The Great Rotation: Why Money is Fleeing Software for Hardware скачать в хорошем качестве

The Great Rotation: Why Money is Fleeing Software for Hardware

On February 2026, Anthropic released Claude Co-Work powered by the new Opus 4.6 model. Overnight, the tech world changed. It wasn't just a chatbot update. It was an economic earthquake. The Massacre: Following the release, SaaS giants like Salesforce (-3.3%), Adobe (-2.6%), and Oracle (-4.2%) plummeted. The shockwave crossed the ocean to India, crushing IT outsourcing titans like Infosys, TCS (-7%), and Wipro. The Weapon: Claude Co-Work introduces "Plugins" that act as autonomous employees. It can: Draft legal contracts and assess NDAs. Build financial models and generate statements. Automate customer service and sales prospecting. Control your desktop to organize files and execute tasks. The Opportunity: If software is dying, where is the money going? In this documentary, we analyze the shift from "Subscription Economy" to "Infrastructure Economy." We reveal why Memory (HBM), Energy, and Cybersecurity are the new gold mines. ⏳ Timestamps: 00:00 The Silicon Valley Massacre (Intro) 00:52 The Weapon: Opus 4.6 & Dario Amodei 01:18 The Feature That Killed SaaS (Plugins) 02:35 "Computer Use": Controlling Your Desktop 03:19 The Crash of Indian IT Outsourcing 03:44 The Profiteers: Who Sells the Bullets? 03:48 Winner #1: Hardware (Memory & HBM) 04:12 Winner #2: Energy (The New Oil) 04:29 Winner #3: Cybersecurity (The Bodyguards) 05:06 Stop Being an Operator, Become a Manager 05:46 Anthropic Opened Pandora's Box 06:25 Who Owns the AI? 06:45 Conclusion: Pick Up the Sword 🔔 Subscribe for Declassified Wealth Insights:    / @thefortuneclassified   #Anthropic #Claude3 #Opus4 #TechStocks #Salesforce #Nvidia #TheFortuneClassified