Matt Stucky 0.6 1 idea

"Intuit shares... announcing not long ago they are reaching a deal with Anthropic to power AI agents to their offerings." The market is punishing "legacy" software stocks out of fear they will be displaced by AI. Intuit integrating Anthropic proves incumbents can leverage their proprietary data (tax/financial) to enhance their product rather than be replaced by it. This differentiates them from "empty" AI hype stocks. LONG AI integration fails to drive new revenue or simply cannibalizes existing seat-based pricing.