Instead of competing with OpenAI's mass-market ChatGPT, Anthropic focuses on the enterprise market. By prioritizing safety, reliability, and governance, it targets regulated industries like finance, legal, and healthcare, creating a defensible B2B niche as the "enterprise safety and reliability leader."

In the emerging AI agent space, open-source projects like 'Claude Bot' are perceived by technical users as more powerful and flexible than their commercial, venture-backed counterparts like Anthropic's 'Cowork'. The open-source community is currently outpacing corporate product development in raw capability.

The narrative that new features from major AI labs kill startups is often wrong. Instead, these releases serve as massive free education, validate new user behaviors, and unlock enterprise budgets. This creates demand for more specialized, vertical-focused tools, ultimately growing the entire ecosystem for startups.

Anthropic dominated the crucial developer market by strategically focusing on coding, believing it to be the best predictor of a model's overall reasoning abilities. This targeted approach allowed their Claude models to consistently excel in this vertical, making agentic coding the breakout AI use case of the year and building an incredibly loyal developer following.

A crucial strategic distinction in the AI race is revenue source. Anthropic derives 85% of its revenue from business customers, whereas OpenAI gets 60% from consumers. This B2B focus gives Anthropic a different growth path and market position.

OpenAI has quietly launched "skills" for its models, following the same open standard as Anthropic's Claude. This suggests a future where AI agent capabilities are reusable and interoperable across different platforms, making them significantly more powerful and easier to develop for.

While OpenAI and Google position their AIs as neutral tools (ChatGPT, Gemini), Anthropic is building a distinct brand by personifying its model as 'Claude.' This throwback to named assistants like Siri and Alexa creates a more personal user relationship, which could be a key differentiator in the consumer AI market.

While ChatGPT and Gemini chase mass adoption, Claude focuses on a "hyper-technical" user base. Features like Artifacts and Skills, while too complex for casual consumers, create a deep moat with engineers and prosumers who are willing to invest time in building complex workflows.

Craig Hewitt argues ChatGPT is a consumer product. For serious business tasks, agentic AI tools like Manus (built on Claude) are superior, offering web browsing, data aggregation, and code generation that go far beyond a simple chat interface.