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    The AI coding fight just moved from the model to the harness ANTHROPIC

    The AI coding fight just moved from the model to the harness

    Cursor’s usage-based price hikes are driving enterprises to Anthropic’s Claude Code. But the smarter customers are routing around both, swapping proprietary tools for open-source “harnesses” that cut AI coding bills by as much as 97%. The value is moving from the model to the layer around it.

    Apple hit $5tn by refusing to play the AI game everyone else is losing APPLE

    Apple hit $5tn by refusing to play the AI game everyone else is losing

    Apple briefly touched a $5tn valuation on Tuesday, the second company ever to do so. It got there by sitting out the AI spending race that is draining its rivals, as investors flee the capex bonfire. The catch: the same restraint that made it the winner is why it is still behind on AI, a problem it hands to a new chief executive on Thursday.

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