Anthropic is in talks for a funding round approaching a trillion-dollar valuation, SpaceX is cutting a compute deal, Cerebras is upsizing its IPO, and TSMC is hitting capacity walls. These are not isolated events. They are pressure points in the same system.
The more technically interesting argument in this episode is the HTML versus Markdown debate for AI agent handoffs. HTML carries structure, interactivity, and semantic meaning. Markdown is flat. The case being made here is that richer context formats change what agents can actually do with the information they receive, not just how it looks.
The conceptual shift worth reading for: the framing moves away from AI as an output machine toward AI as something you stage work for. OpenAI's Codex Chrome plugin feeding live browser context is a concrete example of that direction. Household micro data-centers are another signal that infrastructure is moving closer to the user, not further away.
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