AI
Claude CoWork Skills Send Incumbents' Stocks Plummeting
Alloy Newsletter:
Insights into the intersection of AI, Law, and Business.

Anthropic's legal plugin for Claude CoWork sends shares of the legal publishing incumbents spiraling. Pearson dropped by 8% and Thomson Reuters dropped by 18%.
I think the market has to be careful: the same AI tools that can make the moats around incumbents shallower...can be used by the incumbents to make the walls higher.




