alt Hacker NewsComments here are not considering what Anthropic is doing with Claude as a product. The models matter, yes. But they are building Claude into the only tool you need to get business done. In the past few weeks they have added slides and docs - a shot across the bow to Microsoft's dominance. If they can pull off building the best interface to get work done, $500b in revenue starts to seem not too crazy. It's more about selling a complete product than it is about selling tokens.
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What is Claude doing as a product that other similar companies aren't also doing, or can't easily catch up on?
Yeah I’m really surprised at how little attention this is getting.
I’d say it’s more Notion than GDocs for now, but the direction is clear. Gobbling up all the SaaS in order of descending value to agents.
My bet is on promoting their internal Tasks representation to something more like a Jira/Linear.
But then obviously Slack is another one, and Duet is already starting to build a “Channel” abstraction, so making Duet multiplayer is a clear possible next step.
Opus 5.5 is the frontier today. But there are more ways for Anthropic to lose than to remain in that position. I'd take Anthropic stock if you gave it to me but I sure as fuck wouldn't buy into it.
The tool is not a moat when you can tell Opus to build you a better tool.
I somewhat agree to what you said, but also, the whole point of agentic coding is that "code is cheap". So I can't imaging companies like Google not having the resources (whether human or token) to build a better agentic assistant/harness than what Anthropic can. I mean Google has a pretty good starting point with Google Docs, etc.