Anthropic is a) a software-as-a-service (SaaS) killer, b) a disruptor of multiple industries with its Claude large language model (LLM) and the agentic apps built around it, c) an ingredient brand for enterprise software, d) already part of the enterprise technology establishment via a well-worn SaaS playbook, or e)…

Software-as-a-service (SaaS) companies are being repriced, reevaluated, and rethought as analysts, investors, and customers wonder how artificial intelligence (AI) agents will affect the category. CxOs need to go through the same exercise to make sure that they don’t get stuck as enterprise software is disrupted.