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BloombergNYTThe Economist The AI infrastructure boom is simultaneously contracting at the top (Stargate scaling back on demand uncertainty), spawning a new intermediary class extracting margin from "powered land" in the middle, and being misblamed for cost increases caused by grid neglect at the bottom. Three layers of the same stack, three different realities. AnthropicOpenAIWall Street Journal Anthropic launched Claude Code Security on Feb 20. WSJ validated the capability on Mar 6 with the Firefox bug bonanza -- 100+ bugs, 14 high-severity, Mozilla asking for more. Same day, OpenAI shipped Codex Security with broader access and harder evidence (15 named CVEs). The meta-pattern: security scanning is the enterprise wedge play -- the CISO budget is the Trojan horse for the engineering budget. Neither announced pricing. When two frontier labs offer free security scanning, they're not selling a security product; they're buying enterprise platform adoption. The Intrinsic PerspectiveSimon Willison's WeblogWall Street Journal Three domains, one pattern: AI compresses cost and increases volume, but the gap between "approximation" and "automation" persists. Writing gets slop, not singularity. Clean-room reimplementation gets legal ambiguity, not settled IP. Market research gets faster backtesting, not predictive intelligence. The ceiling question — does AI raise it or just raise the floor? — remains open and domain-dependent.