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VOICE ARCHIVE

Dan Primack

@danprimack
1095 posts
2026-03-06
Shots fired by someone who usually keeps his public powder dry (yes, Kushner is big OpenAI investor)
2026-03-06 View on X
CNBC

Google and Amazon join Microsoft in saying they will keep working with Anthropic on non-defense projects after DOD designated Anthropic a supply chain risk

Google said it will continue offering Anthropic's artificial intelligence technology for clients, excluding for defense work …

Shots fired by someone who usually keeps his public powder dry (yes, Kushner is big OpenAI investor)
2026-03-06 View on X
Anthropic

Dario Amodei says Anthropic plans to fight the DOD's risk designation in court, claims the DOD's letter has a “narrow scope”, and apologizes for his leaked memo

Yesterday (March 4) Anthropic received a letter from the Department of War confirming that we have been designated …

2026-03-05
Nah. It was cut-and-dried law. He signed the deal and chose not to do the due diligence.
2026-03-05 View on X
Associated Press

Elon Musk defends his social media posts in a Twitter shareholder trial accusing him of misleading statements before trying to stop the acquisition in July 2022

A defiant Elon Musk on Wednesday took the stand in a jury trial to defend himself against accusations that he engaged in a pattern …

2026-03-03
There is a valid argument for DoD not wanting to work w/ cos that used Claude in products being sold to DoD, given mission disagreement between the company and DoD. There is no good argument for banning Claude use at other, non-national security depts. Beyond spite.
2026-03-03 View on X
Bloomberg

Sources: amid negotiations with the DOD, Anthropic submitted a bid to compete in a $100M DOD contest to develop voice-controlled, autonomous drone swarming tech

Anthropic PBC was among the artificial intelligence companies that submitted a proposal earlier this year to compete …

There is a valid argument for DoD not wanting to work w/ cos that used Claude in products being sold to DoD, given mission disagreement between the company and DoD. There is no good argument for banning Claude use at other, non-national security depts. Beyond spite.
2026-03-03 View on X
Reuters

The US Treasury Department, State Department, and Federal Housing Finance Agency stop using Anthropic's AI products; the State Department will switch to OpenAI

The U.S. Treasury Department, State Department and the federal housing agency are terminating all use of Anthropic products …

There is a valid argument for DoD not wanting to work w/ cos that used Claude in products being sold to DoD, given mission disagreement between the company and DoD. There is no good argument for banning Claude use at other, non-national security depts. Beyond spite.
2026-03-03 View on X
The Verge

Sources: OpenAI agreed to follow US laws that have allowed for mass surveillance in the past, and the DOD didn't budge from its demands over bulk analyzing data

On Friday evening, amidst fallout from a standoff between the Department of Defense and Anthropic, OpenAI CEO Sam Altman announced …

There is a valid argument for DoD not wanting to work w/ cos that used Claude in products being sold to DoD, given mission disagreement between the company and DoD. There is no good argument for banning Claude use at other, non-national security depts. Beyond spite.
2026-03-03 View on X
Hyperdimensional

The Anthropic-DOD skirmish is the first major public debate on control over frontier AI, and institutions behaved erratically, maliciously, and without clarity

On Anthropic and the Department of War  —  I.  —  A little more than a decade ago, I sat with my father and watched him die.

2026-03-02
There is a valid argument for DoD not wanting to work w/ cos that used Claude in products being sold to DoD, given mission disagreement between the company and DoD. There is no good argument for banning Claude use at other, non-national security depts. Beyond spite.
2026-03-02 View on X
Hyperdimensional

The Anthropic-DOD skirmish is the first major public debate on control over frontier AI, and institutions behaved erratically, maliciously, and without clarity

On Anthropic and the Department of War  —  I.  —  A little more than a decade ago, I sat with my father and watched him die.

“OpenAI's new deal with the Pentagon does not explicitly prohibit the collection of Americans' publicly available information — a sticking point that rival Anthropic says is crucial for ensuring domestic mass surveillance doesn't take place.” https://www.axios.com/...
2026-03-02 View on X
The Atlantic

A source describes the failed Pentagon-Anthropic talks: through the end, the Pentagon wanted to use Anthropic's AI to analyze bulk data collected from Americans

Right up until the moment that Pete Hegseth moved to terminate the government's relationship with the AI company Anthropic …

“OpenAI's new deal with the Pentagon does not explicitly prohibit the collection of Americans' publicly available information — a sticking point that rival Anthropic says is crucial for ensuring domestic mass surveillance doesn't take place.” https://www.axios.com/...
2026-03-02 View on X
New York Times

Sources detail how the Anthropic and DOD talks fell apart and how officials at US intelligence agencies, including the CIA, still hope for a peace agreement

The Pentagon and Anthropic were close to agreeing on the use of artificial intelligence.  But strong personalities, mutual dislike and a rival company unraveled a deal.

“OpenAI's new deal with the Pentagon does not explicitly prohibit the collection of Americans' publicly available information — a sticking point that rival Anthropic says is crucial for ensuring domestic mass surveillance doesn't take place.” https://www.axios.com/...
2026-03-02 View on X
The Verge

Sources: OpenAI agreed to follow US laws that have allowed for mass surveillance in the past, and the DOD didn't budge from its demands over bulk analyzing data

On Friday evening, amidst fallout from a standoff between the Department of Defense and Anthropic, OpenAI CEO Sam Altman announced …

There is a valid argument for DoD not wanting to work w/ cos that used Claude in products being sold to DoD, given mission disagreement between the company and DoD. There is no good argument for banning Claude use at other, non-national security depts. Beyond spite.
2026-03-02 View on X
The Verge

Sources: OpenAI agreed to follow US laws that have allowed for mass surveillance in the past, and the DOD didn't budge from its demands over bulk analyzing data

On Friday evening, amidst fallout from a standoff between the Department of Defense and Anthropic, OpenAI CEO Sam Altman announced …

2026-03-01
Not too long ago, the AI battlelines were: OpenAI/Microsoft Anthropic/Amazon Not anymore https://openai.com/...
2026-03-01 View on X
On my Om

Amazon is paying ~16x Microsoft's price per OpenAI percentage point, while getting none of Microsoft's exclusives, showing the cost of being late in AI

My word, the torrent of news keeps coming.  You have hardly had time to digest the news of the $30 billion raise by Anthropic …

Not too long ago, the AI battlelines were: OpenAI/Microsoft Anthropic/Amazon Not anymore https://openai.com/...
2026-03-01 View on X
About Amazon

Amazon will invest $15B in OpenAI initially, followed by $35B if certain conditions are met; OpenAI commits to consuming ~2 GW of Trainium capacity through AWS

eventuallyMakenzie Holland /CIO Dive:AWS gains enterprise edge with OpenAI partnershipReuters:OpenAI's $110 billion funding round draws investment from Amazon, Nvidia, SoftBankLuke...

2026-02-28
Among the “left wing nutjobs” apparently is Anthropic board member Chris Liddell, who was part of Trump 1.0.
2026-02-28 View on X
@secwar

Defense Secretary Pete Hegseth directs the DOD to designate Anthropic as a supply chain risk, barring military contractors from doing business with the company

This week, Anthropic delivered a master class in arrogance and betrayal as well as a textbook case of how not to do business with the United States Government or the Pentagon. Our ...

I take @sama point on circular dealmaking concerns — that the revenue growth is key metric. And will leave profit concerns for another day. But also true that these companies are becoming something of a borg. If one goes down, it's more than a flesh wound for the others.
2026-02-28 View on X
OpenAI

OpenAI says ChatGPT has 900M+ weekly active users, 50M+ consumer subscribers, and weekly Codex users have more than tripled since the start of the year to 1.6M

raising the stakes for AI monetizationZac Hall /9to5Mac:ChatGPT approaching 1 billion weekly active users

Leaving aside who's right/wrong, those worrying about Skynet should be breathing a tiny bit easier right now.
2026-02-28 View on X
@secwar

Defense Secretary Pete Hegseth directs the DOD to designate Anthropic as a supply chain risk, barring military contractors from doing business with the company

This week, Anthropic delivered a master class in arrogance and betrayal as well as a textbook case of how not to do business with the United States Government or the Pentagon. Our ...

Practically speaking, does this mean Amazon, Nvidia, etc. can't do any biz w/ DoD? What about Palantir?
2026-02-28 View on X
@secwar

Defense Secretary Pete Hegseth directs the DOD to designate Anthropic as a supply chain risk, barring military contractors from doing business with the company

This week, Anthropic delivered a master class in arrogance and betrayal as well as a textbook case of how not to do business with the United States Government or the Pentagon. Our ...

@rabois ... if i follow you... you're saying they objected to maduro raid, which their tech aided, so they raised “fake” issues to get out of future contract because pissed about maduro raid? self sabotage?
2026-02-28 View on X
Anthropic

Anthropic says it'll challenge “any supply chain risk designation in court” and that the designation would only affect contractors' use of Claude on DOD work

Earlier today, Secretary of War Pete Hegseth shared on X that he is directing the Department of War to designate Anthropic a supply chain risk.

Notable: “A source familiar said that despite Trump's tweet, Anthropic and the Pentagon were still negotiating ahead of the 5:01pm deadline Defense Secretary Pete Hegseth set for a deal.” https://www.axios.com/...
2026-02-28 View on X
@secwar

Defense Secretary Pete Hegseth directs the DOD to designate Anthropic as a supply chain risk, barring military contractors from doing business with the company

This week, Anthropic delivered a master class in arrogance and betrayal as well as a textbook case of how not to do business with the United States Government or the Pentagon. Our ...