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In this episode of Beyond the Build, we break down some of the biggest AI and software engineering stories from the week, including Anthropic’s explosive revenue growth, Cursor’s new Git hosting platform, Lovable moving away from Next.js, and the growing cost of AI inside companies.
We discuss why Anthropic’s reported $65B annualized revenue run rate is impressive but difficult to compare directly with OpenAI, and whether today’s AI valuations are sustainable as inference costs remain high.
We also look at Cursor Origin, a new Git hosting platform built for the AI coding era, after GitHub experienced major scaling pressure from rapidly increasing commit volume. Then we cover Lovable’s migration from Next.js to TanStack, why the company chose to rebuild its own product using its own platform, and what that says about the future of modern web development.
Other topics include Google buying Spirit Airlines’ operational data for AI training, AI agents accidentally DDoSing services and interfering with each other, questions around legal accountability for autonomous agents, AT&T processing 45 billion AI tokens per day, the rise of “AI Didn’t Read,” and how companies are starting to measure whether their AI spending is actually creating value.
If you’re interested in AI coding tools, Cursor, GitHub, Anthropic, Claude, Lovable, Next.js, TanStack, AI agents, software engineering, developer tools, and the economics of AI, this episode covers what’s changing and why it matters for developers.
