Summary
Kate Rooney reports that the NSA is using Anthropic's Mythos model for cybersecurity, despite the Pentagon previously labeling Anthropic a supply chain risk. This ongoing government use is reassuring to investors, and Anthropic is seeing significant valuation offers and growth in market share for AI subscriptions.
- NSA is using Anthropic's Mythos model for cybersecurity.
- Pentagon had labeled Anthropic a supply chain risk.
- Investors are relieved by continued government use of Anthropic's tech.
- Anthropic has fielded offers valuing it near $800 billion.
- Anthropic is not currently raising capital in private markets.
- Anthropic is gaining market share in paid AI subscriptions.
- OpenAI still leads with 35% market share in paid AI subscriptions.
- Anthropic's annual revenue run rate is $30 billion.