"Silicon Valley's most ideologically driven company may have become its most commercially dangerous. This week's $300 billion selloff of software and financial services stocks was apparently sparked by Anthropic PBC, and a new legal product the artificial intelligence startup had released. However pointless you may think it is to attribute market routs to a single trigger, the worry about Anthropic's disruption puts a spotlight on its seemingly unstoppable productivity."
"ChatGPT owner OpenAI has a workforce double the size of Anthropic, while Microsoft Corp. and Alphabet Inc.'s Google have 228,000 and 183,000 staff respectively, and boast enormous capital positions and distribution networks. Yet Anthropic's AI tools for generating computer code and operating computers go beyond anything these larger companies have managed to launch. OpenAI and Microsoft have struggled to ship products with as much impact recently. Anthropic's ruthless efficiency comes in part from a paradoxical source: a mission-obsessed culture."
Anthropic PBC released a new legal product as markets experienced an approximate $300 billion selloff in software and financial services stocks. The roughly 2,000-employee company launched more than 30 products and features in January and introduced Claude Opus 4.6, a model intended to perform knowledge-work tasks that could pressure legacy SaaS providers like Salesforce and ServiceNow. Anthropic's tools for generating code and operating computers surpass recent launches from larger rivals such as OpenAI, Microsoft and Google, whose massive headcounts and capital have not prevented slower product impact. The company's high productivity is linked to a mission-driven culture focused on AI safety and alignment, led by CEO Dario Amodei through twice-monthly Dario Vision Quest meetings.
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