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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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Apple to let users choose between Anthropic, Google, and OpenAI models

Apple has been inching toward letting outside AI power its devices — now it’s going further.

The company plans to let users choose between rival AI models across iOS 27, due this fall, expanding beyond ChatGPT to include players like Google and Anthropic, Bloomberg reports. The difference this time: deeper integration, with outside models powering features like Siri, writing tools, and image generation across the system.

Currently, Apple’s voice assistant Siri gives users the ability to query ChatGPT, but doing so requires a clunky extra step and usage has been poor. Meanwhile, Apple’s own AI tools have fallen short. (Apple has decided to use Google’s Gemini to power Siri in the future.) It’s not clear users care which AI is under the hood — as long as it works.

Currently, Apple’s voice assistant Siri gives users the ability to query ChatGPT, but doing so requires a clunky extra step and usage has been poor. Meanwhile, Apple’s own AI tools have fallen short. (Apple has decided to use Google’s Gemini to power Siri in the future.) It’s not clear users care which AI is under the hood — as long as it works.

tech

FactSet and S&P Global fall after Anthropic releases financial services agents

FactSet and S&P Global are trading lower after Anthropic unveiled a set of AI agents meant to automate financial services work. Both stocks also sold off earlier this year after Anthropic’s Claude introduced financial research tools.

The 10 agents handle tasks like earnings analysis, market research, financial modeling, and auditing — tasks that mirror how analysts use FactSet and S&P Global’s data and research platforms.

tech

Big publishers sue Meta over AI training

A group of major publishers, including Elsevier, McGraw Hill, and Hachette, sued Meta on Tuesday, alleging the company used millions of pirated books and journal articles to train its Llama models. The case escalates earlier lawsuits led by individual authors, bringing in deeper-pocketed players with more coordinated legal firepower.

Meta says AI training qualifies as fair use and plans to fight the class-action lawsuit. But the stakes are rising: a similar case against Anthropic settled for $1.5 billion last year, and courts have yet to determine a consistent standard for evaluating such claims.

Meta says AI training qualifies as fair use and plans to fight the class-action lawsuit. But the stakes are rising: a similar case against Anthropic settled for $1.5 billion last year, and courts have yet to determine a consistent standard for evaluating such claims.

tech

Alphabet to tap international bond markets again as AI spending surges

Alphabet is tapping European debt markets again as its AI spending ramps up.

The Google parent is selling at least €3 billion ($3.5 billion) in bonds across six tranches, according to Bloomberg. The filing says that it’s for “general corporate purposes,” and the timing aligns with its plans to spend up to $190 billion this year on data centers and other AI infrastructure. In a separate filing released today, Alphabet also said it’s issuing Canadian dollar-denominated bonds, colloquially referred to as a maple bonds,” but no values were available.

These are the latest in a broader funding push as the company increases its already high capex expectations. Earlier this year, Alphabet raised about $20 billion in a heavily oversubscribed US bond sale and also tapped sterling and Swiss franc markets as part of a roughly $32 billion deal.

These are the latest in a broader funding push as the company increases its already high capex expectations. Earlier this year, Alphabet raised about $20 billion in a heavily oversubscribed US bond sale and also tapped sterling and Swiss franc markets as part of a roughly $32 billion deal.

tech

Tesla told European regulators it expects “EU-wide” FSD approval in second or third quarter

Weeks after Dutch regulators became the first in the EU to approve Tesla’s Full Self-Driving (Supervised) system, internal emails viewed by Reuters show the concerns the company still faces across the bloc. That includes regulator questions about speeding, performance on icy roads, and whether calling a system that requires constant driver attention “Full Self-Driving” is misleading.

CEO Elon Musk has blamed Tesla’s weak European sales on the lack of FSD and is betting that wider approval could help turn things around.

That rollout may take longer than hoped: while Musk had pointed to earlier approval, a presentation in the correspondence reviewed by Reuters says Tesla now expects “EU-wide” clearance in the second or third quarter of 2026.

European vehicle regulators are meeting in Brussels today to discuss the matter, but the earliest possible vote would be in July.

CEO Elon Musk has blamed Tesla’s weak European sales on the lack of FSD and is betting that wider approval could help turn things around.

That rollout may take longer than hoped: while Musk had pointed to earlier approval, a presentation in the correspondence reviewed by Reuters says Tesla now expects “EU-wide” clearance in the second or third quarter of 2026.

European vehicle regulators are meeting in Brussels today to discuss the matter, but the earliest possible vote would be in July.

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