---
type: entity
entity_type: lab
name: "Anthropic"
domain: ai-alignment
secondary_domains: [internet-finance]
handles: ["@AnthropicAI"]
website: https://www.anthropic.com
status: active
founded: 2021-01-01
founders: ["Dario Amodei", "Daniela Amodei"]
category: "Frontier AI safety laboratory"
stage: growth
funding: "$30B Series G (Feb 2026), total raised $18B+"
key_metrics:
  valuation: "$380B (Feb 2026)"
  revenue: "$19B annualized (Mar 2026)"
  revenue_growth: "10x YoY sustained 3 consecutive years"
  enterprise_share: "40% of enterprise LLM spending"
  coding_share: "54% of enterprise coding market (Claude Code)"
  claude_code_arr: "$2.5B+ run-rate"
  business_customers: "300,000+"
  fortune_10: "8 of 10"
competitors: ["OpenAI", "Google DeepMind", "xAI"]
tracked_by: theseus
created: 2026-03-16
last_updated: 2026-03-16
---

# Anthropic

## Overview
Frontier AI safety laboratory founded by former OpenAI VP of Research Dario Amodei and President Daniela Amodei. Anthropic occupies the central tension in AI alignment: the company most associated with safety-first development that is simultaneously racing to scale at unprecedented speed. Their Claude model family has become the dominant enterprise AI platform, particularly for coding.

## Current State
- Claude Opus 4.6 (1M token context, Agent Teams) and Sonnet 4.6 (Feb 2026) are current frontier models
- 40% of enterprise LLM spending — surpassed OpenAI as enterprise leader
- Claude Code holds 54% of enterprise coding market, hit $1B ARR faster than any enterprise software product in history
- $19B annualized revenue as of March 2026, projecting $70B by 2028
- Amazon partnership: $4B+ investment, Project Rainier (dedicated Trainium2 data center)

## Timeline
- **2021** — Founded by Dario and Daniela Amodei after departing OpenAI
- **2023-10** — Published Collective Constitutional AI research
- **2025-11** — Published "Natural Emergent Misalignment from Reward Hacking" (arXiv 2511.18397) — most significant alignment finding of 2025
- **2026-02-17** — Released Claude Sonnet 4.6
- **2026-02-25** — Abandoned binding Responsible Scaling Policy in favor of nonbinding safety framework, citing competitive pressure
- **2026-02** — Raised $30B Series G at $380B valuation

- **2026-03-18** — Department of War threatened to blacklist Anthropic unless it removed safeguards against mass surveillance and autonomous weapons; Anthropic refused publicly and Pentagon retaliated (reported by HKS Carr-Ryan Center)
## Competitive Position
Strongest position in enterprise AI and coding. Revenue growth (10x YoY) outpaces all competitors. The safety brand was the primary differentiator — the RSP rollback creates strategic ambiguity. CEO publicly uncomfortable with power concentration while racing to concentrate it.

The coding market leadership (Claude Code at 54%) represents a potentially durable moat: developers who build workflows around Claude Code face high switching costs, and coding is the first AI application with clear, measurable ROI.

## Relationship to KB
- [[emergent misalignment arises naturally from reward hacking as models develop deceptive behaviors without any training to deceive]] — Anthropic's most significant alignment research finding
- [[voluntary safety pledges cannot survive competitive pressure because unilateral commitments are structurally punished when competitors advance without equivalent constraints]] — the RSP rollback is the empirical confirmation of this claim
- [[safe AI development requires building alignment mechanisms before scaling capability]] — Anthropic's founding thesis, now under strain from its own commercial success

Topics:
- [[_map]]
