In under ten days, Anthropic’s advancements initiated significant selloffs in enterprise tech. The launch of Claude Code Security, which identifies software vulnerabilities, caused cybersecurity stocks to plummet, with major firms losing 8-9% in a single session. Analysts predict further turmoil for mid-tier firms that merely integrate AI into existing products. Companies relying on traditional pricing structures risk facing up to 15% revenue pressure as AI reduces labor hours. UnearthInsight forecasts IT industry growth to slow to 3-4% by FY27, relying heavily on acquisitions rather than organic demand. Meanwhile, Gartner anticipates global IT spending will rise to $6.1 trillion by 2026, driven by AI. The industry is witnessing a shift from hourly billing to value-based pricing models, with enterprises expecting efficiency gains. As Microsoft bundles security features into its products, smaller firms may struggle to compete, prompting a need for SaaS companies to adopt outcome-based pricing to survive.
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