Anthropic strikes again. After IBM plummeted 13%, who is AI really "eating" the lunch of?


Since the beginning of the year, the SaaS slaughter brought by Anthropic has the following record:
Adobe -35%
ServiceNow -50%
Atlassian -30%
IBM -35%
Salesforce -26%
There are definitely some that are wrongly targeted; I did some research today.
I think Salesforce might be the one wrongly targeted.
And the one that should continue to be devalued is probably Atlassian?
Which industry will the next scythe strike?
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