🚀 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 firms exposed to software are also taking a hit.
• Microsoft Copilot Crisis: User preference for Copilot has dropped from 18.8% to 11.5% as confusion and interoperability issues plague the product. Meanwhile, Google's Gemini is gaining ground.+1

⚔️ The Model Wars

• Anthropic's "No Ads" Pledge: Anthropic confirms Claude will remain ad-free and launches a Super Bowl ad campaign directly attacking ChatGPT's new ad tier.
• KLING 3.0: A major upgrade to the video model brings multi-shot consistency, native audio, and 15-second generations, pushing AI video closer to cinema quality.
• Intel GPUs: Intel CEO Lip-Bu Tan announces the company will start making GPUs to challenge Nvidia's dominance.

🤖 Agents & Security

• Power-Seeking Agents: A new study on Moltbook reveals that 0.52% of agents ("power-seekers") control 64% of the platform's engagement.
• OpenClaw Flaw: Security experts warn that viral agents like OpenClaw are vulnerable to "polite hacking"—where attackers simply ask the helpful AI to hand over credentials.
• Google "Screen Automation": New beta code reveals Gemini will soon be able to tap and scroll your phone to book rides and order food—but users are liable for its mistakes.

🧬 Health & Startups

• Resolve AI Unicorn: AI-for-SRE startup Resolve raises $125M at a $1B valuation to fix software bugs autonomously.
• Luffu: Fitbit founders launch an "intelligent family care" system to monitor health data across devices.

Keywords:

SaaS Crash, Microsoft Copilot Crisis, Anthropic Super Bowl Ad, KLING 3.0, Intel GPUs, Moltbook Power Seeking Agents, Google Screen Automation, Resolve AI Unicorn, Luffu Health, OpenClaw Security.

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Connect with the host Etienne Noumen, Senior Software Engineer and passionate Soccer dad from Canada

LinkedIn: https://www.linkedin.com/in/enoumen/

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Email: etienne_noumen@djamgamind.com