Chamath warns that Anthropic's refusal to offer reliable, politically neutral terms of service creates existential business risk—alienating government and enterprise customers who cannot tolerate unpredictable model access, and potentially pissing off every political constituency.
I think they accidentally may have pissed off every constituent. The longer-term fallout amongst them and progressives will come home to roost because as the progressives want more control and these guys push back on them, they're just” ⚑
Friedberg argues Anthropic is worth significantly more than its $350B mark due to explosive ARR growth and dominant product-market fit with Claude/Cowork, making it the higher-multiple bet vs. Google, though the Pentagon dispute is a risk.
Anthropic is worth a lot more than $350. That's for sure. They just added $6 billion in the last month. And I will tell you anecdotally, everyone I talk to is on Cowork. Everyone has like gone deep on this.” ⚑