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CROSS-CATEGORY: Anthropic's Claude Design + Opus 4.7 + Board Resignation = AI Lab Becomes Full-Stack Application Company Overnight
Three signals in 72 hours tell one story: (1) CPO Mike Krieger resigns from Figma's board on April 14. (2) Claude Opus 4.7 ships April 16 with 3.75MP vision and 87.6% SWE-bench. (3) Claude Design launches April 17, dropping Figma 7.3%, Adobe 2.7%, Wix 4.7%, and GoDaddy 3%. Anthropic didn't just release a model — it released a product that competes directly with its former partner's core business, powered by a model purpose-built for it. This is the clearest signal yet that AI labs won't stay in the API layer: they're coming for the application layer with vertical products built on model advantages no one else has.
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