Sacks and his officials examined whether Anthropic's Claude model was overly restrictive in ways that reflected regulatory capture.
“ that support regulation he saw as overly restrictive. According to The Wall Street Journal , officials close to Sacks examined whether Anthropic's Claude was a ”
Sacks cited three pieces of evidence that Anthropic would not support Trump's agenda: Amodei attending Davos over Trump's inauguration, hiring Biden officials, and associating with Open Philanthropy.
“. [ 15 ] Sacks viewed Amodei's decision to attend the World Economic Forum over Trump's second inauguration ; his hiring of Biden officials; and Anthropic's association with the philanthropic initiative Open Philanthropy as evidence that Anthropic would not support Trump's agenda. [ 15 ] In October 2025, Sacks stated that Anthropic was ”
Sacks stated that Anthropic was among several companies targeted after cutting ties with certain law firms pressured by the Trump administration.
“. As the Trump administration targeted law firms , Amodei cut ties with the firms Skadden, Arps, Slate, Meagher & Flom and Latham & Watkins , which reached agreements with the Trump administration to avoid punishment. David Sacks , Trump's advisor for artificial intelligence and cryptocurrency, said on All-In (2020–present) that Anthropic was among several ”
Sacks says Anthropic wants a permissioning regime requiring Washington approval to release models or sell GPUs anywhere in the world.
“They do want a permissioning regime in Washington for chips and models, meaning you have to go to Washington to get permission to release new models or to sell GPUs anywhere in the world.”
Sacks claims Anthropic has the fastest growing revenue run rate at scale ever seen based on public data.
“Third, Anthropic's revenue run rate is based on what I can tell and what's been publicly released is the fastest growing revenue run rate at scale that I think we've ever seen.”
Sacks predicts Anthropic may regret supporting data center nimbyism now that they need to build their own.
“But now that they're, I think, gonna have to move into the game of building their own data centers, they might regret salting the earth for data centers all over the country.”
Sacks says Anthropic grew 10x annually to $30B ARR versus OpenAI's 3-4x, projecting $80-100B by year-end.
“So they went from, let's call it 1 to 10,000,000,000 of ARR last year. And by the end of Q1 this year, they were already at 30,000,000,000 of again, let's call it their revenue.”
Sacks questions AI CEOs predicting developer obsolescence while Anthropic recruits developers at $500,000 annually.
“I saw that I think Anthropix got numerous open job recs for software developers at $500,000 a year, which seems like a lot to pay someone whose job is going to be obsolete and not needed anymore in just a few months.”
Sacks says Mythos is a 10 trillion parameter model that Anthropic lacks compute to serve commercially.
“It's something like a 10,000,000,000,000 perimeter model and there's a lot of reports that Anthropic just doesn't have enough compute to be able to serve it.”
Sacks says Anthropic revenue tripled from $10B to $30B between January and March based on coding.
“Anthropix revenue, which is all based on coding and enterprise, has scaled from something like $10,000,000,000 to $30,000,000,000 from January to March. It's really unprecedented.”
Sacks demonstrates that 10x versus 3x growth rates lead to 90% market share in two years through compounding.
“Look, if you have one company that's growing at 10x year over year and another company that's growing at 3x year over year, within two years, the first company will have 90% market share.”
Sacks says Dario Amodei refused White House request to take down Fable after jailbreak report.
“And the TLDR of it is Dario refused, meaning refused their request to take down Fable until this jailbreak could be fixed.”
Sacks says Anthropic blindsided partner Figma by launching competing product while its CPO was on Figma's board.
“Anthropic's chief product officer had actually even served on Figma's board and didn't resign until three days before the launch of Clawd Design. So obviously, Figma again felt blindsided by this.”
Sacks argues Anthropic and OpenAI form emerging duopoly and Anthropic pushes regulatory capture through safety claims.
“As far as we know, no one else is really generating meaningful revenue at the model layer. So we already have, let's say, an emerging duopoly situation.”
Sacks notes Figma stock fell 50% as Anthropic launched vertical apps across multiple categories including code and security.
“This is not an isolated example. Anthropic has also launched Cloud Science, Cloud Security, Cloud Legal, Cloud Financial, and of course, Cloud Code.”
Sacks explains export control letter required three conditions including Dario calling model cyber weapon and Amazon reporting failed guardrails.
“Number two is you have a trusted partner of Anthropic, which is Amazon, which did its testing of Fable, which was Mythos with guardrails, and they reported that the guardrails failed.”
Sacks notes Anthropic never claimed distillation was IP theft in their original blog post coining the term.
“They did not have the chutzpah to claim that it The was IP cojones, the hypocrisy, the chutzpah to claim that it was IP theft.”
Sacks calls it breathtaking hypocrisy that Anthropic trains on others' content freely but prohibits training on theirs.
“breathtaking hypocrisy for Anthropic to maintain that it is entitled to train on all the world's output for free even if the creator objects, but the one type of output that you're not allowed to train on is their output even if you pay for it. That is their current position.”
Sacks says Anthropic is at $70B+ ARR, forecasted to 10x from $10B to $100B+ this year.
“Meanwhile, you're seeing Anthropic break into the seventies, 70 plus billion of ARR. Their forecast was to 10 x this year from 10,000,000,000 of ARR to a 100,000,000,000.”
Sacks says Anthropic grew from $10B to over $80B ARR and will hit $100B forecast early.
“Started the year at 10. It had forecast a 100,000,000,000 as exit ARR for the year, and most people said that that would be impossible to achieve.”
Sacks says Anthropic faces physical constraints on reaching trillion-dollar ARR despite sufficient TAM.
“If that rate of growth were to continue, that hit a trillion dollars of ARR by the end of next year.”
Sacks notes that Dario Amodei did not deny Gavin Baker's account of his statements and accuses critics of living in a regulatory capture bubble.
“Some thoughts on Dario’s post: 1. Dario does not actually address Gavin Baker’s account of what he said – something he could easily deny if it were inaccurate. 2. Dario claims his critics live in a “bubble” where all regulation equals regulatory capture. He calls this an overly”
Sacks claims Dario Amodei did not deny an account attributed to him and accuses Amodei of dismissing critics by claiming they live in a bubble where all regulation equals regulatory capture.
“Some thoughts on Dario’s post: 1. Dario does not actually address Gavin Baker’s account of what he said – something he could easily deny if it were inaccurate. 2. Dario claims his critics live in a “bubble” where all regulation equals regulatory capture. He calls this an overly”
Sacks predicts Anthropic could become the sole remaining private AI company globally.
“Anthropic might be the only private company in the world at some point.”
Sacks frames his disagreement with Dario Amodei as centralization versus distribution of frontier AI power.
“Dario believes frontier AI is too powerful to distribute; we believe it is too powerful to centralize.”
Sacks claims that Anthropic CEO Dario Amodei's public statements have significantly aided efforts to ban AI data centers in the United States.
“Dario’s messaging has been massively helpful to efforts to ban data centers here in America.”
Sacks describes Anthropic and OpenAI as trapped on a hamster wheel, needing constant leadership to justify premium pricing.
“A decent subset of the market is willing to pay a premium for true frontier intelligence, but Anthropic and OpenAI are on that hamster wheel.”
Sacks claims Dario's regulatory vision would have prevented Anthropic from achieving a successful IPO.
“Because I think if he had if he had realized his dream of this highly regulated AI apparatus, I don't think that company would be set up for a hugely successful IPO.”
Sacks says Anthropic's premium pricing depends entirely on maintaining a six-month lead over open models.
“Because their whole right to charge this massive premium for tokens is because they're six months ahead of those open models.”