Just days after its historic IPO, SpaceX announced a USD 60B all-stock acquisition of Cursor's parent company Anysphere on June 16, 2026. This analysis unpacks the three-layer strategic logic: filling the Colossus compute gap, seizing the developer IDE distribution chokepoint, and cutting off Anthropic and OpenAI's traffic — and what it means for enterprise users and the broader AI coding market.
In June 2026, Anthropic was hit within 48 hours by both a national-security export ban on Mythos and a consumer class-action lawsuit from engineer Karl Kahn over the Max 20x subscription. This deep analysis unpacks the dual storm: the geopolitical shock, the hidden dual-limit billing system, the Vibe Coding token-burn effect, the subscription-vs-API economic paradox, and the consumer strategies for surviving the AI compute black box.
Describe requirements in natural language, iterate rapidly with AI-generated code — a complete workflow record of AI-collaborative development.