This month's panel digs into the SpaceX Cursor acquisition rumor and what a $60 billion valuation means for AI coding tools. They debate Bun's million-line Rust rewrite generated entirely by AI, the tradeoffs of agentic coding at scale, and a sophisticated CI/CD cache poisoning attack targeting TanStack. Plus: practical takes on Claude token optimization, session forensics, local AI models, and why most Claude Code skills work best when tailored, not pulled off the shelf.

Resources

SpaceX/Cursor deal, CNBC: https://www.cnbc.com/2026/04/21/spacex-says-it-can-buy-cursor-later-this-year-for-60-billion-or-pay-10-billion-for-our-work-together.html
Fortune, Cursor's uncertain future: https://fortune.com/2026/03/21/cursor-ceo-michael-truell-ai-coding-claude-anthropic-venture-capital/
GitHub Copilot usage-based billing announcement: https://github.blog/news-insights/company-news/github-copilot-is-moving-to-usage-based-billing/
Developer backlash, Visual Studio Magazine: https://visualstudiomagazine.com/articles/2026/04/27/devs-sound-off-on-usage-based-copilot-pricing-change-you-will-get-less-but-pay-the-same-price.aspx
"The IDE Is Dead, Long Live the ADE", Indie Hackers: https://www.indiehackers.com/post/the-ide-is-dead-long-live-the-ade-0d81e9da3d
Companies spending crazy money on AI coding tools, Medium: https://medium.com/@Reiki32/companies-are-spending-crazy-money-on-ai-coding-tools-while-developers-burn-out-efe5908f3dda

The PR: https://github.com/oven-sh/bun/pull/30412
The Register writeup: https://www.theregister.com/devops/2026/05/14/anthropics-bun-rust-rewrite-merged-at-speed-of-ai/5240381
The 13,000 unsafe blocks piece: https://byteiota.com/bun-rust-rewrite-merged-the-13000-unsafe-block-problem/

TanStack postmortem: https://tanstack.com/blog/npm-supply-chain-compromise-postmortem
TanStack hardening follow-up: https://tanstack.com/blog/incident-followup
StepSecurity writeup (the researcher who caught it): https://www.stepsecurity.io/blog/mini-shai-hulud-is-back-a-self-spreading-supply-chain-attack-hits-the-npm-ecosystem
SOC Prime writeup: https://socprime.com/active-threats/active-supply-chain-attack-compromises-node-ipc-package

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Chapters

00:00 Introduction
01:00 The $60B SpaceX Cursor deal
08:00 Token costs rising — the rug pull is real
09:30 Local models and sub-agent routing
12:00 Session forensics — cutting Claude token waste
15:00 Bun's AI-generated Rust rewrite
18:00 Should AI rewrite core infrastructure?
23:00 Does runtime choice even matter anymore?
29:00 The TanStack supply chain attack explained
33:00 How the GitHub Actions cache poisoning worked
36:00 Is GitHub Actions too flexible?
39:30 Ad break
40:00 Hot take — you'll be okay (local models and hardware)
42:30 Hot take — "They Will Kill You" (Jack's movie rec)
43:30 Hot take — stop hoarding Claude Code skills
46:00 Wrap-up

Special Guest: Jack Herrington.