Anthropic

The designation from the US Department of War — that’s busy disrupting actual supply chains and human life in several countries — is having the inverse effect of driving up demand for Claude, which has been breaking daily signup records since early last week in every country where Claude is available.

In a blog post, CEO Dario Amodei confirmed reports that the Defense Department had sent them a letter formally designating them a supply-chain risk, and said Anthropic planned to challenge them in court. He also clarified how it would currently impact Claude users:

In a scathing 1,600 word memo to employees sent on Friday, CEO Dario Amodei suggested Anthropic’s relationship with the government soured because, unlike OpenAI or its executives, “we haven’t donated to Trump” and “we haven’t given dictator-style praise to Trump.”

Companies that do business with the US military are pivoting away from Anthropic’s AI after Defense Secretary Pete Hegseth announced he was designating it a “supply chain risk” last week, CNBC reports. While Anthropic can still challenge the designation in court, defense companies say they’re abandoning Claude preemptively “out of an abundance of caution.”

The OpenAI CEO laid out some updated wording he hoped would address people’s concerns about mass domestic surveillance, though the new language still included the phrase “consistent with applicable laws.” Altman also said he reiterated over the weekend that Anthropic should not be designated a supply chain risk.

On Friday, Donald Trump announced a ban on the federal government’s use of Claude. Though he had to walk back his demand that agencies “IMMEDIATELY CEASE” using it, instead saying there would be a six-month phaseout. Part of that might be because planning for Saturday’s strikes against Iran was underway and relied on Claude for intelligence assessments and target identification. According to the Wall Street Journal:

Dean Ball, who worked as a senior AI policy advisor, said on X that designating Anthropic as a “supply chain risk” or threatening to invoke the Defense Production Act could have a chilling effect on the entire industry. Alan Rozenshtein, a former DOJ official specializing in technology law, told Politico this could be the first step toward partial nationalization of the AI industry.

CEO Sam Altman wrote on X that the agreement allowed the US military to “deploy our models in their classified network.” He said the agreement reflects OpenAI’s desire for prohibitions on domestic mass surveillance and “human responsibility for the use of force, including for autonomous weapon systems.” Altman also wrote that OpenAI is “asking the DoW to offer these same terms to all AI companies, which in our opinion we think everyone should be willing to accept.” This follows a rollercoaster week of negotiations between Anthropic and the Pentagon.

The OpenAI co-founder, who left after CEO Sam Altman’s ouster and reinstatement and then started his own AI startup called Safe Superintelligence, posted on X:

In what appears to be preparations to fully blacklist Anthropic for not budging on their acceptable use policies, the Defense Department has begun reaching out to contractors to assess their exposure to the AI company’s products. Boeing and Lockheed Martin, two of the biggest companies in the defense space, have reportedly been contacted.

Anthropic launched the latest version of Claude Sonnet on Tuesday, which it says “approaches Opus-level intelligence,” featuring improvements in coding and computer use with tasks like navigating spreadsheets or filling out web forms. Sonnet 4.6 is now replacing Sonnet 4.5 as the default model for free and pro Claude users.

Focus Features is billing The AI Doc: Or How I Became An Apocaloptimist as an “eye-opening” exploration of “the most powerful technology humanity has ever created.” You’d think the doc might feature some critical voices, but its new trailer makes it feel like it might be one big commercial. The film premieres on March 27th.

As Axios reports that the Department of Defense and / or War is preparing to brand Anthropic a “supply chain risk,” one commenter wonders if the Claude company might revisit its Super Bowl ad to turn that to its advantage.

Should Anthropic get the designation, “anyone who wants to do business with the U.S. military has to cut ties with the company,” Axios says. The two sides have apparently been negotiating for months over how the military can use Anthropic’s AI tools.

After already dunking on OpenAI’s plan to bring ads to ChatGPT, Anthropic is bolstering its own chatbot to attract anyone jumping ship. Free Claude users can now create and edit files (including spreadsheets, presentations, and PDFs), access Skills for specialized tasks, connect to third-party services, and more — features previously limited to paying subscribers.

The round of Big Game ads Anthropic previewed earlier this week set Sam Altman off, as he called them “clearly dishonest.”

The plugins are designed to allow Cowork to act like a “domain expert” in areas like sales, legal, finance, marketing, data analysis, customer support, product management, biology research, and more, according to a release. The feature is available now in research preview to all paid subscription tiers.