Stock market plunging because of Anthropic announcing cowork was the big news yesterday. Lets break this down. There is very little in newness in what Anthropic announced yesterday. Claude had skills for a long time. They have added one more layer of abstraction and called it plugins. This mainly comes with a set of integrations. Thats the pitch.
But this makes no sense. What are Claude plugins?
Plugins=Commands+Skills+Integrations.
Commands are specific to Claude code. I dont know why they need this. This makes it very developer focused. But this is their approach. This is a way to invoke a workflow.
Example:
Then we have skills. Skills are the domain knowledge Claude uses.
Example:
But commands and skills are nothing but prompts at their basest level. Have a look below.
Command:
Skill:
So what is the main differentiator?
Integrations.
But what are you integrating with?
SaaS companies. Have a look below for proof:
And what is the stock market doing?
Dumping SaaS stocks.
Idiots.
How do they think Claude cowork will work without the integrations. Without the system of records.
If anything, these SaaS products have become more important. If I was a trading guy, I would go to the github of Claude plugins, see the default integrations and buy the stock of those companies.