Truist analyst Miller Jump notes that this morning Anthropic provided an hour-long briefing showcasing their progress and vision for agentic AI in the enterprise. Three themes stood out to the firm that it believes are worth noting in infrastructure software, namely the importance of data unification, auditability, and observability. Truist sees Snowflake (SNOW), JFrog (FROG), and the observability players – Datadog (DDOG), Dynatrace (DT) and Elastic (ESTC) – as the potential beneficiaries in its coverage from those themes.
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