Anthropic Excites But Doesn't Replace
Anthropic's latest product showcase got people talking about AI replacing enterprise software, but Wedbush thinks those fears are getting ahead of reality.
At its Enterprise Agents event, Anthropic highlighted how Claude is already helping companies like Spotify 
SPOT, Novo Nordisk 
NVO and Salesforce 
CRM speed up tasks such as code migration, clinical documentation and internal workflows. Impressive demos, yes, but Wedbush analyst Dan Ives says powerful AI models do not equal enterprise software platforms.
According to the firm, companies like Microsoft 
MSFT, ServiceNow 
NOW and Pegasystems 
PEGA sit at the core of how businesses actually run. Replacing them is not as simple as layering in a large language model. In fact, more AI often means more complexity, which could boost demand for cybersecurity players like CrowdStrike 
CRWD, Palo Alto Networks 
PANW and Zscaler 
ZS.
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