Anthropic is devouring SaaS.Source
Anthropic is devouring SaaS.Source 1. The key is not chatbot, but AI staff - Anthropic is not a consumer chatbot - Enterprise AI as a substitute for work, like Claude Code, Cowork, is key - Inside, Claud is used throughout the product development process, and some write all code - API usage increased 17x year-over-year, launching 8 frontier models in 12 months 2. Why Software Stock Was Shaking - After Claud Cowork's release, the market has even seen the expression SaaSpocalypse - Traditional SaaS is a structure that sells human work tools - Claud, on the other hand, replaces the role of the…
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