Karpathy Joins Anthropic, China Ships Another Price Cut, Anthropic's SpaceX Bill - This Week In AI

Shane and Abhi are back with AI news! 

Andrej Karpathy joined Anthropic. The OpenAI co-founder and former Tesla AI head said he wants to "get back to R&D" at the LLM frontier. Same week, Greg Brockman posted "the model alone is no longer the product."

Elon Musk announced SpaceX is offering AI compute as a service at significant scale, with Anthropic as the flagship customer. Tom Brown confirmed Anthropic is scaling on GB200 capacity in Colossus 2 through June. Anthropic is reportedly paying SpaceX $1.25B a month — a $15B run rate to one vendor.

OpenAI offered $2M in tokens to every YC startup in the current batch in exchange for equity. WorkOS launched auth.md, an open protocol for agents to register for services on the web, with Cloudflare and Firecrawl as launch partners.

The Chinese labs kept pushing. DeepSeek made their 75% discount permanent on V4-Pro. The architecture behind the price: V4's KV cache is 100x smaller, ~3GB VRAM for 1M tokens. Qwen shipped 3.7-Max. MiniMax teased a similar move.

Anthropic shipped self-hosted sandboxes and MCP tunnels for Managed Agents, /workflows in Claude Code that replaces the LLM orchestrator with code, /usage for per-component token attribution, and a first-party security plugin.

Google had a week. Gemini 3.5 Flash launched at 3x input and 6x output the price of 3 Flash — Theo's math shows it costs 2x more to run than 3.1 Pro on similar tasks. Gemini Omni lost a side-by-side to Seedance 2.0. Jack Wotherspoon shipped Antigravity CLI, Philipp Schmid debuted Managed Agents in the Gemini API, and Google open-sourced Agent Executor.

Cursor shipped Composer 2.5 and published CursorBench. Datacurve released DeepSWE as a harder agentic coding benchmark.

Supply-chain attacks kept rolling: Mini Shai-Hulud hit antv, TrapDoor crypto stealers spread across npm/PyPI/Crates.io, Megalodon injected 5,718 commits into 5,561 GitHub repos in six hours, and GitHub itself disclosed unauthorized access to its internal repositories. Cloudflare published their experience running Anthropic's Mythos against 50 of their own repos.

The MCP 2026-07-28 RC is stateless. ElevenLabs launched Music v2 and Speech Engine. Runway shipped Aleph 2.0. Accenture laid off 11,000 in an $865M AI restructuring. Exa raised $250M at $2.2B. OpenRouter raised $113M.

🔗 LINKS
https://x.com/karpathy/status/2056753169888334312
https://x.com/gdb/status/2057670776803996110
https://x.com/sama/status/2056933166875857290
https://x.com/grinich/status/2057884407135187292
https://x.com/deepseek_ai/status/2057854261699195173
https://x.com/teortaxestex/status/2057728159479443927
https://x.com/elonmusk/status/2057228707606196434
https://x.com/pitdesi/status/2057207627567014014
https://x.com/serenaa_ge/status/2059308218564890875
https://cursor.com/evals
https://x.com/claudeai/status/2056645485696315581
https://x.com/theo/status/2056877869780107762
https://x.com/JackWoth98/status/2056805210761077059
https://x.com/_philschmid/status/2056836567470362955
https://x.com/cursor_ai/status/2056415413077233983
https://x.com/cloudflare/status/2056360412510060748
https://x.com/dsp_/status/2057780712187580924
https://x.com/elevenlabs/status/2059312414198235642
https://x.com/runwayml/status/2057530497597600169
https://x.com/exaailabs/status/2057132080317042697
https://x.com/openrouter/status/2059277623629664758

📚 MASTRA RESOURCES
https://mastra.ai
https://x.com/mastra_ai
https://mastra.ai/community/discord
https://github.com/mastra-ai
https://mastra.ai/course
https://mastra.ai/books/principles-of-building-ai-agents
https://mastra.ai/books/patterns-of-building-ai-agents

WHAT IS MASTRA? Mastra is an open-source TypeScript framework designed for building and shipping AI-powered applications and agents with minimal friction. It supports the full lifecycle of agent development — from prototype to production.

00:00 — Intro
00:58 — The unlikely AI cast: Pope, Kuzma, Karpathy, Brockman
05:36 — OpenAI offers $2M tokens to every YC startup
06:40 — auth.md from WorkOS
07:44 — China keeps shipping: DeepSeek, Qwen, MiniMax
09:24 — Anthropic + SpaceX: $1.25B a month
10:55 — Coding benchmarks: DeepSWE & CursorBench
13:29 — Anthropic ships: sandboxes, /workflows, /usage, security
15:08 — Google's week: Gemini 3.5 Flash, Antigravity, Managed Agents
18:36 — Cursor Composer 2.5
19:03 — The supply-chain attack marathon
22:31 — MCP 2026-07-28 RC goes stateless
23:02 — Voice, music, video: ElevenLabs & Runway Aleph 2.0
24:52 — Accenture layoffs, Exa $250M, OpenRouter $113M
26:24 — Quick hits