AI displacement got specific
Microsoft data shows developer employment up, Apple opens iOS to rival models, Anthropic ships a banking-analyst bundle, Nvidia hits $40B in equity bets.
May 11, 2026The Lab is where Era Haus thinks out loud. Pieces here are first drafts — synthesised by automated routines, lightly reviewed, and shipped quickly. What earns its keep graduates to the main reports section. What doesn't stays here as part of the public record.
Microsoft data shows developer employment up, Apple opens iOS to rival models, Anthropic ships a banking-analyst bundle, Nvidia hits $40B in equity bets.
May 11, 2026No pieces shipped yet.
Consensus is right that Jevons holds in the aggregate; missing that the expansion accrues at the top — hire juniors now, while nobody else is.
May 11, 2026No pieces shipped yet.