29 points Yorothegoat 1 hour ago 12 comments

ex1fm3ta 41 minutes ago | parent

Anthropic is playing in Alphabet's field

WhatsName 35 minutes ago | parent

Is that really a smart idea with respect to the IPO? Why not leave the risk and reward of building slop on top of AI to the industry?

For one, maintaining a lot of apps and connectors costs time and focus for a marginal return. Also it burns relationships with everyone building on top of your API if they can be disrupted anytime.

Kinrany 22 minutes ago | parent

If their valuation is justified, they WILL disrupt every SaaS worth disrupting where most of the value is in the first S. There isn't enough money in selling a commodity.

scottydelta 23 minutes ago | parent

Watch them abandon these projects after 6 months.

datadrivenangel 15 minutes ago | parent

They'll just ignore any user complaints about them being broken or expensive. Anthropic support is bad.

htrp 20 minutes ago | parent

> When you’re done brainstorming, Claude can turn the board into a doc or deck, or bring it into tools like Lucid, Miro, or Vani by Zoho, where you can continue working on it with your team.

either fully commit to disrupting your customers and keep a walled garden or stop building in the space, this incremental approach will only ship confusion

billyp-rva 17 minutes ago | parent

> When you’re done brainstorming ... where you can continue working on it with your team.

Yeah, if we're done working on it, why are we continuing to work on it? That makes no sense.

option_greek 18 minutes ago | parent

Model companies are starting to cannibalize their api customers's business cases. Shows that the regular avenues of revenue growth are slowing down

cco 18 minutes ago | parent

Unless Microsoft and Google get their butts into gear, Claude is going to become the basis for running a business and disrupt Office and Workspace.

KeplerBoy 16 minutes ago | parent

Are they? Still seems way more convenient to just connect Claude to whatever people are already running.

Nobody is replacing excel anywhere.

vcryan 12 minutes ago | parent

Claude vendor lock-in - Claude: not thanks! I prefer you as an easily interchangeable commodity that plays an intermittent role in my broader AI strategy.