Amrith Ramkumar

So really, yeah, they're sort of this ragtag bunch in some ways that came out of OpenAI and they've now suddenly become maybe one of the most important AI developers.

Anthropic has tried to brand themselves as the AI good guys.

They say AI could destroy the world and is too powerful and is improving too quickly, so the government needs to do all these regulations and slow it down.

The Biden administration really did focus on AI safety, transparency, and taking steps to put some guardrails up.

So when the Trump administration came in and on day one basically said, we're getting rid of all of that, Anthropic fought back.

And they've basically spoken publicly about the need for guardrails.

They're the one big AI model developer that has been fighting the Trump administration on this issue and doesn't like the Trump administration's laissez-faire approach to AI regulation.

They don't like exporting advanced AI chips to China.

And they speak their mind.

The CEO, Dario Amadei, is one of the only notable CEOs who has spoken out consistently against Trump in this second term.

The government is trying to embed AI everywhere it can, and Anthropic's Claude models are simply too good.

They're often better at things like coding or other sorts of applications.

Military contracts are an enormous deal for AI companies trying to get their foot in the door with the US government.

AI is seen as the future technology across the board, but it has so many military applications.

People talk about autonomous drones, using it to crunch numbers more efficiently.

I mean, you can really embed it throughout your operations.

It could be used down the road in battle.

And more importantly for these companies, it's seen as just very lucrative because the military is seen as a huge, huge customer.

And if they say, we like your AI better than someone else's AI, that has immense value to shareholders.

So for all of those reasons, it's important.