Anthropic CEO Dario Amodei isn't losing sleep over competitor releases. Speaking at The New York Times Dealbook Summit on Wednesday, Amodei made clear his company operates on a different wavelength than rivals OpenAI and Google. His message: while others scramble, Anthropic builds.
The comments land days after OpenAI CEO Sam Altman declared a "code red" following Google's Gemini 3 launch. Google itself had issued the same alarm when ChatGPT debuted three years ago. Amodei sees this pattern as a consumer-market problem Anthropic doesn't share. "We have a little bit of a privileged position where we can just keep growing and just keep developing our models," he told interviewer Andrew Ross Sorkin. "We don't have to do any code reds."
The distinction comes down to customers. Around 80% of Anthropic's revenue flows from enterprise clients, not consumers chasing the latest chatbot. Amodei said the company optimizes for business use cases like coding, scientific research, and complex analytics, and is expanding into finance, biomedical, retail, and energy sectors.
He also questioned the spending frenzy gripping the industry. With tech giants pouring tens of billions into AI infrastructure, Amodei warned some players are "YOLOing" their investments, pulling "the risk dial too far" given uncertainty around future returns.
The Bottom Line: Anthropic is betting that enterprise focus and measured spending beat panic-driven pivots in the AI race.
QUICK FACTS
- Event: NYT Dealbook Summit, December 3, 2025
- Anthropic's projected 2025 revenue: $8-10 billion (10x annual growth for three years)
- Enterprise revenue share: ~80% of Anthropic's total
- Recent release: Claude Opus 4.5
- Expansion targets: finance, biomedical, retail, energy, manufacturing
