Human vertical software threatens enterprise AI builders

AI News


Anthropic’s introduction of industry-specific artificial intelligence tools threatens the business of companies that use its AI models to build their own tools, The Information reported Thursday (June 11).

This report highlights 13 industry-specific tools introduced by Anthropic. This started with Claude Code in February 2025 and more recently added financial services agents Claude for Legal and Claude for Small Business in May.

Anthropic did not immediately respond to PYMNTS’ request for comment.

According to The Information, as Anthropic expands its share of the AI ​​model market and rolls out its own applications, threats to companies building AI applications are growing.

This threat was also highlighted this week when Anthropic released one of its Mythos AI models and said the model’s performance would be degraded if customers used it to develop their own AI software or hardware, the report said.

According to the report, Anthropic used to notify customers when it introduced products that could potentially compete with its own products, but it no longer necessarily does so.

Advertisement: SCROLL TO CONTINUE

Companies that make AI-powered tools are responding in several ways. The report cites examples of companies that said they are building products that better align with the way the industries they serve operate, meeting industry requirements for observability and other features, and providing customers with access to a variety of AI models, including the options deemed most cost-effective.

On Monday (June 8), it was reported that trading in the software sector is halted due to fears of AI disruption.

Software transaction value fell to $50 billion in the first five months of this year from $88 billion in the same period in 2025. This was the lowest January-to-May total since the pandemic began, the report said.

Industry executives said the decline in software acquisitions signals the certainty that AI will change software companies’ business models, as well as the challenge facing acquiring groups in separating the winners from the losers.

PYMNTS reported on May 5 that there is an increasing rise in top-down software and enterprise service deployment models, where technology is distributed across a company’s network at once. This represents a strategy that has the potential to reshape the way software is purchased, implemented, and competed.

For all of our coverage of PYMNTS AI, subscribe to our daily subscription AI Newsletter.



Source link