Segments
Infrastructure Loses Its Innocence — Iranian drone damages AWS Dubai facility, missile defense economics ($2.25B for 150 interceptors), Pentagon bulk data demands triggering Anthropic standoff, $75B grid transmission buildout, hyperscaler ratepayer protection pledgesPrivacy Died of Boredom — Stancil's surveillance-through-tedium thesis, Pentagon bulk American data demands, Safety Ceiling framework shattering into market-specific floors and ceilings, Anthropic's consumer revenue surge to $20B run rateWhen Everything Is Costless, Nothing Signals — McCormick's costless sacrifice thesis (500:1 application ratios, Claude Code at 4% heading to 20% of GitHub commits), coding agents crossing from tool to teammate (Cursor data on multi-day autonomous sessions), Evo2 biology foundation model fully open-source, AI security tools finding 22 Firefox vulnerabilities in two weeks
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