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Your analysis that Claude plugins actually reinforce SaaS importance rather than displace it is the nuanced take the market missed. The stock selloff reflects genuine anxiety, but the reality is that agent-native workflows depend more on integrations, not less. Cowork is integration-dependent by design.
Your analysis that Claude plugins actually reinforce SaaS importance rather than displace it is the nuanced take the market missed. The stock selloff reflects genuine anxiety, but the reality is that agent-native workflows depend more on integrations, not less. Cowork is integration-dependent by design.
I looked at who wins in this integration-first model: https://thoughts.jock.pl/p/ai-agent-landscape-feb-2026-data