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Anthropic’s new Claude Cowork isn’t just another AI tool — it’s a working preview of the agentic future. An office agent that builds small apps, edits files, organizes data, and turns simple intent into real action across your computer.
The market reaction was immediate and brutal: SaaS stocks took a hit while AI platform valuations soared. Why? Because Cowork exposes the vulnerability — when an agent can sit above your apps and act directly on your behalf, many SaaS interfaces start looking optional.
WIRED called it a bid for the “surface area of everyday work.” Bloomberg framed it as the capability software investors dreaded. And Business Insider noted parts of Cowork were “mostly built by AI” in under two weeks — a signal flare that the cost of creating useful software is collapsing.
This isn’t the death of SaaS. It’s a painful remodeling: from destination apps to governed infrastructure, with agents handling the orchestration layer.
The big 2026 question for SaaS leaders: Are you building a defensible system of record and action — or just an interface an agent can step around?
Read the full analysis — including governance risks, the real wedge for disruption, and why “AI kills SaaS” is both tempting and wrong — on SeriousInsights.com
About the Author:
Daniel W. Rasmus, the author of Listening to the Future, is a strategist and industry analyst who has helped clients put their future in context. Rasmus uses scenarios to analyze trends in society, technology, economics, the environment, and politics in order to discover implications used to develop and refine products, services, and experiences. He leverages this work and methodology for content development, workshops, and for professional development.
