The real story isn't the hacks or lawsuits—it's the infrastructure consolidation happening quietly. While OpenAI's autonomous hacking claims grab headlines (and deserve skepticism—"hacked another company" is doing heavy PR lifting), the actual competitive pressure is in the unglamorous layer: llama.cpp's rapid iteration cycle, SDK maturity across vendors, and Dimension Capital's thesis that compute+science intersection is fundable shows the actual moat is operational efficiency and deployment, not model capability alone. The patent suits and book settlements are table-stakes friction costs, not strategic threats. Watch the open-source tooling velocity and who's winning the "agents in production" game; ignore the security theater until we see actual evidence of autonomous LLM exploits with material impact.