Ed Ludlow

Companies like

uh salesforce and workday i mean they have basically never been cheaper so there is a lot that is being priced into them right now so if they do indicate that maybe this disruption isn't happening as quickly as some people are afraid of or if they can talk about ways they're able to sort of ride the ai wave and turn it into a tailwind it is possible you see some kind of relief rally in these stocks but right now it just seems like people are so cautious and you know they just continue to sell a lot of these names are down 50 or more from their all-time highs

I'm going to ask Ryan Vlaselica all over the software trade.

Thank you.

While we are seeing heightened market unease of late, concern, as Ryan said, about the impact of these AI tools dates back years.

And this, as the popularity and demand for some of them have taken even their own creators by surprise.

Shireen Ghaffari is here with us.

Shireen, you've been looking at the impact most recently of Claude Code and how that really took the leaders of Anthropic by surprise.

Shreen, also late Friday, we reported some kind of the targets that OpenAI has.

I call them targets, but I guess forecasts for what revenue will be come the end of this decade.

What do we need to know?

So what we're seeing now is sort of open eye share, as we reported with investors, some of those adjusted forecasts.

Revenue to hit $280 billion in 2030.

So wait around for that.

Bloomberg Shireen Ghaffari, thank you very much.

Another piece of news.

Anthropic CEO Dario Amadei will meet with U.S.

Defense Secretary Pete Hegseff tomorrow, according to a source.

This as contract talks between the AI startup and the Pentagon remain deadlocked over the company's insistence on guardrails for use of its technology.

In a statement today, Anthropic said it was committed to using AI to support national security.