AI Shockwave from Anthropic: Software and Data Stocks Plunge
Anthropic's new AI tools and strategic moves have created earthquake-like effects in software and data analytics sectors. Shares of industry giants like S&P Global and Intuit experienced sharp declines as markets tremble with concerns that AI could fundamentally transform traditional business models.
Market-Rattling Development: Anthropic's Next-Gen AI Tools
Recent announcements of new tools and strategic moves by AI company Anthropic have created an unexpected shock effect in technology and financial markets. The company's new definitions of the 'Agent' concept and advanced tools like Claude Code have become direct threats to the business models of traditional software and data analytics companies. These developments triggered a 'get me out' panic among investors, causing heavy selling in shares of industry giants.
Reasons Behind the Sharp Stock Decline
Anthropic's technical paper titled "Building effective agents" set off alarm bells in the markets. The paper notably featured a redefinition of the 'Agent' concept in linguistic terms, much more narrowly. According to this new definition, it was emphasized that the vast majority of current business processes should actually be classified as 'Workflow.' Anthropic encourages using the native APIs of large language models (LLMs) directly to complete these workflows, suggesting complex third-party frameworks are unnecessary.
Technological Breakthrough: Claude Code and Planning Mode
The Claude Code update announced by the company on September 4th is considered a groundbreaking step in the software development sector. The most notable feature was 'Planning Mode.' In this mode, the model creates a detailed plan document before making any code changes, giving developers an opportunity to review before code generation. Test data shows this feature increases code accuracy by 20%. In the scoring system, the score of 3.75 in non-planning mode rises to 4.5 with planning mode.
Global Impacts and Geopolitical Dimension
Anthropic's moves contain not only technological but also geopolitical dimensions. In the company's announcement on September 5, 2025, it was stated that Claude Code's development center in China would be expanded, highlighting the strategic importance of AI development in global competition. This development has accelerated discussions about how AI technologies will reshape international power balances and economic structures.
Financial analysts note that Anthropic's innovations could reduce dependency on traditional enterprise software solutions. This potential disruption has caused investors to reevaluate the long-term value propositions of established software and data service providers, leading to significant market volatility across related sectors.
