Technology and Innovation Community

Link to the update below.

Claude Cowork

New connectors and plugins:

• HR: Support people operations across the employee lifecycle, from drafting offer letters and building onboarding plans to writing performance reviews and running compensation analyses.
• Design: Accelerate design workflows by generating critique frameworks, drafting UX copy, running accessibility audits, and structuring user research plans.
• Engineering: Streamline day-to-day engineering workflows like writing standup summaries, coordinating incident response, building deploy checklists, and drafting postmortems.
• Operation: Manage core business operations including process documentation, vendor evaluations, change request tracking, and runbook creation.
• Brand voice (by Tribe AI): Analyze your existing documents, marketing materials, and conversations to distill your brand's voice into clear, enforceable guidelines.
• Financial Analysis: Support the baseline workflows every finance analyst needs, from market and competitive research to financial modeling and PowerPoint template creation and quality checking.
• Investment Banking: Accelerate deal workflows including reviewing transaction documents, building comparable company analyses, and preparing pitch materials. 
• Equity Research: Streamline research workflows like parsing earnings transcripts, updating financial models with new guidance, and drafting research notes. 
• Private Equity: Support deal sourcing and diligence by reviewing large document sets, extracting standardized financial data, modeling scenarios, and scoring opportunities against investment criteria. 
• Wealth Management: Help advisors analyze portfolios, identify drift and tax exposure, and generate rebalancing recommendations at scale.

- Todor

Thanks Todor for highlighting. I would love to see this in action. Currently only available with Claude Enterprise but I wonder how many firms are adopting and how long it will take for the mainstream to adopt their own tools. 

I also am curious how many of the traditional firms are going to be launching their own AI models or at least something that leverages these tools. For example, FactSet and Bloomberg are seemingly taking two different paths from what I can understand with the former embedding foundational models and the latter trying to develop their own learning models. To what degree are they going to be disintermediated? FactSet share price -50% in the last year suggests the market believes buyers are going to be straight to Claude Enterprise. 

How competitive is pricing? I was interested to learn the below knowing the expense of a single license with FactSet or Bloomberg. It would seem to be significantly cheaper but then Claude Enterprise doesn't appear to have the data warehouse of the traditional financial platform providers?

What do we know about ballpark costs?

Anthropic doesn't publish Enterprise seat prices publicly, but third-party analysis suggests Enterprise plans typically start around $500–$1,000/month for small deployments of 10–25 users, scaling to $5,000–$15,000+/month for large organisations of 100+ users with custom usage guarantees. There's also a minimum of 20 seats required with an annual commitment.

Thanks Shane.

Things are evolving rapidly and it's still early days to have any definitive answers about what the future holds in this respect.

Business models will evolve, pricing structures and strategies will evolve and it's more likely than not that SOR will still matter, particularly for highly regulated industries.

Markets are currently confused, picking up winners and losers on a daily basis and once the dust clears we'll be able to have more visibility on what will be a sustainable long-term proposition for the implementation of a particular vanilla LLM.

- Todor

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Carlos Salas
Portfolio Manager & Freelance Investment Research Consultant
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