Anthropic 借 IPO 文件重申 Claude 永不投放广告
Anthropic uses its IPO letter to renew its pledge that Claude will never show ads
Anthropic 在 IPO 文件的封面信中再次承诺 Claude 聊天中不会出现广告,理由是广告一旦进入公司营收目标,优化参与度的压力就会增长,而它希望 Claude 的唯一动机是给出有用回答。信中把禁广告归入将公司价值观置于利润之上的第二类,并举例称当时最强的 Claude Mythos Preview 因高级网络能力风险而增加防护,推迟为 Claude Fable 5 发布,牺牲了收入和市场份额,同时向网络防御方提供了约 1 亿美元的免费 Claude 额度。Anthropic 此前曾批评 ChatGPT 在聊天中投放广告,警告这类广告可能比传统广告更具操纵性。
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Anthropic 在 IPO 文件中把不做广告写入公司价值观,并给出为此放弃收入的具体案例。
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Anthropic promises once more to keep ads out of Claude's chat. In its IPO filing cover letter , the company explains why it is passing on a potential massive revenue stream that funds much of the internet. "People bring some of their most important work and most personal questions to Claude, and we want Claude's only incentive to be giving them a helpful answer," Anthropic writes, adding that "once advertising becomes part of a company's revenue targets, the pressure to optimize for engagement tends to grow. We have chosen not to introduce that pressure into Claude." Anthropic previously criticized rival ChatGPT for running chat ads , warning they could be more manipulative than traditional ads .
The ad ban falls under the letter's second category, which puts company values above profit. As another example, Anthropic cites Claude Mythos Preview , then its most powerful model, whose advanced cyber capabilities posed high risks. Adding extra safeguards delayed its release as Claude Fable 5, costing Anthropic revenue and market share against rivals, while the company also gave cyber defenders about $100 million in free Claude credits. As future models grow stronger, Anthropic expects more decisions that forego maximum profit.