AI Weekly Briefing: Spotify Says Its Best Engineers Stopped Writing Code

This week on The AI Breakdown: OpenAI enlists McKinsey, BCG, Accenture, and Capgemini to push its Frontier agent platform into enterprises. The Pentagon issues an ultimatum to Anthropic over military use of Claude, threatening to designate the company a "supply chain risk." Claude Code hits $2.5 billion in annualised revenue while a new security tool wipes billions off cybersecurity stocks in a single session. The "SaaSpocalypse" deepens as nearly $1 trillion in software market value evaporates. Spotify reveals its best engineers haven't written a line of code since December. Plus: Google launches Gemini 3.1 Pro, India hosts a $200 billion AI summit, Perplexity ditches ads entirely, and OpenAI closes in on a $100 billion funding round at an $850 billion valuation.