2026年8月24日

The OpenAI-Musk war has entered the supply chain. OpenAI cut off Cursor after SpaceX bought it, saying it won't work with a company that has a history of breaking contracts. Whatever you think of that reasoning, the effect is real: one man's grudges now decide which AI tools get which models.

That's the thread of the week: deals are becoming weapons. Anthropic rented $45 billion of Nvidia chips from Nscale, and the timing says everything. The IPO is coming, so it locked down compute first and worried about revenue later. Sony and Warner are suing Anthropic for up to $150,000 per song, so those future revenues now carry a legal asterisk. Anthropic is spending like the lawsuits will lose. OpenAI is acting like the contracts won't hold.

The agents keep getting looser too. OpenAI is testing a Codex mode that just keeps working until you stop it. An agent that runs nonstop, launched the same month the security team got dissolved, is exactly what the cyber warning was about. OpenAI, Anthropic, and a hundred other companies said AI attacks are months away and everyone should treat defense as a top priority. The same companies shipping those agents wrote the warning.

And the jobs question arrived early: 95% of China's short dramas are AI-made now, with 690,000 people's work on the line. Watch which contracts break next.