#saas-disruption

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Silicon Valley
fromThe Mercury News
1 week ago

Olson: Anthropic's secret weapon is its cult of safety

Anthropic's rapid AI product launches and mission-driven culture are disrupting legacy software companies and rattling markets despite its smaller size.
#anthropic
Artificial intelligence
from24/7 Wall St.
1 month ago

Adobe Stock Looks Like a Huge AI Bargain After a Nosedive. Should You Buy?

Agentic AI like Anthropic's Claude Cowork poses major disruption risk to traditional software firms such as Adobe, increasing investor uncertainty in SaaS valuations.
Artificial intelligence
fromBusiness Insider
5 months ago

The AI message from Silicon Valley: 'No one's slowing down'

AI demand is accelerating rapidly, outstripping compute capacity and forcing companies to ration resources, slow services, and delay projects despite massive spending.
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