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The Displacement Pulse: Why Anthropic is Dismantling the SaaS Moat
The enterprise software sector just shed 11% of its value in a week, signaling a massive shift in how Wall Street views the future of SaaS. As Anthropic's new agentic tools begin to handle legal, sales, and finance tasks directly, the multibillion-dollar moats of legacy software giants are starting to look dangerously thin.