The reporting period is dominated by Andrej Karpathy's move to Anthropic, a signal that reinforces the industry's shift toward Agentic Engineering as a formal discipline. While frontier labs compressed an annual's worth of developer updates into a single week, a growing World Model Coalition (Marcus, Choi, Mitchell) has begun to present a coordinated front against the scale-only narrative. Technologically, the open-weight bonanza has shifted focus from raw parameter counts to long-context efficiency.
Karpathy's move to Anthropic is the endorsement; Claude Code is the reference implementation. Tan's GStack + Skillify formalizes failure-as-skill discipline. Willison ships datasette-llm-accountant + datasette-llm-limits — durable observability infrastructure for LLM workflows.
A formerly fragmented group has converged into a coordinated alternative. Marcus's May 17 piece explicitly cites Mitchell and Choi. Choi's Toronto lecture (~400 attendees) names jagged intelligence from absent world models. Once-contrarian fringe is now a named paradigm.
As models keep more tokens around for reasoning, KV-cache and attention cost are the binding constraint. KV sharing (Gemma 4), layer-wise attention budgeting (Laguna XS.2), compressed convolutional attention (ZAYA1), mHC (DeepSeek V4). The architectural diff is real; scale alone is being supplemented.
Marcus published 11 critiques in 18 days. Mollick pushes methodologically (AI is too broad a term for useful polling). Marcus concedes coding as a domain where AI delivers. Clark approaches from policy angle — data sovereignty as regulatory framework.