New AI capabilities are confusing technology and investors

The technology sector and financial markets are witnessing a rapid transformation with the emergence of artificial intelligence agents, which are systems capable of carrying out tasks independently and without direct human intervention, which prompts investors to try to anticipate the winners and losers in an economy that is moving more towards automation.

Shai Bollore from the group summarizes "Photoroom" Scene Consulting by saying "We are at a turning point"referring to the turning point brought about by the launch of new models of artificial intelligence on the part of my company "OpenAI" and"Anthropic" Early February.

The conversation now goes beyond the programme "gbt chat" Who used to be satisfied with answering a specific question, to be replaced by a generation of digital agents who are able, for example, to write thousands of lines of code independently and test it continuously to provide a ready-to-use application.

Bolor says "We are entering a world where millions of artificial intelligence agents are constantly working"explaining that these agents can also work together on a single project.

A number of investors were quick to consider this transformation an existential threat to software development companies, especially those directed to institutions, which may find themselves facing an army of programming robots.

In this context, shares of companies such as "Monday.com" Specialized in project management, and"Thomson Reuters" Working in legal and tax consulting, and"Salesforce" Specializing in customer relationship management, sharp losses in Bursa "Wall Street"Each of them lost at least 30% of its value within a few days.

Jason Schloitzer, professor of management at Georgetown University, says "A CEO told me the other day: I no longer need consultants. I have one in my pocket"referring to artificial intelligence tools.

However, Dan Ives, an analyst at "Wedbush Securities"sees the reaction on the stock market "exaggerated"considering that "To say that these models will simply replace professional software and cybersecurity companies is a fantasy".

The launch of the platform increased the enthusiasm "OpenClaw" In November, it is a tool for developing versatile agents that can manage various computer functions, from email to online payments.

Its creator, Peter Steinberger, quickly turned into a star in the sector, before it attracted "OpenAI" To its ranks.

Bullor sees that what is happening "Extreme but logical"because "The world has never before witnessed technological disruption of this scale, and in such a short period of time".

"I do my job better than I do"

In the background of this earthquake, a battle is also taking place between the giants of artificial intelligence. A company "Anthropic"which leads the lucrative professional AI market, faces rising competition from… "OpenAI"In addition to "Gemini" Affiliated to"Google"and even "Grok" Developed by "xai"

In this climate, Bollore considers that "The danger is not in investing too much, but in investing too little"Although the hundreds of billions of dollars being pumped into artificial intelligence periodically cause tension in the markets.

Schlewitzer believes that the picture may not become clear for several years, recalling that "The Internet was a pivotal event in 1995, but the major transformations did not actually appear before 2001 or 2002."When companies that would not have existed without the Internet began to appear, such as… "Netflix"

The wave of enthusiasm was not limited to the technology sector, as a recent publication by American entrepreneur Matt Schumer showed entitled "Something big is happening".

Schumer wrote that "What technology workers experienced in one year, when AI went from a “useful tool” to “something that can do my job better than me,” will be experienced by other white-collar workers as well."

He referred to the sectors of law, finance, medicine, accounting, consulting and customer service.

He added that "Those who develop these systems talk about a horizon of one to five years, and some of them less.

Given what has been witnessed in recent months, I tend to say that it is less"

However, some observers criticized this proposal, as technology consultant Jeffrey Funk considered that it entailed… "exaggeration"

He asked in an article published by the website "Mind Matters": "Why do so many people want to hear this?"answering that "The technology sector fears the size of the artificial intelligence bubble, while cracks are beginning to appear in its structure".

Ives points out that "There is a degree of skepticism about artificial intelligence in various industries, from finance to health to ground transportation"But he confirms that "Markets are a rational mechanism, and things will soon return to calm".

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