https://www.anthropic.com/news/claude-design-anthropic-labs
This is a warning to those who think SaaSpocalypse is over and SaaS stocks look like value play.
This release proves 2 things:
* Given a few experts controlling an AI, you can build a competitor very quickly. Anthropic just did. You do not need hundreds of engineers and years of R&D anymore.
* Those who have access to smart models, chips, and energy will win. Invest in these companies. They're going to be winners no matter what.
That said, no all SaaS are the same. If it's a SaaS that AI agents will use a lot more, then those will pop. Examples include database cloud companies like MongoDB or companies that have data that AI agents want. If you do not have expertise in selecting them, just stick to energy and compute companies. I suggest TSMC and Nvidia as your base investments. They should be a large percentage of a your portfolio. Then you can go a ahead and gamble on some other SaaS that aren't easily replaced.
