They realized they have no product or ground to stand on. Once such model drops and once chip manufacturers catch up with demand, they are dead, if their only product is inference.
So OpenAI decided to do weird things like buying up all the hardware that exists or will exist in the next 2 years to buy time to build the product. Then launch things like Sora, ChatGPT shopping, ads etc. They seem to be struggling with this.
Anthropic, being late to the game of hoarding up all the hardware, decided to "buy time" by hiding CoT, implementing KYC (especially for Chinese users), to delay the efforts of distillation. The products they build in the interim are SaaS clones designed from the POV of AI agents and tight integrations with their models.
And it seems like Google is just sitting aside, watching things unfold, since their business model doesn't stand on inference.
The most likely scenario is that OpenAI and Anthropic will still crash and burn when such open model is released.
Figma's survival is still questinable though. Most likely scenario is likely that there's going to be an open source alternative that has AI integration at the core level, rather than an afterthought.
Anyone remember Google's social media platform??? Google Plus?
This is a good era to be in! Its the era of product experimentation.
As long as you realize that 90% of the products will not be supported long term if it doesn't contribute to bottom line revenue, then just appreciate it for what it is, a bunch of smart people trying to create useful products.
Just don't be surprised if Anthropic goes the Google route, which is shutting down the majority of the products that are too small / not successful enough to impact their revenue.
Not every Google product release used Google search. Some of them were completely outside of Google's domain.
Keeping the hype alive through to IPO is critical now.
There's no reason to believe Anthropic will stop caring about this product--they're not Google [1] after all.
> It really feels like Anthropic's product area is extremely overextended at this point.
I don't think so. They have one core product: the Claude model; they're enabling different ways of accessing it. Claude Code for developers, Cowork for general business tasks, and chat for consumers.
This is their first graphic design product, but it fits nicely because once you create a prototype, you can hand it over to Claude Code to make the website, mobile app, or whatever.
The advantage Anthropic has is their ecosystem. A Claude user will be way more productive using Design because all of their context is with Claude; other AI tools don't "know you" the way Claude does. Claude already knows your style and your preferences; it's much more likely to create designs you'd like.
When you go to an AI you don’t normally use, you essentially have to start from scratch.