NOOPS Daily Signals — 10 June 2026
Anthropic's Fable 5 lands — a blog post now outweighs WWDC, and the frontier is priced up, not bundled down. Apple ships a model when the contest has moved to agents, drawing John's sharpest call of the cycle. The sell-off is a source of funds for the SpaceX IPO, not a verdict on the thesis. CoreWeave founders sell USD 2.3 billion. And grep beats vector — but the harness beats both.
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