The Globe and Mail reports in its Wednesday, Feb. 4, edition that a breakthrough in artificial intelligence threatens traditional industries. The Globe's Joe Castaldo writes that on Tuesday, after Amazon-backed Anthropic released productivity tools for lawyers, data providers and legal software companies faced market declines. The sell-off resembles last year's reaction to DeepSeek releasing affordable AI models, which negatively impacted share prices of companies linked to resource-heavy data centres. Ultimately, the response was exaggerated. The impact of AI remains uncertain. Hardware companies like Celestica, which supplies AI data centre equipment, have thrived due to high demand, while software developers face a different situation. Constellation Software has seen its stock price fall more than 50 per cent in the past 12 months owing to concerns that AI coding tools make it easier for rivals to win business, and for the company's own customers to make custom tools. The market reaction Tuesday underscores a tension between frontier AI developers like Anthropic, Microsoft-backed OpenAI and Google, which create general-purpose large language models, and the companies that build products on those models.