AI & Tech
Anthropic Launching Vertical Apps to Compete with Customers Building on Its Models
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"Anthropic's chief product officer had actually even served on Figma's board and didn't resign until 3 days before the launch of Claude Design. So obviously Figma again felt blindsided by this. Figma stock has fallen something like 50% this year while Anthropic's valuation has surged."
David Sacks revealed that Anthropic blindsided its partner Figma by launching Claude Design, a competing product, while an Anthropic executive sat on Figma's board. This follows a pattern where Anthropic launches vertical apps in categories created by companies building on its models, including Claude Code which competed with Cursor. Sacks compared this to Microsoft's historical tactics of dominating Windows then capturing lucrative verticals.
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