No surprises here: Anthropic’s claim against multiple U.S. agencies, after it was designated a “supply chain risk” by the White House, contains a few interesting nuggets in the accompanying amicus filings, Fortune’s Alexei Oreskovic says. The company has generated $5 billion in revenue since commercializing its products in 2023, according to chief financial officer Krishna Rao. Anthropic had hundreds of millions of dollars in Pentagon contracts, until Trump turned against the company. Read the complaint here. Further details here.
这种重资产模式还带来另一个结构性难题：毛利率压力与定价权削弱。
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