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Summary: The middle of Q2 2026 brings a violent consolidation of intellectual property and physical compute. We perform a forensic analysis of Anthropic’s massive day: tripling their run-rate to $30 billion, securing a 3.5GW compute deal with Google and Broadcom, and restricting their new 'Mythos' model entirely due to its terrifying ability to exploit software vulnerabilities. We deconstruct Meta's strategic pivot to launch "Muse Spark" as a closed, proprietary model, abandoning their long-standing open-source ethos to finally monetize their $14 billion Scale AI investment. Finally, we look at the financial success of Perplexity hitting $450M ARR, the rise ...