Anthropic’s Washington Diplomacy 4/20/26

Summary

CNBC’s Kate Rooney reports the latest news on Anthropic amid a report that the NSA is using its AI model Mythos despite the Department of Defense’s designation of the company as a “supply chain risk.” Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Key takeaways

• The NSA is using Anthropic's Mythos preview model for cybersecurity despite the Department of Defense labeling Anthropic a supply chain risk and pledging not to do business with the company.
• Anthropic has received equity investment offers that would value the company near $800 billion—roughly double its last valuation of under $400 billion—though the company is not currently raising private capital.
• Anthropic is gaining AI market share, capturing ~30% of paid AI subscriptions versus OpenAI's ~35%, signaling a meaningful competitive shift in enterprise AI adoption.

Why this matters

Anthropic's deepening entrenchment in U.S. national security infrastructure, despite active political and regulatory friction, signals that enterprise AI capability is increasingly outweighing compliance and procurement risk concerns—a critical dynamic for B2B technology buyers and investors to monitor.

Entities

Show notes

CNBC’s Kate Rooney reports the latest news on Anthropic amid a report that the NSA is using its AI model Mythos despite the Department of Defense’s designation of the company as a “supply chain risk.” Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Themes

• anthropic
• investing
• management