George Pu@TheGeorgePuAnthropic published a blog post one hour ago. Cybersecurity stocks have lost $10B since. CrowdStrike -6.5%. Cloudflare -6%. Okta -5.7%. One blog post. One hour. $10B gone.Opens with an observation
George Pu@TheGeorgePuAnthropic just pulled Claude Code from the Pro plan. Pro users wanting it need Max now. $100/month minimum. 5x jump. I'm on Max 20x so I'm fine. Flagging for anyone on Pro who's about to find out. No announcement. Just a pricing page edit.Opens with an observation
George Pu@TheGeorgePuNasdaq dropped 2.3% today because Anthropic added enterprise plugins to Claude. The market finally sees it. SaaS is dead.Opens with an observation