Anthropic
◆Use with CautionRefused Pentagon's surveillance terms at significant financial cost.
Key Facts
- Company
- Anthropic
- Product
- Claude
- Grade
- Use with Caution
- Overall Score
- 4 / 5
- Last Updated
- 2026-03-27
- Military Status
- Refused
Safety-first enterprise AI. Founded by ex-OpenAI researchers over safety disagreements. 80% revenue from enterprises. Constitutional AI approach to alignment. Burning ~$3B/year in cash. Break-even not expected until 2028. Projected $80B in cloud infrastructure costs through 2029.
Had a $200M Pentagon contract. Refused to remove restrictions on mass domestic surveillance and autonomous weapons. Designated 'supply chain risk' by Pentagon. Trump ordered agencies to stop using Claude. Anthropic filed lawsuits. Google's Jeff Dean and 30+ rival employees filed amicus brief in support. On March 26, 2026, Judge Rita Lin blocked the supply chain risk designation in a 43-page ruling, calling it 'Orwellian' and 'classic First Amendment retaliation.' Ruling stayed 7 days for appeal. However, Pentagon CTO Emil Michael claims a separate statute (41 USC 4713) keeps the designation in force. No resumed contract negotiations have been reported. Third parties who filed supporting briefs included Microsoft, retired military leaders, and Catholic theologians.
Assessment by Pillar
Since Sep 28, 2025, Free/Pro/Max users can opt in to training. Opted-in data retained up to 5 years de-identified. Even opted-out users' data may be used if flagged for safety review or via thumbs up/down feedback. Only Enterprise, Team, API, and education tiers guarantee no training with Zero Data Retention option. No ads.
Major investors publicly disclosed. Heavy Big Tech dependency creates Compute Paradox concerns.
Refused Pentagon's 'any lawful use' demand at significant cost. Drew contractual red lines on surveillance and autonomous weapons.
Models closed-source. But publishes extensive safety research, alignment methodology, and model cards.
Full history deletion. Consumer tiers offer opt-in training (not default-off). No ads. Enterprise/Team/API guarantee no training with Zero Data Retention.
Key Findings
Since September 2025, Free/Pro/Max users can opt in to training. Opted-in data retained up to 5 years de-identified. Even opted-out users' data may be used if flagged for safety review or via thumbs up/down feedback. Only Enterprise, Team, API, and education tiers guarantee no training. This is still stronger than most competitors, but the original "never trains" claim no longer holds.
The Pentagon refusal cost Anthropic its government contracts and earned a 'supply chain risk' designation. This demonstrated willingness to accept material financial harm to maintain stated principles.
In February 2026, Anthropic's RSP v3.0 removed its hard commitment never to train models unless safety measures were guaranteed. Co-founder Jared Kaplan said the change was because 'competitors are blazing ahead.'
Anthropic settled Bartz v. Anthropic for $1.5 billion, the largest copyright settlement in US history, stemming from downloading 7+ million pirated books. A separate $3 billion music lawsuit from Universal Music Group, BMG, and Concord is pending.
Anthropic's heavy reliance on Amazon, Google, Microsoft, and Nvidia for funding and compute creates a structural dependency. Burning ~$3B/year in cash. Break-even not expected until 2028.
Models are closed-source. Published safety research is extensive, but the models themselves cannot be independently audited.
What They Say vs. What Happened
Founded by former OpenAI safety researchers to build "safer" AI.
Zero environmental data published. No sustainability report. No emissions figures. No climate target. Operates on AWS and GCP but environmental impact cannot be disaggregated from cloud provider reporting.
This site was built using Claude by Anthropic. We hold everyone accountable, including our own tools.
No public environmental disclosures found
DitchCarbon; CNaught analysis; Credo AI vendor profileThe Pattern
“They always do just enough to be able to put the press release out.”
— Hany Farid, UC BerkeleyThe Law Is Catching Up
Who Funds Them
Recent News
Frequently Asked Questions — Anthropic
Does Claude train on my conversations?
Since September 2025, Free/Pro/Max users can opt in to training. Opted-in data is retained up to 5 years in de-identified form. Even opted-out users' data may be used if flagged for safety review or if you provide thumbs up/down feedback. Only Enterprise, Team, API, and education tiers guarantee no training with a Zero Data Retention option.
Why was Anthropic designated a supply chain risk?
Anthropic refused the Pentagon's demand to allow 'any lawful use' of Claude, including mass surveillance and autonomous weapons. The Pentagon designated it a supply chain risk in response. A federal judge blocked this designation on March 26, 2026.
Who funds Anthropic?
Anthropic has raised $67B+ from Amazon ($8B+), Google ($2B+), Microsoft (up to $5B), Nvidia (up to $10B), and others. Ontario Teachers' Pension Plan is also an investor.
Sources
- [1]$30B Series G at $380B valuation— CNBC, Feb 12, 2026
- [2]Total raised $67B+ from 90 investors— Tracxn, Mar 2026
- [3]~$19B ARR (Mar 2026); Claude Code >$2.5B run rate— Axios, Feb 12, 2026
- [4]Amazon invested $8B+; Google $2B+— Wikipedia/Anthropic, Mar 2026
- [5]Ontario Teachers' Pension Plan participated— Anthropic press release, 2025
- [6]Refused Pentagon 'any lawful use' demand— NPR, Feb 27, 2026
- [7]Designated supply chain risk by Pentagon— NPR, Feb 27, 2026
- [8]Trump ordered all federal agencies to stop using Claude— NPR, Feb 27, 2026
- [9]Filed lawsuits in CA and DC courts— Axios, Mar 9, 2026
- [10]Google's Jeff Dean and 30+ rival employees filed amicus brief— Fortune, Mar 10, 2026
- [11]Microsoft, retired military leaders, Catholic theologians filed supporting briefs— AP, Mar 26, 2026
- [12]Judge Rita Lin blocked supply chain risk designation; called actions 'Orwellian' and 'designed to punish'— The Hill, Mar 26, 2026
- [13]Lin ruled Anthropic likely to succeed on merits; called Trump order 'classic First Amendment retaliation'— CNN, Mar 26, 2026
- [14]Ruling stayed 7 days for potential appeal— CBS News, Mar 26, 2026
- [15]ChatGPT uninstalls surged 295%; Claude hit #1 on App Store— TechCrunch, Mar 2, 2026
- [16]Public Benefit Corporation structure— Wikipedia, Mar 2026
- [17]Long-Term Benefit Trust governance— Wikipedia, Mar 2026
- [18]Super Bowl ads emphasizing ad-free commitment— Wikipedia, Feb 2026
- [19]Does not train on user conversations by default— Anthropic product documentation, Current
- [20]Previously partnered with Palantir and AWS for defense/intelligence— Wikipedia, Nov 2024
Related Assessments
Disclaimer
Assessments reflect publicly available information and the published methodology of the Behind the AI Research Team. Grades represent analytical assessments derived from the published scoring framework, not statements of fact about internal company operations. If you believe any claim is inaccurate, contact [email protected] with the specific claim and your evidence.