TheTechPencil
What's actually happening in America. Evidence, patterns, what would change my mind. Daily analysis.
- Anthropic built the safest AI on the planet. Wrote it a constitution. Made 'responsible AI' their entire brand. Then they let it tear through enterprise software. $285 billion wiped in a single day.
- LegalZoom down 20%. Thomson Reuters worst day in company history—down 16%. RELX (LexisNexis) lost $11B. Wolters Kluwer shed $6B. This wasn't a crash. It was precision demolition.
- Feb 3: Anthropic dropped 11 Claude Cowork plugins. Legal review. Contract analysis. NDA triage. Compliance tracking. Financial research. Marketing automation. Within hours, a Goldman basket of US software stocks fell 6%—worst since April's tariff crash.
- How do you crash a market without breaking anything? You build the thing that makes everything else obsolete. Full breakdown: https://thetechpencil.com/anthropic-wrote-a-constitution-and-then-broke-the-market-427ec921ff9f
- Anthropic built the safest AI on the planet. Wrote it a constitution. Then let it tear through enterprise software. $285B wiped in a day. LegalZoom down 20%. Thomson Reuters worst day in history. How do you crash a market without breaking anything? thetechpencil.com/anthropic-wr...
- America's economic dashboard is going dark. The people who should be alarmed are shrugging. But you can't steer what you can't measure. Read the full analysis: https://medium.com/@TheTechPencil/americas-economic-dashboard-is-going-dark-eee96d9e333b
- Two shutdowns erased months of economic data. A fired BLS commissioner. Political interference in measurement itself. This is how democracies lose the ability to know what's true. https://medium.com/@TheTechPencil/americas-economic-dashboard-is-going-dark-eee96d9e333b
- The January jobs report won't be released. Not delayed — cancelled. Because shutdowns stop data collection entirely. We're operating a $28 trillion economy without instruments. https://medium.com/@TheTechPencil/americas-economic-dashboard-is-going-dark-eee96d9e333b
- When field workers can't collect data, we don't get delayed numbers. We get no numbers. Gaps in the record that can't be filled later. The infrastructure is degrading in real time. https://medium.com/@TheTechPencil/americas-economic-dashboard-is-going-dark-eee96d9e333b
- You can't make policy decisions without economic data. The Fed sets interest rates blind. Businesses plan in the dark. Workers don't know if layoffs are coming. The dashboard we all rely on is broken. https://medium.com/@TheTechPencil/americas-economic-dashboard-is-going-dark-eee96d9e333b
- The October-November shutdown produced something unprecedented: a complete gap in unemployment data stretching back to 1948. First missing CPI report since 1947. This isn't delay — it's erasure. https://medium.com/@TheTechPencil/americas-economic-dashboard-is-going-dark-eee96d9e333b
- America's economic dashboard — the system of surveys and statistics that tells us whether the economy is growing or shrinking — is going dark. And the people who should be alarmed are shrugging. https://medium.com/@TheTechPencil/americas-economic-dashboard-is-going-dark-eee96d9e333b
- Repeated government shutdowns and political interference have left the country flying blind on jobs, inflation, and the true state of its economy. https://medium.com/@TheTechPencil/americas-economic-dashboard-is-going-dark-eee96d9e333b
