Anthropic at $800 Billion. OpenAI Beaten by China. The Most Expensive Liquidation in History.

Amazon just spent $11.6 billion on satellites — not AI models. Oracle is buying fuel cells — not GPUs. Google shipped agentic AI to 3.5 billion Chrome users who don't need to learn a thing.

GPU prices surged 48% in two months. Anthropic locked its most powerful model in a box. And the company that controls the most compute isn't OpenAI — it's the one nobody's been watching.

Open source just did to the AI industry what the AI industry did to everyone else. And it happened so fast that an $11 billion company might not survive the year.