AI labs are beginning to buy low‑level developer runtimes and execution environments (e.g., JavaScript engines) to vertically integrate the agent stack. Owning the runtime shortens integration, improves safety controls, and locks developers into a given lab’s tooling and deployment model.
— Vertical acquisitions of runtimes by AI companies reshape competition, lock in platform dependencies for enterprise developers, and raise questions about openness, interoperability, and who controls agent execution.
BeauHD
2025.12.03
100% relevant
Anthropic’s acquisition of Bun — the engine behind Claude Code — and the cited $1B Claude Code revenue and major customers (Netflix, Spotify, Salesforce).
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