Anthropic's Fable 5 saga continues...

Mike Belsito unpacks three AI stories that matter to product builders this week: SpaceX's $60bn acquisition of Cursor and what the end of model neutrality means for your team's tooling; why Noam Shazeer joining OpenAI is a signal about where the next frontier of AI capability might come from; and how the Anthropic Fable 5 export control situation escalated all the way to the G7.

We discuss
— Why SpaceX's acquisition of Cursor is a product story, not just a finance story — and what the collapse of model neutrality means for developers inside someone else's platform
—Who Noam Shazeer is, and why his move to OpenAI signals that fundamental capability gains may still lie ahead
— The Fable 5 export control timeline — from launch to G7 summit — and what it means to build on promises that depend on a third party keeping theirs

Referenced
Cursor: https://cursor.com
Anthropic: https://www.anthropic.com
Attention is all you need (2017): https://arxiv.org/abs/1706.03762
Character.ai: https://character.ai