Bloomberg Tech Anthropic Nears $20B Run Rate, Apple to Sell $599 Laptop
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Mar 4, 2026 Seth Figelman, Bloomberg AI reporter, on Anthropic’s surge toward a $20B run rate and its clash with the Pentagon. Irving (Emin) Tan, CEO of Western Digital, on HDD demand and storage needs for AI workloads. Todd Elstein, investment CEO, on long-term tech and AI infrastructure investing. They cover rapid revenue growth, storage roadmaps, and big-picture tech investing themes in short, lively conversation.
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Anthropic's Rapid Commercial Surge
- Anthropic's revenue run rate has more than doubled to nearly $20 billion in months, reflecting strong enterprise traction for its agents and coding tools.
- Seth Figelman links that growth to mainstream adoption even as Anthropic faces a potential Pentagon blacklist over AI safeguards.
Blacklisting Risks Chilling AI Innovation
- Government labeling Anthropic a supply-chain risk signals broader policy leverage beyond procurement, risking market and global customer reactions.
- Jennifer Huddleston warns this could chill innovators who must choose between ethics and government demands.
Set Clear Limits On Government AI Use
- Policymakers should define clear limits on government use of AI to protect civil liberties and reassure citizens and innovators.
- Huddleston argues that clarity on restraints would help both innovators and the public accept AI in government contexts.