Vibe-Coding the Fortune 500: Can Agents Truly Replace Enterprise Software?

In this episode, the team discusses the massive shift in thetech landscape following Anthropic’s release of Claude Mythos and Managed Agents, which have sparked a high-stakes debate over the future of software moats. They break down the ‘Glasswing Project,’ a defensive coalition of techgiants like Apple and NVIDIA formed to patch thousands of zero-day vulnerabilities discovered by this new frontier model. The team also analyzes the ‘terminal value’ crisis facing traditional SaaS companies, exploring whetherAI-driven outcome-based pricing will ultimately save or sink the industry’s long-standing subscription models.This podcast is prepared and distributed by AMI Asset Management (AMI), an SEC-registered investmentadviser (registration does not imply a certain level of skill or training). The information contained herein, and the opinions expressed are those of AMI as of the date of writing, prepared solely for general informational and discussionpurposes. The information contained in this podcast has been compiled by AMI from sources believed to be reliable; however, AMI does not make any representation as to their accuracy, completeness or correctness and does notaccept liability for any loss arising from the use hereof. Such information and opinions are subject to change without notice due to changes in market or economic conditions and may not necessarily come to pass. References tospecific securities are not intended as recommendations of said securities. Please note that some of the securities mentioned may be held in an AMI strategy or in personal accounts. The reader should not assume that anyinvestments in securities, sectors and markets identified or described were or will be profitable. Investing entails risks, including possible loss of principal. Past performance is not a guide to future performance and future returns are not guaranteed. The investment strategies referenced may not be suitable or appropriate for all investors depending on their specific investment objectives and financial situation and potential investors should consult with their own financial professional before determining whether to invest in the strategy.