The past ten days have been among the most consequential in OpenAI's history, with developments stacking up across product, politics, personnel, and the courts. Here is what happened — and what it means.

The convergence of a major product launch, a federal legal battle, and a landmark distribution deal with the world's largest software company captures the extraordinary tension defining Anthropic's current moment. The San Francisco-based AI lab is simultaneously trying to grow a developer tools business approaching $2.5 billion in annualized revenue, defend itself against an unprecedented government designation as a national security threat, and expand its commercial footprint through the very cloud platforms now navigating the fallout.