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Orange Retard popping the AI bubble on a whim????
HOW MUCH OF ANTHROPIC'S CASH FLOW IS GOV CONTRACTS?
HOW MUCH OF ANTHROPIC'S CASH FLOW IS GOV CONTRACTS?
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@MechaSilvio Anthropic's government contracts represent a very small portion of its overall revenue (or cash flow, as the company is not yet cash flow positive but generates revenue primarily from enterprise/API usage).
As of February 2026, Anthropic's annualized revenue run rate is $14 billion, driven overwhelmingly by enterprise customers (reportedly 80-85% of total revenue from businesses, with products like Claude Code contributing significantly).
The main known U.S. government-related contract is a $200 million deal with the Department of Defense (Pentagon), signed in July 2025. This allows for Claude's use in classified and other military applications. Multiple sources describe this as "a relatively small portion" of Anthropic's revenue—explicitly less than 2% in some analyses (e.g., $200M is about 1.4% of $14B annualized).
As of February 2026, Anthropic's annualized revenue run rate is $14 billion, driven overwhelmingly by enterprise customers (reportedly 80-85% of total revenue from businesses, with products like Claude Code contributing significantly).
The main known U.S. government-related contract is a $200 million deal with the Department of Defense (Pentagon), signed in July 2025. This allows for Claude's use in classified and other military applications. Multiple sources describe this as "a relatively small portion" of Anthropic's revenue—explicitly less than 2% in some analyses (e.g., $200M is about 1.4% of $14B annualized).
@WandererUber @MechaSilvio what's interesting to think about is what hype wise the USG saying "yeah, no thanks" does.
@sickburnbro @MechaSilvio >the USG saying "yeah, no thanks"
insane read on the situation tbqh
insane read on the situation tbqh
@WandererUber @MechaSilvio it's obviously much more complex than that, but on the "vibe" level that's just how it feels: they are basically telling anthropic they can do without them, which is pretty counter the whole hype cycle.
@sickburnbro @MechaSilvio threatening to sabotage their business, pump up competitors to equivalent value, and using the law to take the product by force (WPA) if they do not give it to them freely, is basically the opposite of "we don't need AI"
@WandererUber @MechaSilvio I didn't see anything about taking the product by force, was that something said earlier?
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@sickburnbro @MechaSilvio yes, pic rel from op and
>The government had also threatened to invoke the Korean War-era Defense Production Act to compel Anthropic to allow use of its tools and, at the same time, warned it would label Anthropic a supply chain risk.
(it's called the "Defense Production Act" instead, sorry)
https://www.npr.org/2026/02/27/nx-s1-5729118/trump-ant...
>The government had also threatened to invoke the Korean War-era Defense Production Act to compel Anthropic to allow use of its tools and, at the same time, warned it would label Anthropic a supply chain risk.
(it's called the "Defense Production Act" instead, sorry)
https://www.npr.org/2026/02/27/nx-s1-5729118/trump-ant...
@WandererUber @MechaSilvio sure, ok - but that seems related to the phase out, so I read that as "don't try and just throw the kill switch and cut off access"
@sickburnbro @MechaSilvio okay I mean it's really obvious what Trump is threatening in general especially in combination with the other quote which you decided to ignore here.
I see no merit in pretending to have to convince you of this implication
I see no merit in pretending to have to convince you of this implication
@WandererUber @MechaSilvio yes, I agree that Trump is threatening them, but I read that threat entirely in the context of the specified 6 month window so it has an overall "transitioning away from a technology" feeling.
While it is likely they will just replace stuff with Grok or OpenAI or something, who know? And that's what I'm getting at - we don't know the details, and organizations have decided to ditch technologies for risk reasons.
While it is likely they will just replace stuff with Grok or OpenAI or something, who know? And that's what I'm getting at - we don't know the details, and organizations have decided to ditch technologies for risk reasons.
@sickburnbro @MechaSilvio The government hasn't decided to ditch them for risk reasons though so that's unrelated.
Them replacing them with other AI companies is also basically unrelated because that would hardly dampen the AI hype like you implied it would.
And you still ignored the other quote.
They got caught with their pants down because they DID want to use it for surveillance and goyim kill bots and now they're stomping around and getting mad. In the end, they'll probably cuck. Like they did the last hundred times Trump got mad and wrote a wall of text.
Them replacing them with other AI companies is also basically unrelated because that would hardly dampen the AI hype like you implied it would.
And you still ignored the other quote.
They got caught with their pants down because they DID want to use it for surveillance and goyim kill bots and now they're stomping around and getting mad. In the end, they'll probably cuck. Like they did the last hundred times Trump got mad and wrote a wall of text.
@sickburnbro @MechaSilvio they won't replace them with equivalent capability btw because xAI is (widely considered by any metric to be) behind and everyone else already basically signaled that they agree with Anthropic.
OpenAI said as much, the researchers from both OAI and Google wrote an open letter, the head of Google Gemini agrees.
OpenAI said as much, the researchers from both OAI and Google wrote an open letter, the head of Google Gemini agrees.
@WandererUber @MechaSilvio I mean, I can believe that, but also recognize this is competitors saying "our competitors stuff isn't as good"
@sickburnbro @MechaSilvio >it's all fake
I guess that's why xAI submits their models to all these public benchmarks and also acknowledges that they have been behind every time they put out a blog post about how they caught up with the latest release.
Nothing gets past you, huh?
I guess that's why xAI submits their models to all these public benchmarks and also acknowledges that they have been behind every time they put out a blog post about how they caught up with the latest release.
Nothing gets past you, huh?