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Anthropic's Claude Cowork release triggered a $285 billion software stock selloff in February 2026. Leading AI labs like OpenAI and Anthropic still pay for Slack and other SaaS products. Enterprise software involves far more than generating a user interface, and building proprietary alternatives remains prohibitively expensive for most companies.
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AI and vibe coding fuel a surge in game releases; ATTN Economy says 181K mobile games launched in six months to May, up 118% on iOS and 73% on Android YoY (Orlando Crowcroft/Financial Times)

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