I think Anthropic, a company with no historical skin in the game can come at the problem clean slate and only need to take on the core enterprise coding component. They don't need to worry about being production infrastructure, the don't need to be a connector to their own cloud service like Microsoft needed to feed into Azure. AI isn't something to attach onto source control/cloud, rather the source control is something to attach onto AI development. I don't think Anthropic needs to become a Microsoft competitor, I think they're going to need to become an Nvidia competitor in building a vertical enterprise AI company. Not a cloud, desktop OS, search, gaming or browser company. Just deliver the end to end code tooling cycle. Which probably means in the future they're also going to need to make inroads on Linear/Atlassian, but that's a separate conversation.