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Claudeforce raises question: Can vertical AI startups survive?

The launch of Claudeforce by Anthropic and Salesforce has intensified debate over who will win in AI-era software. Some argue incumbents controlling systems of record will stay ahead as customers connect Salesforce data directly to AI, reducing the need for new apps. Andreessen Horowitz partner Seema Amble says generic agents are separating interfaces from underlying systems, creating openings for vertical AI startups that outperform on specific tasks, build data assets and develop learning loops.