The AI Wealth Problem

Anthropic's ~20% equity pledge to a Public Benefit Fund and its own safety bill reveal AI labs trying to control wealth and regulatory terms themselves.

• OpenCode breach: A distillation attack hit 1.4% of OpenCode console users over a weekend, with agentic swarms stealing API keys from OpenAI, Anthropic and Google to generate synthetic training data at victims' expense.
• Neo-cloud selloff deepens: Philadelphia Semiconductor Index fell eight straight days (-12%), Nasdaq lost 5% last week, but spot GPU rental prices rose 17 days straight, suggesting a financing squeeze rather than a demand collapse.

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