One AI company has wiped out more market cap in 60 days than most countries' entire stock markets are worth: Anthropic.

Every time Anthropic releases something new, a different sector of the market is targeted.

FEBRUARY 3 CLAUDE COWORK PLUGINS

Anthropic released plugins for legal, finance and marketing that could automate contract reviews, compliance checks, financial analysis and ad campaigns, work that companies like Thomson Reuters, LegalZoom and WPP charge billions to do. $285 billion wiped in a single day.

- Thomson Reuters down 18%. LegalZoom down 19%.
- Gartner down 21%.
- WPP down 12%.
- Omnicom down 11%.
- KKR and Ares Management each down 10%.

FEBRUARY 6 CLAUDE OPUS 4.6

A model that could autonomously run entire teams of AI agents simultaneously, directly threatening platforms like Salesforce, Workday and Microsoft Copilot.

FactSet down 10%. S&P Global, Moody's and Nasdaq all dropped sharply the same day.

FEBRUARY 20 CLAUDE CODE SECURITY

An AI tool that scans entire codebases for vulnerabilities and suggests fixes, work that CrowdStrike and Cloudflare charge enterprise clients hundreds of millions to do.

CrowdStrike and Cloudflare each fell 8-10%.
Global X Cybersecurity ETF dropped 9%.

FEBRUARY 23 CLAUDE CODE COBOL

Anthropic announced Claude could automate modernization of COBOL, the legacy programming language that runs most of the world's banking and insurance systems and is the foundation of IBM's entire mainframe consulting business.

IBM dropped 13.2%, its worst single day in 25 years.

Over $30 billion wiped in one session.

MARCH 27 CLAUDE MYTHOS LEAKED ACCIDENTALLY