Experts discuss the Google antitrust verdict's impact on agentic AI, Anthropic's high valuation driven by its coding prowess, and whether the discourse around GPT-5 signals an "AI winter" or a necessary market reality check.
Steven Sinofsky and Balaji Srinivasan analyze the collision of regulation, capital, and innovation, exploring how an 'anti-tech assault' from regulators is reshaping M&A. They introduce the 'acquifire'—a new deal structure born from pressure—and debate the fundamental conflict between the permissionless 'network' and the regulatory 'state', projecting how this battle will define the future of AI.