In recent months, software development stocks have come under pressure as artificial intelligence has shifted from being an asset for many companies to a potential liability. The latest sell-off was triggered by Anthropic’s new legal tool – a large language model, Claude, according to Reuters.
However, it wasn’t the tech giants that took the hardest hit. Their operations are broadly diversified. Instead, the blow fell on niche companies, says Andrei Vishnyakov, founder of Right Digits, an expert-driven AI firm specializing in artificial intelligence and digital development. Their product offerings were built around services that can now be partially automated.
“There’s already talk in the professional community that Anthropic is in discussions with several affected corporations about potential partnerships and integrating Claude Cowork into their ecosystems. A move like that could shift the landscape quickly,” Vishnyakov notes. “At our own company, we’re already seeing this scenario play out in practice.”
In his view, a response is likely in the coming months – either from competitors or from integrators who will announce their own technological solutions and breakthroughs.
“Ultimately, this is a classic market reassessment. The new tool has genuinely become a powerful resource for analytics, legal work, and finance. But it doesn’t replace specialists, nor is it a standalone business process,” Vishnyakov emphasizes.