The builder layer compresses vertically as hyperscalers and frontier labs squeeze from above and below. Value shifts to custom ops assembly and the defensibility conditions above it.
Three Anthropic announcements across 96 hours in April 2026, broken down into Access, Capability, and Execution layers to reveal a coordinated vertical integration strategy.
The March 31, 2026 npm sourcemap incident revealed Claude Code internals. 4-phase execution, 7 modes, and the 11-step Agent Loop analyzed.
The builder layer compresses vertically as hyperscalers and frontier labs squeeze from above and below. Value shifts to custom ops assembly and the defensibility conditions above it.
Three Anthropic announcements across 96 hours in April 2026, broken down into Access, Capability, and Execution layers to reveal a coordinated vertical integration strategy.
The March 31, 2026 npm sourcemap incident revealed Claude Code internals. 4-phase execution, 7 modes, and the 11-step Agent Loop analyzed.