Cowork does not seem to be focused on engineering, but we are fully expecting Anthropic to catch up in this category.

What Anthropic can't offer is to let you use Codex or combine it with Claude Code. That is why we think non ai-labs players have a say in this market.

To your last point, as always there is a buy vs build tradeoff which ultimately comes down to focusing on your core business which we think still remains important in the ai era