This is something I wonder about as well. If this is their strategy then using anthropic to help you write software, directly as a feature of your product, or their office software is just giving away trade secrets/road maps/etc to a competitor.

Specifically I wonder how Google feels leasing TPUs to Anthropic while they're clearly developing enterprise office software to directly compete with Google.

Anthropic have thrown a lot at the wall and yet they’re still not leading in any software, even Claude Code has been usurped by endless examples of third-party harnesses / editors / IDEs. Anthropic continue to prove that deep expertise + obsession when building software leads to better products.

> Why on earth would any third party continue to use Anthropic’s offerings to manage their AI needs? They clearly are going to cannibalize any profitable integrator.

Because their competitors will. In other words company A wants to get there faster than a company B in the same market. If there are no competitors and it's monopoly and it's only company A vs Anthropic, then yeah they should think twice perhaps before sending their code to Anthropic (or anyone else like that).

I know that companies are selling data of how there white-collar worked to AI for a lot of money. The founder gets the money, but whilst he thinks he’s replacing his employees he might be also replacing his company.

I don’t know how this all plays out. FWIW I’ve turned off the data usage agreement and probs everybody should and be a bit more closed generally :/.

I kinda don't see how that's relevant? Anthropic doesn't need Granola or any other such tool to be using Claude in order for Anthropic to know that it's a product worth copying. But I guess my point then pushes things towards "Anthropic is able to copy you even if you don't use their service", which could be said for any AI lab. Just look at Muse following the hype around Grok Bot or Instinct. I'll leave it as an exercise for the reader to find more examples.

Who is the profitable integrator making money off agent-in-meetings right now?

Duopoly is the only answer, and it’s why we need antitrust back in the U.S.

Because they have the smartest models?

Because they're not spying on your meetings or your code to do it -- it happens regardless, if they take the time.

Also, because anyone who's worried about their company getting out competeted by Anthropic hasn't looked up anyway, so you can't expect much in regards to their longterm strategy. That's "iPhone Moment" thinking; completely insufficient for the gravity of 2027.