On the flip side, some Anthropic investors say they’re heartened by the surge in goodwill the company has reaped by standing firm on its principles. Patrick Hable, an investor who runs the firm 3 Comma Capital, said he believed the whole issue would be a “net positive” for the company. “Contracts lost but millions of supporters won,” he said. But he added that “Even if that would be a net negative, he [did] the right thing,” he said.
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Indeed, there’s a massive difference between the Strait of Hormuz being impacted for a few days versus the logistical nightmare of a multi-week closure, Brito said.