Anthropic × SpaceX, the Services Wars & HTML Is the New Markdown | This Week In AI

Shane and Abhi bring you a new batch of AI news. Anthropic strikes a compute deal with SpaceX. They immediately double Claude Code's rate limits and raise API rate limits for Opus. Corgi launches AI Coverage — insurance for when your AI messes up — plus a $160M Series B. Jarred Sumner says Robobun is the top contributor to Bun, then quietly tries rewriting Bun in Rust. It passes 99.8% of the test suite. OpenAI and Anthropic both announce vertically integrated AI services companies. OpenAI launches the Deployment Company, a consortium of 19 investment firms and SIs. Anthropic teams up with Blackstone, Hellman & Friedman, and Goldman Sachs on a parallel firm for the mid-market. Anthropic ships financial services agent templates, brings Claude Platform to AWS as GA, and launches Dreaming in Managed Agents — offline memory consolidation Anthropic calls REM sleep for your agent. Terminal-Bench 2.1 ships with a public audit. WorkOS releases Horizon, a self-driving codebase. Shopify releases River, an agent that lives in Slack and is available only in public channels. Coinbase cuts 14%. Brian Armstrong attributes it to market plus AI. Elad Gil's framing of the AI productivity throughline gets co-signed by Andreessen. Braintrust confirms a breach. Thariq says HTML is the new Markdown. Karpathy co-signs. Ramp Labs publishes how they used Prime-RL post-training to build a spreadsheets agent faster than Opus and almost as fast as Haiku 4.5. OpenAI's big week: GPT-Realtime 2, Codex in Chrome, ChatGPT in Excel and Google Sheets. Google's quiet week: Gemini 3.1 flash-lite, Gemma 4 up to 3x faster, File Search multi-modal. ERNIE 5.1 approaches SOTA at ~6% of the cost. AI Agents Hour is a weekly livestream by Mastra CPO Shane Thomas and CTO Abhi Aiyer. Mondays, 12PM Pacific.