Anthropic launches Claude Design, sending Figma stock tumbling 7% — and it's just one move in a week where the AI industry vertically integrated at every layer. We also cover OpenAI's first domain-specific life sciences model, Claude Opus 4.7's new task-budget controls, McKinsey targeting human-agent parity by year-end, PwC's finding that 20% of companies capture 75% of AI value, the EU AI Act hitting full applicability in 104 days, and why Anthropic quietly throttling Claude's effort level is a governance wake-up call for every enterprise. Today's briefing in 15 minutes.