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Fortune
Fortune
Beatrice Nolan

Anthropic’s Claude triggered a trillion-dollar selloff. A new upgrade could make things worse

Dario Amodei, Anthropic CEO, speaking. (Credit: Chris Ratcliffe—Bloomberg/Getty Images)

Earlier this week, the release of industry-specific plug-ins for Anthropic’s new Claude Cowork tool triggered a broad selloff across enterprise software stocks, as investors panicked that AI tools like Claude would render traditional enterprise software-as-a-service (SaaS) companies obsolete. What Anthropic unveiled Thursday might spell yet more trouble for those older software companies, further heightening market anxiety.

The AI company debuted Claude Opus 4.6, an advanced AI model capable of conducting sophisticated professional tasks and spinning up and coordinating whole teams of AI agents.

Anthropic says Opus 4.6’s performance on real-world professional tasks is a substantial step up from previous iterations. On select evaluations designed to measure this real-world performance, the company said it outperformed competing models, including OpenAI’s GPT-5.2. (On Thursday, OpenAI also released GPT-5.3-Codex, which it says is its top performing coding model to date and exceeds the prior version in capabilities.)

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