This Week In The AI Supercycle: ByteDance Upcoming Claude Mythos Level Model, Google’s Top Talent Exodus, SpaceX-NVIDIA Partnership

The reflex question about this moment — is the bubble bursting? — is the wrong instrument. It flattens a five-dimensional object into a single yes/no and then asks the reader to bet on the coin flip. The more useful question is quieter: what is the structure doing? Not the price, not the mood, not the noise — the shape underneath, the part that changes …