OpenAI and Anthropic Are Cannibalizing Their Biggest Enterprise Customers
IgorCarron · x · 2026-07-30
A commentary highlights that OpenAI and Anthropic are inevitably cannibalizing their largest customers. Examples include Anthropic partnering with Figma on AI design tools, only for its product chief to leave Figma's board and launch a direct competitor, Claude Design, days later. Similarly, Anthropic is developing its own drugs while helping Novo Nordisk do the same. Meanwhile, OpenAI is reportedly building a jobs platform to compete with Microsoft's LinkedIn and a code repository to rival GitHub.
A quoted tweet adds a perspective on tech sovereignty, arguing that AI sovereignty is less about local services and more about preventing the slow drain of proprietary know-how, which transfers bit by bit with every API call since ChatGPT's release.
Related event: OpenAI and Anthropic Accused of Cannibalizing Enterprise Clients(2 posts)→
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