Anthropic delivered one of the most consequential weeks any AI lab has had yet: Andrej Karpathy joined to work on AI-accelerated pre-training research, new financials suggested the company is already profitable, and its deepening SpaceX compute partnership added fuel to the acceleration story. NLW breaks down why this is bigger than a lab horse race, why recursive research and compute constraints matter, and how Anthropic’s momentum is forcing a reset in how markets understand the AI boom. In the headlines: OpenAI’s IPO plans, Cursor’s efficient coding model, and more.
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