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extract: 2026-03-06-time-anthropic-drops-rsp #1501

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entities/ai-alignment/anthropic.md
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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** — 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.
- **2026-03-06** — 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
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.