New Delhi, Feb. 6 -- It was swift and brutal, the global sell-off in tech stocks this week after Anthropic's launch of Agentic AI tools with startling skills. From America to India, software stocks lost $285 billion in market value globally within the span of a single trading session. Indian IT majors also slid sharply, with investors seeming convinced that AI agents had finally arrived to replace software products and services at scale.

The trigger was Anthropic's decision to open-source 11 'plugins' on GitHub for its Claude Cowork AI platform. Compatible with Claude Code, its coding assistant, these plugins let users set goals for its AI model to achieve. Each plugin guides Claude on which tools and what data to use for every task. Tog...