Prediction certainty 3/5 debate potential 3/5

Roy: Partners may avoid Anthropic models over fears of product replication

Ranjan Roy · Kimi K3 & AI’s Price War, What’s Happening To Google?, OpenAI’s Partner Trouble · Jul 20, 2026 · at 28:20

Ranjan Roy discusses platform risk and partner data concerns following Anthropic's releases of Claude Code and Claude Design, which directly compete with partners like Cursor and Figma.

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“Now with that option, if you have any fear that they're going to take everything that you're giving them because you're using their models and then recreate your business, you now have an option. And I think that's gonna, that can slow things. Again, the speed at which they just completely replicated Figma and did it better. The speed at which cursor was replicated and they did a very good job, probably better. I think People will start questioning that a bit more.”

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