UBS analysts say the latest models from Anthropic and OpenAI are increasingly acting like application software providers and pose a material threat to incumbent enterprise software vendors. After attending the HumanX AI conference in San Francisco, analysts reported customers are building production apps and autonomous agents with `Claude` and `ChatGPT`, and that investment in AI agents now extends beyond developer-focused tools like `Copilot`. UBS expects firms that primarily secure and manage corporate data to be more insulated from disruption. The analysts also highlighted market sensitivity to new AI plugins, noting a significant market reaction when Anthropic released its Cowork legal plug-in earlier this year.
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