Anthropic releases Opus 4.6, highlights monetary analyses capacity, software program shares fall

Anthropic is on a roll this month.

Their plug-ins look like a major disruption to software stocks and now they’re out with an update as Opus 4.5 gets updated to 4.6. The first thing they highlighted was its ability to do financial analysis.

“Opus 4.6 can also apply its improved abilities to a range of everyday
work tasks: running financial analyses, doing research, and using and
creating documents, spreadsheets, and presentations.”

Shares of Thomson-Reuters have struggled badly over the past six months and are down 7% today, falling to the lows after the release.

If you haven’t used LLMs for stock analysis, it’s impressive and you can query them on a limitless amount of topics. I find it always necessary to double check everything but oftentimes you can use a separate LLM to do that and catch any errors. The entire workflow works best of you push back hard.

What Anthropic seems to be especially targeting is coding and they tout another improvement in this version.

“Claude Opus 4.6 improves on its predecessor’s coding skills. It plans
more carefully, sustains agentic tasks for longer, can operate more
reliably in larger codebases, and has better code review and debugging
skills to catch its own mistakes.”

That paradigm is what’s really hurting software stocks and the market sees a future where they will lose pricing power. Nvidia CEO Jensen Huang this week said that software won’t be replace by custom building code each time someone wants to do a task, and that instead the agents will use that software. He compared it to a hammer, saying that it’s way easier to buy a hammer than build one every time.

The thing is, if it cost $79.99 per month to rent a hammer, like in the software economics model, then I think I would build one.

In any case, here are the evaluations for Opus 4.6, according to Anthropic.