Comment by nikcub

Comment by nikcub 21 hours ago

> ie. Anthropic did not invest in image generation, Google did and Gemini has a shot at the market now.

They're after the enterprise market - where office / workspace + app + directory integration, security, safety, compliance etc. are more important. 80% of their revenue is from enterprise - less churn, much higher revenue per W/token, better margins, better $/user.

Microsoft adopting the Anthropic models into copilot and Azure - despite being a large and early OpenAI investor - is a much bigger win than yet another image model used to make memes for users who balk at spending $20 per month.

Same with the office connector - which is only available to enterprises[0] (further speaking to where their focus is). There hasn't yet been a "claude code" moment for office productivity, but Anthropic are the closest to it.

[0] This may be a mistake as Claude Code has been adopted from the ground up

leokennis 7 hours ago

> They're after the enterprise market

I am curious how big of a chance they have. I could imagine many enterprises that are already (almost by default) Microsoft customers (Windows, Office, Entra etc.) will just default to Copilot (and maybe Azure) to keep everything neatly integrated.

So an enterprise would need to be very dedicated to use everything Microsoft, but then go through the trouble use Claude as their AI just because it is slightly better for coding.

I have a feeling I am missing something here though, I would be happy for anyone to educate me!

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Rastonbury 6 hours ago

I think at the current price point the capability of office copilot (which I don't use, only read reviews) is that it's basically email writer/summarizer/meeting notes.
Can't light a candle to Opus 4.5 who can now create and modify financial models from PDFs and augmented with websearch and the Excel skill (gpt-5.2 can do this too). That said the market IS smaller

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ozim 17 hours ago

People underestimate enterprise market.

Usually you can see it when someone nags about “call us” pricing that is targeted at enterprise. People that nag about it are most likely not the customers someone wants to cater to.

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projektfu 17 hours ago

When I was a software developer, I mostly griped about this when I wanted to experiment to see if I would even ask my larger enterprise if they would be interested in looking into it. I always felt like companies were killing a useful marketing stream from the enterprise's own employees. I think Tailscale has really nailed it, though. They give away the store to casual users, but make it so that a business will want to talk to sales to get all the features they need with better pricing per user. Small businesses can survive quite well on the free plan.

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Dylan16807 12 hours ago

I'm sure everyone "wants to" land a many million dollar deal with a big company that has mild demands, but that doesn't mean those naggers are bad customers. Bad customers have much more annoying and unreasonable demands than a pricing sheet.

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- ozim 4 hours ago
  
  I don’t think anyone lands contracts with “mild demands”.
  Most of the time you want to cut off ‘non customers’ as soon as possible and don’t leave ‘big fish’ without having direct contact person who can explain stuff. People just clicking around on their own will make assumptions that need to be addressed in a way no one wastes time.
  
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