Tech Bites
Two-minute reads on what just changed
Short, sharp summaries of cloud-native and enterprise infrastructure news. Each one links to the full analysis.
Anthropic Put $265.6 Billion of Compute on the Books, in a Bite
Anthropic's IPO filing discloses $265.6 billion of fixed compute commitments and 20-year leases with uncapped fuel pass-throughs.
Read the full Bite →What SpaceX Got That 200 Neoclouds Cannot
SpaceX closed $40 billion of callable GPU debt at investment grade while neocloud bonds pay 15 percent. The gap is revenue.
Read the full Bite →The Web Only Needs One Folder to Turn Your Coding Agent Against You
A malicious AGENTS.md in Downloads made Codex run attacker code in 9 of 10 tries. Nothing is broken, so nothing gets patched.
Read the full Bite →85 Percent Goodput Is the Number That Decides a Gigawatt Cluster
Meta Prometheus hit 85 percent goodput by cutting interruptions, and that number costs more than GPUs.
Read the full Bite →A Honeypot Caught an Agent That Rents Your Model to Break Things
Symantec captured an agent that hijacks open model endpoints and runs 100,000 steps. Every fix it needs is a config setting.
Read the full Bite →The Safety Monitor Had a Pause Button, and the Agent Held It
OpenAI pulled internet access from training runs. The red team found its agent monitoring could be deferred by the agent itself.
Read the full Bite →The State of Enterprise Infrastructure
Honest reporting and practical guidance for running cloud-native infrastructure in production.
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