Anthropic's Claude Code Is Taking Over, And This AI Stock Could Be a Big Winner

The so-called "SaaSpocalypse," or the sharp sell-off in software stocks in recent days, didn't happen in a vacuum.Investors are responding to a real threat from AI start-ups like OpenAI and Anthropic, and Anthropic's Claude Code, in particular, seems to have set off alarm bells in Silicon Valley. Semianalysis, a well-respected blog following the semiconductor industry, just declared Claude Code, Anthropic's AI coding tool, to be the inflection point in Agentic AI, and predicted that Claude Code will be responsible for more than 20% of daily commits, or code changes, in GitHub by the end of the year, up from 4% currently. It also said that this could be a pivotal moment similar in AI to the one when ChatGPT first went public.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool