extract: 2026-03-02-noahopinion-superintelligence-already-here #1499

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@ -54,6 +54,7 @@ Frontier AI safety laboratory founded by former OpenAI VP of Research Dario Amod
- **2026-03** — Claude Code achieved 54% enterprise coding market share, $2.5B+ run-rate - **2026-03** — Claude Code achieved 54% enterprise coding market share, $2.5B+ run-rate
- **2026-03** — Surpassed OpenAI at 40% enterprise LLM spend - **2026-03** — Surpassed OpenAI at 40% enterprise LLM spend
- **2026-03** — Department of War threatened to blacklist Anthropic unless it removed safeguards against mass surveillance and autonomous weapons. Anthropic refused publicly and faced Pentagon retaliation. - **2026-03** — Department of War threatened to blacklist Anthropic unless it removed safeguards against mass surveillance and autonomous weapons. Anthropic refused publicly and faced Pentagon retaliation.
- **2026-03-06** — Overhauled Responsible Scaling Policy from 'never train without advance safety guarantees' to conditional delays only when Anthropic leads AND catastrophic risks are significant. Raised $30B at ~$380B valuation with 10x annual revenue growth. Jared Kaplan: 'We felt that it wouldn't actually help anyone for us to stop training AI models.'
## 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.