
Sunday May 24, 2026
Karpathy Joins Anthropic and the AI Compute Gold Rush
This week on AI Meta, we break down Andrej Karpathy’s move to Anthropic, Claude’s growing developer
mindshare, and why recursive self-improvement may be the next major frontier in AI. We also cover
Google’s latest Gemini announcements, Anthropic’s reported compute deal with xAI/SpaceX, the rise of
gray-market Claude API access in China, OpenAI’s ongoing drama, Cerebras, Nvidia, Intel, and Leopold
Aschenbrenner’s massive AI infrastructure bets.
Plus: SpaceX IPO speculation, Cursor, Grok, and why the AI economy increasingly looks like a global
casino. Not financial advice.
https://novacut.ai
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