Anthropic’s Claude can now control your computer through prompts from your phone
Anthropic has added a new feature to let Claude control your computer and accept prompts from your phone — and investors think this is extremely bad news for traditional software companies.
The ability to remotely control your AI agent (which has full access to your computer) is one of the key features of OpenClaw (aka MoltBot) that AI enthusiasts are currently obsessing over.
Anthropic’s Claude Code is already a huge hit with enterprise customers and software developers, and adding these remote agent features will be pretty significant.
Software stocks are tanking on the news, as the prospect of millions of people employing powerful agents to run 24/7 on their computers from their phones may very well mean fewer humans will pay to use those software products. Mainstays like Adobe, Atlassian, HubSpot, Figma, and Microsoft were all down significantly in early trading, with the iShares Expanded Tech Software ETF currently down nearly 4%, significantly worse than the wider market, and the S&P 500 Index off only 0.4%.
That puts IGV’s return relative to the S&P 500 over the last week back into negative territory — a reversal from earlier in March, when software had actually proved to be something of a safe haven during the volatility of the US-Iran war. This morning, at least, it seems to be back to being a punching bag.
Anthropic’s Claude Code is already a huge hit with enterprise customers and software developers, and adding these remote agent features will be pretty significant.
Software stocks are tanking on the news, as the prospect of millions of people employing powerful agents to run 24/7 on their computers from their phones may very well mean fewer humans will pay to use those software products. Mainstays like Adobe, Atlassian, HubSpot, Figma, and Microsoft were all down significantly in early trading, with the iShares Expanded Tech Software ETF currently down nearly 4%, significantly worse than the wider market, and the S&P 500 Index off only 0.4%.
That puts IGV’s return relative to the S&P 500 over the last week back into negative territory — a reversal from earlier in March, when software had actually proved to be something of a safe haven during the volatility of the US-Iran war. This morning, at least, it seems to be back to being a punching bag.
