Strategic Impact: Mike Krieger's resignation from Figma's board on April 14, 2026, following reports that Anthropic's upcoming Opus 4.7 model will include design tools competing with Figma's core offering, reveals how AI companies with substantial capital and technical resources are expanding from infrastructure into application markets. This vertical integration strategy threatens established SaaS business models, creates new vendor lock-in risks, and forces software companies to reassess their technical architecture and competitive positioning.