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Inflation Falls, Anthropic Gets $30 Billion, and IBM Doubles Down on Gen Z
Feb 13, 2026: Inflation just cooled to 2.4%. Markets are betting on rate cuts. And at the same time, Anthropic raised $30 billion at a $380 billion valuation.
That's not coincidence — it's transition.
In today's episode, I break down:
• What falling inflation actually means for capital and corporate strategy • Why Anthropic's massive funding round signals intelligence becoming infrastructure • The U.S. Department of Labor's new national AI literacy framework — and what it means for workforce strategy • The "AI scare trade" hitting markets beyond tech • Why IBM is tripling entry-level hiring in the middle of AI disruption
This isn't about hype. It's about capital flows, workforce redesign, and how leadership must evolve as intelligence scales. When the cost of capital falls and the cost of intelligence falls, the cost of standing still rises.
Let's unpack what this moment really means.
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By Jacob MorganFeb 13, 2026: Inflation just cooled to 2.4%. Markets are betting on rate cuts. And at the same time, Anthropic raised $30 billion at a $380 billion valuation.
That's not coincidence — it's transition.
In today's episode, I break down:
• What falling inflation actually means for capital and corporate strategy • Why Anthropic's massive funding round signals intelligence becoming infrastructure • The U.S. Department of Labor's new national AI literacy framework — and what it means for workforce strategy • The "AI scare trade" hitting markets beyond tech • Why IBM is tripling entry-level hiring in the middle of AI disruption
This isn't about hype. It's about capital flows, workforce redesign, and how leadership must evolve as intelligence scales. When the cost of capital falls and the cost of intelligence falls, the cost of standing still rises.
Let's unpack what this moment really means.