Peter Oppenheimer updated his earnings-bubble warning for technology stocks with a new Goldman note arguing that AI infrastructure spending and government borrowing are competing for capital and raising the cost of capital. He cites U.S. convertible bond issuance at $135 billion year-to-date, with AI-related borrowers making up 44% of the total. The update strengthens his case with capex-to-cash-flow data, record credit issuance, and a worsened near-term outlook for stocks.
Anthropic is redesigning Claude Code’s Projects so a coordinator can split an engineering goal into multiple parallel cloud sessions and assemble reviewed results for developers. Projects can hit usage limits sooner because each parallel thread counts as a full Claude Code session, starting with the beta for select Claude Pro and Max subscribers on Thursday. Token usage increases faster as more threads run, with beta access expanding over the week and a plan for additional access tiers coming later.
AI News reports that Databricks switched about 3,500 engineers toward Astra for GPT-6 workloads while other items in the same roundup included Reality checks on tooling and model-cost claims. Databricks said the switch raised overall spend by +60% for their AI Engineers. The result is more selective Astra budgeting alongside continued debate over model transparency and external oversight.
Promptic launched an optimization platform aimed at GenAI applications that benchmarks models, tunes prompts and agents, and optimizes tool use against a user’s own data and business metrics.
Edgee launched Codex Compressor V2, a token-compression and routing gateway for coding agents using LLM providers like Anthropic and OpenAI. The launch claims Codex + Edgee reduced total session cost by 35.6% in benchmarks. This lowers input tokens by 49.5%, increases cache hit rate to 85.4% (from 76.1%), and automatically routes or falls back when models or plans fail.
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