← Lab
§ 00
Lab series

What AI Broke
2 pieces.

01
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, 2026
02
The model wasn't the moat

Anthropic and OpenAI sold distribution to Wall Street, the Pentagon turned policy into a revenue cap, and OpenAI's CFO sought IPO cover.

May 06, 2026