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CROSS-CATEGORY: Computer-Use Agents Are Cannibalizing RPA — UiPath/Automation Anywhere/Blue Prism Hit Across ERPs, Portals, and Back-Office Workflows
The enterprise-automation market has split into four camps (OS-level Copilot runtimes, orchestration suites like ServiceNow/Agentforce/Pega, AI-native builders like Orby/Emergence, and legacy RPA), with Claude Computer Use, OpenAI's Operator, and Google's Project Mariner displacing brittle record-and-replay bots because vision-based agents survive UI drift that breaks RPA. IDC projects agent-platform spend hits ~$143B by 2027, explicitly cannibalizing RPA and BPM. This is a cross-category signal: the same 'goal + context beats step-by-step scripting' pattern is replacing point automation in finance ops, supplier back-ends, and government-portal workflows at once.
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