Episode notes
🚀 Welcome to AI Unraveled (February 5th, 2026): Your strategic briefing on the business, technology, and policy reshaping artificial intelligence.
Today, we analyze the $300 billion software stock crash triggered by Anthropic's new legal tools, which are decimating the value of legacy SaaS companies. We also break down Microsoft Copilot's struggle to retain users, Anthropic's bold "No Ads" Super Bowl campaign, and a disturbing study showing that "power-seeking" agents are taking over the viral Moltbook platform.
Key Topics:
📉 Markets & The "Selfware" Crisis
- The $300B Selloff: Software stocks (LegalZoom, Thomson Reuters) plunge as investors realize AI agents like Claude Cowork can replace traditional SaaS. Private equity f ...