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Enterprises waiting on OpenAI's enterprise tier are now inside a federal licensing regime. Enterprises that moved to open weights aren't. Those two positions don't converge.

OpenAI is capturing the stack; Alibaba is dissolving it. Both moves landed today, and they don't resolve in the same direction.

Anthropic let an agent take over its own build loop. Google fired the person who exposed the same gap. Those strategies don't end in the same place.

Throughput multiplied 8x; verification didn't move — and the teams treating that as an architecture problem versus a review problem won't end up in the same place.

Mythos owns classified networks and the NSA rents it — those two facts don't coexist safely, and Sakana's architecture is already betting they won't.