WEBVTT NOTE The Rundown — nextbig.dev daily audio edition, 2026-06-25 1 00:00:04.500 --> 00:00:12.020 Anthropic put a coworker inside Slack this week. It might be the most consequential thing it has shipped since the model itself. 2 00:00:12.020 --> 00:00:24.820 It's Thursday, June twenty-fifth. Here's the rundown: one launch that moves where AI work happens, the money lining up behind it, and the catch that wasn't on the slide. 3 00:00:25.000 --> 00:00:42.680 Tuesday, Anthropic launched Claude Tag. You tag at-Claude in a Slack channel, and the whole team is talking to one shared Claude. It remembers the project, it runs tasks on its own, and in ambient mode it speaks up before anyone asks. 4 00:00:42.680 --> 00:00:56.360 And it's good. I went in looking for the hype tax and it mostly isn't there. The part that matters is the memory. It learns how your company actually works, and it gets more valuable the longer it sits in your channels. 5 00:00:56.360 --> 00:01:01.880 Anthropic says it already writes sixty-five percent of its own product team’s code. 6 00:01:01.880 --> 00:01:09.800 Their number, not mine. But it tells you they believe it. The model is rentable. The memory is the moat. 7 00:01:09.800 --> 00:01:11.640 So where's the catch. 8 00:01:11.640 --> 00:01:27.400 The address. All that memory builds up inside Slack, and Slack belongs to Salesforce. Salesforce sells its own coworker in the very same channel, and it pitched the launch as a menu: its bot, its Agentforce, or Claude Tag. 9 00:01:27.400 --> 00:01:31.960 The platform owner is also the competitor. 10 00:01:31.960 --> 00:01:42.360 Right. Salesforce sets the permissions, the ranking, the rate limits. Anthropic built its best enterprise product on a surface a rival controls. 11 00:01:42.360 --> 00:01:44.200 What does a team do with that this week. 12 00:01:44.200 --> 00:01:54.840 Use it, it's the best teammate in the room. But keep your company memory somewhere you can export, so your institutional knowledge doesn't live only inside one vendor's chat app. 13 00:01:57.180 --> 00:02:10.380 The money agrees with the thesis. Glean, the biggest independent here, is worth seven point two billion dollars and just crossed three hundred million in annual revenue. 14 00:02:10.380 --> 00:02:20.140 And it still has to win the channel one connector at a time, against tools that ship inside Slack and Teams. That is the squeeze on every independent. 15 00:02:20.140 --> 00:02:26.060 Dust raised forty million from Sequoia for the model-neutral version of the same idea. 16 00:02:26.060 --> 00:02:34.300 Model-agnostic is the one thing the platform owners can't copy without eating their own lunch. Watch Dust. 17 00:02:34.300 --> 00:02:41.420 And ServiceNow paid two point eight five billion for Moveworks to own the employee help desk. 18 00:02:41.420 --> 00:02:47.340 Which is the same job an ambient Slack coworker quietly takes. The acquisition just met its substitute. 19 00:02:48.480 --> 00:02:59.760 To the tape. We are long Salesforce, on the plain logic that it owns the room everyone is fighting in. We are watching Microsoft and Glean. 20 00:02:59.760 --> 00:03:14.000 Highest conviction is Salesforce. The falsifier: if companies route this work off Slack onto surfaces they control, and Slack's grip on the collaboration layer slips, we are wrong. Horizon, twelve months. 21 00:03:14.000 --> 00:03:18.960 The tape is the desk's scorecard, not advice. 22 00:03:23.720 --> 00:03:25.800 Quick break — two from the desk. 23 00:03:25.800 --> 00:03:40.600 One we know well: vote dot direct. If you're on an H O A or a board, it runs your elections digitally — secure, verifiable, no paper, no clipboard in the lobby. Point your council to vote dot direct. 24 00:03:40.600 --> 00:03:53.240 And if this is your ten minutes of A I for the day, get the written edition too. The full wire, free, every morning — leave your email at nextbig dot dev. 25 00:03:57.590 --> 00:04:10.070 Our call: by June next year, Claude Tag ships on a surface Anthropic actually owns. Its own app, or email. Not just Slack and Teams. 26 00:04:10.070 --> 00:04:20.790 What proves us wrong is simple. A year from now, it's still only inside someone else's chat app. It settles June twenty-fifth, twenty twenty-seven. 27 00:04:20.790 --> 00:04:22.390 That's the rundown.