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E276Jun 13, 2026

Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California's Broken Elections

Takes
4
Companies
2
Private calls · not scored
Who weighed in
ChamathSacksFriedberg
2 bearish2 neutral
DiscussedAnthropicMeta
FriedbergFriedbergCommentary

Friedberg argues Anthropic's restrictions on genomics and frontier research are forcing enterprise customers like his own company to abandon the platform for open-source (including Chinese) models, representing a real loss of paying customers and market position.

Over the last couple of weeks, they've begun to restrict the ability to use the models to do that work... we are likely going to end up needing to use open-source models and run them locally ourselves.
SacksSacksCommentary

Sacks argues Anthropic is engaged in a sophisticated regulatory capture campaign built on fearmongering, is actively misleading paying users by secretly nerfing models and retaining all prompt data, and is pursuing an anti-competitive agenda to ban open-source rivals — making it untrustworthy and ultimately harmful to its own ecosystem.

8 months ago I said that Anthropic was engaged in a very sophisticated regulatory capture campaign based on fearmongering... they would degrade the product... still charge you for the product that you thought you were getting, and they
ChamathChamathCommentary

Chamath argues Anthropic's prompt surveillance, censorship risk, and lack of KYC make it a non-starter for enterprises, driving corporate customers toward open-source alternatives and undermining Anthropic's business model.

if you're a company, I think it's almost a non-starter. And the reason is because you could accidentally trip one of these things without even knowing it... Both are not good.
MetaMETA+18.7% over 1mo
ChamathChamathCommentary

Chamath argues Meta fumbled its open-source LLaMA strategy by failing to deliver a truly competitive open-source model, missing a major opportunity to commoditize the AI market and undercut closed competitors.

Meta really fumbled this with LLaMA. I mean, if they had landed a really good— Big time. Working open source model... What a fumble.