🗞️In this edition

• Why AI Companies Just Invaded the Super Bowl

• The Plugins That Erased $300 Billion in One Day

• Elon Musk Just Predicted AI's Next Frontier

• In other AI news –

  • The Startup That Turned AI Into Medicine Is Now Going Public

  • UN Warns Workers Must Adapt or Disappear in the AI Era

  • Why OpenAI's Best Researchers Are Leaving for Anthropic

• 4 must-try AI tools

Why AI Companies Just Invaded the Super Bowl

What's happening:

Anthropic, OpenAI, Google, Amazon, and Meta all bought Super Bowl ads. This isn't about reach. It's about positioning before IPOs and market consolidation.

Anthropic's ad attacked OpenAI directly. "Ads are coming to AI. But not to Claude." The spot mocked ChatGPT's plan to introduce advertising, showing a chatbot pushing shoe inserts alongside fitness advice.

Sam Altman called it "clearly dishonest" and fired back. OpenAI's ad focused on "builders" and accessibility. The public feud escalated what was already simmering tension between former colleagues who split over AI safety and business models.

Both companies are racing toward IPOs by late 2026. Collective valuations in the hundreds of billions. The Super Bowl ads aren't product marketing. They're positioning statements for public markets and mass consumer adoption.

Why this is important:

AI companies spending millions on the Super Bowl signals a shift from enterprise sales to consumer brand battles. They're competing for mindshare before the market decides who becomes the default.

The Anthropic versus OpenAI fight reveals the real strategic divide. Anthropic sells expensive subscriptions to enterprises and stays ad-free. OpenAI wants billions of free users and plans advertising to monetize them. One company optimizes for margin. The other for scale.

This matters because the Super Bowl forces them to explain their differentiation to 120 million people who don't follow tech drama. Anthropic positions as premium and ad-free. OpenAI positions as accessible and builder-focused. Google, Amazon, and Meta position as integrated into tools people already use.

When tech companies fight for consumer attention at Super Bowl prices, they're not building awareness. They're establishing category positions before public markets force clarity on business models. The ads are IPO preparation disguised as marketing.

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The Plugins That Erased $300 Billion in One Day

What's happening:

Anthropic launched plugins for Claude Cowork on Friday. By Tuesday, $300 billion in software value had vanished.

The plugins automate legal research, financial analysis, and data interpretation. Tasks that previously required specialized software. Claude delivers finished, professional work with minimal human intervention.

Thomson Reuters dropped 16%. London Stock Exchange Group fell 13%. LegalZoom tumbled 20%. The selloff spread globally. Wall Street traders called it the "SaaSpocalypse."

Markets weren't speculating about future disruption. They were repricing current business models based on what Anthropic just made possible.

Why this is important:

Markets just answered the question everyone was avoiding. Can AI actually replace software categories? Not augment them. Replace them.

The speed reveals everything. Software companies built moats around specialized knowledge for decades. Those moats disappeared in 48 hours because Anthropic proved AI replicates the same work at a fraction of the cost.

Subscription models are especially vulnerable. Software charges per seat. AI-driven efficiency means fewer seats needed. Revenue shrinks even as work gets done. That's structural, not temporary.

Investors now demand proof AI strengthens businesses instead of making them obsolete. Most companies can't provide it.

Comments from the editor:

This is where AI stopped being future speculation and became present reality.

Anthropic shattered the assumption that AI lifts all tech stocks. Replacement economics beat improvement economics. The companies getting destroyed are category leaders. But competitive advantage built on controlling workflows evaporates when AI executes those workflows independently.

Friday launch. Tuesday collapse. No adjustment period. Markets saw the plugins, understood implications, and repriced entire categories in two days.

The winners aren't building the best models. They're building infrastructure that makes traditional software unnecessary.

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Elon Musk Just Predicted AI's Next Frontier

What's happening:

Elon Musk says AI will move to space in 30 to 36 months. Not because it's ideal. Because Earth can't support the power requirements.

The US currently uses half a terawatt of power on average. Doubling that for AI infrastructure isn't realistic. Building enough power plants fast enough is nearly impossible.

Musk's solution is solar cells in space. They cost 25 to 30 cents per watt in China. In space, they're effectively 10 times cheaper because no batteries needed. Constant sunlight. No weather. No night.

His prediction is absolute. "We will be launching and operating more AI in space every year than the cumulative total on Earth." He's thinking in terms of what percentage of the Sun's power gets harnessed.

Why this is important:

This reveals the real constraint on AI growth. Not model quality. Not compute efficiency. Physical infrastructure and energy availability on Earth.

When the world's wealthiest person with rocket companies and AI investments says there's a 30-month timeline before AI hits Earth's limits, that's a signal about how fast demand is actually growing. Not speculation. A logistics problem with a countdown.

Musk controls the infrastructure to make this happen. SpaceX can launch at scale. Tesla builds energy systems. xAI needs the compute. He's not theorizing. He's describing what he's planning to build.

The shift changes everything about AI deployment. Data centers become orbital. Cooling happens in vacuum. Power comes directly from the Sun. The constraints that limit current AI infrastructure disappear.

If he's right about the timeline, companies building AI strategies around Earth-based data centers have less than three years before the competitive advantage shifts to whoever controls space-based compute.

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📢 What else is happening?

• The Startup That Turned AI Into Medicine Is Now Going Public – From computer to clinic in 17 months. The AI drug company going public just proved the timeline pharma said was impossible.

• UN Warns Workers Must Adapt or Disappear in the AI Era – One in four jobs gets transformed. The UN just revealed which workers survive and which don't.

• Why OpenAI's Best Researchers Are Leaving for Anthropic – Altman declared "code red" in December. By January, OpenAI's VP of research was gone and Anthropic took the enterprise lead.

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