Anthropic just walked into the two fastest-growing product categories in AI and said "we'll take it from here."Prototypes. Lovable hit $400M ARR with 146 employees. Cursor is valued at $29.3B. Bolt, v0, Replit Agent. A $48B+ vibe-coding category built entirely on foundation model inference.Slides and one-pagers. Gamma hit $100M ARR with 52 employees at a $2.1B valuation, 70 million users, profitable. Tome, https://t.co/JTgqzJ7mhC, Canva's AI slide generator all sitting in the same surface area.C

At SpaceX, engineers text Musk directly when a rocket anomaly surfaces. At most 50,000-person tech companies, that same signal is sanitized by managers and middle layers before the CEO sees it.Karpathy just named why the gap exists, and it is the real reason the AI race looks the way it does.Every layer of management is a filter. Every filter softens the signal. A broken training run passes through a PM, an EM, a director, a VP, and a chief of staff before it reaches the person who can authorize

Corruption, Power & Betrayal: The Gupta Scandal Uncovered