Do we still need software in the future, or is AI sufficient to handle all kinds of tasks on the computer? The latter possibility is becoming increasingly realistic – most recently through the release of Claude Cowork by AI powerhouse Anthropic. Anthropic has introduced Cowork, which is directly connected to its best LLMs of the Claude series, as an AI tool that can not only write or create programs, but should generally take over tedious computer work – from analyzing data to drafting legal documents to preparing for meetings.

And that is now sending shockwaves through the stock markets – particularly affecting shares of SaaS companies that make their money in the work context. Claude Cowork was only presented on January 12,…