AI Agents Disrupt Software Firms and Jobs

Industry observers and executives say agentic AI systems like Claude Code and Codex have recently reached an inflection point, autonomously completing complex projects and iterating with external tools. Investors and traders have reacted by repricing software and consulting firms, with some stocks plunging after demonstrations such as CNBC using Claude Code to recreate Monday.com’s features. If adoption continues, firms and knowledge workers will face rapid disruption.