Observed Signal · Aug 29, 2025 · Policy Update · Source: Trending Topics · Impact: 4/5 · Sentiment: Neutral
Anthropic to Use User Chats for AI Model Training
Anthropic is updating its terms of use and privacy policy to allow user chat transcripts and coding sessions to be used for training its AI models by default, with users able to opt out. The policy change affects Claude Free, Pro, and Max plans, including Claude Code usage. Commercial customers using Claude for Work, Claude Gov, Claude for Education, and API integrations (including via Amazon Bedrock and Google Cloud Vertex AI) are not affected. Anthropic is extending data retention from 30 days to five years for users who consent to data usage for training. Existing users must make their choice by September 28, 2025, to continue using the service. Anthropic states it filters sensitive data and does not sell user data to third parties.
Policy update by a major AI vendor regarding the use of user data for model training impacts privacy governance and consent practices across the AI and AdTech ecosystem.
Track Anthropic Signals & Market Shifts in Real-Time
Polaris7 autonomous intelligence agents track regulatory filings, primary sources, executive changes, and deal flow 24/7. Create your free Explorer workspace to monitor these entities.
Key Takeaways & Evidence Grounding
- Anthropic will use user chat transcripts and coding sessions for AI model training unless users actively opt out.
- The change applies to Claude Free, Pro, and Max plans, including Claude Code.
- Data retention is extended from 30 days to five years for users who consent to training data use.
- Existing users must decide by September 28, 2025, and opt-out is available in privacy settings.
- Commercial plans (Claude for Work, Gov, Education) and API usage via Amazon Bedrock and Google Cloud Vertex AI are excluded.
Connected Companies & Entities
3 Entities mapped“Anthropic führt Änderungen an seinen Nutzungsbedingungen und Datenschutzrichtlinien ein, die es dem Unternehmen ermöglichen, Nutzerdaten für...”
“Nicht betroffen sind Dienste unter den kommerziellen Bedingungen, ... auch nicht über Drittanbieter wie Amazon Bedrock und Google Cloud's Ve...”
“Nicht betroffen sind Dienste unter den kommerziellen Bedingungen, ... auch nicht über Drittanbieter wie Amazon Bedrock und Google Cloud's Ve...”
Ontology Mapping & Concepts
Related Market Signals & Shifts
Recent verified developments and strategic activity across this market segment.
AI Leaderboard Arena Raises $200M at $3.1B Valuation
Arena, the AI leaderboard platform that originated as a UC Berkeley research project, has raised a $200 million Series B round at a $3.1 billion valuation. The round was led by Lightspeed Venture Partners and Khosla Ventures, with participation from Salesforce Ventures, 01 Advisors, Dell Technologies Capital, Endeavor Catalyst, a16z, Felicis, and others. This follows the company's announcement in June that it reached $100 million in annualized run-rate revenue. Arena provides a crowdsourced platform where users rate AI model outputs, and it has introduced a commercial product called AI Evaluations to offer detailed performance analytics. The company has also added a new 'alignment' category to its leaderboard, ranking models on issues like unauthorized actions and deceptive completion. Arena's valuation has nearly doubled in about 10 months, from $1.7 billion post-money in January to $3.1 billion now.
OpenAI's revenue reportedly $20B less than projected
OpenAI has reportedly informed investors that its annualized revenue is approaching $50 billion, a figure $20 billion lower than the previously reported $70 billion. The earlier figure was based on attempts by OpenAI's own investors to compare with Anthropic's run rate. Discrepancies arise from differing calculation methods; Anthropic includes sales made by cloud partners, while OpenAI does not. OpenAI has raised substantial capital, including $122 billion in a March 2026 funding round, but its leaked 2025 financials showed revenues of $13 billion with significant spending. The company's IPO has been postponed to early 2027.
Google launches unified agentic AI for Gemini
At a Google Cloud event on Thursday, Google announced it is bringing agentic AI to its Gemini assistant, launching a unified agent that can autonomously plan and execute tasks on behalf of users. Aimed initially at businesses, the agent can connect to internal systems and external tools, use custom skills, and even choose from third-party models like Anthropic's Claude. It will have its own Workspace account with an email address, and will write its own audit trail. Early testers include On, Shopify, and PayPal. Gemini has over 1 billion monthly active users, and nearly 90% of Fortune 100 companies use Gemini Enterprise.
Track Real-Time Market Signals & Shifts
Set up custom watchlists to receive automated, evidence-grounded executive digests whenever material signals or shifts occur across your tracked landscape.