On the latest cover of Fortune are a brother and sister: Dario and Daniela Amodei, the cofounders of Anthropic. The OpenAI competitor is now projected to bring in $10 billion in 2025 revenue, with a $183 billion valuation. Notably, its path to profit looks shorter than those of its rivals—with profitability expected in 2028.
My colleague Jeremy Kahn, Fortune‘s AI editor and author of the book Mastering AI, dives into Anthropic’s business and future in this cover story.
His story also gives us some insight into Daniela herself. As cofounder of Anthropic, she’s one of the most consequential female founders in tech today. Her title is president; she focuses on day-to-day operations and the commercial side of the business, while Dario sets vision, strategy, research and policy.
While Anthropic’s focus on AI safety has been a key distinguisher of its chatbot Claude from its competitors, Daniela’s work commercializing the business is turning out to be a standout factor too. Consumer businesses are in the game of monetizing attention, Dario explains—and the incentives don’t always align to prioritize safety (hence the rise of “AI slop”). Enterprise customers often see safety as a selling point, avoiding problematic outputs like “giving someone instructions for making a bioweapon, revealing company secrets, or spewing hate speech,” Jeremy writes.
Daniela seems to be a cautious leader. “I have probably been the leader who’s been the most skeptical and scared of the rate at which we’re growing,” she told Jeremy. But she says she’s been “continually, pleasantly surprised” that the company hasn’t come apart at the seams, culturally or operationally.
I highly recommend reading Jeremy’s full cover story here.
Emma Hinchliffe
emma.hinchliffe@fortune.com
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