In a single week, Anthropic launched Claude Design (tanking Figma's stock 7%), Adobe countered with its agentic Firefly AI Assistant at Summit, and OpenAI expanded Codex with computer use, image generation, and 90+ plugins. The AI labs aren't just building models anymore — they're building the applications those models were supposed to power for someone else. For anyone in the design, creative, or developer tools business, the question is no longer whether the labs will compete with you, but how much runway you have left.