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   The year of Anthropic
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   Plus: Pentagon threatens the AI boom.
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          Friday, March 06, 2026
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           Krisztian Bocsi/Bloomberg via Getty Images
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           Anthropic is having a huge 2026. It's only March
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          Anthropic’s “safety-first” AI is now the enterprise’s most disruptive tool and the Pentagon’s newest 
battleground.
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          <br/>
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          For years, Anthropic cultivated an image as the cautious, ethically minded alternative to its rivals. But its quiet, sustained push to make its Claude models indispensable for software engineers — a strategy backed by billions from Google (
          <a data-linktext="$GOOGL" data-linktype="Normal" style="color:#105C8E;" target="_blank">
           $GOOGL
          </a>
          ) and Amazon (
          <a data-linktext="$AMZN" data-linktype="Normal" style="color:#105C8E;" target="_blank">
           $AMZN
          </a>
          ) — has paid off in ways that are rewriting the AI race. Now, those same tools developed under strict safety protocols are destabilizing enterprise software and reshaping how today’s tech talent works.
         </div>
         <div>
          <br/>
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         <div>
          The
company’s commercial success has dragged the company from the lab into the geopolitical fray. Anthropic has been at the center of the U.S. war against Iran. Simultaneously, CEO Dario Amodei has accused OpenAI of “straight-up lies” regarding its evolving policy on military contracts, escalating the rivalry from benchmark scores to ethical warfare.
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           From coding co-pilot to 
intelligence asset.
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          <br/>
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         <div>
          Anthropic’s 2026 journey reveals a sobering reality of the modern tech frontier: The distinction between a powerful enterprise tool and a military-grade intelligence asset is collapsing faster than regulators can react. The debate over “responsible AI” isn’t a philosophical exercise any longer. Now, the debate is being settled by market adoption and national security imperatives, proving that commercial dominance and geopolitical leverage are becoming one and the same.
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           Today's
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          <h2 style="mso-line-height-rule:exactly;Margin:0;font-family:Arial;font-size:20px;font-weight:bold;">
           What’s driving Anthropic’s breakout year?
          </h2>
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                           <!--[if 
!mso]><!-->
                           <a style="-webkit-border-radius: 6px; -moz-border-radius: 6px; border-radius: 6px; color: #FFFFFF; text-decoration: none; font-family: Arial; font-size: 12px;  border: none; display: block; ">
                            The Pentagon fight putting Anthropic on every front page
                           </a>
                           <!--<![endif]-->
                           <!--[if mso]><a 
href="https://www.ne16.com/t/10397469/222404108/9310430/1/1009235/?abb9e380=NGYzZmQyODYtMmZhOS00YzdjLWFkYzktMzQyOGNhZmI3ZDBl&f5d63f87=REIlMjAwMy0wNiUyMA&x=c0af8870" target="_blank" style="-webkit-border-radius: 6px; -moz-border-radius: 6px; border-radius: 6px; color: #FFFFFF; text-decoration: none; font-family: Arial; font-size: 12px;  border: none; display: block; ">The Pentagon fight putting Anthropic on every front 
page</a><![endif]-->
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10px;padding-bottom:10px;mso-padding-bottom-alt: 10px; " width="100%">
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                            Claude Code changing how engineers ship
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ship</a><![endif]-->
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                           <!--[if !mso]><!-->
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                            Enterprises shifting budgets away from OpenAI
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                           <!--<![endif]-->
                           <!--[if mso]><a 
href="https://www.ne16.com/t/10397469/222404108/9310432/1/1009235/?abb9e380=NGYzZmQyODYtMmZhOS00YzdjLWFkYzktMzQyOGNhZmI3ZDBl&f5d63f87=REIlMjAwMy0wNiUyMA&x=e109ded0" target="_blank" style="-webkit-border-radius: 6px; -moz-border-radius: 6px; border-radius: 6px; color: #FFFFFF; text-decoration: none; font-family: Arial; font-size: 12px;  border: none; display: block; ">Enterprises shifting budgets away from 
OpenAI</a><![endif]-->
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           Here's what you need to know
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             <a aria-label="Angela Weiss/AFP via Getty Images" style="color:#105C8E;" target="_blank" title="Angela 
Weiss/AFP via Getty Images">
              <img alt="Angela Weiss/AFP via Getty Images" class="img100" data-linktype="Normal" data-target="_blank" height="auto" src="https://inboxflows.com/_/image/https%253A%252F%252Fqz.com%252Fcdn-cgi%252Fimage%252Fwidth%253D870%252Cquality%253D85%252Cformat%253Dauto%252Fhttps%253A%252F%252Fassets.qz.com%252Fmedia%252FGettyImages-2264294511.jpg/?inbox_flows_img_sig=eyJwYXRoIjoiaHR0cHMlM0ElMkYlMkZxei5jb20lMkZjZCIsInRpbWUiOjE3NzI3OTU1MjMuODkxODgwOH0:1vyT6B:g1qSmCCVY-BmkKDrdQHuRzZvpA-v0UvJX2liCkeiQ4Y" style="width:200px;max-height:400px;vertical-align:middle;border:0;" width="200"/>
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             <div style="line-height: 1.4">
              <strong>
               <a data-linktext="Oil prices rise; stocks fall." data-linktype="Normal" style="color:#105C8E;" target="_blank">
                Oil prices rise; stocks fall.
               </a>
              </strong>
              After Wednesday’s brief relief rally, stocks slipped again as crude oil climbed again — at the close, the S&amp;P 500 was down about 0.57%, the Dow was off roughly 786 points (up from its midday plunge of over 1,000 points), and the Nasdaq was down about 0.26%.
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             <a aria-label="Cheng Xin/Getty Images" style="color:#105C8E;" target="_blank" title="Cheng Xin/Getty Images">
              <img alt="Cheng Xin/Getty Images" class="img100" data-linktype="Normal" data-target="_blank" height="auto" src="https://inboxflows.com/_/image/https%253A%252F%252Fqz.com%252Fcdn-cgi%252Fimage%252Fwidth%253D870%252Cquality%253D85%252Cformat%253Dauto%252Fhttps%253A%252F%252Fassets.qz.com%252Fmedia%252FGettyImages-2209908672.jpg/?inbox_flows_img_sig=eyJwYXRoIjoiaHR0cHMlM0ElMkYlMkZxei5jb20lMkZjZCIsInRpbWUiOjE3NzI3OTU1MjMuODkxOTc4N30:1vyT6B:vF9AqJuj22-6hGAWr-SZrW4vIheMta0IOrUvTylaF8E" style="width:200px;max-height:399px;vertical-align:middle;border:0;" width="200"/>
             </a>
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             <div style="line-height: 1.4">
              <strong>
               <a data-linktext="Costco’s cart keeps rolling." data-linktype="Normal" style="color:#105C8E;" target="_blank">
                Costco’s cart keeps rolling.
               </a>
              </strong>
              Sales jumped 
9%, and membership fees rose 14% in its last quarter, as the warehouse giant (
              <a data-linktext="$COST" data-linktype="Normal" style="color:#105C8E;" target="_blank">
               $COST
              </a>
              ) keeps selling a lot of stuff, moving a lot of people through its doors, and letting membership fees turn madness into margin.
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             <a aria-label="Will Newton/Getty Images" style="color:#105C8E;" target="_blank" title="Will Newton/Getty Images">
              <img alt="Will Newton/Getty Images" class="img100" data-linktype="Normal" data-target="_blank" height="auto" src="https://inboxflows.com/_/image/https%253A%252F%252Fqz.com%252Fcdn-cgi%252Fimage%252Fwidth%253D870%252Cquality%253D85%252Cformat%253Dauto%252Fhttps%253A%252F%252Fassets.qz.com%252Fmedia%252FGettyImages-2257064635.jpg/?inbox_flows_img_sig=eyJwYXRoIjoiaHR0cHMlM0ElMkYlMkZxei5jb20lMkZjZCIsInRpbWUiOjE3NzI3OTU1MjMuODkyMDc0Nn0:1vyT6B:QpzC40ou-pkorYDGBPkzahWtgvEU8EgC5XY4GYxUmq0" style="width:200px;max-height:400px;vertical-align:middle;border:0;" width="200"/>
             </a>
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            <td class="td100" colspan="4" style="background-color:#EFEFEF;padding:10px;font-size:15px;font-family:Arial,Helvetica,sans-serif;width:66.6667%;vertical-align:top">
             <div style="line-height: 1.4">
              <strong>
               <a data-linktext="Kroger bucks the market’s downward trend." data-linktype="Normal" style="color:#105C8E;" target="_blank">
                Kroger bucks the market’s downward trend.
               </a>
              </strong>
              The grocer’s (
              <a data-linktext="$KR" data-linktype="Normal" style="color:#105C8E;" target="_blank">
               $KR
              </a>
              ) stock was up around 5% around the day’s close thanks to solid headline Q4 numbers and steady grocery and pharma businesses, even if the company may be running out of room to build.
             </div>
            </td>
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             <!--[if mso]><img src="//editor.ne16.com/spacer.gif" style="mso-hide:all;border:0;"><![endif]-->
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             <a aria-label="Dan Brouillette/Bloomberg via Getty Images" style="color:#105C8E;" target="_blank" title="Dan Brouillette/Bloomberg via Getty Images">
              <img alt="Dan Brouillette/Bloomberg via Getty Images" class="img100" data-linktype="Normal" data-target="_blank" height="auto" src="https://inboxflows.com/_/image/https%253A%252F%252Fqz.com%252Fcdn-cgi%252Fimage%252Fwidth%253D870%252Cquality%253D85%252Cformat%253Dauto%252Fhttps%253A%252F%252Fassets.qz.com%252Fmedia%252FGettyImages-1240333838.jpg/?inbox_flows_img_sig=eyJwYXRoIjoiaHR0cHMlM0ElMkYlMkZxei5jb20lMkZjZCIsInRpbWUiOjE3NzI3OTU1MjMuODkyMTk2N30:1vyT6B:CdOMR3v0-4d0rR9Vbv64yF3qUFjJrpePJ8M-5ILd0w8" style="width:200px;max-height:399px;vertical-align:middle;border:0;" width="200"/>
             </a>
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            <td class="td100" colspan="4" style="background-color:#EFEFEF;padding:10px;font-size:15px;font-family:Arial,Helvetica,sans-serif;width:66.6667%;vertical-align:top">
             <div style="line-height: 1.4">
              <strong>
               <a data-linktext="Berkshire’s buyback shift." data-linktype="Normal" style="color:#105C8E;" target="_blank">
                Berkshire’s buyback shift.
               </a>
              </strong>
              Under new CEO Greg Abel, the company announced that it was restarting buybacks for the first time since May 2024 — while Abel bought some shares of his own and says he and Warren Buffett speak 
daily.
             </div>
            </td>
           </tr>
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             <!--[if mso]><img src="//editor.ne16.com/spacer.gif" style="mso-hide:all;border:0;"><![endif]-->
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            Trump bans the Pentagon from using Anthropic
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