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VOICE ARCHIVE

George Pearkes

@peark.es
74 posts
2026-03-06
“we do not believe this action is legally sound, and we see no choice but to challenge it in court.”
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 …

“we do not believe this action is legally sound, and we see no choice but to challenge it in court.”
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 …

2026-02-28
TLDR: Anthropic is “too woke” per the White House.  The USAi sandbox only offers Anthropic, Google, and Meta models.  Grok has been questioned for reliability and safety by a range of civilian and military officials.
2026-02-28 View on X
Wall Street Journal

Sources: multiple federal agencies raised concerns about Grok's safety and reliability in recent months, before DOD approved Grok for use in classified settings

Warnings about xAI's safety and reliability preceded Pentagon decision to approve Grok for use in classified settings.

OpenAI round from strategic partners.  —  $110bn raised, $730bn valuation.  $30B from SoftBank, $30B from NVIDIA, and $50B from Amazon.  —  More investors to come in second stage as previously reported.  —  ChatGPT has 900mm weekly active users and 50mm consumer subscribers.
2026-02-28 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 announced a $110 billion funding round on Friday, a financing that's more than double the size of its last raise a year ago …

OpenAI round from strategic partners.  —  $110bn raised, $730bn valuation.  $30B from SoftBank, $30B from NVIDIA, and $50B from Amazon.  —  More investors to come in second stage as previously reported.  —  ChatGPT has 900mm weekly active users and 50mm consumer subscribers.
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

2026-02-27
OpenAI round from strategic partners.  —  $110bn raised, $730bn valuation.  $30B from SoftBank, $30B from NVIDIA, and $50B from Amazon.  —  More investors to come in second stage as previously reported.  —  ChatGPT has 900mm weekly active users and 50mm consumer subscribers.
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.

TLDR: Anthropic is “too woke” per the White House.  The USAi sandbox only offers Anthropic, Google, and Meta models.  Grok has been questioned for reliability and safety by a range of civilian and military officials.
2026-02-27 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 …

TLDR: Anthropic is “too woke” per the White House.  The USAi sandbox only offers Anthropic, Google, and Meta models.  Grok has been questioned for reliability and safety by a range of civilian and military officials.
2026-02-27 View on X
Wall Street Journal

Sources: multiple federal agencies raised concerns about Grok's safety and reliability in recent months, before DOD approved Grok for use in classified settings

Wall Street Journal:

TLDR: Anthropic is “too woke” per the White House.  The USAi sandbox only offers Anthropic, Google, and Meta models.  Grok has been questioned for reliability and safety by a range of civilian and military officials.
2026-02-27 View on X
Anthropic

Dario Amodei says Anthropic cannot “in good conscience” accede to DOD's request to remove safeguards and will work to ensure a smooth transition if offboarded

I believe deeply in the existential importance of using AI to defend the United States and other democracies, and to defeat our autocratic adversaries.

OpenAI round from strategic partners.  —  $110bn raised, $730bn valuation.  $30B from SoftBank, $30B from NVIDIA, and $50B from Amazon.  —  More investors to come in second stage as previously reported.  —  ChatGPT has 900mm weekly active users and 50mm consumer subscribers.
2026-02-27 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

openai.com/index/scalin... …George Pearkes /@peark.es:OpenAI round from strategic partners.  —  $110bn raised, $730bn valuation.  $30B from SoftBank, $30B from NVIDIA, and $50B fro...

2026-02-25
So it reads to me as if Hegseth is bluffing with absolutely no cards and it's chud dominance politics versus genuine principal and the nerds have a straight flush.  [embedded post]
2026-02-25 View on X
Reuters

Source: Anthropic has no intention of easing Claude usage restrictions for military purposes, following Dario Amodei's meeting with Pete Hegseth

Artificial intelligence lab Anthropic has no intention of easing its usage restrictions for military purposes, a person familiar with the matter …

So it reads to me as if Hegseth is bluffing with absolutely no cards and it's chud dominance politics versus genuine principal and the nerds have a straight flush.  [embedded post]
2026-02-25 View on X
Axios

Sources: DOD told Anthropic it will invoke the Defense Production Act or label Anthropic a “supply chain risk”, if not given unfettered Claude access by Friday

Defense Secretary Pete Hegseth gave Anthropic CEO Dario Amodei until Friday evening to give the military unfettered access …

2026-02-24
Do NOT recommend reading this at face value but it does have some interesting anecdotes in it about how Anthropic is able to detect and undermine distillation attacks.
2026-02-24 View on X
Reuters

A Trump administration official says DeepSeek's new model, expected next week, was trained on Nvidia Blackwell chips, in a potential US export control violation

So it reads to me as if Hegseth is bluffing with absolutely no cards and it's chud dominance politics versus genuine principal and the nerds have a straight flush.  [embedded post]
2026-02-24 View on X
Axios

Sources: DOD told Anthropic it will invoke the Defense Production Act or label Anthropic a “supply chain risk”, if not given unfettered Claude access by Friday

Defense Secretary Pete Hegseth gave Anthropic CEO Dario Amodei until Friday evening to give the military unfettered access …

Do NOT recommend reading this at face value but it does have some interesting anecdotes in it about how Anthropic is able to detect and undermine distillation attacks.
2026-02-24 View on X
Wall Street Journal

Anthropic says DeepSeek, MiniMax, and Moonshot violated its ToS by prompting Claude a combined 16M+ times and using distillation to train their own products

The allegations mirror those of OpenAI, which told House lawmakers that DeepSeek used ‘distillation’ to improve models

2026-02-23
Do NOT recommend reading this at face value but it does have some interesting anecdotes in it about how Anthropic is able to detect and undermine distillation attacks.
2026-02-23 View on X
Wall Street Journal

Anthropic says DeepSeek, MiniMax, and Moonshot violated its ToS by prompting Claude a combined 16M+ times and using distillation to train their own products

The allegations mirror those of OpenAI, which told House lawmakers that DeepSeek used ‘distillation’ to improve models

2026-02-19
Full story link.  —  BTW: the round is being discussed in two phases with $MSFT, $AMZN, $NVDA, and SoftBank in the first phase...approaching $100bn.  Then there's a follow-on for VC, SWFs, etc that will raise the total “substantially higher”.  $150bn or more is plausible if that's right.
2026-02-19 View on X
Bloomberg

Sources: OpenAI is close to finalizing the first phase of its record $100B+ round; its overall valuation, including the eventual funding, could exceed $850B

OpenAI round set to close with $100bn raise at $850bn valuation.  Not even sure what to say about this honestly.  [image]
2026-02-19 View on X
Bloomberg

Sources: OpenAI is close to finalizing the first phase of its record $100B+ round; its overall valuation, including the eventual funding, could exceed $850B

2026-02-13
Anthropic has closed a $30bn Series G raise at a $380bn valuation.  —  Also disclose $14bn ARR revenue at current, 10x'd each of the last three years.
2026-02-13 View on X
Anthropic

Anthropic raised a $30B Series G led by GIC and Coatue and co-led by D. E. Shaw, Dragoneer, Founders Fund, Iconiq, and MGX at a $380B post-money valuation

We have raised $30 billion in Series G funding led by GIC and Coatue, valuing Anthropic at $380 billion post-money.

Anthropic has closed a $30bn Series G raise at a $380bn valuation.  —  Also disclose $14bn ARR revenue at current, 10x'd each of the last three years.
2026-02-13 View on X
Wall Street Journal

Anthropic adds Chris Liddell, a former Microsoft and GM exec who helped GM IPO and worked in Trump's first administration, to its board ahead of a potential IPO

The former Microsoft and GM executive Chris Liddell has previously worked for the Trump administration