Future Ready Leadership With Jacob Morgan Inflation Falls, Anthropic Gets $30 Billion, and IBM Doubles Down on Gen Z
Feb 13, 2026
Discussion of cooling inflation and how cheaper capital could reshape corporate strategy. A huge $30 billion AI funding round and what it signals about intelligence becoming infrastructure. The U.S. Department of Labor's new AI literacy framework and apprenticeships. Market moves driven by AI fears and why panic-driven transformation can misallocate capital. IBM’s push to triple entry-level hiring and redesign work for Gen Z.
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Cheaper Capital Catalyzes Faster Transformation
- Falling inflation and lower yields signal cheaper capital and higher risk appetite across the economy.
- When capital costs fall while AI capability rises, transformation and M&A tend to accelerate.
AI Funding Signals Intelligence As Infrastructure
- Anthropic's $30B raise is infrastructure capital signaling consolidation and faster model iteration.
- Large funding at scale suggests intelligence is shifting toward becoming embedded infrastructure.
Capability Outruns Governance — Expect Friction
- Rapid model improvements outpace organizational governance and workforce adaptation, creating friction.
- Productivity compounds where companies pair AI capability with organizational redesign, while others stall.
