Anthropic is becoming more than just an AI model provider. Moving into spreadsheets, whiteboards and dashboards puts it closer to the everyday productivity tools businesses already rely on. The interesting part is that companies like $MSFT can be both partners and competitors to these AI labs. They benefit from AI demand, but they also have to defend their own software ecosystems. I think this competition will get more interesting as AI tools move from answering questions to actually handling everyday workflows.
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