Claude Cowork and the Enterprise Software Sorting

Assessing the Claude Cowork discontinuity, what it reveals about the agentic paradigm, and the real blast radius for enterprise software.

Anthropic’s Claude Cowork proves that constrained autonomy — not maximum autonomy — is the deployable frontier for AI agents. We assess what this discontinuity represents, contextualize it against production agent research (UC Berkeley’s MAP study), and measure the “blast radius,” assessing three traditional defenses breaking (integration lock-in, UI moats, and horizontal tools) vs. three strengthening (iteration velocity, ecosystem control, and workflow orchestration). Markets pricing all software as uniformly disrupted are wrong. The sorting has begun, and it will be specific.