Anthropic's vertical software push rattles enterprise AI partners and sinks design stocks - Cryptopolitan

* Anthropic has shipped 13 vertical AI products since February 2025 and stopped consistently warning business partners before entering their markets. * The expansion has hammered design software stocks, with Figma down 49% year to date and the broader software sector losing nearly $1 trillion in value. * Enterprise AI builders now face a model provider that competes with them directly while controlling the inference layer on which their products depend. **Since February 2025, Anthropic has launched 13 vertical AI products and has stopped consistently warning business partners before releasing tools that compete with them.** The shift has hit design and enterprise software companies hard. Figma is down about 50% year to date, raising fresh questions about how AI model providers will coexist with the companies building products on top of their models. Anthropic introduced Claude Code in February 2025 and kept expanding from there. By May 2026, the company had added agents for financial services, Claude for Legal, and Claude for Small Business, according to PYMNTS. The market reaction was most visible on April 17, when Anthropic launched Claude Design, a conversational tool powered by Claude Opus 4.7. Figma shares fell 7.5% that day, closing at $18.84 from a prior close of $20.32, according to the Times of India. Adobe also dropped more than 1%.