How Claude became Salesforce’s newest threat

Hello,

The first signs of enterprise software’s next disruption are already here.

Some small firms are using Claude to build custom apps and rethink their reliance on tools like Salesforce and HubSpot. What started as a cost-saving workaround is now pointing to a much bigger question for the software industry: what happens when AI can do the work of the apps businesses pay for?

The Information has been ahead of this shift, tracking how OpenAI and Anthropic are pushing deeper into enterprise workflows, how Salesforce and Microsoft are defending their territory and why CIOs are racing to control the cost of AI adoption. Subscribe for $299 and save 25% on the first year.

The first crack in SaaS

AI labs move up the stack

OpenAI and Anthropic are building agents that can navigate software and complete tasks, potentially pushing enterprise apps into the background. Microsoft and Salesforce are racing to stay the control layer.

Anthropic’s partner problem

Anthropic’s push into Slack has raised concerns inside Salesforce, while some partners have been caught off guard as the company launches tools that overlap with what they built on its models.

The cost of AI dependence

As companies move from chatbots to agents, AI usage is becoming harder to predict. Anthropic’s pricing shift shows how quickly the economics are changing, pushing customers to route tasks to cheaper models, set usage caps and rely more on open-source alternatives.

For executives, investors and operators, the bigger question is clear: is AI becoming the new software layer, or the force that replaces it?

Subscribe now and save 25% to follow the enterprise AI shift before it becomes obvious to the rest of the market.

Watch: Inside the SaaSpocalypse

In one of The Information’s most highly attended subscriber-only discussions, reporters Kevin McLaughlin and Laura Bratton spoke with Lead Edge Capital’s Evan Skorpen and National Life Group’s Nimesh Mehta about what comes next for software businesses.

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