The AI bubble's finances dominated the week — Anthropic's losses, IPO numbers, and hyperscaler concentration risk — alongside a steady stream of hands-on local-AI tooling: spec-driven coding with local models, heavyweight voice cloning, and Claude Code mods.
A quiet week, joined by two media essays on how attention and value flow: Napster's remix of the music business, and Cory Doctorow's split between real LLMs and fake AI.