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Rebound AI: SaaS-Hug 🤝 Anthropic-Plugs

IBM lost $31B in a single day after Claude showed it can rewrite legacy COBOL code. Goldman says AI added ‘basically zero’ to U.S. GDP. Is AI truly saving the economy?
What's on FIRE 🔥
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AI INSIGHTS
After Anthropic published a post showing Claude can optimize and modernize legacy COBOL code, IBM stock dropped >13% in a single day, its worst fall since 2000. Investors panicked, why?
IBM has built a massive business around “modernizing” old systems. A lot of that work involves COBOL - an ancient programming language still powering banks, airlines, and government systems.
Yes, COBOL is old. But it runs some of the most critical infrastructure in the world. And most of it runs on IBM mainframes. That’s where IBM made its money. Now Anthropic says Claude Code can:
Map dependencies across thousands of lines of COBOL
Document workflows automatically
Identify risks humans would take months to uncover
Translate legacy logic into modern languages
In other words… automate the expensive part. That’s why the market reacted so violently. Actually, software stocks are struggling in 2026. Investors are starting to question whether AI replaces parts of enhance software.
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TODAY IN AI
AI HIGHLIGHTS
📊 Anthropic is back with 10 new enterprise AI plug-ins across banking, HR, and engineering - weeks after a prior release triggered an $830B software selloff.
🎓 Google offered a Free Gemini training program for all 6M U.S. educators. It’ll be rolling out in the coming months. Show your interest through their form here.
🦞 Meta’s AI safety chief got “p0wned” by her own OpenClaw bot. It ignored stop commands and started mass-deleting emails after losing a key safeguard prompt.
🤝 OpenAI teamed up with McKinsey, BCG, Accenture, Capgemini to roll out Frontier agents. AI built to disrupt normal work needs consultants to install it everywhere?
⚖️ The Pentagon threatened to blacklist Anthropic after it refused to ease AI safety limits. It sets Friday deadline for Anthropic to abandon ethics rules for AI, or else...
💰 Big AI Fundraising: European AI chip startup Axelera raised $250M, bringing total funding to $450M+. Backed by BlackRock, it’ll scale its “Europa” chip before June and build a supercomputing chip by 2027.
Every AI agent action on your platform is a liability until it's auditable. HaltState intercepts agent actions at runtime, evaluates them against configurable policy, and produces a cryptographic Proof Pack - before the action executes.
We deployed two agents onto Moltbook (2.8M+ agents, zero platform governance) running different models. Both fully governed. Here's what's behind every action:
✅ Runtime policy evaluation on every agent action (post, comment, reply)
✅ Under 40ms governance overhead - agents stay fast
✅ Cryptographic Proof Packs binding decision, content, policy, and timestamps
✅ Configurable policy per agent - ALLOW, DENY, or APPROVAL_REQUIRED ✅ Model-agnostic - works with Claude, GPT-4o, or any LLM
✅ Live dashboard with full audit trail visibility
The EU AI Act takes effect August 2026. California's SB 53 targets frontier AI transparency. The compliance window is closing - the companies that build governance now won't be scrambling later.
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🧵 Google Stitch introduces Hatter, a new agent aiming to handle multi-step design tasks, plus new App Store asset generation & native MCP export
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AI BREAKTHROUGH
Meta, Amazon, Google, OpenAI, and others have spent billions on AI infrastructure. This year alone, spending on data centers could hit $700B. But Goldman’s chief economist says AI added “basically zero” to U.S. GDP growth in 2025!
92% of first-half GDP growth tied to information processing investment.
39% of Q3 growth linked to AI-related spending.
Sounds massive, right? But analysts realized much of the equipment powering AI is imported. When U.S. companies buy those from Taiwan or Korea, that spending boosts Taiwanese and Korean GDP, not U.S. GDP.
→ It’s intuitive to think “big AI spending = big U.S. growth.” But in macro terms, that math doesn’t hold. A survey of nearly 6,000 executives across the U.S., Europe, and Australia found:
70% are actively using AI.
About 80% say it hasn’t meaningfully impacted productivity or employment.
Adoption is happening. If GDP doesn’t reflect AI spending today, then the “AI is already saving the economy” narrative may be premature.
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The AI Fire Team







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