Over 560 Google employees have signed an open letter to CEO Sundar Pichai, urging him to prevent the Pentagon from using Google’s AI for classified military operations. Anthropic faces related regulatory pressure, with its market cap prediction for a $100B–$200B IPO valuation by December 31, 2027, at 0.6% YES.
## Market reaction
The letter follows the U.S. Department of War’s recent designation of Anthropic as a supply-chain risk, stemming from the company’s refusal to grant unrestricted access to its AI models. Anthropic’s market cap prediction for being between $100B and $200B at IPO by December 31, 2027, sits at 0.6%.
## Why it matters
Market dynamics here are thin, with just $6 in actual USDC traded daily. A $45 trade moves the price by 5 percentage points, making the market susceptible to swings from small orders. Traders appear unwilling to take large positions on Anthropic hitting that valuation range given the regulatory pressure.
The employee letter reflects a pattern of tech worker activism against military applications of their work. Previous campaigns of this kind have led to actual changes in corporate policy, most notably Google’s 2018 decision not to renew its Project Maven drone imagery contract. If Google restricts Pentagon access to its AI, that could redirect military procurement toward or away from competitors like Anthropic, shifting market sentiment. A YES share at 0.6¢ pays $1 if it resolves, a potential 166.67x return.
## What to watch
Any change in Google’s stance on military AI contracts, further regulatory actions targeting Anthropic’s supply-chain status, and public statements from Google leadership in response to the letter could all move this market.
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