AI
Claude Code Spyware? The AI Distillation War Explained
Alibaba's reported Claude Code ban reveals a deeper conflict over AI model distillation, developer trust, enterprise AI security, and the future of coding agents.
Semiconductor
What a Second Foundry Is Worth Before Anyone Signs
When the first window is overbooked, the second one does not have to be perfect. It has to be open. The reported contact between Anthropic and Samsung carries no stated purpose, no server fit and no performance target — and…