user nl
Well-known member
Interesting story, partially open in the newsletter of SemiAnalysis about Claude Code:
Feb 05, 2026
Doug O'Laughlin, Jeremie Eliahou Ontiveros, Jordan Nanos, and 2 others
What It Is, How We Use It, Industry Repercussions, Microsoft's Dilemma, Why Anthropic Is Winning
https://newsletter.semianalysis.com/p/claude-code-is-the-inflection-point
....................................................
Competitive Landscape (Microsoft’s Conundrum)
The cost collapse is destroying the seat-based software model. And with the massive adoption of Claude Code internally at SemiAnalysis, there has been no bigger share shift than Microsoft’s seat-based Office 365. The definition of human clickable buttons is Microsoft, and at an extension all seat-based software. The pattern to watch out for is a set of software that applies to multi-industry workflows that are designed for humans.
Why does a company need to standardize Salesforce if an agent is just going to query data on leads on your behalf? Salesforce is a form and workflow wrapper, and the form and workflow can likely be scaffolded by AI into a database and then queried as needed. Every bit of UX or preference is at risk. Tableau as a concept is outdated; Figma (wireframes for humans) are at risk. The core way of how a human interacts with a computer is about to change, and Microsoft sits at the center of the old paradigm.
...................................................
There are two beasts within Microsoft: Azure growth for public market investors and investing in Copilot to preserve the Office 365 product suite. To decisively win at one, it’s likely you must lose at the other. And right now Microsoft is one of the largest AI clouds in the world to companies like OpenAI and Anthropic. But they are renting GPUs to the barbarians who will ruin their castle in productivity software.
Feb 05, 2026
Doug O'Laughlin, Jeremie Eliahou Ontiveros, Jordan Nanos, and 2 others
What It Is, How We Use It, Industry Repercussions, Microsoft's Dilemma, Why Anthropic Is Winning
https://newsletter.semianalysis.com/p/claude-code-is-the-inflection-point
....................................................
Competitive Landscape (Microsoft’s Conundrum)
The cost collapse is destroying the seat-based software model. And with the massive adoption of Claude Code internally at SemiAnalysis, there has been no bigger share shift than Microsoft’s seat-based Office 365. The definition of human clickable buttons is Microsoft, and at an extension all seat-based software. The pattern to watch out for is a set of software that applies to multi-industry workflows that are designed for humans.
Why does a company need to standardize Salesforce if an agent is just going to query data on leads on your behalf? Salesforce is a form and workflow wrapper, and the form and workflow can likely be scaffolded by AI into a database and then queried as needed. Every bit of UX or preference is at risk. Tableau as a concept is outdated; Figma (wireframes for humans) are at risk. The core way of how a human interacts with a computer is about to change, and Microsoft sits at the center of the old paradigm.
...................................................
There are two beasts within Microsoft: Azure growth for public market investors and investing in Copilot to preserve the Office 365 product suite. To decisively win at one, it’s likely you must lose at the other. And right now Microsoft is one of the largest AI clouds in the world to companies like OpenAI and Anthropic. But they are renting GPUs to the barbarians who will ruin their castle in productivity software.