The generative artificial intelligence (AI) arms race is entering a far more disruptive phase, and Anthropic’s latest advances with Claude are sending fresh shockwaves across the technology sector. What was once viewed as a productivity enhancer is increasingly being seen as a direct replacement for traditional software workflows, raising existential questions about long-standing business models.
That shift was evident this week amid a broader selloff in software stocks. The weakness followed Anthropic’s announcement that its Claude AI can now autonomously control computers, opening applications, navigating browsers, and completing spreadsheet tasks, effectively bypassing traditional software interfaces.
