
The Model Is Now the Stack: A Week of Mega-Deals and New Bottlenecks
SpaceX acquired Anysphere for $60 billion, integrating Cursor into SpaceXAI and releasing Grok 4.6. Anthropic is in talks to buy Decart AI for $6 billion, while Z.ai launched GLM-5.3 and River AI raised $1.1 billion. The week highlights a shift from standalone models to integrated stacks and feedback loops as the new competitive frontier.

