Claude's blank-canvas release hits 70 SaaS tools, but Miro already sold at 8 cents on the dollar
aakashgupta · x · 2026-11-11
- aakashgupta pushes back on the viral "Anthropic killed 70 tools" take with a cooler read.
- What Anthropic shipped is version one: blank boards and sheets you fill with a prompt — something AI is already great at.
- The market priced in canvas commoditization months ago: Miro was once valued at $17.5B and bought by Bending Spoons this year for $1.36B (8 cents on the dollar); Airtable peaked above $11B and sold for $1.28B.
- The real question is what comes after the first version: a sheet in Claude is fine for one person on a Tuesday afternoon, but enterprise products with permissions, audit trails, and CFO sign-off are a different product entirely.
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