How Is Anthropic Building a Microsoft Killer?

Jason Calacanis says Anthropic is building the Microsoft killer, and a killer of every software company, by bundling new products into one subscription the way Microsoft once bundled software.

Microsoft was the bundler, giving a new product away and using Office meetings to go after Slack. In the last month Claude, the product most people know Anthropic by, dropped Claude Meetings, a whiteboard you can open while you run a Zoom. An hour earlier Anthropic launched a Zoom-like product. On November 10th the company released whiteboards and Sheets, an Excel killer, and just before that a personal-finance tool for consumers. On October 28 it released a legal product. Earlier releases covered code, cowork, and design, plus Duet, a new tool that is not very good yet. The releases are aimed at every enterprise and business use case, the product gets stickier with each one, and the bundle removes the problem of moving data from one software tool to another. If Anthropic keeps attaching new products to a 20 to 50 dollar a month subscription, Anthropic could become the largest company in the world and could already be massively undervalued.

David Sacks says he argued on an earlier podcast, back when the other hosts expected Anthropic to lose to open source, that Anthropic was creating the most valuable monopoly in the world. Anthropic has all but confirmed the point by calling the market winner-take-all rather than a duopoly with OpenAI, and by saying recursive self-improvement has kicked in despite the obvious safety problems.