Can Your Customers Just Use ChatGPT (Or Claude)?
DataDrivenInvestor
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Generative AI
One of the early themes of 2026 has been a growing debate over whether SaaS moats hold up as AI models keep improving. Anthropic’s new AI tooling for its Claude “Cowork” agent is a good example of why this question is getting louder: it’s designed to take on complex, real-world professional workflows - the same kind of work many software and data providers package and sell as their core product. The reactions have been polarized.