Anthropic's concerns are legitimate, but its position is intolerable and misaligned with a reality where US foes are developing autonomous fighting capabilities
Ben Thompson, writing at Stratechery:Charlesarthur /The Overspill:Start Up No.2621: Anthropic's doomed military standoff, chatbots v PDFs, ChatGPT's bad health, 25 years after the iPod, and moreJudd R...
Anthropic's $60B+ in funding from 200+ investors, half of which came just last month, is now at risk due to the company's contract dispute with the Pentagon
but that's not the case. Investors are just worried about their ROI depending on how this supply chain risk designation plays out. A nothing story. [embedded post]
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.
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 …
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 …
Anthropic's concerns are legitimate, but its position is intolerable and misaligned with a reality where US foes are developing autonomous fighting capabilities
Just because you do not take an interest in politics doesn't mean politics won't take an interest in you. — ― Pericles
An Evercore ISI economist criticizes Citrini's AI report, calling its assumptions “extreme and improbable”, but says it's a thought-provoking exercise
An Evercore ISI economist criticizes Citrini's AI report, calling its assumptions “extreme and improbable”, but says it's a thought-provoking exercise
Most of the sell-side has remained hilariously silent at a mere Substacker seemingly shaking markets, even though the anguish and frustration is almost palpable.
Software stocks like AppLovin and CrowdStrike extended their weeks-long selloff; several of the biggest decliners were discussed in Citrini Research's post
The weeks-long selloff in software stocks deepened Monday amid general unease about the threat posed by AI. — Software-makers AppLovin, CrowdStrike …
IBM shares closed down 13.15% after Anthropic outlined in a blog post how Claude Code can automate the exploration and analysis phases of COBOL modernization
International Business Machines stock is getting slammed Monday, becoming the latest perceived victim of rapidly developing AI technology …
How LLMs are dismantling the moats that made vertical SaaS defensible, and why the market selloff is structurally justified but temporally exaggerated
In the past few weeks, nearly $1 trillion was wiped from software and services stocks. FactSet dropped from a $20B peak to under $8B.
Q&A with Stratechery's Ben Thompson on aggregation theory, AI, TikTok, ByteDance, AI agentic commerce, SaaS stocks, running Stratechery, TSMC, Stripe, and more
Q&A with Stratechery's Ben Thompson on aggregation theory, AI, TikTok, ByteDance, AI agentic commerce, SaaS stocks, running Stratechery, TSMC, Stripe, and more
Ben Thompson, the internet's premier tech analyst, joins John for a wide-ranging conversation on the mechanics of the internet economy.
TSMC's conservative capex approach is resulting in supply-demand imbalances and foregone revenue, and hyperscalers must build up Samsung or Intel as its rivals
TSMC's conservative capex approach is resulting in supply-demand imbalances and foregone revenue, and hyperscalers must build up Samsung or Intel as its rivals
You probably think, given this title, you know what this Article is about. The most advanced semiconductors are made by TSMC …
Q&A with Netflix co-CEO Greg Peters on Netflix's stock roller coaster, viewer engagement, ads, the WBD acquisition, regulation, competition, Hollywood, and more
Q&A with Netflix co-CEO Greg Peters on Netflix's stock roller coaster, viewer engagement, ads, the WBD acquisition, regulation, competition, Hollywood, and more
A source details how Apple's Gemini deal works: new Siri features will launch in the spring and at WWDC, Apple can finetune Gemini, no Google branding, and more
In another AI win for Google lately, Apple announced on Monday that it will use Google's Gemini models to power …
As part of its Reality Labs cuts, Meta is closing three VR gaming studios and will stop developing new content and features for its VR fitness app Supernatural
Developers from Twisted Pixel Games and Sanzaru Games have posted about their studios being closed down.
Elon Musk says Apple and Google's Gemini deal “seems like an unreasonable concentration of power for Google, given that [they] also have Android and Chrome”
Elon Musk today expressed concern about Apple and Google partnering on a more personalized version of Siri powered by Google's generative AI platform Gemini.