<?xml version="1.0" encoding="utf-8" standalone="yes"?><rss version="2.0" xmlns:atom="http://www.w3.org/2005/Atom" xmlns:content="http://purl.org/rss/1.0/modules/content/"><channel><title>Enterprise Software on Carles Abarca</title><link>https://carlesabarca.com/tags/enterprise-software/</link><description>Recent content in Enterprise Software on Carles Abarca</description><generator>Hugo -- gohugo.io</generator><language>en</language><copyright>© 2026 Carles Abarca</copyright><lastBuildDate>Fri, 03 Apr 2026 00:00:00 +0000</lastBuildDate><atom:link href="https://carlesabarca.com/tags/enterprise-software/index.xml" rel="self" type="application/rss+xml"/><item><title>Your Code Is One Agent Session From Being Cloned — And There's Nothing You Can Do About It</title><link>https://carlesabarca.com/posts/claude-code-leak-no-more-moats/</link><pubDate>Fri, 03 Apr 2026 00:00:00 +0000</pubDate><guid>https://carlesabarca.com/posts/claude-code-leak-no-more-moats/</guid><description>The Claude Code leak proves that proprietary code is no longer a competitive barrier. If an agent can rewrite 512,000 lines in hours, what actually protects your business?</description><content:encoded>&lt;p&gt;On April 1, 2026 — and no, it wasn&amp;rsquo;t a joke — someone discovered that Claude Code&amp;rsquo;s npm package, Anthropic&amp;rsquo;s command-line tool, included a misconfigured &lt;code&gt;.map&lt;/code&gt; file. That file contained the complete source code: &lt;strong&gt;512,000 lines of TypeScript spread across 1,900 files&lt;/strong&gt;.&lt;/p&gt;
&lt;p&gt;Within hours, the leaked repository had 25,000 stars on GitHub. Developers were tearing it apart piece by piece. But the truly unsettling part wasn&amp;rsquo;t the leak itself.&lt;/p&gt;
&lt;p&gt;It was what happened next.&lt;/p&gt;

&lt;h2 class="relative group"&gt;From TypeScript to Python in an afternoon
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&lt;/h2&gt;
&lt;p&gt;A researcher at the University of Washington took the leaked code, fed it through OpenAI Codex, and within hours had a &lt;strong&gt;functional reimplementation in Python&lt;/strong&gt;. Not a copy — a complete rewrite in a different language. The resulting repository, claw-code, hit 44,500 stars. A Rust rewrite is already underway.&lt;/p&gt;
&lt;p&gt;And here&amp;rsquo;s the legal problem that should keep every CTO up at night: a reimplementation in another language, generated by an AI agent, is &lt;strong&gt;likely immune to a DMCA takedown&lt;/strong&gt;. It&amp;rsquo;s not a copy. It&amp;rsquo;s a derived work created by a machine. Current legal frameworks simply aren&amp;rsquo;t designed for this.&lt;/p&gt;
&lt;p&gt;Gergely Orosz, one of the most respected voices in software engineering, put it this way: we&amp;rsquo;re facing a new reality where &lt;strong&gt;any closed codebase is one agent session away from being functionally cloned&lt;/strong&gt;.&lt;/p&gt;
&lt;p&gt;Read that again. Any codebase. One agent session. Cloned.&lt;/p&gt;

&lt;h2 class="relative group"&gt;What they found inside
 &lt;div id="what-they-found-inside" class="anchor"&gt;&lt;/div&gt;
 
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&lt;/h2&gt;
&lt;p&gt;The findings were fascinating and, in some cases, hilarious. Wes Bos discovered 187 hardcoded verbs for the loading spinner (including &amp;ldquo;hullaballooing&amp;rdquo; and &amp;ldquo;razzmatazzing&amp;rdquo;). They found an internal analytics system that flags your prompt as negative every time you swear at the agent. And the random 4-character IDs are filtered to exclude 25 curse words.&lt;/p&gt;
&lt;p&gt;But beyond the anecdotes, the technical discoveries revealed the real architecture of one of the world&amp;rsquo;s most advanced coding agents:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;&lt;strong&gt;35 modules&lt;/strong&gt; with clearly separated responsibilities.&lt;/li&gt;
&lt;li&gt;A &lt;strong&gt;lightweight memory system&lt;/strong&gt; based on ~150-character pointers, not bulk storage.&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;System prompts live on the client&lt;/strong&gt;, not the server.&lt;/li&gt;
&lt;li&gt;Code comments are written &lt;strong&gt;for LLMs to read&lt;/strong&gt;, not humans.&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;That last point deserves a pause. Anthropic is no longer writing code for programmers to understand. They&amp;rsquo;re writing code for other AI models to understand. If that doesn&amp;rsquo;t tell you where the industry is heading, nothing will.&lt;/p&gt;

&lt;h2 class="relative group"&gt;The protective barrier that no longer exists
 &lt;div id="the-protective-barrier-that-no-longer-exists" class="anchor"&gt;&lt;/div&gt;
 
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&lt;/h2&gt;
&lt;p&gt;For decades, proprietary code was one of the most reliable protective barriers in technology. Your competitor could copy your idea, your design, your go-to-market strategy — but replicating a million lines of optimized code took years and hundreds of engineers.&lt;/p&gt;
&lt;p&gt;That&amp;rsquo;s over.&lt;/p&gt;
&lt;p&gt;I&amp;rsquo;m not exaggerating. Think about what actually happened this week:&lt;/p&gt;
&lt;ol&gt;
&lt;li&gt;A configuration error exposed complete source code.&lt;/li&gt;
&lt;li&gt;An AI agent rewrote it in another language in hours.&lt;/li&gt;
&lt;li&gt;The open source community improved and extended it in days.&lt;/li&gt;
&lt;li&gt;The result is legally difficult to challenge.&lt;/li&gt;
&lt;/ol&gt;
&lt;p&gt;Each of these steps was unthinkable two years ago. Together, they represent a fundamental shift in what it means to &amp;ldquo;protect&amp;rdquo; your software intellectual property.&lt;/p&gt;
&lt;p&gt;And you don&amp;rsquo;t need a leak for this to happen. AI agents can already:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;&lt;strong&gt;Infer architectures&lt;/strong&gt; from the observable behavior of an API.&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;Replicate functionality&lt;/strong&gt; from public documentation and examples.&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;Generate alternative implementations&lt;/strong&gt; that achieve the same results with different code.&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;Code was never really a barrier. It was the illusion of a barrier.&lt;/p&gt;

&lt;h2 class="relative group"&gt;The SaaSpocalypse connection
 &lt;div id="the-saaspocalypse-connection" class="anchor"&gt;&lt;/div&gt;
 
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&lt;/h2&gt;
&lt;p&gt;If this story sounds familiar, it&amp;rsquo;s because we already saw act one. In February of this year, &lt;a href="../../posts/saaspocalypse/" &gt;I wrote about the SaaSpocalypse&lt;/a&gt;: $300 billion evaporated in 48 hours when the market understood that the business logic of a $200/user/month SaaS fits in a text file that an agent can read and execute.&lt;/p&gt;
&lt;p&gt;The Claude Code leak makes that thesis worse in a way that few have articulated yet.&lt;/p&gt;
&lt;p&gt;Think about it: every SaaS provider exposes documented public APIs. Endpoints, data schemas, workflows, business rules — all accessible to any agent that can read documentation. The Claude Code leak proved that an agent can take 512,000 lines of code and reimplement them in hours. Now combine that with the fact that &lt;strong&gt;most SaaS products expose their business logic through their own APIs&lt;/strong&gt;.&lt;/p&gt;
&lt;p&gt;You don&amp;rsquo;t need to steal Salesforce&amp;rsquo;s source code. You just need an agent that reads their public documentation, observes endpoint behavior, and infers the underlying architecture. The API &lt;em&gt;is&lt;/em&gt; the blueprint.&lt;/p&gt;
&lt;p&gt;Satya Nadella said it in December 2024: &amp;ldquo;SaaS applications are CRUD databases with business logic on top. Agents will absorb that logic.&amp;rdquo; In February, the market understood this in the abstract. With Claude Code, we have concrete proof: the tools to absorb that logic already exist. And they work.&lt;/p&gt;
&lt;p&gt;The SaaSpocalypse wasn&amp;rsquo;t the ending. It was the trailer.&lt;/p&gt;

&lt;h2 class="relative group"&gt;So what actually protects your business?
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&lt;/h2&gt;
&lt;p&gt;If code is no longer your competitive advantage — and public APIs reveal your business logic — what&amp;rsquo;s left? After 20 years in technology transformation, from banking in Spain to education in Mexico, I&amp;rsquo;ve seen this same question emerge every time a new technological wave destroys the previous barriers:&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;1. Data, not code.&lt;/strong&gt; Your model trained on proprietary data, your curated datasets, your domain knowledge encoded in features that an agent can&amp;rsquo;t infer from the outside. A Claude Code clone can replicate the tool, but it can&amp;rsquo;t replicate the millions of conversations that trained Claude.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;2. Speed of execution.&lt;/strong&gt; If your competitor can clone your code in hours, the advantage lies in being the first to solve the next problem. Not in protecting the previous solution.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;3. Trust and brand.&lt;/strong&gt; In a world where anyone can replicate the technology, differentiation comes down to who trusts you. Anthropic&amp;rsquo;s customers aren&amp;rsquo;t going to migrate to claw-code to save on their subscription. They pay for support, for SLAs, for the guarantee that someone responds when something breaks.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;4. The ecosystem.&lt;/strong&gt; Integrations, partnerships, network effects. Slack didn&amp;rsquo;t win because its code was uncopyable. It won because everyone was already there.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;5. A culture of continuous innovation.&lt;/strong&gt; If you assume that everything you build today will be replicable tomorrow, your only sustainable advantage is the ability to build the next thing faster than anyone else.&lt;/p&gt;

&lt;h2 class="relative group"&gt;The implications for the enterprise
 &lt;div id="the-implications-for-the-enterprise" class="anchor"&gt;&lt;/div&gt;
 
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&lt;/h2&gt;
&lt;p&gt;For any technology leader reading this, the message is clear: &lt;strong&gt;review your intellectual property strategy today&lt;/strong&gt;. Not tomorrow. Today.&lt;/p&gt;
&lt;p&gt;Some questions that should be on the agenda for your next board meeting:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;How much of our competitive advantage depends on code that an agent could replicate?&lt;/li&gt;
&lt;li&gt;What does our own API documentation reveal about our business logic?&lt;/li&gt;
&lt;li&gt;Do we have proprietary data that is genuinely hard to reproduce?&lt;/li&gt;
&lt;li&gt;Does our security strategy account for the fact that a misconfigured &lt;code&gt;.map&lt;/code&gt; file can expose our entire codebase?&lt;/li&gt;
&lt;li&gt;Are we prepared for a world where DMCA doesn&amp;rsquo;t protect against AI-generated reimplementations?&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;And perhaps the most uncomfortable one of all: &lt;strong&gt;Are we still investing in building walls, when we should be investing in running faster?&lt;/strong&gt;&lt;/p&gt;

&lt;h2 class="relative group"&gt;The twist no one expected
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&lt;/h2&gt;
&lt;p&gt;There&amp;rsquo;s a delicious irony in this whole story. Claude Code — Anthropic&amp;rsquo;s tool designed for AI to write code — was dismantled and rewritten by the AI of its direct competitor. OpenAI Codex cloned Anthropic&amp;rsquo;s flagship product in an afternoon.&lt;/p&gt;
&lt;p&gt;It&amp;rsquo;s as if Ford had invented the assembly line and Toyota had copied it the same day using Ford&amp;rsquo;s own robots.&lt;/p&gt;
&lt;p&gt;Welcome to the era where the tools you build to automate other people&amp;rsquo;s work can be used to automate &lt;em&gt;your own&lt;/em&gt; work. Where your code is not your protective barrier. Where your advantage is not what you already built, but what you&amp;rsquo;re going to build tomorrow.&lt;/p&gt;
&lt;p&gt;The Claude Code leak wasn&amp;rsquo;t a security incident.&lt;/p&gt;
&lt;p&gt;It was a warning.&lt;/p&gt;
&lt;hr&gt;
&lt;p&gt;&lt;em&gt;Carles Abarca is VP of Digital Transformation at Tecnológico de Monterrey and former CTO of Banco Sabadell. He writes about AI, digital transformation, and the future of software at &lt;a href="https://carlesabarca.com" target="_blank" rel="noreferrer"&gt;carlesabarca.com&lt;/a&gt;.&lt;/em&gt;&lt;/p&gt;</content:encoded><media:content xmlns:media="http://search.yahoo.com/mrss/" url="https://carlesabarca.com/posts/claude-code-leak-no-more-moats/featured.png"/></item><item><title>The Agent Economy: From Selling Software to Selling Artificial Employees</title><link>https://carlesabarca.com/posts/agent-economy/</link><pubDate>Wed, 18 Feb 2026 00:00:00 +0000</pubDate><guid>https://carlesabarca.com/posts/agent-economy/</guid><description>SAP will no longer sell FI/CO licenses. It will sell an accounting agent. Salesforce will not sell CRM per user. It will sell a sales agent. Welcome to the era of Services-as-Software.</description><content:encoded>&lt;p&gt;The SaaSpocalypse of February was not an accident. It was a warning. The market saw what many CIOs still do not want to see: the business logic that justifies billions in licensing fees fits in a text file that an AI agent can execute.&lt;/p&gt;
&lt;p&gt;But the interesting question is not what gets destroyed. It is what emerges.&lt;/p&gt;

&lt;h2 class="relative group"&gt;From SaaS to SaS
 &lt;div id="from-saas-to-sas" class="anchor"&gt;&lt;/div&gt;
 
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&lt;/h2&gt;
&lt;p&gt;The industry consensus already has a name for this transition: &lt;strong&gt;SaS — Services-as-Software&lt;/strong&gt;. The term, popularized by Foundation Capital in their thesis on the $4.6 trillion agentic AI opportunity, inverts the formula that has dominated enterprise software for two decades. SaaS sold software as a service. SaS sells services as software — autonomous agents that deliver outcomes, not interfaces.&lt;/p&gt;
&lt;p&gt;It is the difference between selling a scalpel and selling the surgery.&lt;/p&gt;
&lt;p&gt;Others call it &lt;strong&gt;WaaS — Workers-as-a-Service&lt;/strong&gt;. Or simply what it is: the &lt;strong&gt;Agent Economy&lt;/strong&gt;. An economy where companies do not buy software licenses. They hire artificial employees. Employees that do not negotiate salaries, do not request time off, and scale without limit.&lt;/p&gt;

&lt;h2 class="relative group"&gt;The reconversion map
 &lt;div id="the-reconversion-map" class="anchor"&gt;&lt;/div&gt;
 
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&lt;/h2&gt;
&lt;p&gt;If the thesis is correct, the question is not whether the major SaaS players will reconvert, but when and how. Here are my concrete predictions:&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;SAP&lt;/strong&gt; will stop selling FI/CO licenses for accounting. Instead, it will offer an accounting agent that, based on business events — an invoice issued, a payment received, a period close — autonomously maintains the books in SAP. Humans will stop interacting with SAP&amp;rsquo;s UI. The agent will interact with SAP&amp;rsquo;s API. The financial controller will shift from operating the system to supervising the agent.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Salesforce&lt;/strong&gt; will stop selling CRM per user. It will offer a sales agent that qualifies leads, updates opportunities, schedules follow-ups, and generates forecasts. Salespeople will stop filling in Salesforce fields. The agent will extract information from emails, calls, and meetings, keeping the pipeline updated. The sales manager&amp;rsquo;s role will shift from chasing their team to update the CRM to reviewing the agent&amp;rsquo;s decisions.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;ServiceNow&lt;/strong&gt; will stop selling support tickets per seat. It will offer an operations agent that diagnoses incidents, executes runbooks, escalates when necessary, and closes tickets without human intervention. Eighty percent of L1 and L2 support will be invisible to humans.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Workday&lt;/strong&gt; will stop selling HR modules per employee. It will offer a people management agent that processes payroll, manages absences, generates compliance reports, and executes full onboarding — from provisioning access to scheduling the first week&amp;rsquo;s agenda.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;HubSpot&lt;/strong&gt; will stop selling a marketing suite. It will offer a growth agent that generates content, optimizes campaigns, segments audiences, and adjusts budgets in real time based on conversions. The CMO will not operate tools. They will conduct an orchestra of agents.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Atlassian&lt;/strong&gt; will stop selling Jira per developer. It will offer a delivery agent that breaks epics into tasks, assigns work based on capacity, detects blockers, and generates progress reports. The engineering manager will shift from managing a board to managing a strategy.&lt;/p&gt;

&lt;h2 class="relative group"&gt;The pattern
 &lt;div id="the-pattern" class="anchor"&gt;&lt;/div&gt;
 
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&lt;/h2&gt;
&lt;p&gt;In every case, the pattern is the same: the human stops being the software operator and becomes the agent&amp;rsquo;s supervisor. The value is not in the interface. It is in the intelligence.&lt;/p&gt;
&lt;p&gt;And the business model transforms with it. You no longer charge per seat — because there are no seats. You charge per outcome. Per invoice processed. Per lead qualified. Per incident resolved. Per payroll executed.&lt;/p&gt;
&lt;p&gt;The companies that understand this first will capture the market. Those that keep selling interfaces with a copilot bolted on top will discover that a markdown file and an agent with access to their APIs do the same job at a fraction of the cost.&lt;/p&gt;
&lt;p&gt;The Agent Economy is not coming. It is already here. The question is whether you are hiring agents or still buying licenses.&lt;/p&gt;</content:encoded><media:content xmlns:media="http://search.yahoo.com/mrss/" url="https://carlesabarca.com/posts/agent-economy/featured.png"/></item></channel></rss>