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Providers are shipping agents faster than they can meter them; the enterprises absorbing the overcharges are the same ones being asked to scale up.

Anthropic is compounding behind a wall; the open stack just caught it on the benchmarks that matter.

Engineers near real users see the verification problem. Engineers near unlimited inference see the leverage. They are not making the same bet.

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.