The IBM/Microsoft analogy is a classic. It’s always fascinating to watch these 'frenemy' dynamics play out. In these cases, the one who owns the direct interface with the end-user usually wins the long game, while the 'infrastructure' partner risks becoming just another utility. Will be interesting to see if Canva can maintain its identity or just become a shell for Claude's output.

Yep agree it looks like it’s taking the existing generated artefact, parameterising it within an inch of its life, exposing a pseudo WYSIWYG for the parameters and calling it a day with a few export options. Not a huge leap from what they’ve got already but it’s a clever adjacent step for sure. Same product new chrome.