stevesi · TEXXR

Inside the Culture Clash That Tore Apart the Pentagon's Anthropic Deal // The craziest thing about this deal (to me) is the idea that there are _any_ terms of use or operational parameters in a deal with DoD. My experience over a very long time is you kill yourself to get a

2026-03-07 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

https://www.cnbc.com/...Sasha de Marigny:Thank you, Google, for your leadership, partnership and continued support. — https://lnkd.in/...

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Inside the Culture Clash That Tore Apart the Pentagon's Anthropic Deal // The craziest thing about this deal (to me) is the idea that there are _any_ terms of use or operational parameters in a deal with DoD. My experience over a very long time is you kill yourself to get a

2026-03-07 View on X

Pirate Wires

Interview with Pentagon AI head Emil Michael on his view that Anthropic leaked negotiations to the press to win anti-Trump users, dealing with Amodei, and more

what if this software went down? Some guardrail kicked up? Some refusal happened for the next fight like this one and we left our people at risk?” “I went to @SecWar @PeteHegset...

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Inside the Culture Clash That Tore Apart the Pentagon's Anthropic Deal // The craziest thing about this deal (to me) is the idea that there are _any_ terms of use or operational parameters in a deal with DoD. My experience over a very long time is you kill yourself to get a

2026-03-07 View on X

Financial Times

A draft guidance from the US GSA tightens rules for civilian AI contracts to require AI companies to allow “any lawful” use by the government of their models

The Trump administration has drawn up tight rules for civilian artificial intelligence contracts that would require AI companies …

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Inside the Culture Clash That Tore Apart the Pentagon's Anthropic Deal // The craziest thing about this deal (to me) is the idea that there are _any_ terms of use or operational parameters in a deal with DoD. My experience over a very long time is you kill yourself to get a

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 …

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Inside the Culture Clash That Tore Apart the Pentagon's Anthropic Deal // The craziest thing about this deal (to me) is the idea that there are _any_ terms of use or operational parameters in a deal with DoD. My experience over a very long time is you kill yourself to get a

2026-03-06 View on X

Pirate Wires

An interview with Pentagon AI head Emil Michael about Anthropic leaking to the media to win anti-Trump users, dealing with Amodei and his “politburo”, and more

Pirate Wires:NEW

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What Apple consistently proves over decades is that they build products with specifications based on their strategy and what they believe consumers will value at point of sale. The fact that much of phones/PCs simply march all specs on the calendar of supply chain components confuses people who think having every spec bump is the only way to stay current and maximize utility. Having multiple display port ports is such an example. Almost no one runs with more than one external monitor. It isn't a purchase decision for anyone but the most extreme user...

2026-03-05 View on X

Tom's Hardware

Apple unveils the $599+ MacBook Neo, with a 13-inch Liquid Retina display, an A18 Pro chip, side-firing speakers, a 1080p webcam, two USB-C ports, and Touch ID

Apple debuts a new entry-level MacBook at just the right time — Apple finally took the wraps off its long-rumored budget laptop.

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What Apple consistently proves over decades is that they build products with specifications based on their strategy and what they believe consumers will value at point of sale. The fact that much of phones/PCs simply march all specs on the calendar of supply chain components

2026-03-04 View on X

Tom's Hardware

Apple unveils the $599+ MacBook Neo, with a 13-inch Liquid Retina display, an A18 Pro chip, side-firing speakers, a 1080p webcam, two USB-C ports, and Touch ID

Apple debuts a new entry-level MacBook at just the right time — Apple finally took the wraps off its long-rumored budget laptop.

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Prediction: this will split along the lines of “this is critical for our nation's defense” and “this is authoritarian fascism” but with a twist... There's a little bit of horseshoe going on. It is key to start with the fact that this is how contracting has worked for a very long

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 ...

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Prediction: this will split along the lines of “this is critical for our nation's defense” and “this is authoritarian fascism” but with a twist... There's a little bit of horseshoe going on. It is key to start with the fact that this is how contracting has worked for a very long

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.

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When we built the C++ app framework for building Windows Apps (called MFC, codename AFX) in 1990, one of the first things we did was make sure to stamp client executables with __AFXAPP so we could see. A proud moment a short time later was seeing that stamp on Mosaic. :-)

2026-02-07 View on X

SemiAnalysis

Analysis: Claude Code currently authors 4% of all public GitHub commits and is on track to cross 20% of all daily commits by the end of 2026

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When we built the C++ app framework for building Windows Apps (called MFC, codename AFX) in 1990, one of the first things we did was make sure to stamp client executables with __AFXAPP so we could see. A proud moment a short time later was seeing that stamp on Mosaic. :-)

2026-02-06 View on X

SemiAnalysis

Analysis: Claude Code currently authors 4% of all public GitHub commits and is on track to cross 20% of all daily commits by the end of 2026

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Wall Street's idea that a software pure play will “vanish” into an LLM is “nonsense”: we need more software, and AI-enabled software moves up the product stack

2026-02-06 View on X

Financial Times

US tech stocks slide for a third consecutive day amid a sell-off in the software sector; the Nasdaq closed down 1.6%, MSFT 4.95%, QCOM 8.46%, and PLTR 6.83%

Nasdaq drops as recent high-flying companies pull market lower — US tech stocks fell on Thursday, as weak jobs data piled further pressure …

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Some set of investors don't like today's big tech capex because from their perspective they priced in special dividends down the road as cash grew. They did not price in a change in what it takes to be in aspects of the software business, from COGS or investment perspectives.

2026-02-06 View on X

Amazon

Amazon reports Q4 revenue up 14% YoY to $213.39B, vs. $211.33B est., EPS of $1.95, vs. $1.97 est., and net income up 6% YoY to $21.19B; AMZN drops 8%+

Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its fourth quarter ended December 31, 2025. Fourth Quarter 2025

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Some set of investors don't like today's big tech capex because from their perspective they priced in special dividends down the road as cash grew. They did not price in a change in what it takes to be in aspects of the software business, from COGS or investment perspectives.

2026-02-06 View on X

CNBC

Amazon projects its 2026 capex to hit $200B, above $146.6B est. and up from ~$131B in 2025, and reports Q4 AWS revenue up 24% YoY to $35.58B, above $34.93B est.

Amazon shares plunged more than 10% in extended trading Thursday after the company posted mixed fourth-quarter earnings …

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Wall Street's idea that a software pure play will “vanish” into an LLM is “nonsense”: we need more software, and AI-enabled software moves up the product stack

2026-02-06 View on X

Wall Street Journal

Investor fears that software companies are facing an AI-driven extinction event are exaggerated, but the persistent belief has damaged their stocks for months

and they're terrifiedMelia Russell /Business Insider:Anthropic's latest AI tool was seen by the legal software industry as a ‘shot across the bow.’ Here's what it means.Reuters:‘So...

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Death of Software. Nah.

2026-02-05 View on X

Wall Street Journal

Investor fears that software companies are facing an AI-driven extinction event are exaggerated, but the persistent belief has damaged their stocks for months

Fears that software companies are facing an extinction event are exaggerated, but other dangers are real

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@JI Maybe but why wasn't IBM equipped to capitalize on the PC they invented or Kodak on the digital camera they invented? These were companies that invented more stuff than just about any other company.

2026-02-05 View on X

@stevesi

Wall Street's idea that a software pure play will “vanish” into an LLM is “nonsense”: we need more software, and AI-enabled software moves up the product stack

Too much of what is going on is a race to get to a theoretical end state of a whole new world of business and technology.

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In the history of business every company that swore it would never use ads, upsell, or cross sell has gone on to do so, increasingly aggressively so. It is better not to promise or some future leader will inherit both internal and external challenges.

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.

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In the history of business every company that swore it would never use ads, upsell, or cross sell has gone on to do so, increasingly aggressively so. It is better not to promise or some future leader will inherit both internal and external challenges.

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...

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@JI Maybe but why wasn't IBM equipped to capitalize on the PC they invented or Kodak on the digital camera they invented? These were companies that invented more stuff than just about any other company.

2026-02-05 View on X

Wall Street Journal

Investor fears that software companies are facing an AI-driven extinction event are exaggerated, but the persistent belief has damaged their stocks for months

Fears that software companies are facing an extinction event are exaggerated, but other dangers are real

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