The Bubble Is in AI Infrastructure. But Not in AI Itself
@gonka_ai co-founder David argues that, we might be in a bubble, not of AI itself, but of how much we’re spending to build it. The future runs on AI, it’s not a question of if, but how we get there.
#ai #bubble #Infra

Founders Talk EP4 ｜Who Controls Compute Controls AI
@gonka_ai co-founders David and Daniel @DaLiberman  discuss AI compute centralization, the risk of hyperscaler dominance, and why decentralization is AI’s only way out.
Full episode: https://youtu.be/NGQKAqo4pWw
#AI #Compute

The Round Trip

Twitter

Boris Cherny, head of the Anthropic Claude Code, announced that starting in April 2026 [...]
The article, "Anthropic Subscribes to Claude Code and Bans OpenClaw Lobster! From Now On, Third-Party Tools Will Only Be Available with Paid Quotas," was originally published on BlockTempo, the most influential blockchain ABMedia media.

Anthropic's subscription to Claude Code has banned OpenClaw! From now on, third-party tools will only be available with a paid subscription.

Source: Synced

Just now, a historic "closed-door" event occurred in the AI community.

Anthropic has officially banned access to OpenClaw using its own subscription plan!!!

Boris Cherny, the creator of Claude Code, announced: Starting at 3 PM EST on April 4th (3 AM Beijing time on April 5th), Claude will block all third-party tools; access to these tools will only be available through additional subscription plans or APIs.

[OpenClaw] This means that thousands of users who rely on OpenClaw for improvements...

Anthropic officially blocks OpenClaw, causing a global developer crisis within 24 hours.

The most visible bitcoin buyers in the world are buying at near-record pace. It is not enough.
A CryptoQuant weekly report showed overall 30-day apparent demand at negative 63,000 $BTC as of late Marc...