Anthropic Company News & Analysis — The Information

Recent Articles about Anthropic

Anthropic co-founder and president Daniela Amodei. Getty Images.

Anthropic IPO Waiting Game Puts Wall Street on Edge

By Cory Weinberg · Sep 18, 2026 2:55pm PDT · 1 comment

Anthropic finance chief Krishna Rao and other executives met with groups of prospective public investors last month with his company’s numbers looking spiffier than ever. The company had gone from spending about $2.30 on operations for every $1 of revenue in spring of 2025 to turning a slight profit on that basis in the June... Anthropic finance chief Krishna Rao and other executives met with groups of prospective public...

Microsoft AI CEO Mustafa Suleyman. Stephen Brashear/Getty Images.

Is Anthropic Making Claude Too Human to Control?

By Aaron Holmes · Sep 16, 2026 7:02am PDT

Anthropic’s call to slow down AI development to keep humans safe has dominated the news cycle and drew similar calls from the leaders of OpenAI, Microsoft and others (and subtle disagreement from Mark Zuckerberg). But Mustafa Suleyman, who runs Microsoft’s AI model development, has a warning about Anthropic itself. Suleyman, who... Anthropic’s call to slow down AI development to keep humans safe has dominated the news cycle and...

Anthropic, OpenAI ‘Pacing’ Spooks Some Startup Customers

Anthropic, OpenAI ‘Pacing’ Spooks Some Startup Customers

By Julia Hornstein · Sep 15, 2026 4:25pm PDT

It’s not clear what impact the pledges by Anthropic and OpenAI to slow the pace of AI development will have on their upcoming public offerings. But the comments are having real effects already: more people outside Silicon Valley and Washington are now alert to potential risks from AI in a way they weren’t even very recently. That’s not great... It’s not clear what impact the pledges by Anthropic and OpenAI to slow the pace of AI development...

Art by Getty Images; Mike Sullivan

Why Anthropic’s Data Policy Drama Is Good for OpenAI

By Laura Bratton · Sep 15, 2026 11:28am PDT

Art by Getty Images; Mike Sullivan

Why Anthropic’s Data Policy Drama Is Good for OpenAI

By Laura Bratton · Sep 15, 2026 11:28am PDT

Major Anthropic customers are still waiting to get “zero data retention” for the newest Fable AI models, meaning the AI firm would not store data related to their usage of its models. In the meantime, some are turning to OpenAI. Palantir and Booz Allen, for instance, are expanding their use of OpenAI’s Astra model, which they’ve been able... Major Anthropic customers are still waiting to get “zero data retention” for the newest Fable AI...

Art by Mike Sullivan

Developers Find Ways to Use Claude Code Without Anthropic Models

By Alix Coutures · Sep 15, 2026 7:00am PDT

Boris Cherney, the head of Anthropic’s coding tool Claude Code, last month found himself in the middle of an online spat that highlighted how some developers are finding workarounds to using Claude Code with cheaper non-Anthropic models, including those of rival OpenAI, to save costs.Developer Alex Getman used a proxy made up of lines of code to... Boris Cherney, the head of Anthropic’s coding tool Claude Code, last month found himself in the...

Art via Mike Sullivan

Anthropic Data Fears Prompt Nvidia, Palantir and Booz Allen to Restrict Model Use

By Laura Bratton and Aaron Holmes · Sep 14, 2026 6:00am PDT · 2 comments

As paranoia rises over whether Anthropic or OpenAI could learn from their customers’ intellectual property, large firms involved in sensitive corporate work, such as Palantir Technologies, Nvidia and Booz Allen Hamilton, have started demanding new guarantees or reducing or eliminating use of the AI firms’ most advanced models. As paranoia rises over whether Anthropic or OpenAI could learn from their customers’ intellectual...

Bloomberg/Getty Images.

Anthropic Strikes $13.7 Billion Compute Deal With Trump-Linked Rum Group

By Valida Pau and Phoebe Liu · Sep 13, 2026 6:07pm PDT

Anthropic has signed a computing deal worth $13.7 billion over six years with Rum Group, a company with roots in social media and long-standing ties to the Trump administration, according to a person familiar with the matter. The deal is the latest in a spate of cloud computing agreements Anthropic struck in the past year, with major cloud... Anthropic has signed a computing deal worth $13.7 billion over six years with Rum Group, a...

Getty Images.

Anthropic, OpenAI, Google Quietly Discussed an AI Safety Standards Body

By Leo Schwartz · Sep 13, 2026 12:16pm PDT · 1 comment

Getty Images.

Anthropic, OpenAI, Google Quietly Discussed an AI Safety Standards Body

By Leo Schwartz · Sep 13, 2026 12:16pm PDT · 1 comment

Anthropic, OpenAI and Google have been holding discussions about working together to create a standards body for the AI industry, people familiar with the matter said, even before Anthropic CEO Dario Amodei called on Saturday for AI companies to coordinate on testing and auditing the technology. OpenAI CEO Sam Altman, for his part, told staff at... Anthropic, OpenAI and Google have been holding discussions about working together to create a...

Art: Clark Miller (Photos: Getty Images)

Early Anthropic Investor Seeks VC Glory With Cash and Compute

By Eli Rosenberg · Sep 12, 2026 6:16am PDT · 5 comments

A few months ago, venture capitalist Anjney Midha received a present from his wife while on a trip to Hawaii: a felt, tan-colored Stetson with his name monogrammed on the side. The hat was meant to cover up a brain sensor Midha has been wearing to gather neurological data for one of the many frontier startups he’s invested in. But it’s since... A few months ago, venture capitalist Anjney Midha received a present from his wife while on a...

Art by Mike Sullivan

What Anthropic Doomsayer Jacob Coxon Saw

By Rocket Drew · Sep 10, 2026 7:01am PDT · 1 comment

Yesterday, Amir and I examined the shock waves that have rippled through the AI industry and far beyond since former Anthropic researcher Jacob Coxon very publicly quit his job over concerns that AI “could kill us all”—and another Anthropic AI safety specialist put the probability of such a catastrophe at greater than 10%.Coxon told me that is... Yesterday, Amir and I examined the shock waves that have rippled through the AI industry and far...

Anthropic CEO Dario Amodei. Krisztian Bocsi/Bloomberg/Getty Images.

Anthropic’s IPO Marketing Meets Extinction Risk

By Martin Peers · Sep 9, 2026 5:01pm PDT

Are we sleepwalking our way into AI-caused extinction? It feels a little like that, given an Anthropic researcher’s X post on Tuesday night that there’s a greater than 10% chance that “AI could kill all humans” within the next decade! Despite that rather gruesome note, for tech executives posting on X today, it was business as usual. (See our... Are we sleepwalking our way into AI-caused extinction? It feels a little like that, given an...

Anthropic CEO Dario Amodei via Getty

Why An Anthropic Researcher’s Terminator-Style Warning Caught Fire

By Amir Efrati and Rocket Drew · Sep 9, 2026 3:53pm PDT · 1 comment

Anthropic CEO Dario Amodei via Getty

Why An Anthropic Researcher’s Terminator-Style Warning Caught Fire

By Amir Efrati and Rocket Drew · Sep 9, 2026 3:53pm PDT · 1 comment

An Anthropic safety researcher’s warning Tuesday that his company believes AI “could kill all humans” within a decade has reverberated throughout Silicon Valley, Wall Street and Washington, potentially complicating the Claude maker’s upcoming initial public offering and its efforts to repair ties with U.S. political leaders. As the comment... An Anthropic safety researcher’s warning Tuesday that his company believes AI “could kill all...

OpenAI CFO Sarah Friar. Getty Images.

Why Price Cuts May Rattle Anthropic’s IPO Pitch

By Martin Peers · Sep 8, 2026 5:00pm PDT

Anthropic’s IPO paperwork is expected to become public sometime soon. But it was OpenAI finance chief Sarah Friar who drew a standing-room-only crowd Tuesday at San Francisco’s Palace Hotel, as Goldman Sachs kicked off its annual Communacopia + Technology conference with a Q&A with Friar. In her talk, Friar made clear how important price has... Anthropic’s IPO paperwork is expected to become public sometime soon. But it was OpenAI finance...

Chris Ratcliffe/Bloomberg via Getty Images

Sunday Insights

How Anthropic Clinched $517 Billion in Compute Deals in 11 Months

By Valida Pau · Sep 6, 2026 8:00am PDT · 1 comment

Anthropic in the last year has scrambled to line up cloud computing deals with SpaceX, Google and others to meet the skyrocketing demand for Claude Code and Cowork that took the company by surprise this year. As the AI powerhouse gears up for a possible record-setting initial public offering, potential investors are wondering: Will that compute... Anthropic in the last year has scrambled to line up cloud computing deals with SpaceX, Google and...

Anthropic CEO Dario Amodei. Getty Images.

Anthropic’s In-House Payments Tech Push Could Chip Away at Stripe

By Stephanie Palazzolo · Sep 4, 2026 8:30am PDT · 1 comment

Anthropic is looking to build more billing, fraud detection and other financial infrastructure in-house and evaluating which payments-related services it can build itself rather than relying on outside providers, recent job postings show. Fast-growing Anthropic is at the center of the AI boom, where soaring usage and complex token-based pricing... Anthropic is looking to build more billing, fraud detection and other financial infrastructure...