Since the start of the year, Anthropic has triggered four separate selloffs. It started with the launch of Cowork plugins on February 3 that fundamentally challenged the predictable “seat-based” ...
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The tech download: Software was going to eat the world. Now it’s facing an 'existential' crisis
Fears that AI will upend the much-loved software-as-a-service business model continue to fuel a selloff in the sector. Anthropic and the U.S. Department of War's dispute continues. Nvidia fails to ...
Skip the noise. Get the download. Fears that AI will upend the much-loved software-as-a-service business model continue to fuel a selloff in the sector. Anthropic and the U.S. Department of War's ...
"I think the markets got it wrong," Nvidia CEO Jensen Huang said, pushing back on fears that AI agents will cannibalize the enterprise software industry. Instead, agentic AI will use software tools ...
ServiceNow's CEO will buy $3 million worth of shares in his company this month. Several other top ServiceNow execs cancelled their trading plans, putting them in a position to buy shares later. The ...
A viral AI scenario triggered sharp falls in stocks named in the report. The model imagines AI-driven “intelligence displacement” reshaping profits. Investors reacted despite repeated caveats that ...
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