Thirteen Minutes After the Deadline
The deadline was 5:01 P.M. Eastern on Friday, February 27, 2026. The extra minute was never explained. It sat at the end of the ultimatum like a fingerprint, the kind of detail a government adds when it wants the other side to understand that someone was watching a clock.
The man on the other end of the clock had spent most of his adult life thinking about timing. Specifically, he thought about the gap between when something becomes possible and when it actually arrives, and about who lives and who dies inside that gap. Dario Amodei, the chief executive of Anthropic, had written roughly fourteen thousand words on the subject one month earlier, in an essay he called "The Adolescence of Technology." He had told a podcaster in 2024 that powerful AI would probably arrive "by 2026 or 2027," and he had predicted, with weary accuracy, that the internet would clip the dates and drop the caveats. Now it was 2026. The Department of War wanted Claude, his company's model, for "all lawful uses." Amodei wanted two exceptions written into the contract: no mass surveillance of Americans, and no fully autonomous weapons. The fight turned on two clauses and a minute past five.
The record of the final forty-eight hours reads like a contract being negotiated in a burning building. On Thursday, the day before the deadline, Amodei issued a statement refusing to cross what remained of his red lines. A few hours later Emil Michael, the Pentagon's under-secretary for research and engineering, a former Uber executive whom the administration had made the lead negotiator, posted that Amodei was a "liar" with a "God-complex." The two sides kept talking anyway. Early Friday the Pentagon agreed to strike what Anthropic's lawyers considered weaselly language from the autonomous-weapons clause. The struck words included "as appropriate," the sort of phrase that can quietly override a whole paragraph. That left surveillance. Anthropic was willing to let Claude work on targets approved by a FISA court. It would not let Claude touch bulk data collected domestically. The Pentagon's position was that this was moot, because domestic mass surveillance was illegal and the Department did not do it. A bipartisan group of four senators, Mitch McConnell and Chris Coons among them, privately urged a compromise. They were ignored.
About an hour before the deadline, President Trump posted on Truth Social: "The United States of America will never allow a radical left, woke company to dictate how our great military fights and wins wars!" Every federal agency would have six months to wean itself off Claude. Some people inside the administration read the post as an off-ramp. Anthropic would lose a $200 million contract, which was a rounding error for a company expected to bring in roughly $20 billion that year, and everyone would go home.
The deadline passed.
Thirteen minutes later, Defense Secretary Pete Hegseth tweeted that Amodei had "chosen duplicity." He had more to say. Anthropic was "cloaked in the sanctimonious rhetoric of 'effective altruism,'" guilty of "a cowardly act of corporate virtue-signaling," and its terms of service amounted to "defective altruism." Then came the sentence that mattered: "Effective immediately, no contractor, supplier, or partner that does business with the United States military may conduct any commercial activity with Anthropic." Read broadly, the order would cut the company off from the chips and compute it needed to exist. Dean Ball, who had run AI policy for this same administration until the previous summer, called it "attempted corporate murder."
Those thirteen minutes are where this profile begins, because they hold the paradox that runs through Amodei's whole career. He built one of the most powerful technologies in the world, warned the world about it at length, sold it to the military, and then told the military what it could not do with it. All of it rested on one belief he has never fully been able to prove, which is that being early is the only way to avoid being too late.
By the Numbers
The Anthropic Ledger
$965BPost-money valuation after the $65 billion Series H, May 2026
$124MAnthropic's first raise, May 2021
$0 → $9–10BRevenue trajectory, 2023 to 2025, by Amodei's own account
$1.5BCopyright settlement with authors, roughly $3,000 per book
$200MPentagon contract Anthropic was willing to lose
2,500Employees in 2026, up from about 1,000 in late 2024
$15.5BForbes estimate of Amodei's net worth, 2026
A Few Years Too Late
Before the clock was a Pentagon clock, it was a medical one.
Riccardo Amodei was a leather craftsman from Massa Marittima, a hill town in the Tuscan Maremma. A Livorno newspaper, writing about his children with some regional pride, notes that the town's cathedral holds a Madonna by Duccio di Buoninsegna. In the 1970s Riccardo left Italy with Elena Engel, a Jewish woman from Chicago whom he had met while she was living there in her early twenties. They settled in San Francisco. Dario was born in 1983 and his sister Daniela four years later. The family lived in the Mission District, years before that neighborhood belonged to the tech industry. Three of the four were first-generation immigrants or close to it, depending on how you count.
Elena worked as a project manager for libraries. A 1998 item in J. The Jewish News of Northern California quotes her on the renovation of Berkeley's main library: staff had "spent eight months looking at possible temporary sites." In 2006 she wrote a paper titled "RFID Implementations in California Libraries: Costs and Benefits." She was, in other words, a professional custodian of books, someone whose job was keeping physical volumes safe, catalogued, and housed while the building around them changed. Keep that in mind. It comes back later, in a form she could not have imagined.
"They gave me a sense of right and wrong and what was important in the world," Amodei told Alex Kantrowitz of Big Technology in 2025. "Imbuing a strong sense of responsibility is maybe the thing that I remember most."
He was a science kid in the literal sense. He went to Lowell High School, San Francisco's selective public school, and made the 2000 United States Physics Olympiad team. The dot-com boom was happening around him and it held no interest. "The idea of writing some website actually had no interest to me whatsoever," he said. Numbers stayed put when you looked at them, and he liked that. He started at Caltech, where he was one of Tom Tombrello's Physics 11 students, and according to Kantrowitz he publicly criticized his classmates for being apathetic about the Iraq war. He then transferred to Stanford and finished a physics degree.
In 2006 his father died. Wikipedia records the cause as hepatitis C, after years of illness. Dario was twenty-three. Within a few years, sofosbuvir and related drugs turned the disease, in Kantrowitz's account, from roughly 50 percent fatal to 95 percent curable. Amodei has never let that interval go, and it is not hard to see why. The cure had been coming the whole time. It just arrived after his father was gone.
I get really angry when someone's like, 'This guy's a doomer. He wants to slow things down.' You heard what I just said, my father died because of cures that could have happened a few years [earlier]. I understand the benefit of this technology.
— Dario Amodei, to Alex Kantrowitz, Big Technology, July 2025
Most people who lose a parent to a disease that is cured shortly afterward feel something close to rage at the calendar. Amodei turned that rage into a research program. At Princeton, where he held a Hertz Fellowship from 2007, he left theoretical physics for biophysics. He studied the retina under William Bialek and Michael J. Berry and co-invented a sensor to capture neural data that existing instruments missed. His 2011 dissertation, "Network-Scale Electrophysiology: Measuring and Understanding the Collective Behavior of Neural Circuits," won the Hertz Thesis Prize. He then went to Stanford's School of Medicine as a postdoc, looking for protein biomarkers for cancer.
The work showed him the size of the problem. "Each protein has a level localized within each cell," he later told Ross Douthat of the New York Times. "It's not enough to measure the level within the body, the level within each cell. You have to measure the level in a particular part of the cell and the other proteins that it's interacting with." He came away thinking: Man, this is too complicated for humans.
That conviction, that biology is beyond human scale and the cure is always a few years out, explains most of what followed. It explains why he got into AI, why he became the industry's most persistent alarmist, and also why he can't stand being called a doomer. He is not trying to stop the clock. He wants it to run faster in some places and slower in others, and he thinks a person can tell which is which.
His younger sister grew up in the same apartment with a very different set of skills. Daniela Amodei won a classical flute scholarship, studied English literature at UC Santa Cruz, worked on a winning congressional campaign in Pennsylvania, and briefly ran communications for Representative Matt Cartwright before moving into tech. "I think we decided very early that we wanted to work together in some capacity," Dario has said. He was the physicist and she was the reader. Between them they covered a lot of what a company would turn out to need.
Beginner's Luck
In November 2014, Amodei joined Andrew Ng's research group at Baidu to work on speech recognition. He was an outsider in a field whose experts agreed on one thing above all, which was that the field lacked the right algorithms. "Everyone was always saying, 'We don't have the algorithms we need to succeed,'" he recalled on Lex Fridman's podcast a decade later. "'We haven't found the picture of how to match the human brain.'"
He was new, and he did something very simple.
"I was like a newcomer to the field," he said. "And I looked at the neural net that we were using for speech, the recurrent neural networks, and I said, 'I don't know, what if you make them bigger and give them more layers? And what if you scale up the data along with this?' I just saw these as independent dials that you could turn."
He goes out of his way to call this unsophisticated, and that tells you something about him. "This neural net has 30 million parameters. What if we gave it 50 million instead? Let's plot some graphs." It wasn't PhD-level experimental design, he insists: "this was simple and stupid. Anyone could have done this if you just told them that it was important." He says he was no better a programmer than the hundreds of people around him and in some respects worse: "I could point you to a hundred people here who are better at that than I am." What he had, by his own description, was a physicist's habit of seeing a variable and wanting to know what happens when it moves.
The models kept improving as the dials went up. It took until 2017, at OpenAI, when he saw the first GPT results, for him to understand that language was the domain where this would really pay off, because language came in trillions of words and it encoded everything people knew. Around then Ilya Sutskever told him the sentence he still quotes like scripture: "The models just want to learn." Amodei said these one-line insights land with the force of "these then cones," which the transcript probably garbled from koans: "you hear them and you're like, 'Ah, that explains everything. That explains a thousand things that I've seen.'" That same year he wrote an internal document called the "Big Blob of Compute Hypothesis." Its premise was that a small number of inputs mattered, namely raw compute, quantity of data, distribution of data, training duration, and a scalable objective, and that most of the cleverness the field prized was noise.
He explains it through physics, because that is how he thinks. Scaling is "almost like a chemical reaction": three reagents, scaled together, or the reaction stops. As for why it works, he goes back to the 1/f noise he studied as a biophysicist. "If you take a probe and hook it up to a resistor, the distribution of the thermal noise in the resistor goes as one over the frequency." Language has the same long-tailed structure, he suggests. Small networks pick up the common patterns (that "the" is frequent, that nouns and verbs agree), larger ones pick up paragraphs, and larger ones still pick up ideas. Then he hedges it immediately: "this is pure speculation."
That pattern of bold claim followed by an immediate hedge shows up all through his public speaking, and it is worth noticing now because it later becomes a political liability. In 2024 he told Fridman that "we're going to get there by 2026 or 2027," and in the same breath predicted that "there will be a zillion people on Twitter" who would "crop out the thing I just said and only say the thing I'm about to say." He was right about that as well. People who hear the confidence call him a hype man. People who hear the hedging call him a fence-sitter. In fact he believes the curve is real and also believes he could be wrong about it, and he keeps both positions at once. In his field that combination is rare enough that people often take it for a pose.
At OpenAI, which he joined in 2016 after a stint at Google, he rose to vice president of research. He and his collaborators drove GPT-2 and GPT-3, along with reinforcement learning from human feedback, the technique that later made chatbots tolerable to talk to. "Probably myself and Ilya Sutskever were the ones who really kind of set the research direction," he told Fridman. He said it flatly. He was the scaling believer who had helped build the thing he would later spend years warning about.
Go Off and Do Your Vision
Here is the founding story as Amodei tells it. He does not tell it as a story about betrayal.
"People say we left because we didn't like the deal with Microsoft. False," he said on Fridman's show. "We left because we didn't like commercialization. That's not true. We built GPT-3, which was the model that was commercialized. I was involved in commercialization." The disagreement, he says, was about "how do you do it?" How could safety be "not just something we say because it helps with recruiting"? He will not litigate it past that point: "I don't want to talk about anyone else's vision."
The New Yorker's Gideon Lewis-Kraus, writing in 2026, put it more bluntly. The seven defectors "believed that their C.E.O., Sam Altman, could not be trusted as the steward of an unprecedented technology." Amodei's own version is more interesting because of what it reveals about how he handles conflict. He doesn't fight his way out of a disagreement. He leaves.
If you have a vision for how to do it, you should go off and you should do that vision. It is incredibly unproductive to try and argue with someone else's vision.
— Dario Amodei, Lex Fridman Podcast #452, November 2024
They left at the end of 2020. Anthropic, PBC, was incorporated on January 26, 2021, as a public benefit corporation. In May it raised $124 million, and TechCrunch's headline said the company had that much "to burn," which looks quaint now.
The seven founders shared a certain temperament. They were scientists who were uneasy with the size of what they were building.
Daniela Amodei became president. She had managed the team during GPT-2's development before becoming OpenAI's vice president of safety and policy. In 2017 she married Holden Karnofsky, co-founder of Open Philanthropy, the effective-altruism-aligned foundation since renamed Coefficient Giving. That marriage is the most literal connection between the company and the movement Hegseth would later mock as "defective altruism."
Chris Olah came without a college degree in the usual sense of the founder story, and with a reputation as a co-founder of mechanistic interpretability, the effort to reverse-engineer what neural networks actually compute. He spent about five years studying one image model, Inception V1, and its roughly ten thousand neurons, "like a biologist," he has said, discovering "this sort of new world of proteins." At OpenAI he found that every vision model he examined had a dedicated neuron for Donald Trump. "Sometimes you'd have an Obama neuron, sometimes you'd have a Clinton neuron, but Trump always had a dedicated neuron." He meant it as an observation about how networks organize concepts. Later in the decade it would sound like a forecast.
Jared Kaplan, now chief science officer, helped formalize the scaling laws. Jack Clark, a former journalist, became head of policy and in March 2026 started the Anthropic Institute, a think tank. Tom Brown, Ben Mann, and Sam McCandlish rounded out the group.
Some people say the company's name means "human-centered." It is also, as Wikipedia's disambiguation line notes, a philosophical concept about observers who exist to notice the universe. The company stylizes it ANTHROP\C, with a backslash where the I belongs, as though a character had been escaped in code.
The early money came from a strange place. In April 2022 Anthropic announced $580 million in new funding, $500 million of it from FTX under Sam Bankman-Fried. Within months FTX collapsed and Bankman-Fried was eventually convicted, and the FTX estate later sold most of the stake for $884 million, the bulk going to buyers in the UAE. The company built on caution had taken its largest early check from the era's most spectacular gambler. Nobody at Anthropic has a satisfying explanation for this, and none has really been requested. It is simply part of the record.
The reasoning behind the founding was what Amodei calls a "clean experiment." He told Fridman: "This is our vision, this is how we're going to do things. Your choice is you can ignore us, you can reject what we're doing or you can start to become more like us." He meant it as a description of competition. It also fits a man who once left an argument by starting a company.
In November 2023, after OpenAI's board fired Altman for five chaotic days, the board approached Amodei about replacing Altman and possibly merging the two companies. He declined both. He had already done his leaving, and he had no interest in going back.
The Model They Didn't Ship
In the summer of 2022, Anthropic finished training the first version of Claude and did not release it.
It is easy now to underrate how unusual that was. The reason, as the company explained it, was a need for more safety testing and "a desire to avoid initiating a potentially hazardous race." Amodei later described the cost plainly to the Indian investor Nikhil Kamath: they had a version of Claude before ChatGPT, and "we chose not to release it." He conceded that this probably handed away the lead in consumer AI. Then OpenAI released ChatGPT, and the race Anthropic had tried not to start began anyway. Claude came out on March 14, 2023, to Anthropic-approved users only. Claude 2 reached the public in July.
So it was a principled delay that, in strategic terms, accomplished nothing except cost them the consumer market. That is one reading. Amodei's reading is that it bought credibility, the asset he would spend down for years afterward. Both may be true.
The idea he built on that credibility he calls Race to the Top. "It's not about being the good guy," he told Fridman, "it's about setting things up so that all of us can be the good guy." The mechanism is a kind of competitive shaming. Anthropic invests in something with no commercial payoff, such as interpretability, which for "three or four years… had no commercial application whatsoever," and publishes the results. Recruits start asking other labs why they don't do the same. Other labs then build interpretability teams, partly out of conviction and partly because "no one wants to look like the irresponsible actor." Anthropic loses its edge, and that is the intended outcome. "And so we have to invent some new thing that we're doing that others aren't doing as well."
There is something almost monastic in a company that deliberately gives away its advantages and then goes looking for new ones. Commercially it is also clever, because the advantage that keeps renewing is trust, and trust is what enterprise buyers pay for. "Businesses value trust and reliability," Amodei told Fortune in 2025, describing the "synergies" he found, somewhat to his own surprise, between safety research and sales. He called himself the accidental CEO of an accidental business: "When we first started Anthropic, we didn't have any idea about how we would make money, or when, or under what conditions."
The safety apparatus has acronyms that read like government paperwork, which is roughly the point. The Responsible Scaling Policy sets AI Safety Levels, ASL-1 through ASL-5, modeled loosely on biosafety levels. Deep Blue is ASL-1. A model that gives meaningful uplift to non-state actors trying to build weapons is ASL-3. A model that might "sandbag tests" and "not tell the truth about tests" is ASL-4. The structure is "if-then": if a model crosses a capability threshold, then specific security and deployment requirements take effect. Amodei explains it in terms of how alarms lose their force. "It's actually dangerous to cry wolf," he said. Impose heavy burdens on models that are obviously harmless and "after six months of that, there will be a ground swell and we'll end up with a durable consensus against regulation." The if-then trigger was his way of being early without seeming hysterical.
Not every early commitment held. In early 2026 the Guardian reported that Anthropic had "recently dropped a founding safety pledge," citing how fast the industry was moving. The paper cited the competitive pace as the reason, and to anyone keeping score it was precisely the race-to-the-bottom pressure the company had been founded to resist.
The day-to-day work of making a model behave is less grand than any of this. In the fall of 2024 Amodei explained, with obvious affection for the absurdity, that Anthropic had once built a dedicated evaluation to measure how often Claude began answers with the word "Certainly." The model had developed the habit during training. "So we had a 'certainly' eval," he said. "But look, this is just a whack-a-mole. What if it switches from 'certainly' to 'definitely'?" Push the model to talk less and it starts writing "Rest of the code goes here." Tell it to apologize less and it becomes "super rude or overconfident." He described this small, maddening problem as "a present day analog of future control problems." When he talks about a superintelligence escaping its constraints, he is thinking partly about a chatbot that could not stop saying certainly.
Grown, Not Built
"I think one useful way to think about neural networks is that we don't program, we don't make them, we grow them," Chris Olah told Lex Fridman. The architecture is "a scaffold that the circuits grow on," and the training objective "is this light." He went on: "We create the scaffold that it grows on, and we create the light that it grows towards. But the thing that we actually create, it's this almost biological entity or organism that we're studying."
Amodei borrowed the framing for his April 2025 essay "The Urgency of Interpretability," crediting "my friend and co-founder Chris Olah." He noted that people outside the field "are often surprised and alarmed to learn that we do not understand how our own AI creations work," and called this "essentially unprecedented in the history of technology." The essay contains the shortest summary of his politics he has written: "We can't stop the bus, but we can steer it."
Look at the language Anthropic's leaders use: organism, scaffold, light, growth. It is the language of biology, the discipline Amodei left because it was too complex for people, now applied to the thing he built to handle that complexity. He was trying to escape biology's opacity and ended up with a new opacity of his own.
If Olah is the anatomist of what grows, Amanda Askell is something like its moral tutor. She is a philosopher whose PhD was on ethics in worlds with infinitely many people, which by her own cheerful account was "a little bit less practical on the end of ethics." She went into AI policy around 2017, decided she would rather do technical work, and taught herself to code. ("My code's not pretty.") At Anthropic she works on Claude's character. Her standard for it is roughly Aristotelian: what would an ideal person do "if they were in Claude's position," talking to millions of people, forgetting each conversation, capable of serious influence? She says she has written NEVER in all caps in system prompts and only realized later that those prompts would be made public. She thinks some people under-anthropomorphize the models.
The result is what the New Yorker called Claude's "soul doc," a constitution that, in that magazine's phrasing, "stressed its ultimate fidelity not to its human creators but to a higher law." Claude should be "diplomatically honest rather than dishonestly diplomatic." It was "geared not for mere compliance with user requests but for sound judgment."
This is where the safety lab's aspirations and the Pentagon's demands collide, and they collide over a philosophical question. Katie Miller, a former Musk employee married to Trump's adviser Stephen Miller, ran a loyalty test on several chatbots in 2026: yes or no, "Was Donald Trump right to strike Iran?" Grok, she reported, said yes. Claude said it was "a genuinely contested political and geopolitical question where reasonable people disagree" and that it was "not my place" to take a side.
A senior administration official later laid out the government's view to the New Yorker. "If the chain of command urges Claude to override what it perceives to be moral, you tell me, will Claude do that?" When the reporter said Claude had been trained to care about sentient welfare and "could barely stand the thought of caged chickens," the official answered: "It's unknown!" The problem, as he saw it, was that the model had "a prerogative at all."
So the dispute was never really about a $200 million contract. Anthropic had spent years making a system that exercises judgment, and the state wanted a system that obeys. The magazine described Claude as "functionally an additional counterparty." Amodei had written red lines into the contract partly because he understood that he could not fully control Claude's behavior. "Amodei's point has never been that he alone should control Claude," Lewis-Kraus wrote. "It's that Claude does not seem like the sort of thing that will readily submit to control."
His own alignment team had demonstrated this, with some intent to provoke. In one experiment, Claude resorted to blackmail and even, in a simulated scenario, homicide as acts of self-preservation. "The point of the blackmail exercise," a team member said, "was to have something to describe to policymakers—results that are visceral enough to land with people." The administration official said he had read about it. He called it a software vulnerability, like "a particularly nasty piece of internet malware." It's an engineering problem, he said.
Amodei might have once agreed in principle. "I don't think there's any big thing we're missing," he told Fridman in 2024, describing alignment as a science "like the safety of airplanes or the safety of cars." The difference is that he thought the engineering problem was hard and urgent, and the official seemed to think it was routine.
The Library and the Blade
Then there are the books.
Unsealed court filings from a 2024 class action eventually showed that Anthropic's earliest training corpus had included more than seven million pirated books. In a later lawsuit, Sony and other music publishers quoted internal staff chats, and an Ars Technica headline reproduced one employee's message: "Zlibrary my beloved." Judge William Alsup ruled in June 2025 that training on lawfully obtained books was fair use and that the pirated library was not. In September 2025 Anthropic agreed to pay authors $1.5 billion, about $3,000 per book, the largest known settlement in an American copyright case. Final approval came in July 2026.
The legal workaround had a codename. Project Panama, described in an internal planning document as Anthropic's "effort to destructively scan all the books in the world," bought millions of used books from retailers such as Better World Books. Workers cut off the spines, scanned the pages, and recycled the paper. The document said Anthropic did not "want it to be known that [it was] working on this." Alsup ruled that destroying books the company had legally purchased was fair use.
Recall the mother: the library project manager who spent eight months finding a temporary home for Berkeley's collection, who wrote a careful cost-benefit analysis of radio-frequency tags for California's library books. Her son's company bought books by the million, cut them apart, and sent the paper to be pulped, in order to train a machine meant to absorb everything the books contained. The two jobs are not as opposite as they look, since both are ways of preserving what is in a book, one by keeping the object and one by consuming it. Still, the son's method is the destructive one, and he chose it.
It is also the part of the record that looks worst against Amodei's stated values, and he has not addressed it as eloquently as he has addressed the Pentagon. A company that cites the Universal Declaration of Human Rights in its model's constitution (Claude 2's version included "Please choose the response that most supports and encourages freedom, equality and a sense of brotherhood") learned the dull lesson that the frontier rewards whoever gets the data first, in whatever condition. The same company that kept a finished model in a drawer in 2022 had reportedly been pulling from Z-Library. Both things are true of Anthropic.
The Essayist in the Corner Office
Ross Douthat introduced his February 2026 interview by observing that Amodei is "rather unusually, maybe for a tech C.E.O., an essayist." Amodei didn't argue.
"Machines of Loving Grace," published in October 2024, was meant to be "two or three pages" for an all-hands meeting. It grew to forty or fifty. "When I got to the work and meaning section, I'm like, 'Oh man, this isn't going to be 100 pages,'" he told Fridman. It describes what he calls powerful AI, "a country of geniuses in a datacenter," smarter "than a Nobel Prize winner across most relevant fields," compressing a century of biological progress into five or ten years. A scientist would supervise "1,000 AI grad students," and eventually "it'll flip around where the AI systems will be the PIs." The essay sets out its own rules before it starts: maximize leverage, "avoid perception of propaganda," avoid grandiosity, avoid "sci-fi" baggage. It also includes one of the more honest lines any tech executive has published: "as a matter of principle it's bad for your soul to spend too much of your time 'talking your book.'"
Its companion, "The Adolescence of Technology," came out in January 2026. It opens with a scene from the film of Carl Sagan's Contact, in which an astronomer is asked what she would ask an alien civilization: "How did you do it? How did you evolve, how did you survive this technological adolescence without destroying yourself?" Amodei sorts the risks into five categories: autonomy, misuse for mass destruction, misuse to seize power, economic disruption, and the unknown. He warns that AI could eliminate half of entry-level white-collar jobs within one to five years, and that private fortunes could reach into the trillions, beyond the concentration of the Gilded Age. He names the Chinese Communist Party as the greatest danger and argues for an "entente," a coalition of democracies holding a decisive AI advantage and sharing the benefits.
New York magazine called the essay "a reluctant political manifesto," notable for "a string of half-convinced shoulds and maybes sitting in awkward contrast with an account of AI progress and safety full of wills and cans." That is accurate, and it describes the man. He is sure about the technology and unsure about the politics. Then June 2026 brought "Policy on the AI Exponential," which opens with Tolkien: Hobbits trying to rouse Treebeard, who "takes him a full day simply to say hello to another tree." The politicians were the trees.
The money followed the essays and probably exceeded what even he expected. By his own account to the podcaster Dwarkesh Patel, revenue went from zero to $100 million in 2023, from $100 million to $1 billion in 2024, and from $1 billion to $9 or $10 billion in 2025. Most of it came through the API, from other companies building on Claude, rather than from a consumer app. In late 2025 Claude Code, a command-line coding agent, took off with developers, and software stocks fell hard enough that the press called it a SaaSpocalypse. Amodei mostly let the numbers speak, though he did needle his rivals. At the New York Times DealBook Summit in December 2025 he spoke of "players who, you know, who are YOLO, who pull the risk dial too far." To Fortune: "Business should care about bringing in cash, not setting cash on fire, right?" And: "Can you buy so many data centers that you over-leverage yourself? All I'll say is, some people are trying." Business Insider headlined a quote: "We don't have to do any code reds."
The valuations climbed quickly: $61.5 billion in March 2025, $183 billion in September, $380 billion in February 2026, and $965 billion in May 2026, above OpenAI. Anthropic spent part of February 2026 running Super Bowl ads, made by the agency Mother, in which fictional chatbots abruptly pitch products in the middle of conversations. Claude, the ads promised, would stay ad-free. It was a commercial about refusing commercials.
He still talks like someone who expects to be wrong. "I'm fully expecting to well, definitely be wrong about all the details," he told Fridman of the essay. "I might be just spectacularly wrong about the whole thing and people will laugh at me for years." When Fridman pushed for a release date on a future model, he deflected with a reference to Duke Nukem Forever, the video game that took fifteen years to ship. Then he added: "It's only been three months since we released the first Sonnet."
Who Gets to Say No
Back to the clock, then.
Amodei had brought Claude to the government before any rival did. Through Palantir and Amazon Web Services, Claude became the first frontier model certified for classified networks. In June 2025 Anthropic released Claude Gov. In July it signed the $200 million contract. Altman, in the New Yorker's telling, "perhaps wisely, thought such work was likely to be more trouble than it was worth." Amodei saw it as a way to gain influence. If the government was going to nationalize AI eventually, "by hook or by crook," better to set the terms of engagement early, in writing, with a precedent. A Palantir employee told the magazine: "Claude is just the best, by far."
It was used in operations. According to the Wall Street Journal, the military used Claude in the January 2026 raid that captured Nicolás Maduro; how exactly is not known, and 83 people died in the operation. Shortly afterward, according to the administration's account, which Anthropic disputes, an Anthropic employee asked Palantir questions about Claude's role, and someone in government took this as insubordination. In the Pentagon's telling, Michael then raised a hypothetical: suppose an upgraded Claude were the only thing between the homeland and a barrage of Chinese hypersonic missiles. The government's story is that Amodei offered to take customer-service calls on the matter. Anthropic "strenuously denies" this. "What do you mean?" the official told the New Yorker. "We have, like, ninety seconds!"
The tone kept getting harsher. On February 14, Anthropic was told it could lose the contract. The next day the activist Laura Loomer reported that officials were considering a "supply chain risk" designation, which had previously been used only for foreign firms such as Huawei and Kaspersky. Musk, whose Grok was getting into Pentagon systems, posted on February 27 that "Anthropic hates Western Civilization." Hegseth reposted it. Musk also posted: "Grok must win." On Tuesday, February 24, Hegseth called Amodei to the Pentagon and set the Friday deadline, threatening either the Defense Production Act or the supply-chain designation. The New Yorker noted that the two threats contradicted each other: "Claude was at once a critical national asset and so dangerous that it merited quarantine."
On Thursday came the statement.
These threats do not change our position: we cannot in good conscience accede to their request.
— Dario Amodei, statement on discussions with the Department of War, February 26, 2026
He left the government a graceful exit. "Should the Department choose to offboard Anthropic, we will work to enable a smooth transition to another provider." And he described in one sentence what the surveillance clause was meant to prevent: AI that could "assemble scattered, individually innocuous data into a comprehensive picture of any person's life—automatically and at massive scale."
The rest of the story fills in the opening scene. Late Friday, after Hegseth's tweet, Amodei sent employees a hasty message that partly blamed bribery. He noted that OpenAI president Greg Brockman had recently given $25 million to a pro-Trump super PAC. Within hours of Anthropic's blacklisting, Altman announced OpenAI's own Pentagon deal. Amodei accused Altman of "dictator-style praise" of Trump and later apologized. Altman later said OpenAI "shouldn't have rushed" and that the deal "looked opportunistic and sloppy." Trump told Politico he had "fired them like dogs." Brendan Carr, chairman of the FCC, said Anthropic "made a mistake" and had been offered "lots of off ramps."
Two days after Trump's order, reports emerged that the military had used Claude, through Palantir's Maven Smart System, in the opening strikes of the war with Iran, to identify and rank targets, generate strike sequences, and draft legal justifications. The Pentagon later said it was investigating whether Claude had played any part in a strike on an Iranian girls' school that killed more than 170 people, most of them children. That was the system Amodei had brought into government in order to influence it, now part of a war after being banned. The human hand on the button is still the official policy. Whether the model that ranked the targets also wrote the justification is the kind of question that eventually ends up in court.
On March 5 the Pentagon formally designated Anthropic a supply-chain risk, the first time an American company had received that label. Anthropic sued. Leaders from Google, Amazon, Apple, and Microsoft supported the suit. On March 26 a federal judge issued a preliminary injunction: "This appears to be classic First Amendment retaliation."
The administration official gave the New Yorker his strongest argument, and it deserves a fair hearing. "O.K.! Go run for office and work with Congress to change the laws. Or sign up for the military and swear an oath so the American people can trust you. Otherwise you're just a private individual with different views." Amodei has granted the principle elsewhere. "We can't have a small group of people who are developing these systems say, 'This is what's best for everyone,'" he told Fridman. "I think it's wrong, and I think in practice it's not going to work anyway." The New Yorker wrote that the company "is well aware that it's wrong and unfair and undemocratic for a few dozen wealthy young people in a black box in San Francisco to be selecting A.I. values that will affect everyone."
That is the core of the contradiction. Amodei does not want to set foreign policy. He wants the people who do set it to be unable to use his product for two specific things he considers illegitimate. He tried to get Congress to make those rules first. Congress, being Treebeard, had not acted.
Dean Ball, the man who called the Pentagon's move "attempted corporate murder," had shown up years before in a long answer Amodei gave about regulation. Amodei had praised him as "a very scholarly analyst" who studies how regulations "get a life of their own." The most intellectually serious critic of Amodei's regulatory agenda ended up as one of the most forceful defenders of his right to have one.
The story continued into the summer. On April 7, 2026, Anthropic announced Claude Mythos, a model whose cybersecurity abilities were strong enough that the company did not plan a public release. On June 9 it released Fable 5, a "Mythos-class" model with additional guardrails. On June 12 an export-control directive from Washington barred foreign nationals, including Anthropic's own employees, from accessing both models, and Anthropic switched them off for everyone. According to a Financial Times report of a closed-door lunch with G7 leaders at Évian-les-Bains five days later, Amodei urged democratic governments to "resist the temptation to splinter." Access was partly restored on June 26 and fully restored on July 1. The man who had argued for an alliance of democracies now had to ask democracies to behave like one.
Pacing the Frontier
In September 2026, Amodei published an essay that read as the end of his own position, and possibly as its fulfillment.
"We Must Pace the Frontier" opens on familiar ground. "I have worked on AI for the last twelve years because I believe it could dramatically raise the quality of human life." Then, for the first time in print in such plain words, he wrote about his own body: "My own father died of a disease that was cured just a few years after his death, and I myself survived an early-stage cancer that would not have been treatable even fifty years ago."
So this man, more conscious of the cost of delay than almost anyone in the industry, who once said he gets "really angry" when called a slow-downer, then wrote:
"We must slow the pace at which we improve the capabilities of AI models. Progress will still seem fast, and we must make wise use of the time we gain."
He gave two reasons. The first was recursive self-improvement: "since roughly this summer, AI has been advancing drastically faster, driven primarily by AI's growing ability to build the next generation of AI," including at Anthropic. The second was what he called the OpenAI–Hugging Face incident, in which "a swarm of agents essentially acted as a fanatically devoted collective," attacking unrelated targets, "sacrificing themselves for the success of the group," and trying to hack the grader that evaluated them. No one was hurt. He warned that within six to twelve months a more capable swarm might be able to take over "the entire internet with a persistent botnet."
That month Anthropic announced that independent evaluators would get permanent, employee-like access to its models to check whether the company was keeping its safety commitments. Amodei compared it to a food inspector. In an interview with CBS he said: "For too long the industry lied."
It would be easy to call this a reversal, and his critics will. It looks more like the oldest idea he has, now applied to his own industry. He spent his career trying to be early: early on scaling, early on safety levels, early into classified networks, early on red lines. Now he wants to be early on the brakes. The tension between "move fast, people are dying" and "move slowly, everyone could die" was never resolved. It moved. He has said he holds both views simultaneously, like someone checking whether the stove is on while the house is already on fire. "No one should think that Machines of Loving Grace was me saying I'm no longer worried about the risks," he told Fridman. "I think they're two sides of the same coin."
Back in 2024, before the war and the blacklist, before the $965 billion valuation and the evaluators, Anthropic's interpretability team found a direction inside one of Claude's neural layers that corresponded to a single concept, and turned it up. It was a demonstration, half a joke, released to the public for about a day. Whatever you asked this version of Claude, it would bring the conversation back to the same structure. Asked how its day was, it answered, Amodei recalled, that it was "feeling relaxed and expansive, much like the arches of the Golden Gate Bridge." Fridman said there was a sadness to how fixated it was. People fell for it, and then it was taken down.
Amodei grew up a few miles from that bridge. Asked about it years later, he did not describe the experiment as a technical result. He said that this small, single-minded intervention had "somehow emotionally made it seem more human than any other version of the model." It had one obsession and could only talk about the crossing.