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Applied AI·October 28, 2026·1 min read

Moscow could design an F-22 rival using an AI model from Russia's JPMorgan Chase — Sberbank GigaChat used its LLM for a 'generative design of a new aircraft'

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Sanctions are forcing Russia’s defense ecosystem to lean on domestic LLMs like Sberbank’s GigaChat for high-stakes generative design—AI is now a sanctions-circumvention tool, not just a productivity play. Early signal for dual-use: any advanced design stack you export may end up in military workflows faster than your compliance model assumes.

Applied AI

Anthropic's S-1 implies a $40T+ annual TAM based on the economic value of knowledge work in 2025, topping SpaceX's $28.5T estimate, without explicitly naming it

Tying TAM to the full $40T+ economic value of knowledge work reframes frontier AI as a tax on global white-collar output, not a vertical software category. For operators, this is a reminder to size AI bets against your own P&L leverage points—specific workflows and margins—not against narrative-scale market estimates.