Opinion
Dear Dario Amodei,
European governments, defense, healthcare, and critical infrastructure all require digital sovereignty. That means local ownership, local governance, local infrastructure. Right now, Anthropic can't bid on any of these contracts. That's a massive market sitting on the table.
I propose a fix: License your trained models to a legally independent EU entity. European-owned, European-governed, European infrastructure. You deliver model updates, you collect royalties, the rest of the work is done in Europe.
It opens a market that's closed to you today. Sovereignty requirements aren't going away, but expanding. An independent EU licensee lets you serve these customers without big changes about how Anthropic operates.
It costs you little. Your models are already trained and licensing weights and collecting royalties is a high-margin business.
Be the first mover! OpenAI, Google, xAI, none of them is offering something like this. Whoever moves first locks in European government and enterprise relationships for decades.
It fits well with your brand: Anthropic talks about making AI safe and widely accessible. A sovereign licensing model delivers on both.
Of course, I'm not writing this as a purely neutral observer. I run companies in Germany, I build with Claude Code, and I want to keep using Claude in the future. But sovereignty requirements are real, and they're growing. The day my customers or German regulators require me to use a sovereign AI provider, I'd rather that provider is still Anthropic.
Sure, Europe has grossly underinvested in AI. That has to be fixed long-term. But right now, European enterprises and governments need capable and trustworthy AI partners, and their procurement rules demand sovereignty. The question isn't whether Europe gets sovereign AI. It's whether it runs on your technology or someone else's.
My proposal would be a new business model for AI. But the demand is real, the structure is straightforward, and someone is going to do it eventually. Be that someone!
Yours,
Chris
Originally posted on LinkedIn.
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