Fears that generative AI could upend traditional software models are moving from theory to experiment.
Recently, Anthropic’s Claude coding agent used to recreate core workflows similar to Monday.com — despite having no programming background.
Starting with plain-English prompts, the tool produced a functional project dashboard in minutes.
With additional instructions, it expanded features, added scheduling logic and even connected to email, turning the prototype into a personalized task manager.
The total build time - under an hour and estimated cost - well below a typical SaaS subscription.
Such demonstrations are rattling investors.
Valley insiders argue the most exposed vendors are applications that “sit on top of the work” — products like Atlassian, Adobe or HubSpot that may be easier to replicate with adaptable AI layers.
Platforms built around deep enterprise data, such as Salesforce, could prove more resilient, though not untouchable.
After months of sector sell-offs, the market may now be distinguishing between mission-critical systems and convenience software.
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