Artificial Intelligence · Profile from AI Research Companion
Anthropic
The San Francisco model lab founded in 2021 by Dario and Daniela Amodei and a group of former OpenAI researchers who wanted to build frontier AI with safety research at the centre of the company. It makes the Claude family of models and sells them mainly to businesses and developers, through its own API, through Amazon Bedrock, Google Vertex AI and Microsoft's platforms, and through subscription products such as Claude.ai and the coding agent Claude Code. Revenue rose from a few hundred million dollars in 2024 to ~$4.59bn in 2025 and ~$16.29bn in the first half of 2026 alone (S-1, reported), and private valuations went from $61.5bn (March 2025) to $965bn (May 2026). It filed publicly for a Nasdaq listing (ticker ANT) on 26 October 2026, with the price range, share count and listing date left blank. Its defining controversies were legal and political rather than technical: a $1.5bn settlement for downloading pirated books (2025) and a 2026 fight with the Pentagon, which labelled it a "supply-chain risk" after it refused to drop limits on surveillance and autonomous-weapons uses.
At a glance
- Founded
- Early 2021, San Francisco, by Dario Amodei (CEO), Daniela Amodei (president) and other former OpenAI staff including Jared Kaplan, Jack Clark, Tom Brown, Chris Olah and Sam McCandlish; the S-1 describes seven co-founders who together control a founder LLC (reported)
- Headquarters
- San Francisco, California; offices in London, Dublin, Zurich, Tokyo, Seoul, Bengaluru and elsewhere (company, verify list)
- Ownership / structure
- Delaware public benefit corporation (PBC). A Long-Term Benefit Trust (LTBT) of independent trustees elects a majority of the board (S-1, reported). Seven co-founders hold 50.1% of voting power through a single Class F share held by a founder LLC (S-1, reported). Large non-voting or capped holders include Amazon and Google; Microsoft, Nvidia, GIC, Coatue, ICONIQ, Lightspeed, Altimeter, Dragoneer, Greenoaks and Sequoia among investors (company and reported)
- Leadership (2026)
- Dario Amodei (CEO); Daniela Amodei (president); Krishna Rao (CFO); Mike Krieger (Instagram co-founder; chief product officer 2024–25, then Labs, reported); Jared Kaplan (chief science officer); Jack Clark (head of policy); Chris Liddell (former Microsoft CFO) joined the board in February 2026 (reported)
- Products
- Claude models (Haiku, Sonnet, Opus tiers; in 2026 also the restricted Mythos line and the public Fable line, reported); Claude API and developer platform; Claude.ai (Free, Pro, Max, Team, Enterprise); Claude Code (coding agent, from February 2025); Claude for Government; Model Context Protocol (open standard, November 2024)
- Scale
- Revenue ~$4.59bn (2025) and ~$16.29bn (H1 2026; Q2 2026 ~$11.56bn) (S-1, reported); company-claimed run-rate revenue >$47bn (early May 2026) and >$65bn (end July 2026, Bloomberg, reported); ~5,300 employees (30 September 2026) vs ~940 (December 2024) (S-1, reported)
- Valuation
- $4.1bn (2023, reported); $18.4bn (early 2024, reported); $61.5bn (March 2025); $183bn (September 2025); ~$350bn (November 2025, reported); $380bn (February 2026); $965bn (May 2026) (company); IPO valuation talk of ~$2tn (press reports, October 2026; not in the filing)
- Signature moves (incl. failures)
- Founding and the OpenAI exodus (2021); Claude and Constitutional AI (2023); the Responsible Scaling Policy and Long-Term Benefit Trust (2023); Amazon and Google investments (2023–26); Claude Code and the coding-led revenue surge (2025); the Bartz pirated-books settlement (2025); mega-rounds and compute deals (2025–26); the Pentagon supply-chain-risk dispute (2026); the S-1 (2026)
9 strategic moves analysed
Each one gets a full strategy file in the companion: context, the decision, the financing, what happened, and the lesson.
2021
Founding and the OpenAI Exodus
Founding
2023
Amazon and Google Investments
Funding round (strategic minority investments) / compute deal
2023
Claude Launch and Constitutional AI
Launch / model release
2023
Responsible Scaling Policy and Long Term Benefit Trust
Governance / safety policy (self-regulation)
2025
Bartz Copyright Settlement
Lawsuit or settlement
2025
Claude Code and the Coding Led Revenue Surge
Launch
2025
Mega Rounds and Compute Deals
Funding round / compute deal (a programme of financings and capacity contracts)
2026
Pentagon Supply Chain Risk Dispute
Regulatory action / lawsuit
2026
S1 Filing and IPO
IPO (registration statement filed; not yet effective)