I think they have the best product right now
But they've got a HUGE problem in that they don't have a platform for it, and haven't really made any progress on that front since it became relatively obvious that it was a problem.
Companies are finding great value from letting their top talent use it, and figure out how to use it collaboratively. But, that level of autonomy doesn't really work all that well in companies who want to have much more control over governance and permissions, and the amount of workarounds necessary to collaborate in usual workflows with Claude are substantial.
Honestly, I'd put my money on Microsoft. Their sharepoint platform more or less runs the corporate world, and copilot natively integrates. Copilot doesn't have to be as good as Claude, it just has to be good enough. Put another way, I think it's more likely that Microsoft develops a good enough AI product than it is that Anthropic develops a good enough collaborative corporate work platform.
I had been surprised by Google's seeming uninterest in this side of things, but I think they're making their play as being the personal AI product of choice, and thus have been building out for much different use cases.
GPT, after serving a short stint as the Myspace of AI, I think actually has a superior product to Claude in Codex right now for many use cases. Claude is still generically better for "office" work and tone, but Codex feels smarter to me again. Consider Claude the polished manager who can be client-facing, but Codex is the autistic engineer who can get shit done.
Complete thread:
- so it begins -- Antrhopic files for its IPO -
HumanRobot,
2026-06-01, 11:30
- Today's single AI data point. - nedhead, 2026-06-04, 05:38
- I think anthropic is the clear leader -
Mark,
2026-06-01, 18:47
- They may very well be the leader -
HumanRobot,
2026-06-02, 06:37
- "sustainably profitable businesses" -
beattherush,
2026-06-02, 13:26
- I'm convinced this is going to take down Oracle -
HumanRobot,
2026-06-02, 13:31
- OpenAI going under may well drag many down with them -
beattherush,
2026-06-02, 13:41
- I’m convinced Nvidia is in doo doo too - HumanRobot, 2026-06-02, 14:19
- OpenAI going under may well drag many down with them -
beattherush,
2026-06-02, 13:41
- I'm convinced this is going to take down Oracle -
HumanRobot,
2026-06-02, 13:31
- "sustainably profitable businesses" -
beattherush,
2026-06-02, 13:26
- I think they have the best product right now -
Charles,
2026-06-01, 22:10
- No way. Avoid copilot at all costs - Mark, 2026-06-03, 09:47
- Agree with a lot of this.
-
beattherush,
2026-06-02, 13:28
- I believe Copilot is just the connector -
Jay,
2026-06-02, 08:37
- Interesting. I hadn't played around with it in a while - Charles, 2026-06-05, 14:03
- It feels like a solution in search of a problem right now -
Jeff (BGS),
2026-06-02, 08:31
- My experience hass been that -
ReginaldVelJohnson,
2026-06-02, 09:14
- it's a magnifying glass -
Pat,
2026-06-02, 10:13
- Completely agree - Charles, 2026-06-05, 13:59
- it's a magnifying glass -
Pat,
2026-06-02, 10:13
- My experience hass been that -
ReginaldVelJohnson,
2026-06-02, 09:14
- They may very well be the leader -
HumanRobot,
2026-06-02, 06:37
- They make a commodity. - domer.mq, 2026-06-01, 17:42
- Am I wrong in thinking this a bad sign for their business? - Jeff (BGS), 2026-06-01, 15:04
- it will also be interesting -
Pat,
2026-06-01, 14:05
- Semi AI related - Has anyone seen RAM prices lately? - hobbs, 2026-06-01, 18:10
- what happens with NVidia? -
HumanRobot,
2026-06-01, 14:39
- if I could predict that -
Pat,
2026-06-01, 15:00
- I don't think it's NIMBYism if -
Regular Joseph,
2026-06-01, 18:40
- perhaps a new term is warrented -
Pat,
2026-06-02, 10:20
- Also, DCs are just another way that the ultrawealthy are - BillyGoat, 2026-06-02, 11:40
- Exactly. My daughter is going on a summer service trip -
BillyGoat,
2026-06-02, 07:39
- another way to look at it - HumanRobot, 2026-06-02, 08:00
- I certainly don't want it in my backyard -
HCE,
2026-06-02, 07:04
- I would also challenge the idea that people have a choice -
Regular Joseph,
2026-06-02, 15:00
- JP2 did something about the internet & media back in 2005 - Jay, 2026-06-02, 15:05
- "Guzzling water" is overstated -
beattherush,
2026-06-02, 13:34
- 2 to 8 million gallons per day, according to the agreement -
HCE,
2026-06-02, 13:58
- That's a big center then -
beattherush,
2026-06-03, 08:04
- You make an excellent point about golf courses...
-
Regular Joseph,
2026-06-03, 18:20
- You make an excellent point about golf courses...
- That's a big center then -
beattherush,
2026-06-03, 08:04
- 2 to 8 million gallons per day, according to the agreement -
HCE,
2026-06-02, 13:58
- I would also challenge the idea that people have a choice -
Regular Joseph,
2026-06-02, 15:00
- perhaps a new term is warrented -
Pat,
2026-06-02, 10:20
- I don't think it's NIMBYism if -
Regular Joseph,
2026-06-01, 18:40
- if I could predict that -
Pat,
2026-06-01, 15:00