The Bottleneck Moved, Grok 4.3 Got Worse, and Sam Altman Quietly Stopped Saying UBI
An Atlantic piece argues the AI bubble call has aged badly — not because demand softened, but because power and silicon are now the binding constraints. We start there, then check in on a follow-up from yesterday.
The Atlantic on bubble→infrastructure. Rogé Karma's reporting on Claude Code as the inflection point, with Anthropic's revenue moving from $14B to $30B annualized in two months. Read the article.
Grok 4.3 follow-up. Yesterday we promised to wait for a third-party harness. LMSys reproduced the regression on NYT Connections.
Sam Altman steps off UBI. A long thread arguing for…
The skinny
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