Last Updated on 2025 年 12 月 4 日 by 総合編集組
Anthropic in 2025: From OpenAI Defectors to $183 Billion AI Safety Leader
The Birth of a Safety-First AI Giant Founded in 2021 by former OpenAI executives including Dario and Daniela Amodei, Anthropic was never meant to be just another startup racing for market share. The seven co-founders left OpenAI with a clear mission: place AI safety research above speed and commercial pressure. In 2022, they trained their first Claude model but deliberately delayed release to conduct deeper internal safety testing – a move that defined their philosophy.
Unique Governance: Public Benefit Corporation + Long-Term Benefit Trust Registered as a Public Benefit Corporation (PBC), Anthropic is legally required to prioritize long-term human benefit. The real safeguard is the Long-Term Benefit Trust (LTBT), which holds special voting shares and elects independent directors (current trustees include Neil Buddy Shah, Kanika Bahl, Zach Robinson, and others). This structure acts as a firewall against short-term shareholder pressure even if the company reaches hundreds of billions in valuation.
Constitutional AI: The Breakthrough That Redefined Alignment Traditional RLHF relies heavily on human feedback, which is expensive, inconsistent, and psychologically taxing. Anthropic pioneered Constitutional AI (CAI) and Reinforcement Learning from AI Feedback (RLAIF). Models are trained against a written “constitution” containing principles like “respect human rights”, “avoid misinformation”, and “choose the least harmful response”. The model generates a draft, self-critiques based on the constitution, and a separate preference model learns from these pairs – eliminating most human labeling while achieving higher consistency and scalability.
Constitutional Classifiers & Jailbreak Defense To counter universal jailbreaks, Anthropic built Constitutional Classifiers that use the same principles to train input/output filters, making Claude significantly more robust against adversarial prompts than traditional RLHF-only models.
Claude Family: Three Tiers for Every Need • Haiku – fastest and cheapest, perfect for real-time chat and data extraction • Sonnet – balanced speed and intelligence, 2× faster than Claude 2 • Opus / Opus 4.5 – flagship with state-of-the-art reasoning and coding ability, 200K context window, native vision understanding
Opus 4.5 Crushes GPT-4 on Key Benchmarks Claude 3 Opus already dominated GPQA (50.4% vs GPT-4’s 35.7%) and HumanEval (84.9% vs 67.0%). Opus 4.5 went further, achieving SOTA on SWE-bench Verified and becoming the preferred choice for complex agentic workflows. Priced aggressively at $5/$25 per million tokens, it brought frontier-level performance to mainstream enterprise budgets.
Enterprise Sweet Spots
- Autonomous software engineering agents capable of multi-system debugging
- Financial compliance monitoring across regulatory filings and internal data
- Cybersecurity threat hunting with log correlation and real-time response
Mind-Blowing Financial Growth (2024-2025)
- Early 2024 annualized run-rate: ~$1 billion
- August 2025: >$5 billion
- October 2025: approaching $7 billion
- 2025 exit prediction: $9 billion
- 2026 forecast: $26 billion
- 2028 projection: up to $70 billion
In September 2025, Anthropic raised a $13 billion Series F led by ICONIQ, achieving a post-money valuation of $183 billion – backed by Amazon ($8B total commitment), Google ($2B), BlackRock, Fidelity, and others.
Real User Feedback: The Good and the Growing Pains Developers praise Opus 4.5 for understanding massive codebases, performing architectural trade-offs, and maintaining context for hours. However, some long-term users report occasional over-engineering, excessive logging, or slight performance regression compared to launch-day quality. Many teams now combine Claude (for implementation) with lighter models (for planning) in hybrid agent systems.
Future Roadmap
- Industry-specific fine-tuned models (finance, healthcare, manufacturing)
- Edge AI deployment for low-latency and privacy-sensitive use cases
- Full SDK and plugin marketplace to build a rich third-party ecosystem
Conclusion: Safety as the Ultimate Competitive Advantage Anthropic has proven that prioritizing safety and interpretability does not hinder growth – it accelerates it. From a seven-person team in 2021 to a $183 billion powerhouse in 2025, they have shown the industry that trustworthy AI commands the highest premium. In an era of intense AI competition, being “the safest frontier lab” has become the strongest moat of all.
