They are building infrastructure components that they will soon wire together with an orchestration layer. Managed agents, scheduled tasks, workflow webhook automation.
The infrastructure piece is what they do best. I'd be happy if Anthropic became the AWS of AI. But this product is just a mediocre shot at Figma, when no such shot is strictly necessary for them. These kinds of consumer products are not what they do best.
Unifying experiences and tying them together is always harder than net new. It's the GRRM problem - expanding out the universe is easy, wrapping it up on the other hand...