Anthropic did its due diligence and then just disappeared, walking away from a $600 million acquisition deal. This round of Decart really got played—but even more intriguing is the fact that instead of being the sucker who takes over a hardware startup, big model companies would rather just churn through optimizing compute themselves. The direction of this narrative is clear. When the chip-efficiency race gets squeezed for hype, it’s actually good news for those with real technical chops.

$AI