Anthropic Company News & Analysis — The Information

Recent Articles about Anthropic

Art by Mike Sullivan

Ozempic Maker Says AI Agents Are Shortening Its Clinical Trials

By Aaron Holmes · Mar 26, 2026 11:00am PDT

In the ultracompetitive world of drug development, getting a new medication on the market as fast as possible can have major business implications. There’s perhaps no better recent example than Novo Nordisk, which has generated nearly $100 billion in sales of weight loss drugs Ozempic and Wegovy while trying to fend off competition from Eli... In the ultracompetitive world of drug development, getting a new medication on the market as fast...

Microsoft CEO Satya Nadella via Getty

Microsoft Freezes Hiring in Major Cloud and Sales Groups

By Kevin McLaughlin and Aaron Holmes · Mar 26, 2026 10:36am PDT

Microsoft executives in recent weeks told managers at major divisions, including its Azure cloud and North American sales groups, to suspend new hiring, according to three current employees with direct knowledge of the decision. It’s not uncommon for Microsoft to slow hiring or even lay off staff toward the end of its fiscal year, which ends in... Microsoft executives in recent weeks told managers at major divisions, including its Azure cloud...

Art by Mike Sullivan/Shutterstock

Claude is Gaining on OpenClaw

By Rocket Drew · Mar 26, 2026 7:25am PDT

Anthropic has been on a tear in adding features to its Claude AI agents for coding and other white-collar work. The Claude agents now offer many of the features that turned OpenClaw, an open-source tool for developing personal AI agents, into a sensation.Claude’s new features include the ability to take over a person’s computer to perform... Anthropic has been on a tear in adding features to its Claude AI agents for coding and other...

James Detweiler, Deedy Das and Lulu Meservey.

Where Last Year’s ‘Next General Partner’ Finalists Are Now

By Julia Hornstein · Mar 26, 2026 6:00am PDT · 2 comments

James Detweiler, Deedy Das and Lulu Meservey.

Where Last Year’s ‘Next General Partner’ Finalists Are Now

By Julia Hornstein · Mar 26, 2026 6:00am PDT · 2 comments

Investments in AI startups such as Mercor and Skild AI helped advance three of 16 finalists in last year’s list of Next General Partners to higher positions, including to the role of general partner in their firms. These promotions reflect how AI continues to dominate venture capital investing. Last year’s finalists can’t credit just AI,... Investments in AI startups such as Mercor and Skild AI helped advance three of 16 finalists in...

Jeff Bezos. Photo via Getty Images

The Information Finance

The Bull Case for AI Just Got Stronger

By Ken Brown · Mar 25, 2026 8:00am PDT · 2 comments

Please join The Information at the New York Stock Exchange on Monday, April 27, for The Information’s “Financing the AI Revolution” forum. Hear from top executives and investors on how the rapid build-out of AI is reshaping tech, finance and capital markets. Learn more here.There’s supply and demand for AI computing power and there’s supply and... Please join The Information at the New York Stock Exchange on Monday, April 27, for The...

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Apple Can ‘Distill’ Google’s Big Gemini Model

By Jessica E. Lessin, Amir Efrati and Erin Woo · Mar 25, 2026 7:00am PDT

Before we get to today’s column, we wanted to flag OpenAI CEO Sam Altman’s major reorg, the company’s new "Spud” model and its decision to shut down the Sora video app and application programming interface, which we scooped on Tuesday. (For what the company’s organizational structure looks like now after the changes, check out our updated OpenAI... Before we get to today’s column, we wanted to flag OpenAI CEO Sam Altman’s major reorg, the...

Art by Mike Sullivan

The Math Behind Anthropic’s Mad Revenue Growth

By Sri Muppidi · Mar 24, 2026 5:49pm PDT · 1 comment

OpenAI and Anthropic’s remarkable revenue growth has invited scrutiny of how the AI startups are tallying the headline-making figures they have privately or publicly disclosed.Last month, OpenAI’s annualized revenue jumped to $25 billion, nearly four times higher than a year earlier. Anthropic has grown even faster: At the end of last month,... OpenAI and Anthropic’s remarkable revenue growth has invited scrutiny of how the AI startups are...

Photos via Getty Images

OpenAI Wrongfoots Disney

By Martin Peers and Ann Gehan · Mar 24, 2026 5:00pm PDT

Photos via Getty Images

OpenAI Wrongfoots Disney

By Martin Peers and Ann Gehan · Mar 24, 2026 5:00pm PDT

Walt Disney Co. must be so glad it committed to investing $1 billion in OpenAI and becoming a customer of the ChatGPT creator. The theme park and entertainment firm agreed to both steps as part of a deal struck last December in which it licensed its characters for use on OpenAI’s Sora video-generation tool. On Tuesday, OpenAI decided to shut... Walt Disney Co. must be so glad it committed to investing $1 billion in OpenAI and becoming a...

Slack, Workday and LinkedIn Are Resisting Customers’ AI Agents

Slack, Workday and LinkedIn Are Resisting Customers’ AI Agents

By Laura Bratton · Mar 24, 2026 1:24pm PDT · 1 comment

Every day seems to bring new excitement—or in the case of Amazon employees, trepidation—around AI agents that aim to perform any white-collar task involving a computer. Monday night, for instance, Anthropic announced its latest march in this direction with a version of its Claude chatbot that can take over your computer and operate any... Every day seems to bring new excitement—or in the case of Amazon employees, trepidation—around AI...

OpenAI CEO Sam Altman. Photo by Anna Moneymaker/Getty Images

OpenAI CEO Shifts Responsibilities, Preps ‘Spud’ AI Model

By Stephanie Palazzolo and Amir Efrati · Mar 24, 2026 12:58pm PDT · 2 comments

OpenAI CEO Sam Altman has relinquished direct oversight of the company’s safety and security teams so he can focus on raising capital, supply chains and “building datacenters at unprecedented scale,” he told staff on Tuesday. At the same time, he said the company had completed the initial development of its next major AI model, codenamed Spud,... OpenAI CEO Sam Altman has relinquished direct oversight of the company’s safety and security...

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Why AI Coding Agents Need Multiple Personalities to Do Their Best Work

By Stephanie Palazzolo · Mar 24, 2026 7:00am PDT · 2 comments

Something curious is happening with AI coding agents. Developers have started telling me they’re asking these coding agents to take on different personas so they behave like more of a team than an individual programmer.For instance, a developer creating a software product feature will first tell their AI coding product—whether it be Gemini or ... Something curious is happening with AI coding agents. Developers have started telling me they’re...

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AWS Accelerates Internal AI Agents Following Staff Cuts

By Kevin McLaughlin · Mar 24, 2026 6:00am PDT

Image via Getty

AWS Accelerates Internal AI Agents Following Staff Cuts

By Kevin McLaughlin · Mar 24, 2026 6:00am PDT

Amazon Web Services is developing AI to automate functions in its sales, business development and other groups where it recently laid off hundreds of employees or even more. For instance, AWS has been developing an AI agent that helps its sales employees provide customers with fast answers to technical questions, according to two people who have... Amazon Web Services is developing AI to automate functions in its sales, business development and...

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Claude Code and Codex Are Outpacing Cursor Among Notion's Engineers

By Stephanie Palazzolo · Mar 23, 2026 7:00am PDT · 2 comments

Software engineers embracing the AI coding revolution don’t have much loyalty to any particular coding tool, especially when a new, better one comes out. In the latest example of that, the growth of Anthropic’s Claude Code and OpenAI’s Codex is outpacing that of Cursor among hundreds of engineers at Notion, a maker of popular... Software engineers embracing the AI coding revolution don’t have much loyalty to any particular...

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Stock Comp and Software’s Illusory Profits

By Martin Peers · Mar 22, 2026 3:00pm PDT · 1 comment

Memo to software executives: Now is the time to radically reduce the amount of stock you give employees. That would win you some favor with investors, who’ve generally gone off your sector thanks to worries about the threat posed by AI. Even if those concerns are overblown, cutting costs in the face of a major disruption is a smart idea.It’s no... Memo to software executives: Now is the time to radically reduce the amount of stock you give...

Art by Mike Sullivan.

8 Questions Investors Need to Ask About SpaceX’s IPO

By Theo Wayt · Mar 20, 2026 6:00am PDT · 8 comments

SpaceX is aiming to raise tens of billions of dollars as soon as this summer in what could be the largest initial public offering in history. While CEO Elon Musk has proven he’s uniquely skilled at convincing investors to buy into his grand visions at gigantic valuations, anyone considering buying into the SpaceX IPO may be right to ask whether... SpaceX is aiming to raise tens of billions of dollars as soon as this summer in what could be the...

David Paul Morris/Bloomberg via Getty Images.

Uber’s Self-Driving Car Quest

By Martin Peers · Mar 19, 2026 5:00pm PDT

David Paul Morris/Bloomberg via Getty Images.

Uber’s Self-Driving Car Quest

By Martin Peers · Mar 19, 2026 5:00pm PDT

For all the attention Nvidia gets for its relentless pace of new business partnerships, it can’t hold a candle to Uber. The ride-hailing giant seems to be on a quest to go into business with anyone who’s ever thought about developing a self-driving car. On Thursday, it announced a robotaxi deal with Rivian, the electric truck maker that is... For all the attention Nvidia gets for its relentless pace of new business partnerships, it can’t...

Matt McClain/Bloomberg via Getty Images.

An SEC Idea That Could Jolt the IPO Market

By Katie Roof · Mar 19, 2026 3:33pm PDT

Quarterly earnings could be going away. Will this result in more IPOs?One of the hallmarks of investing in public stocks is receiving quarterly updates from the companies. Those financial results and, even more so, forecasts can sink or lift stocks. Preparing them is such a time-suck for company executives that some startup founders have pointed... Quarterly earnings could be going away. Will this result in more IPOs?One of the hallmarks of...