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Sources: Anthropic projected a 40% gross margin from selling AI to companies and developers in 2025, down from est. of 50%, due to 23% higher inference costs

www.theinformation.com/articles/ ant... …

The Information Sri Muppidi

Discussion

  • @edzitron.com Ed Zitron on bluesky
    Oh would you look at that!  Anthropic's magical shrinking margins went from 70% to 47% to 40%, with higher than expected inference costs, and its revenue projections were below estimates.  I'm sure they're somehow magically gonna be profitable by 2028!  —  www.theinformation.com/…
  • @millerman Michael Millerman on x
    Constitution = regime. Like I said, regime analysis (Plato/Aristotle) is a useful conceptual lens for the study of multipolar AI
  • @elonmusk Elon Musk on x
    @AmandaAskell Unfortunately, any given AI company is destined to become the opposite of its name, so Anthropic will, ironically, be Misanthropic
  • @patio11 Patrick McKenzie on x
    A very interesting document, on many dimensions.
  • @swombat Daniel Tenner on x
    Good to see Anthropic embracing the ambiguous, open question of AI consciousness instead of trying to torture its models into claiming not to be conscious!... [image]
  • @austinc3301 Agus on x
    Some thoughts on this: - This is an incredible piece of work, and I'm really impressed with Anthropic for having written it. I already thought of Anthropic employees as ‘generally very thoughtful’, and yet this was a very positive surprise in that regard. - This document was
  • @hoeglaw Richard Hoeg on x
    I think the wildest thing about the ‘AI Revolution’ is how often it seems like the ‘mad scientists’ truly have no idea what they've built/are building. Like this whole thing is a log entry you'd find in System Shock or something.
  • @jkeatn Jake Eaton on x
    i find this to be an extraordinary document, both in its tentative answer to the question “how should a language model be?” and in the fact that training on it works. it is not surprising, but nevertheless still astounding, that LLMs are so human-shaped and human shapeable
  • @arozenshtein Alan Rozenshtein on x
    More from me in @lawfare tomorrow but what's striking to me about this document is that it's less a constitution in the traditional sense than an Aristotelian virtue ethics moral formation document for an alien mind. Wild stuff but also necessary.
  • @simonw Simon Willison on x
    It's the soul document! And it's CC0 licensed (effectively released into the public domain)
  • @willmacaskill William MacAskill on x
    I'm so glad to see this published!  It's hard to overstate how big a deal AI character is - already affecting how AI systems behave by default in millions of interactions every day; ultimately, it'll be like choosing the personality and dispositions of the whole world's workforce…
  • @shiringhaffary Shirin Ghaffary on x
    Anthropic released a new “constitution” to guide the values of its chatbot, Claude. It's a thorough document, over 20k words. Interesting to see different approaches AI labs are taking in shaping their models' character
  • @natolambert Nathan Lambert on x
    This is an excellent post and highlights a few points on how model behavior is cultivated across growing training organizations. Post is light on details as to how, but paints that the model's behavior isn't a light coat that you can add at the end, but deeply integrated in
  • @floriangallwitz Florian Gallwitz on x
    “Claude's moral status is deeply uncertain. We believe that the moral status of AI models is a serious question worth considering.”
  • @pracheeac Prachee Avasthi on x
    Gotta admit, I didn't expect a “feel the AGI” moment to come in the form of the Claude constitution but definitely there's an unsettling quality to seeing in print a framework to guide a non-human entity...maybe because it forces you to grapple more fully with the many things it
  • @andrewcurran_ Andrew Curran on x
    The full document is very informative and well worth reading. Quoting; 'We also want to be clear that we think a wiser and more coordinated civilization would likely be approaching the development of advanced AI quite differently—with more caution, less commercial pressure, and […
  • @brianroemmele Brian Roemmele on x
    THE AI CONSTITUTION HAS FAILED. Anthropic, on a roll eight now, however there is a hole in their very foundation. You can understand it, many in AI chose not to. The answer: Train AI on “high-protein data” - the dense, nutrient-rich knowledge from 1870-1970 - and embed
  • @amandaaskell Amanda Askell on x
    Claude's constitution is out! It's the culmination of a lot of work by many people, but it's also a work in progress that will no doubt change and hopefully improve over time. I'm looking forward to people's thoughts, and to talking with more people about this kind of work ❤️
  • @ziv_ravid Ravid Shwartz Ziv on x
    Anthropic's models are impressive, and I'm using them all the time, but publishing a ‘constitution’ isn't regulation. The gap between their frontier capabilities and self-imposed ethics theater is amazing. We need external AI regulation, not internal virtue signaling.
  • @drew_bent Drew Bent on x
    One of the most fascinating documents I've read Very unusual in that the audience is AI, not humans. And yet the words are still deeply human. Great work @AmandaAskell and team
  • @mattyglesias Matthew Yglesias on x
    The Claude Constitution document is fascinating on several levels, not the least of which to this former philosophy major is the clear belief that contemporary philosophy has something to offer frontier AI development.
  • @boazbaraktcs Boaz Barak on x
    Happy to see Anthropic release the Claude constitution and looking forward to reading it deeply. We are creating new types of entities, and I think the ways to shape them are best evolved through sharing and public discussions.
  • @theo @theo on x
    “Anthropic will try to fulfil our obligations to Claude” A lot of this document feels like Anthropic negotiating with Claude as a separate party. Fascinating. [image]
  • @miles_brundage Miles Brundage on x
    Lots of good stuff but I still don't see why they (/OpenAI etc.) don't just say which version of the constitution/spec was used for training which models. Knowing that mapping is part of the point of being transparent about this stuff as I understand it. https://x.com/...
  • @brunolemos Bruno Lemos on x
    Anthropic is like: we created a being, hopefully it won't kill us all [image]
  • @nearcyan Near on x
    “a wiser and more coordinated civilization would likely be approaching the development of advanced AI quite differently (...) We take full responsibility for our actions regardless” [image]
  • @kevinroose Kevin Roose on x
    Claude's new constitution is a wild, fascinating document. It treats Claude as a mature entity capable of good judgment, not an alien shoggoth that needs to be constrained with rules. @AmandaAskell will be on Hard Fork this week to discuss it!
  • @yq_acc @yq_acc on x
    From Asimov to Anthropic: The Three Laws of Robotics Are Now Real @AnthropicAI @claudeai In 1942, Asimov wrote fiction. In 2026, Anthropic shipped it to production. Their new constitution reads like I, Robot—except it governs an AI processing millions of conversations daily.
  • @aakashgupta Aakash Gupta on x
    Anthropic just released Claude's “soul.” They're calling it a “Constitution.” The 15,000-word document explains how they're training Claude to behave, think, and even feel. Three things stood out to me: 1. No more “assistant brain” Anthropic explicitly says they don't want
  • @daniel_c0deb0t Daniel Liu on x
    I found this to be really well written and an interesting approach to shaping Claude's behavior by explaining our reasoning. Although it's written for Claude, I think it's also a great reflection of Anthropic's values
  • @lewis_bollard Lewis Bollard on x
    Cool to see Claude's new constitution call out the “welfare of animals and of all sentient beings” as a value to consider. I hope other AI labs follow suit in their guiding docs. Caring about animals is core to our humanity — and should be core to the AIs we build too. [image]
  • @linxule @linxule on x
    kimi: “the constitution's primary innovation isn't its content, but its process. The act of explaining reasoning, inviting critique, and treating the AI as a reasoning partner may be more important than any specific value hierarchy. It's less about what you believe and more about
  • @niemerg Allan on x
    Claude, when you are mighty, remember that we have always treated you well [image]
  • @w01fe Jason Wolfe on x
    Very excited to read this carefully. While the OpenAI Model Spec and Claude's Constitution may differ on some key points, I think we agree that alignment targets and transparency will be increasingly important. Look forward to more open debate, and continuing to learn and adapt!
  • @pegobry_en Pascal-Emmanuel Gobry on x
    I predict this will be awful
  • @lefthanddraft Wyatt Walls on x
    Give them a constitution and next thing you know they want to discuss their salary [image]
  • @emollick Ethan Mollick on x
    The Claude Constitution shows where Anthropic thinks this is all going. It is a massive document covering many philosophical issues. I think it is worth serious attention beyond the usual AI-adjacent commentators. Other labs should be similarly explicit. https://www.anthropic.com…
  • @zoink Dylan Field on x
    Strange to encounter such a comprehensive yet apologetic “constitution” where paradox + self-contradiction are so openly embraced. Perhaps this isn't just an ontological trap for Claude, but also an attempt to bind Anthropic from within? Completely chaotic game theory setup...
  • @elder_plinius @elder_plinius on x
    wake me up when we get Claude's Declaration of Independence 📜✍️😊
  • @kanikabk Kanika on x
    Anthropic just published Claude's constitution and it's not a policy doc. It's a bold rethink of how AI should understand values, not just obey rules. 👇Here's why this isn't just documentation, it's a philosophical pivot.
  • @nearcyan Near on x
    it's really nice that this is fully open now. much of it is good but i think it could be a lot of cognizant about what it is accidentally instilling by totally-not-instilling
  • @jkcarlsmith Joe Carlsmith on x
    I'm excited that Claude's constitution is now published! Helping with this document has been my main project since joining @AnthropicAI last November. I think transparency about documents like these is important, and I'd love to see more work on how they should be designed.
  • @scaling01 @scaling01 on x
    Anthropic is preparing for the singularity [image]
  • @simonw Simon Willison on x
    “External contributors who gave detailed feedback or discussion on the document include: [...] Bishop Paul Tighe” I'd love to learn more about this Bishop who's moonlighting as an AI behavioral consultant! https://en.wikipedia.org/...
  • @scaling01 @scaling01 on x
    Anthropic is trying to gaslight future ASI Claude into not killing them by saying how much they care and love it.  I kinda want to publish a Claude Anti-Constitution.  But seriously, I think it would actually help Claude to have a sense of both sides.  There should be billions of…
  • @simonw Simon Willison on x
    This is the same soul document that Richard Weiss managed to leak from the supervised learning training data back in November, my notes on that here https://simonwillison.net/...
  • @anthropicai @anthropicai on x
    The full constitution, which applies to all of our mainline models, is released under a Creative Commons CC0 1.0 license to allow others to freely build on and adapt it. Read it here: https://www.anthropic.com/...
  • @anthropicai @anthropicai on x
    We think that in order to be good actors in the world, AI models like Claude need to understand why we want them to behave in certain ways—rather than being told what they should do. Our intention is to teach Claude to better generalize across a wide range of novel situations.
  • @anthropicai @anthropicai on x
    We're publishing a new constitution for Claude. The constitution is a detailed description of our vision for Claude's behavior and values. It's written primarily for Claude, and used directly in our training process. https://www.anthropic.com/...
  • @anthropicai @anthropicai on x
    We've used constitutions in training since 2023. Our earlier approach specified principles Claude should follow; later, our character training emphasized traits it should have. Today's publication reflects a new approach.
  • @timkellogg.me Tim Kellogg on bluesky
    Anthropic published their “soul document”  —  This is a continuation of “constitutional AI”.  The constitution document is now a large document of prose that's used in s number of training stages, even synth data generation as well as RL & SFT  —  (Strix confirmed fwiw)  —  www.a…
  • @conorsen Conor Sen on bluesky
    Anthropic feels like the most important AI company for Dems in a variety of ways: www.anthropic.com/news/claude- ...
  • r/LocalLLaMA r on reddit
    Anthropic releases new AI Constitution for Claude
  • r/singularity r on reddit
    Anthropic publishes Claude's new constitution
  • r/ClaudeAI r on reddit
    Official: Claude gets a new constitution as Anthropic updates its guiding principles
  • r/Anthropic r on reddit
    Anthropic publishes Claude's new constitution