This week in AI was not about bigger models. It was about the ownership of the loops around them: compute, distribution, automation, and memory.
Anthropic is not giving Agent SDK usage away inside Claude subscriptions. It is drawing a billing boundary around automation.
Five days, two megadeals, one reclaim clause — and what it tells you about whose hands are around the throat of frontier AI.
When compute became a values judgment. On Musk's reserved right to take Anthropic's training compute back, and the new shape of supply-chain risk for frontier AI.