The Information: Anthropic Blindsides Business Partners — Claude Design Competes With Figma and Canva, Enterprise Billing Switched Without Warning

The Information reports that Anthropic has launched products directly competing with its own ecosystem partners with minimal advance notice, most notably Claude Design — which rivals Figma and Canva — unveiled after Figma withdrew from the partnership launch event days before it took place. Anthropic also switched enterprise customers from flat-fee to usage-based billing without warning, a change that analysts say could double or triple costs for heavy users. The reporting signals growing friction as Anthropic accelerates from pure model provider toward a full-stack product company in the months leading to its planned Q4 2026 IPO.