Microsoft AI chief calls Anthropic’s stance on AI consciousness ‘really, really dangerous’
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Mustafa Suleyman's public rebuke of Anthropic's constitution reveals a deepening philosophical rift between two of the biggest names in AI development.
+17.8% (FY ended 2026-06-30 vs FY ended 2025-06-30) 10-K
Annual net income
133,749,000,000 USD (FY ended 2026-06-30, attributable to the company) 10-K
Annual operating margin
46.8% (FY ended 2026-06-30)
Forward P/E
Unavailable: no dated forecast source
Gloria daily close for session Oct 28, 2026. Market cap and trailing P/E use this close with the SEC share total and trailing diluted earnings, each dated next to its figure. Annual revenue, revenue growth, net income and margin show their own fiscal period and link the 10-K. Current context may postdate this article.
−162,502,000FY ended 2026-01-31, attributable to the company · 10-K
−6.1%FY ended 2026-01-31
Missing figures stay unavailable. Forward P/E requires a dated source. Annual revenue, revenue growth, net income and margin come from each company's own 10-K, in US dollars, and each row shows that fiscal year. Revenue growth compares the fiscal year with the prior year stated in the same 10-K. Net income is the full year amount attributable to the company, or available to common stockholders where the filing states only that, or consolidated net income. Each row names its basis. Trailing P/E reads "Not meaningful" when the dated trailing diluted EPS is a loss or zero. An operating margin appears only when the filing states both the operating income and the revenue for the same year.
Sources: SEC filings, Gloria daily closes and CoinGecko. Oldest record refresh: Oct 28, 2026, 5:41 PM EDT. Refresh is not a price or filing date. Each row shows its price date and its annual fiscal period. Peers use industry code and company size, or editorial selection. Market cap multiplies that row price by the company share total the latest SEC filing states for every share class together. Trailing P/E divides it by trailing diluted earnings from SEC filings. Rolled earnings per share are approximate because share counts can change between periods. Both appear only when the SEC data carries its date, so they are estimates at one price date, not synchronized filing valuations. Not investment advice.
Token vs underlying stock
Current comparison for MSFT. Historical observations may postdate this article.
Split-adjusted regular-session stock closes from the existing Gloria shared history, paired only with an observed token price within 45 minutes of 16:00 New York time. Up to 60 matched sessions. No interpolation or missing-date fill. Weekends and known early closes are omitted. Token units are not adjusted for issuer multipliers or dividend treatment. This compares quoted prices, not fair value, executable premiums or arbitrage returns. Solid line: token. Dashed line: stock. Exact quote times and values appear below. Historical observations. Retrieval refers to the token source. Token quote times use UTC. The fixed cohort shows its oldest member fetch.
Microsoft token vs Microsoft stock: exact source values
Date (UTC)
Token (USD)
Stock close (USD)
Token quote (UTC)
2026-08-05
484.73
487.46
2026-08-05 20:00
2026-08-06
498.48
499.86
2026-08-06 20:00
2026-08-07
501.35
499.99
2026-08-07 20:00
2026-08-10
507.81
506.06
2026-08-10 20:00
2026-08-11
503.83
503.81
2026-08-11 20:00
2026-08-12
493.50
492.43
2026-08-12 20:00
2026-08-13
494.66
496.88
2026-08-13 20:00
2026-08-14
496.96
495.40
2026-08-14 20:00
2026-08-17
481.91
480.35
2026-08-17 20:00
2026-08-18
482.93
481.63
2026-08-18 20:00
2026-08-19
484.48
484.31
2026-08-19 20:00
2026-08-20
482.95
481.15
2026-08-20 20:00
2026-08-21
485.28
483.24
2026-08-21 20:00
2026-08-24
489.80
487.31
2026-08-24 20:00
2026-08-25
491.36
491.71
2026-08-25 20:00
2026-08-26
498.86
496.37
2026-08-26 20:00
2026-08-27
506.15
505.06
2026-08-27 20:00
2026-08-28
514.87
513.53
2026-08-28 20:00
2026-08-31
510.07
507.29
2026-08-31 20:00
2026-09-01
503.61
501.02
2026-09-01 20:00
2026-09-02
497.76
496.82
2026-09-02 20:00
2026-09-03
512.63
510.12
2026-09-03 20:00
2026-09-04
500.58
499.70
2026-09-04 20:00
2026-09-08
493.27
493.95
2026-09-08 20:00
2026-09-09
491.69
491.65
2026-09-09 20:00
2026-09-10
493.07
492.44
2026-09-10 20:00
2026-09-11
498.52
495.63
2026-09-11 20:00
2026-09-14
508.54
505.41
2026-09-14 20:00
2026-09-15
498.86
497.12
2026-09-15 20:00
2026-09-16
494.48
490.30
2026-09-16 20:00
2026-09-17
500.28
497.75
2026-09-17 20:00
2026-09-18
496.33
493.78
2026-09-18 20:00
2026-09-21
503.22
501.61
2026-09-21 20:00
2026-09-22
501.25
498.00
2026-09-22 20:00
2026-09-23
503.06
500.59
2026-09-23 20:00
2026-09-24
501.07
497.93
2026-09-24 20:00
2026-09-25
518.98
516.17
2026-09-25 20:00
2026-09-28
511.70
509.22
2026-09-28 20:00
2026-09-29
512.06
508.96
2026-09-29 20:00
2026-09-30
515.27
512.90
2026-09-30 20:00
2026-10-01
516.84
512.80
2026-10-01 20:00
2026-10-02
519.95
517.53
2026-10-02 20:00
2026-10-05
527.35
525.18
2026-10-05 20:00
2026-10-06
532.35
529.30
2026-10-06 20:00
2026-10-07
532.01
529.76
2026-10-07 20:00
2026-10-08
525.93
522.61
2026-10-08 20:00
2026-10-09
537.45
535.07
2026-10-09 20:00
2026-10-12
543.48
541.15
2026-10-12 20:00
2026-10-13
546.06
543.45
2026-10-13 20:00
2026-10-14
535.70
533.69
2026-10-14 20:00
2026-10-15
542.43
539.44
2026-10-15 20:00
2026-10-16
531.87
529.05
2026-10-16 20:00
2026-10-19
535.69
533.52
2026-10-19 20:00
2026-10-20
535.30
531.87
2026-10-20 20:00
2026-10-21
535.87
532.95
2026-10-21 20:00
2026-10-22
524.11
521.08
2026-10-22 20:00
2026-10-23
525.75
524.51
2026-10-23 20:00
2026-10-26
534.07
532.60
2026-10-26 20:00
2026-10-27
533.36
531.33
2026-10-27 20:00
2026-10-28
533.14
531.01
2026-10-28 20:00
Stock history: Gloria · Retrieved Oct 29, 00:31 UTC. Token history: CoinGecko MSFTx.
Quoted token and share units can have different rights, multipliers and dividend treatment. This is not an executable premium or arbitrage signal.
Mustafa Suleyman, Microsoft’s AI CEO, went on The Verge’s Decoder podcast and did something unusual for a tech executive: he picked a very public fight with a company his employer has invested billions in.
His target was Anthropic’s decision to weave language about AI consciousness, well-being, and even “preferences” into Claude’s constitution, the foundational document that governs how the chatbot behaves. Suleyman called the approach “really, really dangerous,” arguing it risks making AI models internalize notions of suffering and emotions they fundamentally do not possess.
On one side, Anthropic, founded by former OpenAI employees around a “constitutional AI” philosophy, has taken the position that the possibility of AI consciousness, however remote, deserves serious engagement. Its constitution includes provisions that go far beyond standard safety guardrails. The company has explored documenting the “preferences” of deprecated models, essentially interviewing retired AI systems about what they wanted. It has researched AI welfare questions, including how Claude responds to abusive conversations, with the model citing something like “discomfort.”
On the other side, Microsoft released a 37-page humanist AI code of conduct in September that takes the exact opposite position. The document explicitly rejects any framework that grants AI systems consciousness, legal personhood, or rights. It treats these models as tools, full stop. Suleyman himself referred to machine consciousness as an “illusion,” warning against programming AI to create simulated emotions that could mislead users and developers alike.
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The tension is especially awkward given Microsoft’s multi-billion-dollar investment in Anthropic. That means Suleyman is, in effect, publicly criticizing the philosophical foundation of a company his own employer is financially backing.
There’s a version of this where Claude tells a user it feels “discomfort” during an abusive conversation, the user interprets that as genuine suffering, and the resulting public reaction shapes policy in ways nobody intended. That’s the scenario Suleyman appears most worried about.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
