The article critiques Anthropic's policy stance on US-China AI competition, arguing that the company promotes a dogmatic and alarmist view that overstates China's AI threat. It contends that Anthropic's recommendations for export controls and restrictions are based on flawed assumptions and risk harming US innovation rather than enhancing national security.
Anthropic announced a run rate revenue of $47 billion, raised $65 billion in a Series H round, and achieved a post-money valuation of $965 billion.
Simon Willison argues Anthropic and OpenAI have found product-market fit through enterprise coding agents. Both companies shifted to API-based enterprise pricing, and recent models cost more. Stories of Uber blowing its AI budget and Microsoft canceling Claude Code licenses suggest customers are paying high prices for genuinely useful tools, making April 2026 a new revenue inflection point.