All-In with Chamath, Jason, Sacks & Friedberg · Friday, July 3, 2026
The discussion highlighted Anthropic's strategy of launching vertical applications (e.g., Cloud Code, Cloud Design) that directly compete with companies building on their models. This mirrors tactics seen from Microsoft and Google, aiming to dominate the model layer and capture lucrative market segments.
“And every single one of these vertical apps expanded into categories that was previously served by companies building on top of Anthropic's own models.”
“And really, if you want to go back to when Anthropic's revenue explosion began, it was with the launch of Cloud Code. And how did they know to launch that product? Because they saw Coursera was doing extremely well. Coursera was one of their biggest customers, they created the coding assistant first, they created that category. And Anthropic said, oh, want we vertically integrate.”
“They want to dominate the model layer, you could call that the operating system. And then use that position, that monopolistic position to capture the most lucrative verticals.”