Anthropic × SpaceX, the Services Wars & HTML Is the New Markdown | This Week In AI

Shane and Abhi bring you a new batch of AI news. Anthropic strikes a compute deal with SpaceX. The same day, they double Claude Code's rate limits and raise API rate limits for Opus. Corgi launches AI Coverage — insurance for when your AI messes up — plus a $160M Series B. Jarred Sumner says Robobun is the top contributor to Bun, then quietly tries rewriting Bun in Rust. It passes 99.8% of the test suite. OpenAI and Anthropic both announce vertically integrated AI services companies. OpenAI launches the Deployment Company, a consortium of 19 investment firms and SIs. Anthropic teams up with Blackstone, Hellman & Friedman, and Goldman Sachs on a parallel firm for the mid-market. Anthropic ships financial services agent templates, brings Claude Platform to AWS as GA, and launches Dreaming in Managed Agents — offline memory consolidation Anthropic calls REM sleep for your agent. Terminal-Bench 2.1 ships with a public audit. WorkOS releases Horizon, a self-driving codebase. Shopify releases River, an agent that lives in Slack and is available only in public channels. Coinbase cuts 14%. Brian Armstrong attributes it to market plus AI. Elad Gil's framing of the AI productivity throughline gets co-signed by Andreessen. Braintrust confirms a breach. Thariq says HTML is the new Markdown. Karpathy co-signs. Ramp Labs publishes how they used Prime-RL post-training to build a spreadsheets agent faster than Opus and almost as fast as Haiku 4.5. OpenAI's big week: GPT-Realtime 2, Codex in Chrome, ChatGPT in Excel and Google Sheets. Google's quiet week: Gemini 3.1 flash-lite, Gemma 4 up to 3x faster, File Search multi-modal. ERNIE 5.1 approaches SOTA at ~6% of the cost. AI Agents Hour is a weekly livestream by Mastra CPO Shane Thomas and CTO Abhi Aiyer. Mondays, 12PM Pacific. 📚 READ MORE Corgi AI Coverage: https://x.com/nico_laqua/status/2051358202399203483 Robobun: https://x.com/jarredsumner/status/2051450571060867148 Bun in Rust: https://x.com/trq212/status/2053559397654348159 Anthropic × SpaceX: https://x.com/claudeai/status/2052060691893227611 Rate limits doubled: https://x.com/claudeai/status/2052060693269008586 OpenAI Deployment Company: https://x.com/OpenAI/status/2053824997777457651 Anthropic AI services co: https://x.com/andrewcurran_/status/2051290591737323786 Financial services templates: https://x.com/claudeai/status/2051679629488865498 Claude Platform on AWS GA: https://x.com/claudeai/status/2053868592286822443 Dreaming in Managed Agents: https://x.com/claudeai/status/2052067399088664981 Terminal-Bench 2.1: https://x.com/ekellbuch/status/2052165464655298866 WorkOS Horizon: https://x.com/grinich/status/2052082382358958512 Shopify River: https://x.com/simonw/status/2053529689122328947 Coinbase layoffs: https://x.com/brian_armstrong/status/2051616759145185723 Elad Gil: https://x.com/eladgil/status/2053206351158091819 Braintrust breach: https://x.com/techcrunch/status/2052088597327790140 HTML is the new markdown: https://x.com/trq212/status/2052811606032269638 Ramp Prime-RL: https://x.com/RampLabs/status/2052447438795833506 GPT-Realtime 2: https://x.com/openai/status/2052438194625593804 ChatGPT in Excel/Sheets: https://x.com/chatgptapp/status/2051776032127238266 Gemini 3.1 flash-lite: https://x.com/googleaistudio/status/2052453828272812310 ERNIE 5.1: https://x.com/kimmonismus/status/2053088091716366389 📚 MASTRA RESOURCES https://mastra.ai https://x.com/mastra_ai https://mastra.ai/community/discord https://github.com/mastra-ai https://mastra.ai/course https://mastra.ai/books/principles-of-building-ai-agents https://mastra.ai/books/patterns-of-building-ai-agents WHAT IS MASTRA? Mastra is an open-source TypeScript framework designed for building and shipping AI-powered applications and agents with minimal friction. It supports the full lifecycle of agent development—from prototype to production. You can integrate it with frontend and backend stacks (e.g., React, Next.js, Node) or run agents as standalone services. If you're a JavaScript or TypeScript developer looking to build an agentic or AI-powered product without starting from first principles, Mastra provides the scaffolding, tools, and integrations to accelerate that process. CHAPTERS 00:00 Maybe 4.6 wasn't nerfed 00:46 Corgi: insurance for AI 02:30 Robobun is the top Bun contributor 03:59 Anthropic × SpaceX and the rate limits 05:11 OpenAI Deployment Company 05:48 Anthropic + Blackstone + Goldman 06:41 Anthropic Ships: financial services 08:25 Claude Platform on AWS is GA 08:37 Dreaming: REM sleep for your agent 10:13 Terminal-Bench 2.1 audits itself 10:50 WorkOS Horizon and Shopify's River 12:54 Coinbase cuts 14% 17:55 Braintrust breach 18:48 HTML is the new markdown 23:37 Ramp's Prime-RL spreadsheets agent 25:27 OpenAI's big week 26:11 Google's quiet week 27:15 Quick hits