|
Feb 17, 2026
|
|
AVOID
|
"Bite Danc's Sea Dance 2.0 dropped about a week ago. I mean it's so good that Disney and Paramount have sent cease and desist." When legacy media giants resort to legal threats (C&Ds) rather than competition, it signals that the disruptive technology (AI video generation) has breached their quality moat. The ease of creating "Disney-quality" content via AI is a deflationary pressure on their IP value and production advantages. Avoid legacy media stocks relying on production barriers to entry; the cost of content creation is collapsing. Legal regulation could successfully stifle AI video distribution in the short term. |
CNBC
Figma CEO Dylan Field on the software reckoni...
|
|
Feb 17, 2026
|
|
WATCH
|
"I switched from chatbt and Gemini to Claude Code and I have not looked back. I have not opened ChachiBT in weeks. The model is just that much better..." In the high-value vertical of "AI Coding/Development," Anthropic (Claude) is winning market share from the incumbents (Google/Gemini and Microsoft/OpenAI). If developers—the power users of AI—are churning away from Gemini/ChatGPT, these platforms lose critical data feedback loops and subscription revenue in the developer segment. Watch for slowing growth in Gemini/ChatGPT developer adoption; Anthropic is emerging as the superior "coding brain." Google or OpenAI could release a model update (e.g., GPT-5) that leapfrogs Claude immediately. |
CNBC
Figma CEO Dylan Field on the software reckoni...
|
|
Feb 17, 2026
|
|
LONG
|
The host states, "I switched from Chat GPT and Gemini to Claude Code and I have not looked back... The model is just that much better." Figma explicitly chose Anthropic for this partnership. In the 2026 software landscape, "Coding Agents" are the killer app. Anthropic's dominance in the "Code" vertical (vs. OpenAI's generalist approach) makes it the infrastructure backbone for next-gen SaaS tools like Figma. LONG. Anthropic is winning the high-value developer workflow. Commoditization of LLMs over time. |
CNBC
Figma CEO Dylan Field On The Software Reckoni...
|
|
Feb 17, 2026
|
|
LONG
|
The host describes the current state of AI agents: "You have an agent on a totally separate device, a Mac Mini, and you just let it do its thing." The "Agentic" future isn't just cloud-based; it requires local, dedicated compute to run 24/7 without interfering with the user's main machine. This creates a new hardware refresh cycle and a specific use case for Apple's desktop silicon. LONG. Second-order effect of AI agents is increased demand for reliable, local hardware. Shift to purely cloud-hosted agents (server-side) would negate local hardware demand. |
CNBC
Figma CEO Dylan Field On The Software Reckoni...
|
|
Feb 17, 2026
|
|
WATCH
|
ByteDance released "Sea Dance 2.0" (video generation) which was so good that "Disney and Paramount have since cease and desist." The quality of AI video generation has crossed a threshold where it directly threatens legacy media IP. The immediate reaction is legal defense, but the long-term threat is the democratization of studio-quality content creation. WATCH. Monitor the effectiveness of these legal blocks; if they fail, legacy media moats erode faster. Legal costs and inability to stop open-source proliferation. |
CNBC
Figma CEO Dylan Field On The Software Reckoni...
|