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Inside Anthropic, the $965 Billion AI Juggernaut | The Circuit

The Circuit’s video profiles Anthropic, the AI startup now worth roughly $965 billion, and its flagship chatbot Claude. Founded by former OpenAI researchers Dario and Daniela Amodei, the firm positions itself as the industry’s most safety‑conscious contender, leveraging a “Constitution” of principles to steer Claude’s responses toward a tone the team calls “professional warmth.” Anthropic’s rapid ascent stems from a strategic focus on enterprise‑grade products rather than consumer hype. Claude Code and Claude Cowork automate large portions of software development, accounting for a surge that made the company profitable and propelled its revenue growth by an estimated 80 × annualized. The firm’s API traffic has risen 17‑fold year‑over‑year, and eight frontier models have been released in the past twelve months, underscoring a relentless scaling agenda. The narrative highlights the Amodei siblings’ departure from OpenAI over fundamental safety disagreements, a split that has become Silicon Valley lore. Dario’s early work on scaling laws predicted that larger models would improve simply by adding data and compute—a view that later powered ChatGPT but conflicted with OpenAI’s direction. Anthropic’s “Constitution” draws on universal human rights documents and even dialogues with religious leaders to embed cross‑cultural values into Claude. The broader implication is a reshaping of the software ecosystem. Claude‑driven coding tools have already triggered a “SaaSpocalypse,” wiping billions from traditional software stocks and forcing incumbents to adapt or risk obsolescence. As AI models become more capable and safety‑aligned, Anthropic’s approach could set industry standards for trustworthy, enterprise‑focused AI deployment.