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Anthropic’s victory lap
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A remarkable few months for a company that spent years in OpenAI’s shadow
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<div>
Tuesday, April 14, 2026
</div>
</td>
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<tr>
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<span style="color:#000000">
Revenue tripled. The Pentagon lost in court. Not bad for a supply-chain risk.
<span class="ql-cursor">
</span>
</span>
</h2>
</td>
</tr>
<tr>
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<td class="editor-cell-text td100" colspan="6" style="font-family:Arial,Helvetica,sans-serif;color:#9B9B9B;font-size:18px;text-align:center;vertical-align:middle;width:100%;padding-top:5px;padding-bottom:5px">
<div>
David Paul Morris/Bloomberg via Getty Images
</div>
</td>
</tr>
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<td class="editor-cell-text td100" colspan="6" style="width:100%;padding:20px;font-family:Arial,Helvetica,sans-serif;color:#000000;font-size:16px;line-height:1.5;vertical-align:top;mso-line-height-rule:exactly">
<div>
<span style="background-color:#FFFFFF;color:#000000">
When the Pentagon
</span>
<a data-linktext="declared Anthropic a supply-chain risk" data-linktype="Normal" style="color:#168DD9;background-color:#FFFFFF" target="_blank">
declared Anthropic a supply-chain risk
</a>
<span style="background-color:#FFFFFF;color:#000000">
earlier this year, the designation was meant to hurt. The label, typically reserved for adversarial foreign companies, was a pointed message from Defense Secretary Pete Hegseth after Anthropic refused to let the military use its AI models for autonomous weapons or domestic surveillance. Anthropic called the move "legally unsound" and
sued.
</span>
</div>
<div>
<br/>
</div>
<div>
<span style="background-color:#FFFFFF;color:#000000">
What followed has been less a corporate crisis
</span>
<a data-linktext="than a coming-out party" data-linktype="Normal" style="color:#168DD9;background-color:#FFFFFF" target="_blank">
than a coming-out party
</a>
<span style="background-color:#FFFFFF;color:#000000">
.
</span>
</div>
<div>
<br/>
</div>
<div>
<span style="background-color:#FFFFFF;color:#000000">
In the months
since the standoff began, Anthropic says its annualized revenue has grown from roughly $9 billion at the end of 2025 to
</span>
<a data-linktext="more than $30 billion today" data-linktype="Normal" style="color:#168DD9;background-color:#FFFFFF" target="_blank">
more than $30 billion today
</a>
<span style="background-color:#FFFFFF;color:#000000">
, and paid consumer subscriptions have more than doubled. The Claude app briefly
</span>
<a data-linktext="topped Apple's download charts" data-linktype="Normal" style="color:#168DD9;background-color:#FFFFFF" target="_blank">
topped Apple's download charts
</a>
<span style="background-color:#FFFFFF;color:#000000">
.
</span>
</div>
<div>
<span style="background-color:#FFFFFF;color:#000000">
</span>
</div>
<div>
<span style="background-color:#FFFFFF;color:#000000">
The legal fight has temporarily
</span>
<a data-linktext="produced a split decision" data-linktype="Normal" style="color:#168DD9;background-color:#FFFFFF" target="_blank">
produced a split decision
</a>
<span style="background-color:#FFFFFF;color:#000000">
— one court blocked the government from enforcing a ban on Claude, while a federal appeals court allowed the Pentagon's blacklisting to stand while litigation plays out.
</span>
</div>
<div>
<br/>
</div>
<div>
<span style="background-color:#FFFFFF;color:#000000">
And
last week, Anthropic unveiled Project Glasswing, a sweeping cybersecurity initiative that brought in partners including AWS, Apple, Microsoft, Google, and Cisco to test
</span>
<a data-linktext="a new, unreleased model called Claude Mythos" data-linktype="Normal" style="color:#168DD9;background-color:#FFFFFF" target="_blank">
a new, unreleased model called Claude Mythos
</a>
<span style="background-color:#FFFFFF;color:#000000">
— described in leaked
internal materials as "by far the most powerful AI model we've ever developed."
</span>
</div>
<div>
<br/>
</div>
<div>
<span style="background-color:#FFFFFF;color:#000000">
For a company that spent years in OpenAI's shadow, it has been a remarkable few months.
</span>
</div>
</td>
</tr>
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SPONSORED
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<span style="font-size:24px;color:#000000">
Traditional career advice wasn't written for the age of AI
<span class="ql-cursor">
</span>
</span>
</h2>
</td>
</tr>
<tr class="trpad20" style="background-color:#E9F2F9">
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<div>
<span style="font-size:20px;font-family:Arial,Helvetica,sans-serif;color:#000000;background-color:rgba(0,0,0,0)">
Ten years ago, "learn to code" was the career advice of the decade. Today, AI models can already outperform most human experts on real-world coding tasks. The skill that was supposed to future-proof careers is rapidly becoming obsolete.
</span>
</div>
<div>
<br/>
</div>
<div>
<span style="font-size:20px;font-family:Arial,Helvetica,sans-serif;color:#000000;background-color:rgba(0,0,0,0)">
Most career advice
hasn't caught up. It's still pushing traditional paths and platitudes like "follow your passion" — with no research behind any of it.
</span>
</div>
<div>
<br/>
</div>
<div>
<span style="font-size:20px;font-family:Arial,Helvetica,sans-serif;color:#000000;background-color:rgba(0,0,0,0)">
So what should you do?
</span>
</div>
<div>
<br/>
</div>
<div>
<span style="font-size:20px;font-family:Arial,Helvetica,sans-serif;color:#000000;background-color:rgba(0,0,0,0)">
"80,000 Hours: how to find a fulfilling career that does good" has the answer. Based on over ten years
of research, Benjamin Todd introduces a tried-and-tested toolkit framework that has already led thousands of people to change their path. It covers:
</span>
</div>
<div>
<br/>
</div>
<ul style="font-family:Arial,Helvetica,sans-serif;font-size:20px;color:#000000">
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<span class="ql-ui">
</span>
<span style="font-size:20px;font-family:Arial,Helvetica,sans-serif;color:#000000;background-color:rgba(0,0,0,0)">
What really makes for a dream job
</span>
</li>
<li>
<span class="ql-ui">
</span>
<span style="font-size:20px;font-family:Arial,Helvetica,sans-serif;color:#000000;background-color:rgba(0,0,0,0)">
Which global problems are most pressing
</span>
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</span>
<span style="font-size:20px;font-family:Arial,Helvetica,sans-serif;color:#000000;background-color:rgba(0,0,0,0)">
<span class="ql-cursor">
</span>
How to ensure your role isn't among those automated away
</span>
</li>
</ul>
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<h2 style="mso-line-height-rule:exactly;Margin:0;font-family:Arial;font-size:20px;color:#000000;font-weight:bold">
<span style="background-color:#FFFFFF;color:#000000">
The feud that became a marketing campaign
</span>
</h2>
<div>
<span style="background-color:#FFFFFF;color:#000000">
The Pentagon dispute gave Anthropic something that money rarely buys for an AI company: a clear moral identity. While OpenAI was partnering with the Defense Department, Anthropic was suing it. The contrast was stark, and consumers noticed.
</span>
</div>
<div>
<span style="background-color:#FFFFFF;color:#000000">
</span>
</div>
<div>
<span style="background-color:#FFFFFF;color:#000000">
When OpenAI announced its own deal with the Pentagon, ChatGPT
</span>
<a data-linktext="uninstalls jumped 295% day-over-day" data-linktype="Normal" style="color:#168DD9;background-color:#FFFFFF" target="_blank">
uninstalls jumped 295% day-over-day
</a>
<span style="background-color:#FFFFFF;color:#000000">
, according to market intelligence firm Sensor Tower. Claude downloads rose 51% over the same weekend.
</span>
</div>
<div>
<br/>
</div>
<div>
<span style="background-color:#FFFFFF;color:#000000">
An analysis of credit card data from roughly 28 million U.S. consumers found
that
</span>
<a data-linktext="new paid subscribers surged sharply" data-linktype="Normal" style="color:#168DD9;background-color:#FFFFFF" target="_blank">
new paid subscribers surged sharply
</a>
<span style="background-color:#FFFFFF;color:#000000">
during the weeks between initial reports of the standoff and CEO Dario Amodei's public statement about it in late February. Previous users returned to the platform
in record numbers that same month.
</span>
</div>
<div>
<br/>
</div>
<div>
<span style="background-color:#FFFFFF;color:#000000">
The revenue growth, though, is mostly an enterprise story. The number of clients spending at least $1 million a year has more than doubled since February,
</span>
<a data-linktext="crossing 1,000 customers" data-linktype="Normal" style="color:#168DD9;background-color:#FFFFFF" target="_blank">
crossing 1,000 customers
</a>
<span style="background-color:#FFFFFF;color:#000000">
, according to Anthropic.
</span>
</div>
<div>
<span style="background-color:#FFFFFF;color:#000000">
</span>
</div>
<div>
<span style="background-color:#FFFFFF;color:#000000">
Claude Code, the company's
</span>
<a data-linktext="developer tool released in January" data-linktype="Normal" style="color:#168DD9;background-color:#FFFFFF" target="_blank">
developer tool
released in January
</a>
<span style="background-color:#FFFFFF;color:#000000">
, has been a major driver, adding subscribers quickly and helping push the run rate past milestones that took other software companies decades to reach.
</span>
</div>
<div>
<br/>
</div>
<h2 style="mso-line-height-rule:exactly;Margin:0;font-family:Arial;font-size:20px;color:#000000;font-weight:bold">
<span style="background-color:#FFFFFF;color:#000000">
A model too powerful to release
</span>
</h2>
<div>
<span style="background-color:#FFFFFF;color:#000000">
Project Glasswing arrived
as a kind of capstone to the streak. The initiative is
</span>
<a data-linktext="structured around Claude Mythos Preview" data-linktype="Normal" style="color:#168DD9;background-color:#FFFFFF" target="_blank">
structured around Claude Mythos Preview
</a>
<span style="background-color:#FFFFFF;color:#000000">
, a model Anthropic says can find and exploit hidden software flaws at a level that surpasses nearly any human security expert.
</span>
</div>
<div>
<br/>
</div>
<div>
<span style="background-color:#FFFFFF;color:#000000">
The company has committed $100 million to let partners use it for defensive security work, and says it has no plans to release it to the public. That is a notable stance for a company whose business depends on people using its models. The implication is that Mythos is simply too capable to hand over freely.
</span>
</div>
<div>
<br/>
</div>
<div>
<span style="background-color:#FFFFFF;color:#000000">
The announcement had a dual function. It demonstrated that Anthropic's safety-first positioning is more than
rhetoric, and it showcased a model that the company has explicitly positioned as too dangerous for broad deployment.
</span>
</div>
<div>
<span style="background-color:#FFFFFF;color:#000000">
</span>
</div>
<div>
<span style="background-color:#FFFFFF;color:#000000">
That framing has drawn some skepticism. Talking up a model's risks is a well-worn move in the AI industry, and the timing, coinciding with
</span>
<a data-linktext="reported IPO discussions" data-linktype="Normal" style="color:#168DD9;background-color:#FFFFFF" target="_blank">
reported IPO
discussions
</a>
<span style="background-color:#FFFFFF;color:#000000">
for later this year, was not lost on observers.
</span>
</div>
<div>
<br/>
</div>
<div>
<span style="background-color:#FFFFFF;color:#000000">
Still, the partners involved are not small names. Microsoft, Google, CrowdStrike, and JPMorganChase have all said they're using Mythos Preview in their own security operations. The credibility that comes with those endorsements is harder to manufacture than a press release.
</span>
</div>
<div>
<br/>
</div>
<div>
<span style="background-color:#FFFFFF;color:#000000">
The Pentagon, for its part, has not let up. The appeals court ruling means Anthropic remains locked out of Defense Department contracts for now, even as it can continue working with other government agencies. Defense Under Secretary Emil Michael
</span>
<a data-linktext="has continued to publicly
attack Amodei" data-linktype="Normal" style="color:#168DD9;background-color:#FFFFFF" target="_blank">
has continued to publicly attack Amodei
</a>
<span style="background-color:#FFFFFF;color:#000000">
, and the legal fight remains unresolved. But Anthropic keeps growing.
</span>
</div>
<div>
<br/>
</div>
<div>
<span style="background-color:#FFFFFF;color:#000000">
Meanwhile, OpenAI is taking some hits. A recent
</span>
<a data-linktext="New
Yorker profile" data-linktype="Normal" style="color:#168DD9;background-color:#FFFFFF" target="_blank">
New Yorker profile
</a>
<span style="background-color:#FFFFFF;color:#000000">
of CEO Sam Altman drew on accounts from former colleagues describing him as, at best, slippery. The piece arrived as OpenAI was also reported to be navigating internal friction with its
</span>
<a data-linktext="CFO ahead of its own planned IPO" data-linktype="Normal" style="color:#168DD9;background-color:#FFFFFF" target="_blank">
CFO ahead of its own planned
IPO
</a>
<span style="background-color:#FFFFFF;color:#000000">
. And in March,
</span>
<a data-linktext="The Wall Street Journal reported" data-linktype="Normal" style="color:#168DD9;background-color:#FFFFFF" target="_blank">
The Wall Street Journal reported
</a>
<span style="background-color:#FFFFFF;color:#000000">
that top executives were finalizing plans to pull back on “side quests,” including its Sora video tool, to refocus on coding and enterprise customers, the
exact ground Anthropic has spent the past year consolidating.
</span>
</div>
<div>
<br/>
</div>
<div>
<span style="background-color:#FFFFFF;color:#000000">
None of that is Anthropic's doing. But the contrast with Amodei's public positioning has been hard to miss.
</span>
</div>
<div>
<br/>
</div>
<div>
<span style="background-color:#FFFFFF;color:#000000">
—Jackie Snow, Contributing Editor
</span>
</div>
</td>
</tr>
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