It has also trimmed its five-year capital spending plan to £1.7bn from £2bn by delaying investment in electric vehicle technology.
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But Anthropic also imposed limits that Michael views as fundamentally incompatible with war-fighting. The company’s internal “Claude Constitution” and contract terms prohibit the model’s use in, for instance, mass surveillance of Americans or fully autonomous lethal systems—even for government customers. When Michael and other officials sought to renegotiate those terms as part of a roughly $200 million defense deal, they insisted Claude be available for “all lawful purposes.” Michael framed the demand bluntly: “You can’t have an AI company sell AI to the Department of War and [not] let it do Department of War things.”