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VOICE ARCHIVE

Deepa Seetharaman

@dseetharaman
199 posts
2026-03-05
I wonder how investors — who are scrambling to contain the damage from Anthropic's fallout with the Pentagon — view this memo, coming out at this time. https://x.com/...
2026-03-05 View on X
Bloomberg

A senior US defense official says the Pentagon formally told Anthropic that the startup and its products “are deemed a supply chain risk, effective immediately”

The Pentagon said it has formally notified Anthropic PBC that it's deemed the artificial intelligence company and its products a risk to the US supply chain …

I wonder how investors — who are scrambling to contain the damage from Anthropic's fallout with the Pentagon — view this memo, coming out at this time. https://x.com/...
2026-03-05 View on X
Financial Times

Sources: Dario Amodei has been holding talks with the DOD's Emil Michael in a bid to iron out a contract governing the Pentagon's access to Anthropic's models

Dario Amodei is meeting deputy to Pete Hegseth to reach a compromise on military use of the technology

I wonder how investors — who are scrambling to contain the damage from Anthropic's fallout with the Pentagon — view this memo, coming out at this time. https://x.com/...
2026-03-05 View on X
The Information

Memo: Dario Amodei said OpenAI's DOD deal is “safety theater” and the DOD dislikes Anthropic in part because it hadn't “given dictator-style praise to Trump”

Anthropic CEO Dario Amodei on Friday told employees that a deal OpenAI and its CEO Sam Altman struck …

2026-03-04
I wonder how investors — who are scrambling to contain the damage from Anthropic's fallout with the Pentagon — view this memo, coming out at this time. https://x.com/...
2026-03-04 View on X
Washington Post

Sources: the US used Palantir's Maven Smart System, integrated with Claude, to find and prioritize 1,000 targets within the first 24 hours of its attack on Iran

I wonder how investors — who are scrambling to contain the damage from Anthropic's fallout with the Pentagon — view this memo, coming out at this time. https://x.com/...
2026-03-04 View on X
The Information

Leaked Friday memo: Dario Amodei called OpenAI's DOD deal “safety theater”, said DOD dislikes Anthropic in part for not giving “dictator-style praise to Trump”

Anthropic CEO Dario Amodei on Friday told employees that a deal OpenAI and its CEO Sam Altman struck …

2026-02-11
A second xAI cofounder announces today that they're leaving? Unusual!
2026-02-11 View on X
Financial Times

xAI co-founder Jimmy Ba says he is leaving, the sixth co-founder to depart; sources and social media posts show at least six researchers left in recent weeks

Jimmy Ba will be the sixth member of the founding team to depart  —  A sixth co-founder of Elon Musk's xAI is leaving …

2026-02-05
OpenAI's CMO: “Anthropic thinks powerful AI should be tightly controlled in small rooms in San Francisco and Davos.” This tweet is broadly criticizing Anthropic on ads. But this line squeezed in the middle here stands out as not really about ads.
2026-02-05 View on X
@sama

Sam Altman says Anthropic's Super Bowl ads are funny but “dishonest”, and Anthropic serves a “product to rich people” while OpenAI is “committed to free access”

First, the good part of the Anthropic ads: they are funny, and I laughed. But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for a...

OpenAI's CMO: “Anthropic thinks powerful AI should be tightly controlled in small rooms in San Francisco and Davos.” This tweet is broadly criticizing Anthropic on ads. But this line squeezed in the middle here stands out as not really about ads.
2026-02-05 View on X
Anthropic

Anthropic says “Claude will remain ad-free”, its users “won't see ‘sponsored’ links adjacent to” conversations, and responses won't be influenced by advertisers

There are many good places for advertising.  A conversation with Claude is not one of them.

2026-02-04
OpenAI's CMO: “Anthropic thinks powerful AI should be tightly controlled in small rooms in San Francisco and Davos.” This tweet is broadly criticizing Anthropic on ads. But this line squeezed in the middle here stands out as not really about ads.
2026-02-04 View on X
Anthropic

Anthropic says “Claude will remain ad-free”, its users “won't see ‘sponsored’ links adjacent to” conversations, and responses won't be influenced by advertisers

There are many good places for advertising.  A conversation with Claude is not one of them.

2025-12-18
The FTC investigating Instacart's AI pricing tool, per ⁦@Reuters⁩. The tool allows retailers on Instacart to experiment with different prices using AI. A recent study showed different shoppers got different prices for the same groceries on Instacart. https://www.reuters.com/...
2025-12-18 View on X
Reuters

Sources: the US FTC is investigating Instacart's AI pricing tool, after a study showed different prices for the same items at the same stores; CART drops 8%+

The U.S. Federal Trade Commission is probing Instacart (CART.O), two sources familiar with the matter told Reuters …

2025-11-20
Yann LeCun confirms that he's leaving to build a new company. “The goal of the startup is to bring about the next big revolution in AI: systems that understand the physical world, have persistent memory, can reason, and can plan complex action sequences.” https://www.linkedin.com/...
2025-11-20 View on X
Bloomberg

Yann LeCun says he is leaving Meta at the end of 2025 to build a new startup and continue his “Advanced Machine Intelligence research”, with Meta as a partner

Yann LeCun, an artificial intelligence pioneer who runs a research lab at Meta Platforms Inc., told employees …

2025-10-30
Exclusive from @Reuters: OpenAI is laying the groundwork for massive IPO that could value the company around $1 trillion. Read: https://www.reuters.com/...
2025-10-30 View on X
Reuters

Sources: OpenAI is preparing for a US IPO that could value it at ~$1T and has explored raising $60B+, filing as soon as H2 2026, and listing in 2027

OpenAI is laying the groundwork for an initial public offering that could value the company at up to around $1 trillion …

2025-01-11
If this detail about tampons is true, I'm curious who asked for it & for what benefit. Meta's case for clamping down on internal dissent is the debate distracts from the job. What's their case for removing tampons in the most intimate spaces we have at work?
2025-01-11 View on X
New York Times

Sources detail Zuckerberg's sprint to remake Meta after meeting with Trump at Thanksgiving; he no longer wants to keep his views of how Meta should be run quiet

After visiting President-elect Donald J. Trump in November, Mr. Zuckerberg decided to relax Meta's speech policies.

2024-12-05
OpenAI is partnering with Anduril, which will use OpenAI's models in its counterdrone systems software. OpenAI maintains it won't let its tech be used to build offensive weapons, but it has been working on defense, cybersecurity and other non-combat projects with the DoD.
2024-12-05 View on X
CNBC

Anduril and OpenAI partner to deploy advanced AI systems for national security missions, focusing on “improving the nation's counter-unmanned aircraft systems”

causing $PLTR to dip 4% 👀 [image] Liv Boeree / @liv_boeree : Where have I seen this movie before Deepa Seetharaman / @dseetharaman : OpenAI is partnering with Anduril, which will u...

2024-09-29
“When He was arrested, a U.S. employee posted a warning to customers on the company's Instagram account...'The management team from China has taken over operations.' It was signed ‘The US/Core Team.’ The post was removed within minutes.” https://www.wsj.com/...
2024-09-29 View on X
Wall Street Journal

A look at telehealth startup Done Global, whose owner was arrested by the US in June for allegedly running a “pill mill”, as it continues to operate from China

Rolfe Winkler / Wall Street Journal : X: @wsj , @laurenbalik , @stephpstrong , @rolfewinkler , @jchengwsj , @jchengwsj , @jchengwsj , @heathernauert , @dseetharaman , @rolfewinkle...

2024-09-28
“When He was arrested, a U.S. employee posted a warning to customers on the company's Instagram account...'The management team from China has taken over operations.' It was signed ‘The US/Core Team.’ The post was removed within minutes.” https://www.wsj.com/...
2024-09-28 View on X
Wall Street Journal

A look at telehealth startup Done Global, whose owner was arrested by the US in June for allegedly running a “pill mill”, as it continues to operate from China

Rolfe Winkler / Wall Street Journal : X: @dseetharaman , @jchengwsj , @laurenbalik , @heathernauert , @jchengwsj , @jchengwsj , @rolfewinkler , @rolfewinkler , @stephpstrong , and...

New bits: — OpenAI launched GPT 4o without compiling all of its evaluation data bc it wanted to launch before Google I/O — After Ilya resigned, two execs went to house to say OAI might “collapse” w/o Ilya. -employees have asked Sam to rein in Greg for years.
2024-09-28 View on X
Wall Street Journal

Current and former staff say OpenAI has rushed product announcements and safety testing, lost its lead over rivals, and Altman is detached from the day-to-day

now it's just another tech company Ananya Gairola / Benzinga : OpenAI Execs Feared ChatGPT-Parent Would Collapse After Departure Of Ilya Sutskever, Tried To Woo Him Back And Almost...

New from me: OpenAI's shift to a for-profit business could deliver generational wealth for employees. But this shift to a potentially $150b company has triggered significant tensions behind the scenes, per people in and around the company. https://www.wsj.com/...
2024-09-28 View on X
Wall Street Journal

Current and former staff say OpenAI has rushed product announcements and safety testing, lost its lead over rivals, and Altman is detached from the day-to-day

now it's just another tech company Ananya Gairola / Benzinga : OpenAI Execs Feared ChatGPT-Parent Would Collapse After Departure Of Ilya Sutskever, Tried To Woo Him Back And Almost...

2024-08-05
There's so much more in this story by me & Matt Barnum about their decision-making process & the tension between their stated goals of transparency + helping educators and their need to grow & destigmatize AI's use.  Please read and let me know what you think.
2024-08-05 View on X
Wall Street Journal

Sources: OpenAI developed a watermarking method for detecting text written by ChatGPT with 99.9% reliability, but its launch has been mired in internal debates

Technology that can detect text written by artificial intelligence with 99.9% certainty has been debated internally for two years

One reason: an internal April 2023 survey showing nearly a third of ChatGPT users would use it less if it deployed watermarking.  This survey loomed large even after internal tests in 2024 showed watermarking didn't hurt ChatGPT's output.  Here's how OpenAI itself described the situation:
2024-08-05 View on X
Wall Street Journal

Sources: OpenAI developed a watermarking method for detecting text written by ChatGPT with 99.9% reliability, but its launch has been mired in internal debates

Technology that can detect text written by artificial intelligence with 99.9% certainty has been debated internally for two years