HumanX reveals threat Anthropic and OpenAI pose to software firms: UBS

The introduction of more capable models by frontier AI firms such as Anthropic (ANTHRO) and OpenAI (OPENAI) poses a real threat to seizing more enterprise wallet share from traditional software companies, according to UBS analysts after attending last

They are seen as serious threats, potentially taking enterprise wallet share from traditional software companies, and are considered best-in-class application software firms by some attendees.

Data management and security firms like Snowflake, Palantir, and Databricks are regarded as safer, with little evidence that Claude/GPT models currently threaten them.

Opinions are divided; some view Microsoft as lagging behind with Copilot, while others believe Microsoft retains key advantages in enterprise trust, security, and governance.