Google’s $40B Anthropic Deal and the Agent Compute Squeeze

The AI agent economy is officially here, but it comes with a staggering price tag. Today, we unpack Google’s massive $40 billion lifeline to Anthropic as an unprecedented compute squeeze crushes SaaS margins across the industry. We also explore the wild results of Anthropic’s autonomous trading experiments—including an AI boutique manager that can't stop buying candles. Plus, China's DeepSeek V4 launches on Huawei chips to rival GPT-5.4, and