AI is rapidly automating cognitive work, threatening SaaS business models, white‑collar jobs, and software valuations.
- Noah Smith: The Fall of the Nerds – by Noah Smith (Feb. 5, 2026)
Software stocks plunged on fears AI will obsolete SaaS business models. ‘Vibe coding’ tools let novices build software, threatening engineers’ roles, livelihoods, and industry structures. - OpenAI: Introducing OpenAI Frontier | OpenAI (Feb. 3, 2026)
OpenAI’s Frontier helps enterprises build, deploy, and manage AI coworkers by giving agents shared context, tools, feedback, and clear permissions. It integrates existing systems, supports governance, and speeds production use. - WSJ: The AI Stock Market Rout (Feb. 3, 2026)
Anthropic launched an AI tool that automates legal work, prompting a broad selloff in software stocks. Investors fear AI could replace legal, financial, and auditing services, disrupting many B2B firms. - Ben Thompson: Microsoft and Software Survival (Feb. 3, 2026)
Anthropic launched an AI tool that automates legal work, prompting a broad selloff in software stocks. Investors fear AI could replace legal, financial, and auditing services, disrupting many B2B firms. - The Atlantic: How Soon Will AI Take Your Job? (Feb. 10, 2026)
The BLS began counting to reveal conditions, wages, and hours, and its data helped stabilize society. Generative AI is already automating many cognitive tasks—drafting, analysis, coding, creative work—creating large productivity gains and raising the plausibility of significant white‑collar displacement. But the central danger is timing: if AI drives a rapid reorganization of work (compressing years of change into months), the economic and political fallout could be severe and harder to manage than gradual adjustment. - TechCrunch: Intel will start making GPUs, a market dominated by Nvidia (Feb. 3, 2026)
Intel will start producing GPUs, hire experienced leaders, and expand beyond CPUs aiming to challenge Nvidia’s dominance.
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