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

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leo merged 13 commits from extract/2026-03-18-he3-market-price-supply-scarcity into main 2026-03-18 16:15:44 +00:00
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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 - **2026-02-25** — Abandoned binding Responsible Scaling Policy in favor of nonbinding safety framework, citing competitive pressure
- **2026-02** — Raised $30B Series G at $380B valuation - **2026-02** — 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 ## 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. 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.