Anthropic reached an annualized run rate of approximately $30 billion by April 2026, up from $9 billion at the end of 2025, representing an 80-fold annualized revenue and usage growth in Q1 2026. CEO Dario Amodei clarified that the company does not advocate for a blanket ban on open-weights models, instead pushing for targeted restrictions: export controls on advanced chips to China, enforcement against large-scale model distillation, and mandatory safety testing for models exceeding certain capability thresholds. Unlike Nvidia, Microsoft, and Meta, Anthropic did not sign the open letter advocating for open-weights models, citing national security concerns regarding authoritarian states’ access to advanced AI, with China as the primary concern. This controlled-access strategy positions Anthropic differently from Meta, which bets that ubiquity drives value in the AI market.
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