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That was my first thought as well. At the same time, what if those companies who already have built their on-prem agents (often using Anthropic API anyways) migrate them to Managed Agents instead?

I mean, yes, the customers they're serving are - in theory - just one Anthropic platform account away of building their own agents but I still want to see this happen for real.

Like someone saying: "You know what? I know nothing about filing taxes for my business. I will NOT use a traditional OR AI-first Saas but build it myself instead."

At least I would not. For the same reason I decided to pay for Wispr Flow a while back instead of vibe-coding it over a weekend.

Just thoughts and maybe even more questions.