Talent, compute, and supply chains. May 2026 brought Karpathy to Anthropic, 220K SpaceX GPUs to Claude, enterprise joint ventures from both frontier labs, a brutal Starlette CVE, and a fresh diagnosis: tech CEOs have AI psychosis.
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Talent, compute, and supply chains. May 2026 brought Karpathy to Anthropic, 220K SpaceX GPUs to Claude, enterprise joint ventures from both frontier labs, a brutal Starlette CVE, and a fresh diagnosis: tech CEOs have AI psychosis.