Frontier AI Is a System, Not a Model

Yesterday a code editor sold for sixty billion dollars. SpaceX exercised an option it had struck back in April. The terms were unusually clean: buy Anysphere, the company behind the Cursor editor, outright for $60 billion in stock, or walk away and pay $10 billion just to partner. It bought. CBS reported the deal the same week SpaceX went public. Cursor leans heavily on Anthropic’s models today, and the new owner has already said it will drop its own models and Grok’s coding agent into that seat. ...

A Million PDFs Won't Organize Themselves

Three months ago, I plugged a Blackwell GPU into my lab bench and pointed it at a million PDFs. Corporate documents: contracts, engineering reports, compliance filings, vendor proposals, maintenance logs, insurance certificates. The kind of archive that accumulates over two decades of running critical infrastructure. A million files. Not sampled, not curated, not cleaned. Raw. The plan was straightforward: parse the documents, chunk them, embed them into a vector store, wire up a retrieval layer, and start asking questions no keyword search could answer. Retrieval-Augmented Generation. The acronym that launched a thousand vendor decks. ...