this post was submitted on 28 Feb 2026
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Nah. Short term dip in value, that's all, but I expect it to recover and improve.
When you realise the the US in not the only customer in the world, and other countries will be prioritising AI/LLMs that aren't embedded and ultimately controlled by the unstable and fascist government there. Europe, Asia, Africa, Australia, Canada - all places that have good reasons not to want the US Government being fed their data.
There's also Elon Musk's strange relationship with that government, and he would likely get access to Anthropic's codebase and IP through them too.
Also, non analytically, well done for standing up to bullies.