Anthropic is deliberately running a regulatory-capture strategy, pushing each new state to pass tougher AI rules than the last so there is no stable equilibrium, rather than genuinely seeking one consistent national framework.
Sacks says his October prediction that Anthropic was running a regulatory-capture strategy has been vindicated by a Politico report showing Anthropic pushes each state to pass ever-stricter AI rules rather than support one uniform national standard. ✦ AI generated
David Sacks · All-In Podcast · 2026-07-18 · original ↗
starts at this moment · 16:06
In October of last year, I tweeted that Anthropic is running a sophisticated regulatory capture strategy based on fear-mongering... there was an article in Politico just the other day. is called inside Anthropic state-by-state plan to ratchet up AI rules. And what it says is quote AI giant Anthropic is pursuing a strategy of oneupmanship that encourages states to impose increasingly tougher AI guard rails rather than a line around a single set of regulations.
verbatim transcript · starts at 16:06
15:46that the pressure is coming to regulate AI more and more. And frankly, this all goes back to anthropics government. >> They poke the tiger. They poked the tiger. >> Yeah. Well, it's it's more than that. >> They're funding the meat the tiger. >> Yeah. I want to give an update on that actually cuz >> I would say poking the tiger of like the American public getting really freaked
16:06out and then the government stepping in. Yeah, >> totally. And there's a couple of data points on that actually. I just want to give a quick update. So in October of last year, I tweeted that Anthropic is running a sophisticated regulatory capture strategy based on fear-mongering and everyone kind of went crazy over this. This was again like a very hot take or spicy take at the time. Back
16:25then people thought that I was beating up on a little startup. Now I think everyone can kind of see the truth which is look this is not a little startup. They already have a trillion dollar market cap valuation. Gavin Baker thinks it'll be at three trillion after they IPO. This is actually one of the biggest of the big tech companies and they are I think by pretty much every criteria
16:44including revenue the leading AI company. So I think people can see now that they have enormous resources and they're putting those resources behind an effort to like Jimoth you said pull up the ladder and it's classic regatory capture and there was an article in Politico just the other day. is called inside Anthropic state-by-state plan to ratchet up AI rules. And what it says is quote AI giant Anthropic is pursuing a
17:09strategy of oneupmanship that encourages states to impose increasingly tougher AI guard rails rather than a line around a single set of regulations. So the basic idea is that they get a set of regulations passed in one state like California's SB53 and that was then supposed to be the model at least for all the blue states. But then with each new state, they actually make the regulations more and
17:34more strict, more and more all-encompassing. So there's not actually a stable equilibrium. What they're trying to do is drive each incremental state to more and more regulations. And so this is actually an article explaining that they're doing the opposite of trying to create what we wanted, which was a single national framework. they actually want the patchwork because they're using again the pressure they're creating at the state level to impose more and more
18:00regulations. And again, what I said last year was that Anthropic was principally responsible for the state regulatory frenzy that is damaging the startup ecosystem. Again, everyone went crazy at the time. I think now there's plenty of evidence showing this is their agenda. And um >> and by the way, they're going to win that because states have great sovereignty rights and like we're seeing with self-driving the states are going