#saas-disruption

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#agentic-ai #anthropic #claude-code #adobe-adbe #anthropic-claude-cowork #ai-infrastructure #compute-constraints
from24/7 Wall St.
1 day ago

Microsoft Directed Engineers to Use Claude Code. Is This Another Hit to OpenAI?

It's a powerful tool for coders and one that may very well drive the price of software markedly lower as the technology advances. Of course, Anthropic's enterprise focus may very well be working in its favor as it looks to have one of the most capable AI coders on the market. With Claude Cowork, which was coded in large part by Claude Code, also gaining traction as 2026 becomes the big year for agentic AI, it certainly feels like the tech landscape is shifting
Artificial intelligence
Artificial intelligence
from24/7 Wall St.
1 week 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
4 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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