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“Today, @_catwu introduced "Claude Tags," a Slack AI coworker and direct competitor to @perplexity_ai's Computer.”
@semianalysis_
AI coworkers like Claude Tag and Perplexity Computer displace traditional Salesforce seat-based SaaS revenue — Slack's own platform becomes the distribution layer for Anthropic, cutting CRM out of the value chain.
CRMSHORT@ $154.05
$186.46-21.03%
since call Jun 23
“Today, @_catwu introduced "Claude Tags," a Slack AI coworker and direct competitor to @perplexity_ai's Computer.”
@semianalysis_
Claude Tag launches as Slack AI coworker, driving more Anthropic token consumption through AWS — AMZN wins as Anthropic's primary cloud backer.
AMZNLONG@ $229.03
$265.93+16.11%
since call Jun 23
peak +16.2%
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