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VOICE ARCHIVE

Alex Kantrowitz

@kantrowitz
863 posts
2026-03-06
Might've been that leaked Slack message that pushed it across
2026-03-06 View on X
Bloomberg

The US DOD says it has “officially informed Anthropic leadership the company and its products are deemed a supply chain risk, effective immediately”

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

Might've been that leaked Slack message that pushed it across
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
Might've been that leaked Slack message that pushed it across
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 …

2026-03-01
Massive: “Amazon will also invest $50 billion in OpenAI, starting with an initial $15 billion investment and followed by another $35 billion in the coming months when certain conditions are met.”
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...

Massive: “Amazon will also invest $50 billion in OpenAI, starting with an initial $15 billion investment and followed by another $35 billion in the coming months when certain conditions are met.”
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 …

2026-02-28
Massive: “Amazon will also invest $50 billion in OpenAI, starting with an initial $15 billion investment and followed by another $35 billion in the coming months when certain conditions are met.”
2026-02-28 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 …

Massive: “Amazon will also invest $50 billion in OpenAI, starting with an initial $15 billion investment and followed by another $35 billion in the coming months when certain conditions are met.”
2026-02-28 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

• OpenAI models coming to Amazon Bedrock via a new Stateful Runtime Environment …Tadahiro Kaburaki:So excited about the Amazon-OpenAI announcement after all the work.  Love the gre...

Defense official to Axios a few days ago, on Anthropic: “The only reason we're still talking to these people is we need them and we need them now. The problem for these guys is they are that good.”
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.

I'd be stunned if Anthropic is actually phased out at federal agencies. There's a six month deadline. We've seen those before.
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.

I'd be stunned if Anthropic is actually phased out at federal agencies. There's a six month deadline. We've seen those before.
2026-02-28 View on X
CNBC

Claude hit #2 on Apple's US App Store, hours after the DOD designated Anthropic a supply chain risk; it bounced between #20 and #50 for much of February

Anthropic's Claude artificial intelligence assistant app jumped to the No. 2 slot on Apple's chart of top U.S. free apps late on Friday …

I'd be stunned if Anthropic is actually phased out at federal agencies. There's a six month deadline. We've seen those before.
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 ...

Defense official to Axios a few days ago, on Anthropic: “The only reason we're still talking to these people is we need them and we need them now. The problem for these guys is they are that good.”
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'd be stunned if Anthropic is actually phased out at federal agencies. There's a six month deadline. We've seen those before.
2026-02-28 View on X
Axios

President Trump calls Anthropic a “radical left, woke company” and says he is directing every federal agency in the US to stop using its products

The Trump administration has decided to blacklist Anthropic in the most consequential and controversial policy decision to date …

Massive: “Amazon will also invest $50 billion in OpenAI, starting with an initial $15 billion investment and followed by another $35 billion in the coming months when certain conditions are met.”
2026-02-28 View on X
Axios

As part of the Amazon-OpenAI deal, the companies plan a “stateful runtime environment” for AWS, letting agents carry context forward to handle ongoing projects

Ina Fried /Axios:

2026-02-27
Massive: “Amazon will also invest $50 billion in OpenAI, starting with an initial $15 billion investment and followed by another $35 billion in the coming months when certain conditions are met.”
2026-02-27 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

Amazon Web Services (AWS) and OpenAI will co-create a Stateful Runtime Environment powered by OpenAI models …

Massive: “Amazon will also invest $50 billion in OpenAI, starting with an initial $15 billion investment and followed by another $35 billion in the coming months when certain conditions are met.”
2026-02-27 View on X
CNBC

OpenAI raised $110B at a $730B pre-money valuation, up from $500B in a secondary financing in Oct.; Amazon invested $50B, Nvidia and SoftBank invested $30B each

OpenAI has closed a $110 billion funding round, a financing that's more than double the size of its last raise a year ago, which was a record for a private tech company.

2026-02-25
An instantly disqualifying line in the Citrini paper: “In every way AI was exceeding expectations, and the market was AI. The only problem...the economy was not.” Sorry, this in implausible.
2026-02-25 View on X
Financial Times

An Evercore ISI economist criticizes Citrini's AI report, calling its assumptions “extreme and improbable”, but says it's a thought-provoking exercise

2026-02-24
An instantly disqualifying line in the Citrini paper: “In every way AI was exceeding expectations, and the market was AI. The only problem...the economy was not.” Sorry, this in implausible.
2026-02-24 View on X
Financial Times

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.

2026-02-14
We are in deep trouble. 4o was just the start.
2026-02-14 View on X
The Guardian

As OpenAI retires GPT-4o, some users say they are angry and grieving to lose the flirty, quirky companion

2026-02-13
We are in deep trouble. 4o was just the start.
2026-02-13 View on X
The Guardian

As OpenAI retires GPT-4o, some users say they are angry and grieving to lose the flirty, quirky companion

Its human partners said the flirty, quirky GPT-4o was the perfect companion - on the eve of Valentine's Day, it's being turned off for good.  How will users cope?