extract: 2026-03-18-he3-market-price-supply-scarcity #1285

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@ -47,6 +47,7 @@ Frontier AI safety laboratory founded by former OpenAI VP of Research Dario Amod
- **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.