The “Claude Cloud” opportunity
Anthropic has a unique opportunity right now to vertically integrate the software stack and commoditize every other player
- Build a deployment pipeline: Claude can be post trained on an in house deployment pipeline. This system will become the default for all Claude Code apps and the models will intrinsically understand all the complexity of the nuance around the devops setup (they could also buy Vercel/Railway).
Agentic monitoring: Capture all the logs off the deployment and spin up agents to propose solutions. If this is trained end to end, Claude Code can write code that is easier to debug for the devops agents.
Data Flywheel: With this strategy, Anthropic will capture the rich data from real world deployments which is becoming even more valuable as all the toy environments get solved.
Over time users get used to typing “Claude please deploy” and this allows Anthropic to squeeze every other layer of the stack and capture all the margin
This is what I would be working on if I were them
