts, encrypted so only you can access them. Eliminate weak passwords, streamline access control, and reduce breach risk across your personal and work life. &lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.keepersecurity.com%2Faffiliate%2Fpersonal-and-business%2F%3Futm_source=tldrit%26utm_medium=newsletter%26utm_campaign=Secondary10062026/3/010001a1112b9783-5f55cf02-9e77-439d-a7c6-a7ecde68881d-000000/Xkd7MNYalQJJdIVRAWdCl4XZ20QPPWU61T0DpgzdVKA=452" rel="noopener noreferrer nofollow" target="_blank"&gt;&lt;span&gt;Get 50% off your plan&lt;/span&gt;&lt;/a&gt;
&lt;/span&gt;
&lt;/span&gt;
&lt;/div&gt;
&lt;/td&gt;&lt;/tr&gt;&lt;/tbody&gt;&lt;/table&gt;

&lt;table align="center" border="0" cellpadding="0" cellspacing="0" width="100%"&gt;&lt;tbody&gt;&lt;tr&gt;&lt;td class="container" style="padding: 15px 15px;"&gt;
&lt;div class="text-block"&gt;
&lt;span&gt;
                                &lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Ficeberg.apache.org%2Fblog%2Fapache-iceberg-1.12.0-release%2F%3Futm_source=tldrit/1/010001a1112b9783-5f55cf02-9e77-439d-a7c6-a7ecde68881d-000000/xsAcZAObmVkyEh-ihqC1-kHTBws_lumpql-RW-ITlWA=452"&gt;
                                    &lt;span&gt;
                                        &lt;strong&gt;Apache Iceberg 1.12.0 Release (9 minute read)&lt;/strong&gt;
                                    &lt;/span&gt;
&lt;/a&gt;
&lt;br&gt;
&lt;br&gt;
&lt;span style="font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, Verdana, sans-serif;"&gt;
                                    The Apache Iceberg community has announced the release of version 1.12.0, featuring significant performance enhancements, expanded write capabilities for Variant and geospatial data types, and new maintenance tasks. Key updates include faster unshredded Variant reads in Spark, multi-engine shredded Variant writes, and Flink-native resolution of equality deletes into row-position deletion vectors. The release also introduces Hilbert-curve clustering for multi-dimensional sorting, expands REST catalog and OpenAPI protocol features, and lays groundwork for Table Format V4.
                                &lt;/span&gt;
&lt;/span&gt;
&lt;/div&gt;
&lt;/td&gt;&lt;/tr&gt;&lt;/tbody&gt;&lt;/table&gt;

&lt;table align="center" border="0" cellpadding="0" cellspacing="0" width="100%"&gt;&lt;tbody&gt;&lt;tr&gt;&lt;td class="container" style="padding: 15px 15px;"&gt;
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&lt;span&gt;
                                &lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fmoorinsightsstrategy.com%2Ffield-notes%2Fservicenow-flow-service-desk%2F%3Futm_source=tldrit/1/010001a1112b9783-5f55cf02-9e77-439d-a7c6-a7ecde68881d-000000/TJavOp8h35C5djkDUUWtGuLeqyFLni3hf2v9Ci4qzMQ=452"&gt;
                                    &lt;span&gt;
                                        &lt;strong&gt;ServiceNow Flow Brings a Chat-First Service Desk to Smaller Buyers (6 minute read)&lt;/strong&gt;
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&lt;br&gt;
&lt;br&gt;
&lt;span style="font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, Verdana, sans-serif;"&gt;
                                    ServiceNow has introduced Flow, an internal startup product offering a chat-first service desk that operates within Slack, Microsoft Teams, and email. Priced at $2 per conversation and $1 per automation run with a $10,000 annual minimum, Flow allows smaller companies and existing customers to bypass traditional portals and ticket forms. Flow's credit card accessibility and public pricing will open ServiceNow to smaller buyers while challenging third-party chat layers built on top of the platform.
                                &lt;/span&gt;
&lt;/span&gt;
&lt;/div&gt;
&lt;/td&gt;&lt;/tr&gt;&lt;/tbody&gt;&lt;/table&gt;

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&lt;div class="text-block"&gt;
&lt;div style="text-align: center;"&gt;&lt;span style="font-size: 36px;"&gt;🎁&lt;/span&gt;&lt;/div&gt;&lt;/div&gt;
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&lt;div class="text-block"&gt;
&lt;div style="text-align: center;"&gt;&lt;strong&gt;&lt;h1&gt;Miscellaneous&lt;/h1&gt;&lt;/strong&gt;&lt;/div&gt;
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&lt;/td&gt;&lt;/tr&gt;&lt;/tbody&gt;&lt;/table&gt;

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&lt;div class="text-block"&gt;
&lt;span&gt;
                                &lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fvincent.bernat.ch%2Fen%2Fblog%2F2026-go-netip-addrto6%3Futm_source=tldrit/1/010001a1112b9783-5f55cf02-9e77-439d-a7c6-a7ecde68881d-000000/Hza9a_v7jAP9O6fJNKvNMkfaammeav9LPXUPTtg4jok=452"&gt;
                                    &lt;span&gt;
                                        &lt;strong&gt;Hacking the Go compiler to efficiently map IPv4 to IPv6 (29 minute read)&lt;/strong&gt;
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&lt;/a&gt;
&lt;br&gt;
&lt;br&gt;
&lt;span style="font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, Verdana, sans-serif;"&gt;
                                    The Go compiler handles mapping IPv4 addresses to IPv4-mapped IPv6 addresses inefficiently: the idiomatic netip.AddrFrom16 and As16 pattern runs eight times slower than a native method because of suboptimal compiler optimization. Standard library changes, an unsafe proxy, and custom IR and SSA rewrite rules can eliminate redundant byte-packing and unpacking overhead and achieve native-level performance.
                                &lt;/span&gt;
&lt;/span&gt;
&lt;/div&gt;
&lt;/td&gt;&lt;/tr&gt;&lt;/tbody&gt;&lt;/table&gt;

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&lt;div class="text-block"&gt;
&lt;span&gt;
                                &lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.techrepublic.com%2Farticle%2Fnews-amazon-8-billion-nvidia-chip-sale-leaseback%2F%3Futm_source=tldrit/1/010001a1112b9783-5f55cf02-9e77-439d-a7c6-a7ecde68881d-000000/DZkYpTUcjq_kVx5skLNb56QgAjT-iMVYHtVrUNFxeeA=452"&gt;
                                    &lt;span&gt;
                                        &lt;strong&gt;Amazon explores an $8B Nvidia chip sale-leaseback (4 minute read)&lt;/strong&gt;
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&lt;/a&gt;
&lt;br&gt;
&lt;br&gt;
&lt;span style="font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, Verdana, sans-serif;"&gt;
                                    Amazon is reportedly discussing a financing arrangement that would sell roughly $8 billion of Nvidia chips into a special-purpose vehicle and lease them back for continued use. The proposal highlights how hyperscalers are seeking outside capital to fund AI expansion while investors take on risks tied to hardware depreciation and future compute demand.
                                &lt;/span&gt;
&lt;/span&gt;
&lt;/div&gt;
&lt;/td&gt;&lt;/tr&gt;&lt;/tbody&gt;&lt;/table&gt;

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&lt;div style="text-align: center;"&gt;&lt;span style="font-size: 36px;"&gt;⚡&lt;/span&gt;&lt;/div&gt;&lt;/div&gt;
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&lt;div style="text-align: center;"&gt;

&lt;h1&gt;&lt;strong&gt;Quick Links&lt;/strong&gt;&lt;/h1&gt;
&lt;/div&gt;
&lt;/div&gt;
&lt;/td&gt;&lt;/tr&gt;&lt;/tbody&gt;&lt;/table&gt;

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&lt;table align="center" border="0" cellpadding="0" cellspacing="0" width="100%"&gt;&lt;tbody&gt;&lt;tr&gt;&lt;td class="container" style="padding: 15px 15px;"&gt;
&lt;div class="text-block"&gt;
&lt;span&gt;
                                &lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fpatchmypc.com%2Fblog%2Fintune-epm-system-settings-network-and-time-sync-elevation%2F%3Futm_source=tldrit/1/010001a1112b9783-5f55cf02-9e77-439d-a7c6-a7ecde68881d-000000/MlZwlX_mjWh1n8nduSMorwSlOX7zt1ZmaOBR-FLoyYk=452"&gt;
                                    &lt;span&gt;
                                        &lt;strong&gt;Manage system settings with Endpoint Privilege Management (12 minute read)&lt;/strong&gt;
                                    &lt;/span&gt;
&lt;/a&gt;
&lt;br&gt;
&lt;br&gt;
&lt;span style="font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, Verdana, sans-serif;"&gt;
                                    Microsoft has documented an Elevation system settings policy for Endpoint Privilege Management in Intune that allows standard users to modify network settings without local administrator rights.
                                &lt;/span&gt;
&lt;/span&gt;
&lt;/div&gt;
&lt;/td&gt;&lt;/tr&gt;&lt;/tbody&gt;&lt;/table&gt;

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&lt;div class="text-block"&gt;
&lt;span&gt;
                                &lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fsiliconangle.com%2F2026%2F10%2F05%2Fnamespace-raises-42m-to-build-out-developer-focused-compute-cloud%2F%3Futm_source=tldrit/1/010001a1112b9783-5f55cf02-9e77-439d-a7c6-a7ecde68881d-000000/iqZsfLiq5U76_DqnlwcgdLeCyit_41XHEJS92UOrS4k=452"&gt;
                                    &lt;span&gt;
                                        &lt;strong&gt;Namespace raises $42M for developer infrastructure (3 minute read)&lt;/strong&gt;
                                    &lt;/span&gt;
&lt;/a&gt;
&lt;br&gt;
&lt;br&gt;
&lt;span style="font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, Verdana, sans-serif;"&gt;
                                    Namespace raised a $42 million Series B to expand compute infrastructure for coding agents, builds, and testing across Mac, Windows, and Linux.
                                &lt;/span&gt;
&lt;/span&gt;
&lt;/div&gt;
&lt;/td&gt;&lt;/tr&gt;&lt;/tbody&gt;&lt;/table&gt;

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