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Asics buys the marathon sign-up sites, and Claude gains installs after Anthropic refuses the Pentagon

This week, companies gained ground by owning what surrounds the product: Asics took the moment a runner signs up, Claude gained installs despite the Pentagon controversy, and Netflix walked away from As Ever, which suggests the surrounding system now decides who pulls ahead.

Somewhere in Asics's recent shopping list is a marathon registration platform, and it is worth lingering on. These are the systems that sit between someone deciding to run a race and turning up on the start line. Asics has bought them, according to Business of Fashion, to help it sell more running shoes. Nobody at a registration desk was ever going to be handed a trainer. The point is the months before race day.

What the purchase shows is a company moving upstream of the sale. A runner who signs up through these platforms will meet Asics at the event, in the community and through the data around it. That gives the Japanese sportswear company a relationship with the person from the moment of commitment, which sponsorship of a race never quite delivered. The shoe, by the time it is needed, has a head start.

It would be easy to file this under sportswear housekeeping. But the same logic turned up elsewhere in the week, in stranger clothes. Quince, which The Information reports is chasing a $10 billion valuation with revenue at a $2 billion run rate, sells premium goods direct to customers, with no wholesale and no department store partners. Nobody sits between Quince and its buyer. Asics has bought the gate through which its customers walk; Quince has removed the gates altogether. Both seem to be after the same thing: the whole path, rather than one point on it.

Sony made a smaller version of the move. After years of bringing PlayStation exclusives to PC, it is returning its major PlayStation 5 games to console exclusivity, betting, according to Bloomberg, that exclusive games sell more consoles than wider reach would. The game is not the product being protected here. The console is the system the game feeds, and the game is the reason to enter it.

Then there is the case where control cuts the other way. Netflix has pulled out of Meghan Markle's As Ever after 11 months. The brand launched with teas, jam, honey and baking mixes alongside her series, and a Netflix spokesperson said she will now take it forward independently. Two seasons of eight episodes each aired in 2025. A product launched on the back of a platform's audience has now been handed back, and what remains is the brand without the system that introduced it. It is a useful reminder that being attached to someone else's machinery is not the same as owning any.

The most surprising example came from the Pentagon row. OpenAI agreed to terms on bulk data analysis that MIT Technology Review says Anthropic walked away from. The Department of Defense then labelled Anthropic a supply chain risk, while Bloomberg reported that Claude remained installed in Palantir's Maven Smart System. And yet, by Appfigures' estimate, Claude's US mobile app reached 149,000 daily downloads on 2 March, ahead of ChatGPT's 124,000, and Similarweb counted 11.3 million daily active users on iOS and Android that day. The installs rose despite the controversy, and it may be that a stance can work as a community, though the figures do not say why people downloaded the app.

By Sunday the same fault line was running through OpenAI itself. Caitlin Kalinowski, who led its robotics work, quit over the Pentagon deal, TechCrunch reported. If more staff follow, defence deals could begin to cost AI companies the people who build their technology. The values around a product, in other words, may be held by employees as well as customers, and both can leave.

None of this makes the product irrelevant. Apple still launched a $599 MacBook Neo built around an A18 Pro phone chip, and Dior still spent a show on the precise placement of Diorshow On Stage Crayon in 099 Black. Objects remain where the craft goes. But the week's winners, to the extent there were any, tended to be the ones holding something wider: the registration list, the console, the direct relationship, the stance. The losers, or at least the exposed, were those renting it. Netflix's exit from As Ever is the plainest case, and the Gulf is a harsher one: the Guardian reports that Iran has targeted data centres in the UAE and Bahrain, places the Gulf states spent billions turning into AI hubs.

Owning the surroundings is not free of risk, as that last example shows. A system is also a target, and a stance can cost a company its contracts. Still, Asics has made its bet on the registration page rather than the shoe shelf, and this week's stories favour the wider view.

Asics, the Japanese sportswear company, bought the registration platforms that sit between deciding to run a race and reaching the start line, and Business of Fashion describes the result as a bigger share of the experience around a race than sponsorship would give. The registration desk that once looked irrelevant to selling a trainer turns out to be where the relationship starts, months before race day.

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