[nutanc]

Lets break this down. There is very little in newness in what Anthropic announced. Claude had skills for a long time. They have added one more layer of abstraction and called it plugins. This mainly comes with a set of integrations.

Thats the pitch.

But, what are Claude plugins?

Plugins=Commands+Skills+Integrations.

Commands are specific to Claude code. But commands and skills are nothing but prompts at their basest level.

So what is the main differentiator?

Integrations.

But what are you integrating with?

SaaS companies.

And what is the stock market doing?

Dumping SaaS stocks.

How do they think Claude cowork will work without the integrations. Without the system of records.

If anything, these SaaS products have become more important. If I was a trading guy, I would go to the github of claude plugins, see the default integrations and buy the stock of those companies.