Story of the DayJul 4, 2026

Frontier labs are moving from selling AI tools to deploying AI as a principal actor — Anthropic's drug discovery program is the clearest signal yet that labs intend to capture...

Frontier labs are moving from selling AI tools to deploying AI as a principal actor — Anthropic's drug discovery program is the clearest signal yet that labs intend to capture value, not just enable it. Anthropic launched Claude Science, an AI workbench for scientists, and announced plans to develop its own drugs for neglected diseases.

Why it matters

Frontier AI labs are shifting from vendor to competitor, meaning your AI supplier may soon compete directly in your industry's value chain rather than just powering your operations.