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Behind the AI

Who funds, controls, and profits from the AI tools you use every day? Independent assessments. No corporate sponsors. Plain language.

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Refused 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
Last Reviewed2026-03-27
Company ContactedNot yet contacted
MethodEmail to [email protected]
ResponseNo response received
Data Confidence: HighAssessed by: Behind the AI Research Team
Founded2021
HQSan Francisco, USA
StructurePublic Benefit Corporation
CEODario Amodei
Valuation$380B (Feb 2026)
Revenue~$19B ARR (Mar 2026)
Core Identity

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.

Military & Government

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

Data Practices

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.

Funding Transparency

Major investors publicly disclosed. Heavy Big Tech dependency creates Compute Paradox concerns.

Military & Gov't

Refused Pentagon's 'any lawful use' demand at significant cost. Drew contractual red lines on surveillance and autonomous weapons.

Model Transparency

Models closed-source. But publishes extensive safety research, alignment methodology, and model cards.

User Rights

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

CONTEXT

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.

STRENGTH

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.

RISK

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.'

RISK

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.

CONTEXT

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.

CONTEXT

Models are closed-source. Published safety research is extensive, but the models themselves cannot be independently audited.

What They Say vs. What Happened

What they said

Founded by former OpenAI safety researchers to build "safer" AI.

What happened

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.

Bright spot

This site was built using Claude by Anthropic. We hold everyone accountable, including our own tools.

Source

No public environmental disclosures found

DitchCarbon; CNaught analysis; Credo AI vendor profile

The Pattern

↓Ethics commitment announced
↓Ethics team hired
↓Team finds real problems
↓Problems threaten revenue
↓Team defunded, fired, or redirected
↓New commitment announced
↺Repeat

“They always do just enough to be able to put the press release out.”

— Hany Farid, UC Berkeley

The Law Is Catching Up

●
EU AI Act transparency obligations ↗Enforcement begins August 2, 2026
●
73 new US state AI laws in 2025 ↗Rapid state-level legislative action across the US
●
AI Whistleblower Protection ActPrompted by OpenAI NDA revelations threatening departing employees with equity loss

Who Funds Them

Amazon (AWS) Primary cloud$8B+
Google Cloud partner$2B+
Microsoft Big TechUp to $5B
Nvidia Chip monopolyUp to $10B
GIC (Singapore) Sovereign wealthCo-led Series G
Ontario Teachers' Pension Canadian pension fundParticipated

Recent News

Feb 2026: Raised $30B at $380B valuation
Feb 2026: Refused Pentagon's demands; designated 'supply chain risk'
Mar 2026: Filed lawsuits against government designation
Mar 2026: Google/OpenAI employees filed amicus brief in support
Mar 26, 2026: Federal judge blocked supply chain risk designation; Pentagon CTO claims separate statute keeps it in force
Mar 26, 2026: Fortune discovered ~3,000 unpublished assets publicly accessible in Anthropic's CMS, including details of unreleased model 'Claude Mythos'
Feb 2026: RSP v3.0 removed hard safety commitment
Settled Bartz v. Anthropic for $1.5B (largest copyright settlement in US history)

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. [1]$30B Series G at $380B valuation— CNBC, Feb 12, 2026
  2. [2]Total raised $67B+ from 90 investors— Tracxn, Mar 2026
  3. [3]~$19B ARR (Mar 2026); Claude Code >$2.5B run rate— Axios, Feb 12, 2026
  4. [4]Amazon invested $8B+; Google $2B+— Wikipedia/Anthropic, Mar 2026
  5. [5]Ontario Teachers' Pension Plan participated— Anthropic press release, 2025
  6. [6]Refused Pentagon 'any lawful use' demand— NPR, Feb 27, 2026
  7. [7]Designated supply chain risk by Pentagon— NPR, Feb 27, 2026
  8. [8]Trump ordered all federal agencies to stop using Claude— NPR, Feb 27, 2026
  9. [9]Filed lawsuits in CA and DC courts— Axios, Mar 9, 2026
  10. [10]Google's Jeff Dean and 30+ rival employees filed amicus brief— Fortune, Mar 10, 2026
  11. [11]Microsoft, retired military leaders, Catholic theologians filed supporting briefs— AP, Mar 26, 2026
  12. [12]Judge Rita Lin blocked supply chain risk designation; called actions 'Orwellian' and 'designed to punish'— The Hill, Mar 26, 2026
  13. [13]Lin ruled Anthropic likely to succeed on merits; called Trump order 'classic First Amendment retaliation'— CNN, Mar 26, 2026
  14. [14]Ruling stayed 7 days for potential appeal— CBS News, Mar 26, 2026
  15. [15]ChatGPT uninstalls surged 295%; Claude hit #1 on App Store— TechCrunch, Mar 2, 2026
  16. [16]Public Benefit Corporation structure— Wikipedia, Mar 2026
  17. [17]Long-Term Benefit Trust governance— Wikipedia, Mar 2026
  18. [18]Super Bowl ads emphasizing ad-free commitment— Wikipedia, Feb 2026
  19. [19]Does not train on user conversations by default— Anthropic product documentation, Current
  20. [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.