- Anthropic is releasing a new version of its AI model, Claude Opus 4.6, designed to carry out financial research and other work-related functions.
- The release of Opus 4.6 has caused shares of financial services companies to slump, with companies like FactSet Research Systems Inc. and S&P Global Inc. turning sharply lower.
- Anthropic plans to focus on improving its AI models to carry out work related to areas like cybersecurity, life sciences, health care and financial services, according to Scott White, the company's head of product for Claude AI models.
- Per bloomberg.
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Please pay attention to the last sentence. If Anthropic becomes successful in those areas, a lot of companies in those area are going to be less relenvant, there current business and business logic may disappear. They will see their TAM either disappeared or shrank. Logically, They will see their stocks value evaperated or deflated to depress level.
last year, we was how AI was additive to stock value, this year Anthropic starts to show us AI can be nagative to a lot of companies' stock value.
This explains why the big tech keep raising their AI investment. It is existential threat to them. They are forced to play the game.
The nature of their business has changed. for almost every one of them, all the sudden, their buiness becoming investment hungry buiness. Normally, this is not a low risk business to be in.
