This is a fictitious post that imagines what would happen if Anthropic paused. At this time, Anthropic has not indicated any such intention.

Imagine Apple halting iPhone production because studies linked smartphones to teen suicide rates. Imagine Pfizer proactively pulling Lipitor because of internal studies showing increased cardiac risk, and not because of looming settlements or FDA injunction, just for the health of patients. Or imagine if in 1952, Philip Morris had halted expansion and stopped advertising when Wynder & Graham first showed heavy smokers had significantly elevated rates of lung cancer.

It wouldn't happen. Corporations will on occasion pull products for safety reasons: Samsung did so with the Galaxy Note over spontaneous combustion concerns and Merck pulled Vioxx – but they do so when forced by backlash, regulation, or lawsuits. Even then, they fight tooth and nail. Especially for their mainstay, core, and most profitable products.

And yet, Anthropic has done exactly that.

On Monday, the company announced that it will be pausing development of further Claude AI models, citing safety concerns. The company clarified that existing services, including the chatbot, Claude Code, and programmer APIs will not be impacted. However, they are pausing the compute and energy-intensive training runs that are how new and more powerful AI versions are created. The company has not committed to a timeline for resumption.

There is presently a race for AI supremacy, both between nations and chiefly between US companies such as OpenAI, Google, Meta, xAI, and Anthropic. In the middle of this race, which by some metrics Anthropic is quite profitably winning – Anthropic has grown revenue from $1B to $19B in a little over a year – they have decided to burn the lead. The glaring question is why?

The answer perhaps goes back to the company's origins. Anthropic was founded in 2021 by former OpenAI researchers, who by most accounts left OpenAI due to disagreements about safety. (Recent reporting by WSJ has surfaced that interpersonal conflict may be the other half of the story.) Since then, Anthropic has positioned itself as the most responsible actor in the AI space. One element of that is Anthropic's unique governance structure that includes the Long Term Benefit Trust – an independent body whose members hold no equity in Anthropic and whos...

Jammers

Jammers