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Co-founder and CEO of Anthropic, Dario Amodei
Cofounder and CEO of Anthropic Dario Amodei (Chesnot/Getty Images)

Anthropic pledges no ads for Claude

The move defines Anthropic’s AI offering as an alternative to competitors planning to integrate ads in AI chats.

Jon Keegan

AI services are popping up everywhere. Pretty much every software product has crammed AI features into its apps, and soon most phones will offer quick access to an AI chat. As AI chatbots proliferate, users will start looking for distinguishing features that might be worth paying for.

Today, Anthropic announced a significant policy that will definitely set it apart from the competition: its Claude chatbot will remain ad-free.

In the blog post titled “Claude is a space to think,” the company wrote:

“We want Claude to act unambiguously in our users’ interests. So we’ve made a choice: Claude will remain ad-free. Our users won’t see ‘sponsored’ links adjacent to their conversations with Claude; nor will Claude’s responses be influenced by advertisers or include third-party product placements our users did not ask for.”

Claude has a pretty teeny share of the consumer chatbot market. But OpenAI, xAI, and Google’s Gemini will all have ads integrated into chat responses soon. Considering the sensitive nature of how people use AI today, trust that those conversations won’t be exploited for ad revenue could be an important feature.

To underscore the new pledge, Anthropic has created a series of new ads that show how creepy and jarring AI chats with ads could become. One of the ads will be running during the Super Bowl, according to The Wall Street Journal.

Anthropic isn’t as focused on consumer subscriptions, as its runaway success with enterprise customers who pay for Claude APIs is powering the company’s rapid growth.

Yesterday, the market was positively spooked by the latest superpowers that Anthropic added to its Claude Cowork agentic AI tool. The capabilities that the new plug-ins cover include helping with legal tasks, finance, marketing, and product management. The arrival of the new tools made investors question entire tech companies’ business models, dragging the market down.

Constitutional amendment

Last week, Anthropic made some significant changes to Claude’s “constitution” — the set of rules, values, and priorities that guide its responses. One of the core principles is that Claude must be helpful. Anthropic says these instructions conflict with the incentives created in an ad-supported product:

“The history of ad-supported products suggests that advertising incentives, once introduced, tend to expand over time as they become integrated into revenue targets and product development, blurring boundaries that were once more clear-cut. We’ve chosen not to introduce these dynamics into Claude.”

Miranda Bogen is director of the AI Governance Lab at the tech policy nonprofit Center for Democracy and Technology. Bogen warns that ads can have a huge impact on tech platforms with big consequences.

“Anthropic’s announcement that it won’t incorporate ads into Claude engages honestly with the fact that advertising can cultivate deeply perverse incentives, even when platforms claim otherwise,” she said. “The choices that advanced AI companies make today about how they’ll cover the mind-boggling costs they are taking on to build AI systems will inevitably shape the systems themselves. That could have an enormous impact on our world for decades to come.”

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Kpler, which also owns shipping intelligence platform FleetMon, draws its data from a range of sources, including the Automatic Identification System, satellites, and more than 500 people on-site, like port terminal operators.

Per Appfigures data, MarineTraffic is estimated to have raked in almost $1 million across March and April in app revenue (through April 27), more than double the ~$346,500 from the same months last year. Across the full year, Kpler expects to earn between $300 million and $400 million in annual recurring revenues.

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Google will supply AI models to Pentagon in classified deal, per The Information

Google has become the latest tech company to ink an agreement to supply the Department of Defense (War) with AI, having reportedly closed a classified deal that allows the Pentagon to use its AI for “any lawful government purpose,” according to The Information.

The Information initially reported talks between the Alphabet-owned company and the US government around two weeks ago, following the messy breakdown of the relationship between Anthropic and the Trump administration — and the rushed OpenAI deal that took its place.

The move has reportedly sparked opposition among Google employees, with The Washington Post reporting that over 600 workers signed a letter to CEO Sundar Pichai to ask him to bar the Defense Department from using the company’s AI models for any classified work.

The Information initially reported talks between the Alphabet-owned company and the US government around two weeks ago, following the messy breakdown of the relationship between Anthropic and the Trump administration — and the rushed OpenAI deal that took its place.

The move has reportedly sparked opposition among Google employees, with The Washington Post reporting that over 600 workers signed a letter to CEO Sundar Pichai to ask him to bar the Defense Department from using the company’s AI models for any classified work.

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