{"id":28441,"date":"2026-05-05T19:35:11","date_gmt":"2026-05-05T19:35:11","guid":{"rendered":"https:\/\/www.europesays.com\/ai\/28441\/"},"modified":"2026-05-05T19:35:11","modified_gmt":"2026-05-05T19:35:11","slug":"anthropic-ceo-dario-amodei-warns-some-software-companies-will-completely-go-bust","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ai\/28441\/","title":{"rendered":"Anthropic CEO Dario Amodei warns some software companies will ‘completely go bust’"},"content":{"rendered":"\n

Anthropic (ANTH.PVT<\/a>) CEO Dario Amodei says that software-as-a-service (SaaS) companies that don\u2019t evolve with AI could face ruin.<\/p>\n

Amodei made his comments as part of a conversation with journalist Andrew Ross Sorkin and JPMorgan (JPM<\/a>) CEO Jamie Dimon<\/a> during Anthropic\u2019s The Briefing: Financial Services event<\/a>.<\/p>\n

Sorkin initially asked Dimon what would happen to software companies as AI grew, then asked Amodei the same question.<\/p>\n

The chief executive responded saying that companies can no longer bank on the complexity of their software as a moat against competitors.<\/p>\n

\u201cI think if your moat is \u2018Our software is complex and difficult to write, and we can write it, and others can’t match it,\u2019 I think that’s going away,\u201d Amodei said.<\/p>\n

\"CEO CEO of Anthropic Dario Amodei, addresses the gathering at the AI Impact Summit, in New Delhi, India, February 19, 2026. REUTERS\/Bhawika Chhabra\/File Photo \u00b7 Reuters \/ REUTERS <\/p>\n

\u201cI don’t know what will happen to the group of today’s SaaS incumbents as a group that’s more indeterminate. I think individual SaaS companies, it’s very possible for them to lose market value, go bankrupt, completely, go bust, but it depends on the response,\u201d he added.<\/p>\n

\u201cI think there are incumbents today that are going to see very clearly\u2026the moats here are going away, we’re really going to pivot, and we’ll do better than we did before. And there are others who are not going to pay attention, who are going to be blindsided, and, you know, they’re going to have a really bad time.\u201d<\/p>\n

Some analysts, however, say that it\u2019s far more likely that SaaS companies will integrate AI into their services, to ensure they\u2019re able to meet customer demand. Microsoft (MSFT<\/a>), for instance, provides its AI Copilot across its Microsoft 365 suit, while Google (GOOG<\/a>, GOOGL<\/a>) includes Gemini with its Google Workspace.<\/p>\n

Other companies have taken similar steps. ServiceNow (NOW<\/a>), on Tuesday, announced it is launching an AI agent similar to OpenClaw<\/a>.<\/p>\n

But that hasn\u2019t saved the company from the SaaS-ocalypse. ServiceNow stock is down 39% year-to-date, while Snowflake (SNOW<\/a>) is off 35%. Thomson Reuters (TRI<\/a>), meanwhile, has fallen 28%.<\/p>\n

Microsoft is also facing headwinds from the software selloff, as well as questions about its ability to meet customer demand for AI computing capacity. The company\u2019s stock price is down 15% since the start of the year.<\/p>\n

\"Sign<\/a> Sign up for Yahoo Finance’s Week in Tech newsletter. \u00b7 Yahoo Finance <\/p>\n","protected":false},"excerpt":{"rendered":"Anthropic (ANTH.PVT) CEO Dario Amodei says that software-as-a-service (SaaS) companies that don\u2019t evolve with AI could face ruin.…\n","protected":false},"author":2,"featured_media":28442,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[1558,18735,53,3261,6568,10893,7391],"class_list":{"0":"post-28441","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-anthropic","8":"tag-amodei","9":"tag-andrew-ross-sorkin","10":"tag-anthropic","11":"tag-dario-amodei","12":"tag-jamie-dimon","13":"tag-software-as-a-service","14":"tag-software-companies"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/28441","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=28441"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/28441\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/28442"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=28441"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=28441"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=28441"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}