Anthropic has reportedly committed to $200 billion in Google Cloud compute, and Palantir's revenue is surging. Those two facts alone define the current AI market: infrastructure bets are enormous, and enterprise is winning.
Coinbase is framing layoffs around AI replacement, Meta is building a consumer-agent project called Hatch, and OpenAI is shipping GPT-5.5 Instant with a hard pivot toward coding and enterprise use cases. The consumer versus enterprise tension is not abstract. It is showing up in product decisions, hiring cuts, and where compute dollars are flowing.
The piece is worth reading in full for its breakdown of token scarcity, compute as a tradable commodity, and how agentic commerce changes the ads model. The $200 billion compute commitment alone raises questions about who controls AI infrastructure long-term.
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