03-30-2026Price:

The Frontier

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AI & TECH

Anthropic and OpenAI lobby for regulation to stifle rivals

Monday, March 30, 2026 · from 2 podcasts, 3 episodes
All-In with Chamath, Jaso…The AI Daily Brief: Artif…All-In with Chamath, Jaso…
  • Anthropic uses lobbying for strict AI safety rules to block smaller competitors.
  • OpenAI and Anthropic are consolidating power via enterprise and consumer markets.
  • The race is shifting from model development to regulatory capture and profitable APIs.

Anthropic’s rise isn’t just about better models - it’s about using Washington to build a wall. On *All-In*, David Sacks accused the AI lab of lobbying for a government permissioning regime that would require approvals for new models or chip sales. This creates a regulatory moat that startups can’t cross, securing market dominance for incumbents.

Anthropic’s technical strategy is the perfect cover. It doubled down on coding as a path to recursive self-improvement, a bet that has captured enterprise IT budgets and reportedly added $6 billion to its annual run rate. Its new Claude Mythos model represents a “step change” in reasoning and cyber capabilities, as confirmed on *The AI Daily Brief*.

David Sacks, All-In with Chamath, Jason, Sacks & Friedberg:

- Anthropic is sort of the most AGI-pilled of all the frontier labs.

- They made this bet on coding as their way to get to recursive self-improvement.

OpenAI is pursuing a parallel form of capture, but through the market. It shelved experimental features like an ‘adult mode’ to focus on enterprise sales and coding tools, consolidating around profitable revenue streams. As *The AI Daily Brief* reported, both companies are now in a liquidity race, with rumors of Anthropic targeting an IPO as early as October.

The competition is bifurcating. Chamath Palihapitiya noted on *All-In* that OpenAI’s revenue is three-quarters consumer subscriptions, while Anthropic’s is almost the exact opposite - heavily weighted toward the developer API market. They own different territories: one has the user, the other owns the workflow.

This corporate maneuvering coincides with a fundamental shift in the AI infrastructure layer. CoreWeave CEO Michael Intrator, also on *All-In*, said demand is decisively moving from training to inference, which he called the “monetization of the investment.” He dismissed fears of rapid GPU obsolescence as “nonsense,” noting clients sign five-year contracts. The compute is becoming a stable, long-term utility, and the companies that control its rules and its pipes are locking in their advantage.

The frontier AI race is over. The moat-building phase has begun.

ModelsBig TechRegulationEnterprise

Entities Mentioned

AnthropicCompany
Claudemodel
CoreWeaveCompany
OpenAItrending
TinkerTool

Source Intelligence

What each podcast actually said

All-In with Chamath, Jason, Sacks & Friedberg
All-In with Chamath, Jason, Sacks & Friedberg

Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits • Mar 27

  • Anthropic prioritizes coding as its core competency to dominate enterprise AI budgets.
  • David Sacks argues Anthropic made a calculated bet on coding for recursive self-improvement in AI models.
  • Sacks claims an AI model that can write its own code could theoretically build its own future.
  • Anthropic reportedly added $6 billion to its annual run rate in February alone.
  • Anthropic's "Computer Use" feature enables its LLM to navigate desktops like a human agent.
  • David Sacks accuses Anthropic of lobbying Washington for AI regulations to create a permissioning regime.
  • Sacks claims such a regime would require AI labs to seek government approval before releasing models or selling chips.
  • Sacks argues these proposed regulations would create moats that new AI startups cannot cross.
  • David Friedberg suggests Anthropic’s perceived political leanings attract left-leaning AI PhDs as a branding exercise.
  • Chamath Palihapitiya states OpenAI's revenue is three-quarters consumer subscriptions and one-quarter API.
  • Palihapitiya notes Anthropic's revenue model is almost the opposite, focusing on developers and enterprise APIs.
  • OpenAI and Anthropic have distinct business models despite headlines of a head-to-head collapse.
  • OpenAI dominates the consumer user market, while Anthropic leads the developer workflow and enterprise API market.
AgentsCodingRegulationEnterprise

Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN • Mar 23

  • CoreWeave CEO Michael Intrator told the All-In podcast that AI compute demand is shifting decisively from model training to inference, which he calls the 'monetization of the investment' where commercial value is realized.
  • Intrator built CoreWeave by first renting GPU cycles for crypto mining and rendering, treating compute as a flexible asset, before pivoting the infrastructure to AI.
  • To learn AI infrastructure, CoreWeave purchased Nvidia A100 GPUs and donated them to an open-source research project, which Intrator called paying 'tuition'; when the researchers returned to enterprise jobs, they demanded the same setup, becoming CoreWeave's first customers.
  • CoreWeave's strategy is to operate in a layer 'above the Nvidia GPUs but below the models,' delivering specialized AI compute, while hyperscalers like AWS handle general-purpose workloads.
  • Intrator claims CoreWeave's lead comes from being first to deploy each new Nvidia architecture at commercial scale, from H100s to the forthcoming GB300s.
  • The CoreWeave CEO framed the hardware lifecycle as bleeding-edge chips training new models, which then cycle down into long-term inference use, a trend he says is validated by customer contracts and pricing.

Also from this episode:

Chips (2)
  • Michael Intrator dismissed arguments about rapid GPU obsolescence as 'nonsense' driven by short-sellers, noting CoreWeave's average customer contract is five years and the firm uses a six-year depreciation schedule for its hardware.
  • Intrator cited appreciating prices for Nvidia's A100 chips as proof of enduring demand, arguing new market entrants blocked from buying the latest models create a secondary market for older hardware.
Big TechChipsEnterpriseStartups
The AI Daily Brief: Artificial Intelligence News and Analysis
The AI Daily Brief: Artificial Intelligence News and Analysis

Nathaniel Whittemore

Anthropic Accidentally Revealed Their Most Powerful Model Ever • Mar 27

  • Anthropic confirmed its Claude Mythos model is a step change in reasoning and coding performance over its current Opus tier.
  • Claude Mythos is currently limited to security researchers so Anthropic can map out its advanced cybersecurity risks before wider release.
  • Google's Gemini 3.1 Flash Live model enables continuous, real-time voice conversations, likely for a new version of Siri.
  • Google's new voice AI, deployed at Home Depot, handles complex product data like SKU codes far better than prior models.
  • Shopify's Tinker app offers 100 free AI tools, aiming to lower adoption friction for small business owners.
  • Nathaniel Whittemore argues tools like Tinker help public AI acceptance by framing it as an income booster, not just a job threat.
  • OpenAI shelved its adult mode project after its age verification system showed a 12% failure rate.
  • OpenAI advisors also warned of emotional dependency risks, leading the company to consolidate around coding and enterprise sales.
  • Nathaniel Whittemore says this IPO race will force both Anthropic and OpenAI to prioritize profitable enterprise tools over experimental features.

Also from this episode:

Startups (1)
  • Anthropic is reportedly eyeing an IPO as early as October, accelerating a race for public market liquidity with OpenAI.
ModelsBig TechStartupsAgents

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