amit
2026.02.24 16:47

GOLDMAN:

- Anthropic is hosting an event today around "Enterprise Agents Briefing"

- Several single name moves on Anthropic mentions...many of which were primary constituents of the AI-At-Risk theme

- Early read is market is viewing as more of a PARTNERSHIP vs DISPLACEMENT.

maybe some hope for the SaaS names if the market starts to think of this as a connected ecosystem vs commoditized platforms…

$Salesforce(CRM.US) $Adobe(ADBE.US) $ServiceNow(NOW.US) $Intuit(INTU.US) $IGV

Source: amit

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