Roberto Chamorro gilaberte @robchamow: "📝 THE DAY ANTHROPIC SAVED..."

Spain

📝 THE DAY ANTHROPIC SAVED SOFTWARE I shared this view before yesterday’s event took place. Anthropic is not new to me. I’ve been defending its positioning for some time and have sent you several conference call insights along the way. Yesterday at 9:30 AM EST, Anthropic hosted “The Briefing: Enterprise Agents”, its most ambitious enterprise-focused event to date. For weeks, it had been under intense scrutiny on Wall Street. In fact, the mere anticipation of the event had contributed to the sell-off across the software sector in recent sessions — once again. Investors were expecting confirmation of an apocalypse. What they saw instead was something very different — the same direction I’ve been defending and where I’ve been allocating my capital and energy. What Anthropic unveiled Anthropic introduced its new enterprise agent program, its most aggressive push yet to integrate agentic AI into everyday workflows. Under the new program, companies can use a plugin system to deploy pre-configured agents that assist with common business tasks such as: • financial research • engineering specifications • human resources • legal workflows Each plugin includes core capabilities that organizations can customize to their specific needs. The launch also includes new enterprise connectors, integrating with: • Gmail • DocuSign • Clay • FactSet • S&P Global • Google Workspace …and others. These connectors allow agents to access data and context directly from a company’s existing systems. And if you’re wondering: these agents will generate millions of tokens and enormous infrastructure demand, directly benefiting those investing in compute and AI infrastructure. The most important takeaway wasn’t the product — it was the narrative The pivot nobody expected: collaboration, not replacement Anthropic revealed a wave of partnerships with companies that had been heavily punished during the sell-off, including: • Slack • Intuit • DocuSign • LegalZoom • FactSet • Gmail Instead of positioning itself as the executioner of enterprise software, Anthropic presented itself as its greatest ally — exactly what I’ve been arguing, and what we continue to hear in conference calls across the sector (for example, in Booking Holdings’ recent call). Market reaction: a broad rebound Software stocks rebounded strongly: • Salesforce, DocuSign and LegalZoom rose ~4% • Thomson Reuters surged more than 11% • FactSet climbed ~6% • CrowdStrike and Okta gained ~1% • Zscaler, Tenable and SentinelOne jumped ~4% • Cloudflare advanced more than 3% Investors expected disruption. They got integration. And that changes everything. Full article below 👇 open.substack.com/pub/robertochamorrogilaberte/p/el-dia-que-anthropic-salvo-al-software?r=5b5str&utm_medium=ios $AMZN (Amazon.com Inc) $ADBE (Adobe Systems Inc) $BKNG (Booking Holdings Inc) $CRM (Salesforce Inc) $NSDQ100

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