Anthropic launched several Claude features, including beta office tools, as its IPO roadshow began. According to Sina Finance, the Claude dashboard was renamed Claude Data, and the tools are available with all paid plans.

Microsoft shares fell 2.2% after the release amid concerns about competition for its Office business. Stifel analyst Brad Reback said the products merited attention but were unlikely to materially affect Microsoft 365 growth in the foreseeable future, citing its enterprise integration, security and controls, and customer intellectual-property protections.

KeyBanc analyst Jackson Ader said Monday.com, Asana, and Zoom could face faster competition from the new tools; all three stocks fell Tuesday. He said Claude’s whiteboard feature overlaps with products from the three companies, but its generated boards lack the automation, task views, reporting, and administrative controls of work-management platforms. He described the boards as snapshots that do not update as work progresses, saying Monday.com and Asana retain an advantage in task tracking and execution.

Ader also compared Claude’s upcoming meeting feature, which can join calls, record notes, update documents, and act on items raised in meetings, with Monday.com’s AI note-taking tool, Asana’s AI meeting feature, and Zoom’s MyNotes and ZoomMate. He said the competitive overlap is in capturing meeting information and turning it into work products, not replacing Zoom’s video-conferencing platform.