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Technology

Anthropic’s AI Agents raise market concerns for Indian IT

US AI startup Anthropic has introduced Claude Cowork, an advanced AI agent platform capable of automating complex business tasks. Using smart plugins, these AI agents can manage legal document review, data analysis, and marketing workflows, performing end-to-end processes that previously required human expertise and specialised software.

The launch has caused alarm among investors, raising fears of a significant disruption in the Software-as-a-Service (SaaS) sector — now being referred to as the “SaaSapocalypse.” Analysts are concerned that companies may increasingly bypass traditional software licences and human-driven IT services, potentially affecting revenues for major IT firms.

The market impact was immediate. Global software stocks experienced sharp declines following the announcement. In India, IT leaders such as TCS, Infosys, Wipro, HCLTech, and LTIMindtree saw significant share price drops, with the NIFTY IT index falling 6–7%, marking one of its steepest losses in recent years.

Experts warn that AI agents performing routine tasks could reduce demand for labour-intensive IT services, putting traditional revenue models based on headcount or SaaS subscriptions at risk. Software offerings may face pricing pressure or even obsolescence if companies rapidly adopt AI-driven alternatives.

Looking ahead, Indian IT companies are expected to pivot toward high-value, specialised services, including strategic advisory, complex system integration, and consulting projects where AI replacement is less immediate.

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Categories
Leaders

AI may replace engineers soon, says Anthropic CEO

At the World Economic Forum in Davos, Dario Amodei, CEO of AI firm Anthropic, warned that artificial intelligence could soon take over many tasks currently performed by software engineers. He said some engineers at his company no longer write code manually, instead relying on AI models to generate and refine it.

Amodei suggested that as AI systems improve, they could handle most coding tasks, including planning, debugging, and deployment, possibly within the next six to twelve months. However, he noted that certain areas, like hardware production and AI training infrastructure, still require human intervention.

His comments have sparked debate online, especially regarding H‑1B visa workers. Some observers suggested that if AI can automate coding, traditional tech roles, particularly for foreign workers, could be at risk. Others stressed that AI is not yet capable of fully replacing engineers, especially for complex problems and legacy systems that demand human insight.

 Amodei’s forecast highlights the fast pace of AI development and its potential to reshape the global workforce, prompting discussions among businesses, engineers, and policymakers about how to adapt to this new era.

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Categories
Corporate

AI leader Anthropic prepares for possible IPO in 2026

Anthropic, the artificial-intelligence company behind the Claude chatbot, is preparing for a potential initial public offering (IPO) that could take place as early as 2026. The company has begun formal groundwork by hiring a top US law firm to manage the regulatory and legal aspects of a future listing.

It has also held informal discussions with major global investment banks, signalling growing interest in tapping public markets. However, no underwriters have been finalised so far.

The stepcomes at a time when demand for advanced AI services is rising sharply across industries. An IPO would provide Anthropic with significant capital to accelerate expansion, fund large-scale infrastructure, and pursue strategic acquisitions. The company, founded in 2021, has grown rapidly and now counts more than 300,000 business and enterprise clients using its AI tools.

Anthropic is also negotiating a private funding round that could value the company at over $300 billion, reflecting strong investor confidence in its technology roadmap and enterprise adoption. Internally, the company expects its annualised revenue run rate to more than double next year, with projections indicating a possible jump to $26 billion. This places Anthropic among the fastest-scaling companies in the generative AI sector.

Despite these developments, the company has clarified that no final decision has been made about when or whether it will go public. Executives have indicated that the focus remains on strengthening core products, expanding in key global markets, and improving safety and reliability standards for AI deployment.

If Anthropic does pursue an IPO, it is likely to become one of the largest listings in the history of the AI industry, especially as competition intensifies among major players. The move would also offer the public markets a closer look at the financial performance and long-term business model of a leading AI developer at a time when the sector’s commercial potential is rapidly evolving.

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Categories
Technology

Anthropic launches Claude Opus 4.5 with stronger coding

AI firm Anthropic has introduced Claude Opus 4.5, a new version of its flagship model designed to handle more complex coding, reasoning and autonomous-agent tasks. The update strengthens Claude’s ability to work like a “technical collaborator” rather than just a conversational assistant.

According to the company, Opus 4.5 brings a noticeable jump in programming performance, scoring higher on software-engineering benchmarks and solving tougher coding problems than earlier versions. It can write and debug multi-language code, refactor large codebases, and handle realistic developer workflows more reliably.

A key focus of this release is agentic behaviour—the model can now support AI agents that plan tasks, use tools, and execute multi-step workflows with minimal human input. This makes it suitable for work such as code generation, document creation, analysis, and other business-process tasks.

Anthropic also says the model has improved long-context memory, allowing it to process and retain more information during extended tasks. This benefits enterprise users who need AI to manage documents, datasets or multi-stage projects.

The company claims Opus 4.5 is more resistant to adversarial prompts and untrusted code, a key requirement as AI agents begin executing system-level tasks. However, it notes that human oversight remains essential when deploying autonomous agents in real-world environments.

With this release, Anthropic is positioning Claude as a stronger competitor in the fast-advancing AI-agent space, where major players are racing to build models capable of both reasoning and action.

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