Dario Amodei calls OpenAI’s messaging around military deal ‘straight up lies’
techcrunch.com488 points by SilverElfin 8 hours ago
488 points by SilverElfin 8 hours ago
When @sama announced within hours that OAI was replacing Anthropic with the "same conditions ", it was clear that either the DoW or OAI (or both) were fudging. DoW balked at Anthropic's conditions so OAI's agreement must have made the "conditions" basically unenforceable.
And sure enough, my reading of it left the impression the OAI conditions were basically "DoW won't do anything which violates the rules DoW sets for itself."
I'd have money on OpenAI hiding behind the "all lawful use" phrasing to claim high levels of protection.
He also claimed that they would build rules into the model the DoD would use, preventing misuse. Aka he claims OpenAI will quickly solve alignment and build it right in...I wouldn't hold my breath.
All lawful use. And then they followed up with “intentionally doing illegal things.” If they happen to accidentally do illegal things, OpenAI is ok with it.
I hate this so much. The nsa’s spying on everyone in 2010 was “legal” and I can only imagine how much worse it is now with AI to follow your digital footprint around everywhere. Too bad we don’t have any more whistleblowers like Snowden
Most likely scenario is that if it does something “unlawful” and found out - claim that “These machines are black boxes and they don’t know what went wrong. They will set up an investigative committee and find out.”
When shit hits the fan they are going to blame AI, but then not even use hand sanitizer. They will 100% be using OAI as a scapegoat, although I'd like to see the OAI goat stay and someone else run into the woods.
All Lawful Use is a tautology with fascists because they cannot break laws by definition.
More like they will feed machine bullshit like WMDs exist in Fiji. My gut says so. My mom always believes me. Machine will call it out. Then they want overide. Machine will log it. Then they want an erase log button etc. Institutions and rules didnt fall from the sky. It evolved to damp the damage caused by such behavior.
For consumer ChatGPT accounts, go to their privacy portal [1] and, first, delete your GPTs, and then, second, delete your account.
How do I cancel my subscription to the DoW?
The bigger picture is that the DoW got what it wanted and it got it by threatening one company while the other did its bidding.
By voting.
Did the nsa's spying on everyone change between democratic and republican governments?
Did you vote in the primaries for a candidate that might change it?
Did democrats offer primaries in the last elections?
Did voting for Bernie Sanders in the last two primaries (especially the ones when Trump won for the first time) amount to anything?
I wonder how long can the American public keep the self delusion that the elections are anything but a theater for the naive, to keep the pretense the public has any say in things that matter.
How much has the current administration asked the public about going to war with Iran?
https://en.wikipedia.org/wiki/2020_Democratic_Party_presiden...
https://en.wikipedia.org/wiki/2024_Democratic_Party_presiden...
Skill issue. Run your candidate. Convince people to vote for them.
> How much has the current administration asked the public about going to war with Iran?
THE ELECTIONS are how the public weighs in.
Why?
If you have so little faith in them that they won’t honour the privacy controls you should also delete your non-consumer account too.
We know how this story will end for Dario. See Oppenheimer, Turing, Lavoisier, Galileo, Socretes etc. Power does not reside in the hands of people with knowledge or even wealth. And most technical people have not taken a political philosophy course or even a philosphy course. The Ring of Gyges story is 4000 years old.
Oppenheimer? Really? Quoting a review of an Oppenheimer biography:
“Oppenheimer was clearly an enormously charming man, but also a manipulative man and one who made enemies he need not have made. The really horrible things Oppenheimer did as a young man – placing a poisoned apple on the desk of his advisor at Cambridge, attempting to strangle his best friend – and yes, he really did those things – Monk passes off as the result of temporary insanity, a profound but passing psychological disturbance. (There’s no real attempt by Monk to explain Oppenheimer’s attempt to get Linus Pauling’s wife Ava to run off to Mexico with him, which ended the possibility of collaboration with one of the greatest scientists of the twentieth, or any, century.) Certainly the youthful Oppenheimer did go through a period of serious mental illness; but the desire to get his own way, and feelings of enormous frustration with people who prevented him from getting his own way, seem to have been part of his character throughout his life.”
Seems more like Sam Altman, who is known to get his way, than Dario.
The source for the poisoned apple story is Oppenheimer himself, and otherwise uncorroborated to be clear. He spent his life clearly racked by feelings of inadequacy, guilt and self-doubt.
When combined with a somewhat paradoxical large ego and occasionally fanciful reshaping of his own life story or exaggeration, it's entirely plausible (if not likely) that this was in reality a brief intrusive thought or a partially realized fantasy blown up into a catchy anecdote that better fit his self-image of being unable to control his typically human qualities of anger and envy.
If it was Sam Altman, we'd have heard the story from the guy he tried to poison, who instead of filing a police report thought it showed Sam was a real go-getter and offered him his first job on the spot as VP at the company he founded (later forced out by Sam replacing him as CEO, but still considers him a friend with no hard feelings).
The idea isn't that Oppenheimer was a saint, but that the government he served well and faithfully -- at the expense of his soul, some would argue -- turned on him viciously as soon as he dared to question their agenda.
As you suggest, it is easy to imagine Altman in the same hot seat. Never mind his sexual orientation, which the Republican theocrats will eventually use against him as surely as the knives came out for Ernst Röhm.
I think Amodei is widely underestimated. The consensus viewpoint on the deal that OpenAI struck with the Pentagon is that Anthropic got played. I disagree. I'm certain that Amodei and his team gamed this out. In doing so, I think there's at least two conclusions they would have drawn:
1. Some other AI company would cut a deal with the Pentagon. There's no world in which all the labs boycott the Pentagon. So who? Choosing Grok would be bad for the US, which is a bad outcome, but Amodei would have discounted that option, because he knows that despite their moral failures, the Pentagon is not stupid and Grok sucks.
That leaves Gemini or OpenAI, and I bet they predicted it would be OpenAI. Choosing OpenAI does not harm the republic - say what you will about Altman, ChatGPT is not toxic and it is capable - but it does have the potential to harm OpenAI, which is my second point:
2. OpenAI may benefit from this in the short term, and Anthropic may likewise be harmed in the short term, but what about the long game? Here, the strategic benefits to Anthropic in both distancing themselves from the Trump administration and letting OpenAI sully themselves with this association are readily apparent. This is true from a talent retention and attraction standpoint and especially true from a marketing standpoint. Claude has long had much less market share than ChatGPT. In that position, there are plenty of strategic reasons to take a moral/ethical stand like this.
What I did not expect, and I would guess Amodei did not either, is that Claude would now be #1 in the app store. The benefits from this stance look to be materializing much more quickly than anyone in favour of his courage might have hoped.
> Choosing Grok would be bad for the US
They chose Grok and OpenAI. The story was drowned out by the Anthropic controversy, but an xAI deal was signed the same week.
Grok is chosen because Musk spent $250+ million to elect Trump and is expected to underwrite the 2026 elections. Also, a lot of Trumps and their friends are invested in SpaceX. So they give them money too, but use OpenAI or Claude. I have a feeling that the military likes Claude more
They "chose Grok" for political optics, but they don't seriously intend to use it because it's actually just benchmaxxed garbage - hence why they worked with OpenAI.
> Choosing OpenAI does not harm the republic
if we consider AIs as "force multipliers" as we do with coding agents, it's easy to see how any AI company can harm the republic if the government they are serving is unethical and amoral.
The mistake here is thinking they can take on Power without really sitting in any officual position of Power.
Wikileaks and Assange got popular too. What happened to them?
The State Dept and CIA do exactly what Assange did. They pick and choose who to target with leaks. They get away with it (mostly even when exposed) because they officially are in power. Assange was not in power. If you take a moral position do it when you have real power.
There is also:
3. Talent migration to Anthropic. No serious researcher working towards AGI will want it to be in the hands of OpenAI anymore. They are all asking themselves: "do I trust Sam or Dario more with AGI/ASI?" and are finding the former lacking.
It is already telling that Anthropic's models outperform OAI's with half the headcount and a fraction of the funding.
They still need a lot of money and what their VC’s think is going to be more important than what Amedei does. Nothing more profitable than war and government.
App Store rankings are meaningless, I have Claude, ChatGPT and Gemini all in top five, with a electronic mail app being 1 and a postal tracking service app (for a very small provider) being 3.
The value of hyperscalers' equity in Anthropic alone dwarfs their contracts with the government. Not to mention the revenue from hosting their models that helps justify the insane capex. Anthropic going to $0 would be a huge hair cut to all of their balance sheets.
They’ve only invested a couple of billions, like 20 or so split between them. Not really something that hurts them long or even medium term. Microsoft has multiple multi billion dollar government deals, I think Amazon is the only that doesn’t, Google also has a lot of government contracts, especially outside of cloud.
I do not believe the Ring of Gyges preceded Plato making it up for The Republic... Where are you getting 4000 years?
Also maybe not seeing the message or connection here... That myth isn't really about who has power or not, right? It's kind of just a trite little "why you should do good even when no one is watching" thing. It just serves Socrates for his argument with Thrasymachus, and leads us into book 2 where it really gets going with Glaucon and all that. This is from memory so I might be a little off.
I got it from Tamar Gendlers philosophy and human nature course on open yale courses. She says it was a popular folk story passed down orally much before it was written in a book. Plato used it because people grew up hearing the story.
The story is asking whats the source of morality? Who decides where the lines are? And its not scientists. Science produces the Ring.
I was wrong, it's in Book II. This is "Socratic irony", its Glaucon speaking, assuming the position of an argument from earlier. Socrates himself of course doesn't believe in this conclusion... we are going to learn later that justice is a form, based on the Good! This is all the doxa of one still in the cave.
> According to the tradition, Gyges was a shepherd in the service of the king of Lydia; there was a great storm, and an earthquake made an opening in the earth at the place where he was feeding his flock. Amazed at the sight, he descended into the opening, where, among other marvels, he beheld a hollow brazen horse, having doors, at which he stooping and looking in saw a dead body of stature, as appeared to him, more than human, and having nothing on but a gold ring; this he took from the finger of the dead and reascended. Now the shepherds met together, according to custom, that they might send their monthly report about the flocks to the king; into their assembly he came having the ring on his finger, and as he was sitting among them he chanced to turn the collet of the ring inside his hand, when instantly he became invisible to the rest of the company and they began to speak of him as if he were no longer present. He was astonished at this, and again touching the ring he turned the collet outwards and reappeared; he made several trials of the ring, and always with the same result—when he turned the collet inwards he became invisible, when outwards he reappeared. Whereupon he contrived to be chosen one of the messengers who were sent to the court; whereas soon as he arrived he seduced the queen, and with her help conspired against the king and slew him, and took the kingdom. Suppose now that there were two such magic rings, and the just put on one of them and the unjust the other; no man can be imagined to be of such an iron nature that he would stand fast in justice. No man would keep his hands off what was not his own when he could safely take what he liked out of the market, or go into houses and lie with any one at his pleasure, or kill or release from prison whom he would, and in all respects be like a God among men. Then the actions of the just would be as the actions of the unjust; they would both come at last to the same point. And this we may truly affirm to be a great proof that a man is just, not willingly or because he thinks that justice is any good to him individually, but of necessity, for wherever any one thinks that he can safely be unjust, there he is unjust.
Agree with this completely.
But besides Sam Altman, this whole episode has made me totally and completely lose all respect for Paul Graham. I used to really idolize pg, and I really used to like his essays, but over the years I've found his essays increasingly displayed a disturbing lack of introspection, like they'd always seem to say that starting a startup is the best thing anyone can do, and if you're not good at startups then you kind of suck.
But his continued support of Altman in this instance (see https://x.com/paulg/status/2027908286146875591, and the comment in that thread where he replies "yes") is just so extra disappointing and baffling. First, his big commendation for Altman is that he's doing an AMA? Give me an f'ing break. When someone is a great spin doctor I'm not going to commend them for doing more spinning. It's like he has total blinders on and is unwilling to see how sama's actions in this instance are so disgusting and duplicitous. Maybe subconsciously he knows he's responsible for really launching sama into the public consciousness, so he now just is incapable of seeing the undeniably shitty things sama has done.
Oh well, I guess it's just another tech leader from the late 90s/early 00s who has just shown me he's kind of a shitty person like a lot of us.
> it was clear that either the DoW or OAI (or both) were fudging.
This is my first thought as well. It's too obvious. He should have consulted ChatGPT before the announcement.
More likely assumed (perhaps rightfully) that there would be no consequences anyway.
Greg Brockman donated 25 million dollars, and DoW gives OpenAI 200 million dollar contract.
Just good 'ol fashion grifting mixed with a bit of government corruption.
This country has been boiling the frog of graft, grifting, and corruption too long.
per other Snowden comments, “all lawful use” means whatever we want it to mean.
Secret FISA court decisions will say the use is lawful, but you’ll never get to read or challenge those decisions.
Or, as is likely, OpenAI models have no guardrails, Anthropic's did and the DoD was bumping into them.
Does anyone else notice claude is just plain better at reasoning? It may not just be post training guardrails. It would not surprise me of it was something anthropic couldn't simply disable. Either from reinforcement or even training corpus curation. Of all the models, claude is the only one that makes me wonder if they have figured out something beyond stochastic language generation and aren't telling anyone
I have noticed this too, despite the close benchmark results Claude just works better. It knows when to push back, it has an "agency"... there is something there that I don't see with Gemini or OpenAI's best paid models.
> OAI conditions were basically "DoW won't do anything which violates the rules DoW sets for itself."
I believe this understanding is correct. The issue many people have these days with Dept. of War, and most of Trump admin is that they have little respect for laws. They only follow the ones they like and openly ignore the ones that are inconvenient.
Dept of "War" should have zero problems agreeing to the two conditions Anthropic outlined, if they were honest brokers. But I think most of us know that they are not. Calling them dishonest brokers seems very charitable.
I don’t care who is in the whitehouse. Snowden revealed the crimes of the NSA in 2013 when Obama was president. They’re all going to want to use AI for mass surveillance
AI doesn't add anything to the ability to do mass surveillance. That genie was already out of the bottle from clouds and big data systems. At best AI might take on some of the gruntwork for drawing conclusions from profiles but it's doing it's usual thing of being a powerful interface built on top of other systems.
I find it confusing in most directions.
Ex: For the above statement, if they're truly dishonest brokers and openly ignore the rules that are inconvenient, they would have zero problems agreeing to Anthropic's terms and then violating them. So what you say may be quite true, but there would still need to be more to the story for it to make sense.
Ex: DoW officials are stating that they were shocked that their vendor checked in on whether signed contractual safety terms were violated: They require a vendor who won't do such a check. But that opens up other confusing oversight questions, eg, instead of a backchannel check, would they have preferred straight to the IG? Or the IG more aggressively checking these things unasked so vendors don't? It's hard to imagine such an important and publicly visible negotiation being driven by internal regulatory politicking.
I wonder if there's a straighter line for all these things. Irrespective of whether folks like or dislike the administration, they love hardball negotiations and to make money. So as with most things in business and government, follow the money...
I have no idea what exactly Anthropic was offering the DoD, but if there were a LLM product, possible that the existing guardrails prevented the model from executing on the DoD vision.
"Find all of the terrorists in this photo", "Which targets should I bomb first?"
Even if the DoD wanted to ignore the legal terms, the model itself would not cooperate. DoD required a specially trained product without limitations.
Unpopular opinion around here, but no company should have the ability to stop the military from its core mission: killing its adevarsaries through any means necessary.
There's a reason it's unpopular.
If your company makes an herbicide that happens to be very good at killing off anyone who drinks it at a high concentration in their water supply, you're saying that there should be no way for your company to resist being used for mass murder (including unavoidable collateral damage)?
Also, the core mission of the military is not "killing its adversaries through any means necessary". It is to defend state interests. Some people have a belief that mass killing is the best mechanism for accomplishing that. I do not agree with, nor do I want to associate with, those people. They are morally and objectively wrong. Yes, sometimes killing people is the most effective -- or more likely, the quickest -- way. In practice, it doesn't work very well. The threat of violence is much more powerful than actually committing violence. If you have to resort to the latter, you've usually screwed up and lost the chance to achieve the optimal outcome. It is true that having no restrictions whatsoever on your ability to commit violence is going to be more intimidating, but it also means that you have to maintain that threat constantly for everyone, because nobody has any other reason to give you what you want.
The actual military is not evil. Your conception of it is.
>> Unpopular opinion around here, but no company should have the ability to stop the military from its core mission: killing its adevarsaries through any means necessary.
> The actual military is not evil. Your conception of it is.
You're right, but there's a a real question here: should a company have the ability to control or veto the decisions of the democratically-elected government?
To give different hypothetical example: should Microsoft be allowed to put terms in its Windows contracts with the government, stipulating that Windows cannot be used to create or enforce certain tax policy or regulations that Microsoft disagrees with? Windows is all over, and I'm sure pretty much every government process touches Windows at some point, so such a term would have a lot of power.
> You're right, but there's a a real question here: should a company have the ability to control or veto the decisions of the democratically-elected government?
I don't think "control or veto" is fair. Anthropic is not trying to prevent the US government from creating full autonomous killbots based on inadequate technology. They are only using contract law to prevent their own stuff from being used in that way.
But that aside, my opinion is that to a first order approximation, yes a company should very much be able to have say in its contract negotiations with any party including the government. It's very similar to the draft. I don't believe a draft is ethical until the situation is extreme, and there ought to be tight controls on what it takes to declare the situation to be that extreme. At any other time, nobody should be forced to join the military and shoot people, and corporations (that are made of people) should not be forced to have their product used for shooting people.
A corporation is a legal fiction to describe a group of people. Some restrictions can be placed on corporations in exchange for the benefits that come from that legal fiction, but nothing that overrides the rights of its constituent people.
Governments are made of people too. Again, a subset of people are given some powers in order to better achieve the will of the people, but with tight controls on those powers to keep the divergence to a minimum. (Of course, people will always find the cracks and loopholes and break out of their constraints, but I'm talking about design not real-world implementation here.)
So to look at your hypothetical, first I'd say it's not very different from the question of whether an individual person should be forced to personally enforce tax policy. Normally, I'd say no. There are many situations where the government needs more say and authority in such things, but that must only be achieved via representatives of the people passing laws to allow such authority. Other than that, yes: I believe a company should be able to negotiate whatever contract terms it wants. In a democracy, we are not subjects of a controlling government; the government is an extension of us.
In practical terms, if Microsoft were to insist on that contract stipulation, the government would not agree to the contract and would award its business to someone else. If the government were especially out of control and/or unethical, it might punish Microsoft with regulations or declarations of supply chain risk or whatever, but that is clearly overstepping its bounds and ought to be considered illegal if it isn't already. The usual fallback would be that the people would throw the people perpetrating that out on their asses. That's the "democratically-elected part".
Obviously, Microsoft would be stupid to insist on such a thing in their contract, and its employees would probably lose all confidence in the corporate leadership. Most likely, they'd leave and start Muckrosaft next door that rapidly develops a similar product and sells it to the government under a reasonable contract.
Basically, I'm always going to start from people first, and use organizations and laws only in order to achieve the will of the people. The fact that the people are stupid does make that harder, but the whole point of democracy is that we'll work out the right balance over time.
My conception is that the world would be a much simpler place if war was total. No one would start it unless it would be 200% it could win it. And we would all go through military training just in case, you know, a neighbor drank too much last night and thinks it can win against you.
> The threat of violence is much more powerful than actually committing violence.
While I agree with this statement, the only way the threat works is if from time to time you apply violence to reinforce your capability and availability to actually do it. And the US is really good at actually being violent so others don't even think about doing something against it, at least the majority of countries anyway.
Re: My conception is that the world would be a much simpler place if war was total. No one would start it unless it would be 200% it could win it
Now apply the same logic to the current Iran war.
I do not see Iran winning this. The current government is also hated by the people who would very much like to see all of them dead.
Al Jazeera has some very good insights into this, and the gist of it is: the Iranian regime is in a fight for its life with nothing to lose. If they are degraded enough, a revolution will start in Iran and they will be killed by the people. Or by US/IL bombs - whichever comes first. There is no way they get out of this alive. They are trying to prolong the inevitable.
OK, slowly:
The wars are already total for the weaker sides. See Ukraine/Iran. Did not stop the stronger side attacking.
You are advocating for no constraints (total war) on the stronger side. Taken literally, that means genocide of the losers. Really, that's what you want?
But yes, you are right, the world would be much simpler in such case - there will be no humans left. OK, maybe some hunter-gatherers.
With the way you've phrased it the government could nuke the entire world; all of the adversaries would be dead along with literally everyone else. I don't really see why it's an issue if a company doesn't want to sell them the tools to do that.
On the flipside, housing prices would go down significantly. Lots of room to expand.
If I start a small business that sells Apples and the US government comes to me and says "we want to buy your apples and fire them at high speed to" these are now your words "kill adversaries through any means necessary."
If I say, no, then am I stopping the military?
I feel like it is reasonable that I can say "no, I don't want to sell you my apples."
I cannot for the life of me figure out why that means I am stopping the military from killing people. The US Military will definitely still be able to kill people for centuries. I'm just saying I don't want to participate in it.
More to the point, if everyone stopped selling anything to the military they would still be able to kill people with their bare hands. People are arguably very good at killing people and it takes civilization to train us not to kill each other.
In the context of the larger discussion, if you already sold apples to the military, you cannot go to them and say you don't like how they're using the apples you sold them.
In the context of the larger discussion, Anthropic thought of that ahead of time and put the restrictions into the contract that the government agreed to. So "already sold" is a non-sequitur; that's not the situation under discussion.
The problem here is that this department claims its adversaries are Americans. Do you think antropic should aid in the killing of Americans?
I don’t believe for a second the Pentagon sees Americans as adversaries.
Any company is free to choose its business partners and set terms to them. "Don't like our terms, don't partner with us"
If government can force any private company to work specially for government then US is no better than PRC
You might want to read about the War Production Board during World War II. Established by a presidential executive order no less.
Wasn't that for defense during an actual war started by another country?
Legit war time measures can be a thing (that's why it's fucked if president can just start a war and then use that as excuse for any war time measures they like)
"Legit war time measures" is not a thing. If Congress declares war on Cuba or Venezuale for example, people who do not support it will not see the measures as "legit". The US has a lot of precedent of bombing/invading other countries at the whim of presidents without actually calling it a war for decades.
And for better or worse, it is actually good that it is like this. Otherwise, if Congress declares war on Iran or China or whatever, the whole country will be put on a war footing, companies will be directed to build whatever the Pentagon says it needs, drafts will be enforced and so on. And it would be pretty ugly.
If Congress declared an actual war and if they declared to use war time laws to force a private company to comply with the war effort, we wouldn't be having this conversation.
What happened was different: a private company decided to enforce some terms, as they can do during peace time and they have been bullied in a way that is disgraceful precisely because it didn't happen during war time nor it has been done using the existing laws around that.
What is the purpose of having laws in the first place if we accept that the government can rule by intimidation?
if you didn't notice we are talking about wwii
usa was not aggressor
fat chance congress declaring war of aggression on a peaceful country
Yes, Musk is guilty of treason for exactly that reason. He directly sabotaged a major US military operation in Ukraine.
However, the military is bound by US and international law. It's clear they're not going to obey either of those with respect to this contract.
On top of that, Anthropic has correctly pointed out that the use cases Trump was pushing for are well beyond the current capabilities of any of Anthropic models. Misusing their stuff in the way Trump has been (in violation of the contract) is a war crime, because it has already made major mistakes, targeted civilians, etc.
> DoW balked at Anthropic's conditions so OAI's agreement must have made the "conditions" basically unenforceable.
I think it’s also possible DoW didn’t care about the conditions but just wanted some pretext to punish Anthropic because Dario isn’t a Trump boot licker like the rest of the SV CEOs.
It's easy to frame this purely as an ethical battle, but there's a massive financial reality here. Training frontier models requires astronomical amounts of capital, and the DOD is one of the few entities with deep enough pockets to fund the next generation of compute. Anthropic turning down this Pentagon contract over safety disagreements is a huge gamble. They are essentially betting that the enterprise market will reward their 'Constitutional AI' approach enough to offset the billions OpenAI will now make from government defense contracts. OpenAI wants the DOD money while maintaining a consumer-friendly PR sheen; Amodei is just pointing out that they can't have it both ways.
It’s a $200M contract. That’s not nothing but it’s definitely not such a huge sum for these companies at their scale when they’re spending billions on infrastructure.
I’m sure anthropic has signed up more revenue this week in response to this debacle to cover it. Where they’re actually screwed is if the gov follows through and declare anthropic a supply chain risk.
It's not "just" a $200m contract, it's the start of a lucrative relationship
1. Stargate seemed to require a dedicated press conference by the President to achieve funding targets. Why risk that level of politicization if it didn't?
2. Greg Brockman donated $25mil to Trump MAGA Super PAC last year. Why risk so much political backlash for a low leverage return of $200m on $25m spent?
3. During WW2, military spend shot from 2% to 40% of GDP. The administration is requesting $1.5T military budget for FY2027, up from $0.8T for FY2025. They have made clear in the past 2 months that they plan to use it and are not stopping anytime soon
If you believe "software eats the world" it is reasonable to expect the share of total military spend to be captured by software companies to increase dramatically over the next decade. $100B (10% of capture) is a reasonable possibility for domestic military AI TAM in FY2027 if the spending increase is approved (so far, Republicans have not broken rank with the administration on any meaningful policy)
If US military actions continue to accelerate, other countries will also ratchet up military spend - largely on nuclear arsenals and AI drones (France already announced increase of their arsenal). This further increases the addressable TAM
Given the competition and lack of moat in the consumer/enterprise markets, I am not sure that there is a viable path for OpenAI to cover it's losses and fund it's infrastructure ambitions without becoming the preferred AI vendor for a rapidly increasing military budget. The devices bet seems to be the most practical alternative, but there is far more competition both domestically (Apple, Google, Motorola) and globally (Xiaomi, Samsung, Huawei) than there is for military AI
Having run an unprofitable P&L for a decade, I can confidently state that a healthy balance sheet is the only way to maintain and defend one's core values and principles. As the "alignment" folks on the AI industry are likely to learn - the road to hell (aka a heavily militarized world) is oft paved with the best intentions
First, I have to say I loved your thoughtful & detailed comment. You have clearly considered this from the financial side; let me add some color from the perspective of someone working with frontier researchers.
> As the "alignment" folks on the AI industry are likely to learn
I will push back here. Dario & co are not starry-eyed naive idealists as implied. This is a calculated decision to maximize their goal (safe AGI/ASI.)
You have the right philosophy on the balance sheet side of things, but what you're missing is that researchers are more valuable than any military spend or any datacenter.
It does not matter how many hundreds of billions you have - if the 500-1000 top researchers don't want to work for you, you're fucked; and if they do, you will win because these are the people that come up with the step-change improvements in capability.
There is no substitute for sheer IQ:
- You can't buy it (god knows Zuck has tried, and failed to earn their respect).
- You can't build it (yet.)
- And collaboration amongst less intelligent people does not reliably achieve the requisite "Eureka" realizations.
Had Anthropic gone forth with the DoD contract, they would have lost this top crowd, crippling the firm. On the other hand, by rejecting the contract, Anthropic's recruiting just got much easier (and OAI's much harder).
Generally, the defense crowd have a somewhat inflated sense of self worth. Yes, there's a lot of money, but very few highly intelligent people want to work for them. (Almost no top talent wants to work for Palantir, despite the pay.) So, naturally:
- If OpenAI becomes a glorified military contractor, they will bleed talent.
- Top talent's low trust in the government means Manhattan Project-style collaborations are dead in the water.
As such, AGI will likely emerge from a private enterprise effort that is not heavily militarized.
Finally, the Anthropic restrictions will last, what, 2.5 more years? They are being locked out of a narrow subset of usecases (DoD contract work only - vendors can still use it for all other work - Hegseth's reading of SCR is incorrect) and have farmed massive reputation gains for both top talent and the next administration.
This is an interesting perspective. What happens if there is a large global war? Do researchers who were previously against working with the DoD end up flipping out of duty? Does the war budget go up? Does the DoD decide to lift any ban on Anthropic for the sake of getting the best model and does Anthropic warm its stance on not working with autonomous weapons systems?
I don’t know the answers to these questions, but if the answer is “yes” to at least 1 or 2, then I think the equation flips quite a bit. This is what I’m seeing in the world right now, and it’s disconcerting:
1. Ukraine and Russia have been in a skirmish that has been drawn out much longer than I would guess most people would have guessed. This has created a divide in political allegiance within the United States and Europe.
2. We captured the leader of Venezuela. Cuba is now scared they are next.
3. We just bombed Iran and killed their supreme leader.
4. China and the US are, of course, in a massive economic race for world power supremacy. The tensions have been steadily rising, and they are now feeling the pressure of oil exports from Iran grinding to a halt.
5. The past couple days Macron has been trying to quell tension between Israel and Lebanon.
I really do not hope we are not headed into war. I hope the fact that we all have nukes and rely on each others’ supply chains deters one. But man does it feel like the odds are increasing in favor of one, and man does that seem to throw a wrench in this whole thing with Anthropic vs. OpenAI.
> researchers are more valuable than any military spend or any datacenter. It does not matter how many hundreds of billions you have - if the 500-1000 top researchers don't want to work for you, you're fucked; and if they do, you will win because these are the people that come up with the step-change improvements in capability.
This is a massive cope imo. The reason that the AI industry is so incestuous is just because there are only a handful of frontier labs with the compute/capital to run large training clusters.
Most of the improvements that we’ve seen in the past 3 years are due to significantly better hardware and software, just boring and straightforward engineering work, not brilliant model architecture improvements. We are running transformers from 2017. The brilliant researchers at the frontier labs have not produced a successor architecture in nearly a decade of trying. That’s not what winning on research looks like.
Have there been some step-change improvements? Sure. But by far the biggest improvement can be attributed to training bigger models on more badass hardware, and hardware availability to serve it cheaply. To act like the DoD isn’t going to be able to stand up pytorch or vllm and get a decent result is hilarious: the reason you use slurm and MPI and openshmem is because national labs and DoD were using it first. NCCL is just gpu accelerated scope-reduced MPI. nvshmem is just gpu accelerated scope-reduced openshmem.
If anything, DoD doesn’t have the inference throughput requirements that the unicorns have and might just be able to immediately outperform them by training a massive dense model without optimizing for time to first token or throughput. They don’t have to worry about if the $/M tokens makes it economically feasible, which is a primary consideration of the unicorns today when they’re choosing their parameter counts. They can just rate limit the endpoint and share it, with a 2 hour queue time.
The government invented HPC, it’s their world and you’re just playing in it.
That is with the Pentagon directly only. Now they will lose much more because no defense contractor, subcontractor and so on can use them for anything defense related (even if they use the model to invent a new type of screw, if that screw is going to be used in anything military).
So yeah, they bet a whole lot on “look at us, we have morals”.
There's no legal basis for blocking defense contractors from using them. Trump's claiming he can do so, but the law doesn't back him up. He'll lose in any fair court, or any corrupt court that values billionaire interests over virtue signaling to the orange one (like the Supreme Court).
Also, they got a huge PR win, and jumped to #1 on the Apple App Store. Consumer market share is going to decide which of the AI companies is the market leader, not fickle government contracts.
Consumer market share? Absolutely not.
If you look at what generates cash, it's corp to corp. That's across most industries. While there are markets that are consumer mostly, LLMs have immense and enormous business facing revenue potential. The consumer market is a gnat in comparison.
There are always Executive Orders that can enforce that. It is not like in the movies where they will sort stuff out in 2 weeks in a single trial. It is going to take years, and we'll see if Anthropic survives that.
I'm guessing they believe they will be around longer than this administration.
I think the point is that there's potentially a lot more than $200m in defense dollars at stake here, in the future.
> It's easy to frame this purely as an ethical battle, but there's a massive financial reality here.
As opposed to all those famous ethical battles where there's nothing in it for you to do the wrong thing?
Are you arguing against free market capitalism in favor of fascism? If OpenAI needs billions of taxpayers money to survive then should that project exist? Why?
Leaving autonomous weapons aside, how does Anthropic justifies that they signed up with surveillance company Palantir and now raising concerns for same surveillance with DoD?
It doesn't match.
This is very easy to explain. Anthropic outlines some limitations in their terms of service. Palantir accepted those terms. The DoD did not.
OpenAI claims their terms of service for DoD contain the same limitations as Anthropics proposed service agreement. Anthropic claims that this is untrue.
Now given that (a) the DoD terminated their deal with Anthropic, (b) stated that they terminated because Anthropic refused modify their terms of service, and (c) then signed a deal with openAI; I am inclined to believe that there is in fact a substantial difference between the terms of service offered by Anthropic and OpenAI.
Yeah, it never made sense when Sam immediately said that they had the same constraints yet de DoW immediately agreed with that.
From what I can see, OpenAI’s terms basically say “need to comply with the law”, which provides them with plenty of wiggle room with executive orders and whatnot.
I think they said they will comply with the law and Pentagon policies.
And:
1. there is no law currently prohibiting autonomous weapons platforms
2. the Pentagon can create policies overnight allowing all kinds of stuff
So yeah, OpenAI is going to make a lot of money from actually doing what the military asks from them.
Secret FISA court decisions are also law, the public just can’t see or challenge them. So we really have no idea what is considered lawful.
If the contract says “all lawful use” it’s a blank check to the state.
Are you sure about that? Every information I’ve seen suggests that the DoD has been using Anthropic’s models through Palantir.
My understanding is that Anthropic requested visibility and a say into how their models were being used for classified tasks, while the DoD wanted to expand the scope of those tasks into areas that Anthropic found objectionable. Both of those proposals were unacceptable for the other side.
Wasn’t the trigger for all this what happened with Maduro earlier this year? From what I understood, Anthropic wasn’t very happy how their systems were being used by the DoW through Palentir which caused this whole feud.
Reportedly, Anthropic didn't know about Claude's role in capturing Maduro until they saw it on the headlines.
And why would they have an objection to that? They sold a product to a customer. They should have no business in how that customer uses their software.
It’s a bit more complex than that, but to be fair I don’t know what they were expecting after they integrated a purpose-built model with Palantir to be deployed in high-security networks to carry out classified tasks.
So firearms dealers should be fine with their customers going on mass murder sprees?
Licensing is a thing. See requirements that, for example, GPL3 places on customers.
I'd hate to break it to you, but companies do have a right to determine how their products are used. You were subject to that when you wrote that comment. Did you not notice that?
No, I do not think they do. If a buy a car a run somebody over on purpose, the manufacturer has no right to come take my car away. Even if it were to be written in a contract.
“We’ve actually held our red lines with integrity rather than colluding with them to produce ‘safety theater’ for the benefit of employees (which, I absolutely swear to you, is what literally everyone at [the Pentagon], Palantir, our political consultants, etc, assumed was the problem we were trying to solve),” Amodei reportedly wrote.
“The real reasons [the Pentagon] and the Trump admin do not like us is that we haven’t donated to Trump (while OpenAI/Greg have donated a lot),” he wrote, referring to Greg Brockman, OpenAI’s president, who gave a Pac supporting Trump $25m in conjunction with his wife.
https://www.theguardian.com/technology/2026/mar/04/sam-altma...
> we haven’t donated to Trump
Another reason is that Sam Altman has been willing to "play ball" like providing high-profile (though meaningless) big announcements Trump likes to tout as successes. For example:
> "The Stargate AI data center project worth $500 billion, announced by US President Donald Trump in January 2025, is reportedly running into serious trouble.
More than a year after the announcement, the joint venture between OpenAI, Oracle, and Softbank hasn't hired any staff and isn't actively developing any data centers, The Information reports, citing three people involved in the "shelved idea."
https://the-decoder.com/stargates-500-billion-ai-infrastruct...
> signed up with surveillance company Palantir
Just to nitpick, Palantir isn't doing surveillance like Flock. They do data integration the way IBM does under contract for the governments. Some data pipelines include law enforcement surveillance data which get integrated with other software/databases to help police analyze it. There's no evidence they are collecting it themselves despite recent headlines. It's a relatively minor but important distinction IMO.
They are providing the software to do surveillance, They are definetly bad actors, you can dance around this all you want, but they are in it.
It is an important distinction.
It’s the same with Facebook selling user data. Neither selling your data, like the carriers do, or selling the ability to target you with your data, like Facebook does, are very nice. But legally they are separate things that need to be regulated differently. As is the case with Flock and Palantir.
I'm not so sure Facebook is an apt analogy. Have we forgotten all the times Facebook has actually sold personal data?
Nice assertion. Please provide citations, substance, or anything other than “you’re wrong definitely.”
https://gizmodo.com/palantir-ceo-says-a-surveillance-state-i...
https://gizmodo.com/palantir-ceo-uses-slur-to-describe-peopl...
https://www.reuters.com/world/europe/palantir-ceo-defends-su...
Wow... See. I didn't even know it was this bad. You don't need much to silence these people that are supporting authoritarian collaborators.
I always just say Palantier is IBM 2.0
IBM of course has an problematic history.
Iunno, this seems pretty dystopian to me: https://www.eff.org/deeplinks/2026/01/report-ice-using-palan...
The government knowing where you live is neither surveillance nor dystopian.
Their data integration and sale allows for the government to surveil citizens without probable cause or warrants.
The solution is still no different than a decade ago. Far stricter laws on intelligence, federal and local police surveillance, and a reduction in executive power which oversteps checks and balances.
There will always be another IT company willing to do integrations even if Palantir dies. Software isn’t going away.
Sure, but it's not as if the DoD was planning on using Anthropic to _collect_ the data either? I assume that the hypothetical DoD use case Anthropic shied away from dealt with the processing of surveillance data, just like what Palantir does.
https://www.washingtonpost.com/technology/2026/03/04/anthrop...
> The military’s Maven Smart System, which is built by data mining company Palantir, is generating insights from an astonishing amount of classified data from satellites, surveillance and other intelligence, helping provide real-time targeting and target prioritization to military operations in Iran, according to three people familiar with the system...
> As planning for a potential strike in Iran was underway, Maven, powered by Claude, suggested hundreds of targets, issued precise location coordinates, and prioritized those targets according to importance, said two of the people.
It's funny you'd pick IBM:
https://en.wikipedia.org/wiki/IBM_and_the_Holocaust
Though, I guess IBM did get away with lots of stuff that... Actually, did any supply companies in the WWII German war machine actually get in trouble for war crimes, or did they just go after officers and the people actually working in the camps?
The company selling punchcards that were used for logistics was apparently fine. What about the people making the gas canisters, or supplying plumbing fixtures? The plumbers? Where's the line?
Wondering, since this is increasingly becoming a current events question instead of an academic concern.
There were the so-called Subsequent Nuremberg Trials (12 of them). Among them were the trials of IG Farben (gas chamber supplies, Zyklon B) and Krupp (armament of the German military forces in preparation of an aggressive war)
I'm under no illusion that all the perpetrators of war crimes were held accountable but it's not a bad model.
I think a company which provides a sensor fusion dragnet for a government-run mass domestic civilian surveillance system is at least as culpable (and odious) than the ones supplying the data.
> They do data integration the way IBM does under contract for the governments
Good thing IBM's data integration was never used for ill!
Basically it’s glorified Excel.
Take it out on the database purveyors, not Palantir.
Sure, Palantir is just one tool in the chain, and it's a lot more boring than people make it out to be.
On the other hand, a comment like yours does smack a bit of "Once the rockets are up, who cares where they come down."
It might match. The red line was domestic surveillance. You don't know what deal they had. Giving Anthropic the benefit of the doubt, perhaps Palantir said "Deal, we won't use your tool domestically".
Every single time the box is flipped over, whats inside is "more domestic surveillance". Who in their right mind would give the benefit of the doubt?
Well, I think a company that stood their ground knowing full well they'd be designated a SCR deserves the benefit of the doubt.
Whether you disagree with whether it truly aligns with their stated values, in their partnership with Palantir (making Claude available within their AI platform) they requested consistent restrictions:
> “[We will] tailor use restrictions to the mission and legal authorities of a government entity” based on factors such as “the extent of the agency’s willingness to engage in ongoing dialogue,” Anthropic says in its terms. The terms, it notes, do not apply to AI systems it considers to “substantially increase the risk of catastrophic misuse,” show “low-level autonomous capabilities,” or that can be used for disinformation campaigns, the design or deployment of weapons, censorship, domestic surveillance, and malicious cyber operations.
Source: https://techcrunch.com/2024/11/07/anthropic-teams-up-with-pa...
Why do you assume the contract with palantir doesn't have similar terms? Weird assumption.
The moral disposition of the Anthropic leaders doesn't matter because they don't own the company. Investors won't idly watch them decimate billions in ROI by alienating the largest institutional customers on the planet.
> The moral disposition of the Anthropic leaders doesn't matter because they don't own the company. Investors won't idly watch them decimate billions in ROI by alienating the largest institutional customers on the planet.
Anthropic is a Public Benefit Corporation chartered in Delaware, with an expressed commitment to "the responsible development and maintenance of advanced AI for the long-term benefit of humanity."
So in theory (IANAL), investors can't easily bully Anthropic into abandoning their mission statement unless they can convince a court that Anthropic deliberately aimed to prioritize the cause over profit.
Thank you. Anthropic also is culpable in the illegal war against Iran that started with the bombing and murder of an entire girls school.
https://www.cbsnews.com/news/anthropic-claude-ai-iran-war-u-...
If they're doing it against the terms of service (and publicly so), I can't pin that one on Anthropic.
They've done lots wrong and maybe they shouldn't have gotten in bed with the military to begin with, but this illegal war is not theirs. It rests squarely with the President who declared it. (And with the military officers who are going along with it despite the violation of international law.)
> If they're doing it against the terms of service (and publicly so), I can't pin that one on Anthropic.
Anthropic claim that superintelligence is coming, that unaligned AI is an existential threat to humanity, and they are the only ones responsible enough to control it.
If that's your world view, why would you be willing to accept someone's word that they'll only Do Good Things with it? And not just "someone", someone with access to the world's most powerful nuclear arsenal? A contract is meaningless if the world gets obliterated in nuclear war.
I don't think any AI company should get in bed with the military. That being said, if the terms of service have been violated, the account should be canceled.
They basically are cancelling the contract, but there are some nuances on Anthropic's side. The contract probably has stipulations that prevent them from doing it overnight, so it might be illegal (but ethical) for them to just turn off the API keys.
Also, doing that might have bad second order effects with bad ethical implications.
For example, when Musk decided to pull the plug on a bunch of starlink terminals, he (intentionally and knowingly) blocked a US-funded attack that would have sunk a big chunk of the Russian navy, which certainly prolonged the Ukraine war. That was clearly an act of treason (illegal).
Anyway, just turning off Claude could kill a bunch of civilians in the region or something. It depends on how deeply it's integrated into military logistics at this point.
Anyway, your point certainly holds for OpenAI:
They walked into a "use ChatGPT for war crimes, and illegal domestic surveillance / 'law enforcement'" deal with open eyes, and pretty obviously lied about it while the deal was being signed. I don't see any ethical nuance that would even partially excuse their actions.
It's just marketing.
I wish people like you would actually talk to people at Anthropic, maybe interview with the company, actually engage with the real humans there before making blithe comments like this.
Seriously, you're on HN, you can't possibly be that many degrees removed from someone at the company.
In any case it's absolutely not "just marketing", it suffuses their whole culture, and it is genuine.
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"The law" is the contract. The Pentagon agreed to terms of service. The law is not on the Pentagon's side. The contract did not change; what changed is the Pentagon breaking the contract.
Perhaps you think the law shouldn't allow such a contract; that's a valid position. But that's not what the law currently says.
I'm saying they shouldn't write in their contract that they have some veto power of how their software is used if it's within the law of the land (ie laws written by congress)
Is that more clear?
> if its within the law.
The current administration has been caught flouting court orders in dozens of cases, to the point that courts are no longer even granting them the assumption that they’re operating in good faith.
I can think of a million good reasons not to give these people the tools to implement automated totalitarianism. Your proposal that they simply refuse service to the government entirely would be ideal.
Yes we obv need large corporations to exert some kind of control over our elected officials.
Our elected officials shouldn’t violate contracts. This isn’t rocket surgery.
The government works for the people, not the other way around. For the people, by the people and of the people.
If you don't question people in positions of power they will just do whatever they want. Democracy is sustained by action, not by acquiescence.
And with the lawlessness of this administration, I would make it a point to hold them accountable. I'm not going to let them do mass surveillance when they decide to change the law.
Are you native, or just ignoring what is going on?
I want people to question people in power. Thats kind of the point of democracy. But it's good to remember corporations aren't people :-)
It’s a service. Democracy doesn’t give the government the right to force you to perform a service.
The technology isn’t suitable for the purposes the regime wants.
They can choose to sell to government agencies or not. But selling to them and then trying to have some veto power is wrong. So it sounds like we're in a agreement.
I would like western Democratic powers to have the most advanced technology personally but you may disagree.
That is crazy. You are suggesting that corporations should have no power over their own IP.
Are you really saying that if Anthropic sells a limited version of their product to Palantir at a certain price, the government should be able to demand access to an unlimited version of Anthropic's product for free because they are a customer of Palantir?
That would effectively mean the government gets an unlimited license to all IP of companies that do business with government suppliers... that would be terrible.
Imagine if a gun manufacturer sold weapons to the military but said "don't use them is unjustified wars as we deem fit" seems wrong as we dont want gun manufacturers setting our foreign policy. Choose not to sell them sure, but this isn't "ownership of IP". If the feds were to ask for weights and torrent it out, sure IP. But this ain't that
Guns aren’t a service, which is what Anthropic sells.
Anthropic has a contract for how their service is to be used, the government committed itself to following the contract by signing. Then it violated the contract.
Basically the government committed fraud by signing a contract that it clearly intended to violate. Then they tried to bully Anthropic into not doing anything about their breach of contract.
It’s mobster behavior. You’re saying Anthropic should just not sell services if it’s going to enforce the terms of service. You have it backwards: the government shouldn’t enter into contracts that it intends to violate.
This exchange between Anthropic and OpenAI feels a lot like theater. If I was really trying to stop abuses I wouldn't going out of my way to talk about it. The "public sees us as the hero's" bullshit feels like a smoke screen. Id make one statement and keep silent and let the public do the math and not get involved.
Dario's full memo - https://pasteboard.co/4Qlmsorrytlk.jpg
Wow. Surprising to see open hostilities between the leaders of the big ai labs. The differences appear to not just be competitive but also ideological.
Edit: Also openly calling OpenAI employees "gullible" and "twitter morons" seems sub-optimal if you like that talent to work for you at some point.
Thanks for posting that link. Interesting reading, especially the closing:
“I think this attempted spin/gaslighting is not working very well on the general public or the media, where people mostly see OpenAI’s deal with DoW as sketchy or suspicious, and see us as the heroes.... It is working on some Twitter morons, which doesn’t matter, but my main worry is how to make sure it doesn’t work on OpenAI employees. Due to selection effects, they’re sort of a gullible bunch, but it seems important to push back on these narratives which Sam is peddling to his employees.”
@pg on @sama: "you could parachute him into an island full of cannibals and come back in 5 years and he'd be the king."
In retrospect this quote comes across as way more foreboding given what we've learned about the scale of his ambitions and his willingness to lie and bend reality to gain power.
Dario on the other hand seems to have an integrity that's particularly rare in this era. I hope he remains strong in the face of the regime.
>Dario on the other hand seems to have an integrity that's particularly rare in this era.
Anthropic actually partnered up with Palantir. They are not the saints you think they are, either.
We should stop worshipping people and companies and stop putting them on pedestals. Just because one party is at fault, doesn't mean the other is automatically innocent. These are all for-profit companies at play here.
https://investors.palantir.com/news-details/2024/Anthropic-a...
FWIW he gives his ethical reasoning on his website:
> Broadly, I am supportive of arming democracies with the tools needed to defeat autocracies in the age of AI—I simply don’t think there is any other way. But we cannot ignore the potential for abuse of these technologies by democratic governments themselves. Democracies normally have safeguards that prevent their military and intelligence apparatus from being turned inwards against their own population, but because AI tools require so few people to operate, there is potential for them to circumvent these safeguards and the norms that support them. It is also worth noting that some of these safeguards are already gradually eroding in some democracies. Thus, we should arm democracies with AI, but we should do so carefully and within limits: they are the immune system we need to fight autocracies, but like the immune system, there is some risk of them turning on us and becoming a threat themselves.
Basically, he's afraid that not arming the government with AI puts it at a disadvantage vs. other governments he trusts less. Plus, if Anthropic is in the loop that gives them the chance to steer the direction of things a bit (what they were kicked out for doing).
It's not the purest ethical argument, but I also would not say that there is a clearly correct answer.
Basically he's asking everyone to trust him that he won't cross the line himself. Whatever argument he makes for democracies applies to him as well, and he's not somehow above it. That's the flaw in his argument.
Brutally honest, to me it just sounds like a very elaborate way to say "trust me, bro"
If you look at his comments about Palantir and their proposed safeguards, it's clear it's a case of "if you are dining with the Devil, you'd better bring a very long spoon"
These comments were after the deal had soured. Not before. If it was a case of such morality, the partnership with Palantir would have never happened in the first place.
The contract was explicit - it was for defence purposes with a company known for spying activities. So, obviously spying is involved and they weren't just going to generate cat videos with it.
Again, nobody is innocent here.
I've heard Palantir is essentially the only federal cloud vendor with this administration for secure services. By "partnered up with Palantir", do you mean they provided their models to the government? Or something more?
From the title of the link enclosed:
"Anthropic and Palantir Partner to Bring Claude AI Models to AWS for U.S. Government Intelligence and Defense Operations"
Keywords: "Government Intelligence"
If you actually read the memo they've clearly put in strict terms with Palantir and rejected many of the false "safeguards" offered by the company
It's always hilarious watching online fights between tech industry billionaires, sort of like the geek version of UFC. The weirdest part is how regular people pick sides and defend their billionaire against the other guy.
> The weirdest part is how regular people pick sides and defend their billionaire
Someone told me in another comment that it's possibly bot activity. I suspect so too, because in a tech forum like HN, a top voted comment can shift the entire focus/narrative of any given issue. I know there are a lot of mods on here to prevent this sort of thing, but given how good LLMs have gotten, I wonder if we are at a point where humans can even discern cases where this a mix of human and AI involvement in online activity (such as commenting).
It's not only single comments, but if you surround people in a sea of opinion, they will definitely start swimming in your direction. Thought, that's probably more important on reddit.
> that's probably more important on reddit.
I don't know if you've noticed, but HN has been full of Reddit-tier comments, most especially around hot-button political topics, for a while now.
It's very easy to adopt a posture of above-it-all cynicism, and to think that anyone who sees an important distinction between two flawed powerful people is a sucker. But it's not particularly smart or sophisticated, and it's not helpful. In politics, the assumption that they're all equally corrupt and sociopathic is exactly what the worst of them want us to default to. In rich-guy PR wars, too, it's only going to work to the benefit of the ones with 0 principles, at the expense of the ones with some principles.
(Or, if the maximally cynical perspective is correct and 'principles' always actually means 'a company culture and public image that depends on the appearance of having principles, and which requires costly signals of principledness to maintain' -- well, why on earth shouldn't we favour the ones who have that property over the ones who are nakedly unprincipled, and the ones who have a paper-thin veneer that doesn't meaningfully affect their behaviour? It would be stupid to throw away the one bit of leverage we have to make powerful people behave better than they otherwise would.)
I think I'm a bit more of an iconoclast than the average HN reader, but when this community was fawning over him when he was head of YC, I always got the impression, without knowing the guy or much about him, that it was totally undeserved. Mainly because thoughtless fawning of any kind makes me immediately suspicious. Nobody deserves that kind of praise.
I read that quote and see no positive interpretation. It was always a negative description.
I think maybe this community could use a bit more natural skepticism of hierarchy.
Same. What sam tried to do on his own, he failed at (not horribly failed, but he certainly wasn't in the same league as zuckerberg or page or gates or musk - he raised at least $30M then was forced to sell a failure of a product for $40M).
His ascendancy only came when he basically was given an ulta powerful position by an ultra powerful man.
> be the king
Which of these two CEOs wants to have an unelected spot in the decision loop of our government?
Once I dug into this story, I realized that only one of these companies was attempting a real power grab. Maybe the EAs are doomed to try coup after coup and lose every time.
The SCR part is excessive, though, especially if it's interpreted broadly. Altman gets credit for sticking up for Anthropic on that point, but not much credit, because it's so obvious that it's overkill.
pg's sama praise bewilders me. Is there some other Sam Altman he's talking about?
> Graham was immediately impressed by Altman, later recalling that meeting the 19-year-old felt like what it must have been like to talk to Bill Gates at the same age. He noted Altman's intense "force of will" from their early interactions.
Is there a Gates-like "presence" or a "force of will" displayed in his public interviews?
The only vibe I get from Altman is that he's a weasel, willing to say anything or burn whatever to get what he wants.
its reasonable praise. a 19 year old social outcast who grew up in the midwest drops out of ivy league and starts a company before smartphones exist that he sells for $43 million dollars at age 27, then invested almost all the money into more startups, became a billionaire, and hijacked chatgpt from the richest person in the world.
its not a comment on his ethics or morality
> pg's sama praise bewilders me. Is there some other Sam Altman he's talking about?
Paul Graham was a pudgy mediocrity clever enough to capitalize on nerds' obsession with Lisp, and leverage it into f-you money. Game recognized game in the shape of Sam Altman.
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Hmm I know quite a few real people pushing QuitGPT and none of them work for Anthropic.
same thought. I'm livid and I'm not a bot. I've rarely felt so activated by any western politics
Don't be fooled. Dario's 'awe shucks, me' routine and 'but, but, but' is not all that is looks to be on surface.
sama looks like he has been punched in the face hard and is scared of being punched in the face again. he also
dario comes across like a guy who has never even been in a fight and cant believe a fight is even real.
there is something very dangerous about a person who believes that they are "good" and then believes that in fact their version of good is superior to the government, and they should ignore the government which ostensibly represents the people, while building a technology that will make millions of white collar jobs go away (democrat voters) and revolutionise violence (dod/dow - republican voters)
imagine if IBM decided in 1960s they were going to start telling NASA/DOD how to use their mainframes and saying USgov couldnt have an IBM if they were going to use it in vietnam etc
that said, i use claude
> and they should ignore the government which ostensibly represents the people
Barely represents the people. Especially not on the issue of domestic mass surveillance and fully autonomous killing machines. Or the war in Vietnam.
What's there to discuss? OAI is seeking a hand-out from the govt to save their asses. They (Sam + top-management) see the writing on the wall and need help.
This. The OpenAI grift is to make itself too big to fail. They are playing a game of chicken ahead of the election circus. Trump must keep the market alive until November. Nvidia, Micron, Oracle, Microsoft are cooked when and if they pop.
Is there a term for such a recurring cycle in which speculative bubbles form, institutions and governments collaborate/collude to sustain them, and when the system finally reaches a breaking point the bubble collapses... leaving the public to absorb the losses while those responsible largely walk away with their pay and bonuses intact?
Usually just "bubble", since it's so common.
This one is unusual in that the government started bailing out the AI companies last year. Usually, it waits until the bubble pops, and then starts the bail outs.
That's standard operating procedure for Trump though.
He did the same thing in 2016-19 with the zero interest rate policy + tax cuts even though the economy was strong. Any macroeconomics book (or NPR station during those years) will tell you that doing that creates short-term economic growth, but sets the next administration up for [hyper-]inflation.
Of course, that happened, and those same books go on to say "and, usually, because inflation takes a bit to kick in, the next president will be blamed. This is why we have an independent Fed".
So, this time around, he's trying to pull the same crap by dismantling the Fed, and, until then, lean hard into deficit spending to keep unemployment low. Last year, money went to data centers, and domestic paramilitary actions and prison build-outs. This year, we have those things and a new pointless forever war.
However, it's not working the same way as it did last time. He's done so much other collateral damage that we're in a "boomcession" where the economic indicators become untethered from reality. So, they show growth, but people's quality of life, spending power, job security, and so on all decrease.
For example, a piece of the GDP is "how much does your bank screw you per year on your checking account?". This is treated like discretionary spending, and it's gone up from a few hundred a year to over $2000 in 2025. That increase counts as economic growth, instead of institutionalized theft.
Medical spending increases drove all the US's GDP growth last quarter. The quarter before that, it was spending on AI datacenters that's backed by junk loans and federal dollars.
Anyway, I don't have an answer for your question better than "bubble", but the current economic cycle is not what you described. It is a "boomcession". As far as I can tell, it's a new class of economic disaster, at least in the US.
Thank you for such a good and detailed explanation. Loved reading through it. And I like the new word: "boomcession" (not the effects of it tho).
IMHO everyone needs to cancel there subscriptions with all of the ai products until stuff blows over. I don't trust anyone in this industry.There is probably one person or one group behind all of these AI companies that just needs to keep the engine going until they figure out how to replace everyone with bots that can do the dirty work.
there’s a lot of financial incentive to start ur own lab if u can, and invest in as many as u are able
In a broader context, both labs are engaging in "safety theater".
Neither know how to solve the alignment problem while market pressures are making them race towards capabilities (long horizon, continual learning) that will have disastrous consequences .
Sam Altman would lie? Nooo
Lol, right? I mean, who even has doubts left anymore on this?
The guy can lie with a perfectly straight face. He's the kind of person who tells another lie just to cover the last one, and then another to cover that.
Meanwhile he keeps making everyone more and more dependent on him, so by the time people finally realize what's going on, they can't afford to push him out.
I built a website that shows a timeline of recent events involving Anthropic, OpenAI, and the U.S. government.
Posted here: https://news.ycombinator.com/item?id=47195085
Great, well deepseek is free for most use and certainly won't be helping the US military any time soon. Since you aren't paying them you aren't really supporting anything bad they may do down the line.
And they're reportedly back in talks with the DOW per the FT (below).
They are not the exception, and are just as bloodlessly, shamelessly publicity hungry as any other tech co, if not more so. No surprise based on their conduct up until this fake event.
Like others have already mentioned: I think Anthropic's relationship with Palantir undermines Amodei's narrative here. It actually feels like Dario is playing Sam's game better than Sam is.
Those who know better please correct me. My current understanding of Palantir (and other surveillance tech companies like Peregrine) is:
1. They facilitate the sale of data to law enforcement, enabling the government to circumvent fourth amendment protections.
2. They fuse cross-government agency data through Foundry and fuse them into unified profiles which the government can use to surveil and pressure citizens without probable cause or a warrant.
ICE also uses a Palantir tool called ELITE to build deportation target lists.
EDIT: Downvoting my comment without any proper rebuttal or clarification is pretty silly.
We don’t know if Palantir is using claude for those uses. Though anthropic would not know for sure either.
I do agree with your point that Amodei is playing a game though. Whether he’s winning the bigger picture or not it’s unclear. His red lines are already so watered out, like how domestic surveillance is not ok, but international? totally fine.
That's true. With the risks of LLMs applied to surveillance though, I think it's a "Caesar's wife must be above suspicion" moment. Association is guilt unless proven otherwise.
They engage with Palantir for non-domestic purposes.
"Non-domestic purposes" specifically includes wiretapping US citizens and residents, and has for at least 25 years:
https://en.wikipedia.org/wiki/NSA_warrantless_surveillance_(...
I suspect the 2007 in the title refers to the fact that bills were passed to ban this stuff in 2007, which is when the PRISM program (also illegal domestic surveillance) got started.
(The title makes it sound like warrantless surveillance lasted from 2001-2007, but I think it means the article only covers that date range.)
It feels more like the are playing good cop/bad cop... There is just something indifferent about all of this that makes me wonder.
Anyone have a link to the full text of the letter?
I found a copy on this website: https://www.teamblind.com/post/darios-email-to-anthropic-att...
I don't know how reliable that source is. In any case, here's the text from that link, for posterity:
"I want to be very clear on the messaging that is coming from OpenAI, and the mendacious nature of it. This is an example of who they really are, and I want to make sure everything sees it for what it is. Although there is a lot we don’t know about the contract they signed with DoW (and that maybe they don’t even know as well — it could be highly unclear), we do know the following:
Sam’s description and the DoW description give the strong impression (although we would have to see the actual contract to be certain) that how their contract works is that the model is made available without any legal restrictions ("all lawful usee") but that there is a "safety layer", which I think amounts to model refusals, that prevents the model from completing certain tasks or engaging in certain applications.
"Safety layer" could also mean something that partners such as Palantir tried to offer us during these negotiations,which is that they on their end offered us some kind of classifier or machine learning system, or software layer, that claims to allow some applications and not others. There is also some suggestion of OpenAI employees ("FDE’s") looking over the usage of the model to prevent bad applications.
Our general sense is that these kinds of approaches, while they don’t have zero efficacy, are, in the context of military applications, maybe 20% real and 80% safety theater. The basic issue is that whether a model is conducting applications like mass surveillance or fully autonomous weapons depends substantially on wider context: a model doesn’t "know" if there’s a human in the loop in the broad situation it is in (for autonomous weapons), and doesn’t know the provenance of the data is it analyzing (so doesn’t know if this is US domestic data vs foreign, doesn’t know if it’s enterprise data given by customers with consent or data bought in sketchier ways, etc).
The kind of "safety layer" stuff that Palantir offered us (and presumably offered OpenAI) is even worse:our sense was that it was almost entirely safety theater, and that Palantir assumed that our problem was "you have some unhappy employees, you need to offer them something that placates them or makes what is happening invisible to them, and that’s the service we provide".
Finally, the idea of having Anthropic/OpenAI employees monitor the deployments is something that came up in discussion within Anthropic a few months ago when we were expanding our classified AUP of our own accord. We were very clear that this is possible only in a small fraction of cases, that we will do it as much as we can, but that it’s not a safeguard people should rely on and isn’t easy to do in the classified world. We do, by the way, try to do this as much as possible, there’s no difference between our approach and OpenAI’s approach here.
So overall what I’m saying here is that the approaches OAI is taking mostly do not work: the main reason OAI accepted them and we did not is that they cared about placating employees, and we actually cared about preventing abuses. They don’t have zero efficacy, and we’re doing many of them as well, but they are nowhere near sufficient for purpose. It is simultaneously the case that the DoW did not treat OpenAI and us the same here.
We actually attempted to include some of the same safeguards as OAI in our contract, in addition to the AUP which we considered the more important thing, and DoW rejected them with us. We have evidence of this in the email chain of the contract negotiations (I’m writing this with a lot to do, but I might get someone to follow up with the actual language). Thus, it is false that "OpenAIs terms were offered to us and we rejected them", at the same time that it is also false that OpenAI’s terms meaningfully protect them against domestic mass surveillance and fully autonomous weapons.
Finally, there is some suggestion in Sam/OpenAI’s language that the red lines we are talking about, fully autonomous weapons and domestic mass surveillance, are already illegal and so an AUP about these is unnecessary. This mirrors and seems coordinated with DoW’s messaging. It is however completely false. As we explained in our statement yesterday, the DoW does have domestic surveillance authorities, that are not of great concern in a pre--AI world but take on a different meaning in a post-AI world.
For example, it is legal for DoW to buy a bunch of private data on US citizens from vendors who have obtained that data in some legal way (often involving hidden consents to sell to third parties) and then analyze it at scale with AI to build profiles of citizens, their loyalties, movement patterns in physical space (the data they can get includes GPS data, etc), and much more.
Notably, near the end of the negotiation the DoW offered to accept our current terms if we deleted a specific phrase about "analysis of bulk acquired data", which was the single line in the contract that exactly matched this scenario we were most worried about. We found that very suspicious. On autonomous weapons, the DoW claims that "human in the loop is the law", but they are incorrect. It is currently Pentagon policy (set during the Biden admin) that a human has to be in the loop of firing a weapon. But that policy can be changed unilaterally by Pete Hegseth, which is exactly what we are worried about. So it is not, for all intents and purposes, a real constraint.
A lot of OpenAI and DoW messaging just straight up lies about these issues or tries to confuse them.
I think these facts suggest a pattern of behavior that Ive seen often from Sam Altman, and that I want to make sure people are equipped to recognize:
He started out this morning by saying he shares Anthropic’s redlines, in order to appear to support us, get some of the credit, and not be attacked when they take over the contract. He also presented himself as someone who wants to "set the same contract for everyone in the industry" — e.g. he’s presenting himself as a peacemaker and dealmaker.
Behind the scenes, he’s working with the DoW to sign a contract with them, to replace us the instant we are designated a supply chain risk. But he has to do this in a way that doesn’t make it seem like he gave up on the red lines and sold out when we wouldn’t. He is able to superficially appear to do this, because (1.) he can sign up for all the safety theater that Anthropic rejected, and that the DoW and partners are willing to collude in presenting as compelling to his employees, and (2.) the DoW is also willing to accept some terms from him that they were not willing to accept from us. Both of these things make it possible for OAI to get a deal when we could not.
The real reasons DoW and the Trump admin do not like us is that we haven’t donated to Trump (while OpenAI/Greg have donated a lot), we haven’t given dictator-style praise to Trump (while Sam has), we have supported AI regulation which is against their agenda, we’ve told the truth about a number of AI policy issues (like job displacement), and we’ve actually held our red lines with integrity rather than colluding with them to produce "safety theater" for the benefit of employees (which, I absolutely swear to you, is what literally everyone at DoW, Palantir, our political consultants, etc, assumed was the problem we were trying to solve).
Sam is now (with the help of DoW) trying to spin this as we were unreasonable, we didn’t engage in a good way, we were less flexible, etc. I want people to recognize this as the gaslighting it is.
Vague justifications like "person X was hard to work with" are often used to hide real reasons that look really bad, like the reasons I gave above about political donations, political loyalty, and safety theater. It’s important that everyone understand this and push back on this narrative at least in private, when talking to OpenAI employees.
Thus, Sam is trying to undermine our position while appearing to support it. I want people to be really clear on this: he is trying to make it more possible for the admin to punish us by undercutting our public support. Finally, I suspect he is even egging them on, though I have no direct evidence for this last thing.
I think this attempted spin/gaslighting is not working very well on the general public or the media, where people mostly see OpenAI’s deal with DoW as sketchy or suspicious, and see us as the heroes (we’re #2 in the App Store now!). Itis working on some Twitter morons, which doesn’t matter, but my main worry is how to make sure it doesn’t work on OpenAI employees.
Due to selection effects, they’re sort of a gullible bunch, but it seems important to push back on these narratives which Sam is peddling to his employees."
I wonder who asked for these two safety conditions first, DoW or Anthropic. I remember reading earlier that president's family is an early investor in openai, anthropic was winning this year, both companies are on the way to ipo. It could have been a trap, loose-loose situation - drop safety requirements and loose reputation, stay firm on safety - loose contract.
Anthropic has a clear focus on AI safety since inception. The Department of Defense has Monster energy drink esque styled themselves back to the Department of War because “We’re men! We have to prove it so hard!”
Meanwhile Anthropic has no issues with helping Palantir...
HypocrAIsy...
Not hypocritical at all if you knew what Palantir actually does
Help kill people[1]?
[1] -- https://edition.cnn.com/videos/business/2020/07/24/thiel-pal...
Anthropic doesn't have an issue with their technology "helping kill people," so correct, that would not be hypocritical.
But now he's anyway at the table with them? Bullshitters all around. Fully open-source models are the only way.
Honest question: why do people automatically equate "fully autonomous weapons" to something like killer robot? My immediate reaction is that even the best-in-class rapid-fire gun has a hard time identifying and tracking drones. So, we'd need AI to do better tracking, which leads to a fully autonomous weapon. And I really don't get why that's a bad thing.
Of course, a company should have freedom to choose not to do business with the government. I just think that automatically assuming the worst intention of the government is not as productive as setting up good enough legal framework to limit government's power.
What you are describing would be "partially autonomous." Per Dario Amodei's original statement here: https://www.anthropic.com/news/statement-department-of-war he had no issue with that. "Fully autonomous" specifically means that the AI chooses a target and engages without any human intervention at all. If the human selects or approves a target, and the weapon then automates tracking and engagement, that's still only partially autonomous.
I’m not sure that “killer robot” is the actual concern outside of media hyperbole. I’m imagining a loitering munition-type drone that has some kind of targeting package loaded into it with different parameters describing what it should seek and destroy. Instead of waiting for intelligence and using human command to put the munition on target, it hangs out and then engages when it’s certain enough that it’s found something valid.
In a world where LLMs produce very convincing but subtly wrong output, this makes me uncomfortable. I get that warfare without AI is in the past now, but war and rules of engagement and AI output etc etc etc all seem fuzzy enough that this is not yet a good call even if you agree with the end goals.
> I’m imagining a loitering munition-type drone that has some kind of targeting package loaded into it with different parameters describing what it should seek and destroy. Instead of waiting for intelligence and using human command to put the munition on target, it hangs out and then engages when it’s certain enough that it’s found something valid.
I'm sorry, you've just literally described a "killer robot" in more words.
The only saving grace is that the killbots had a pre-set kill limit which I exceeded by throwing wave after wave of my own men at them until they simply shut down.
Yeah, I guess my point is that “killer robot” evokes a terminator-like image for a lot of people. Something that marches around and kills of its own accord. I don’t like either one, but I don’t think they’re the same thing.
Dario himself said that he was against using Claude to build a fully automated weapon because the technology was far from perfect, so he didn't want to hurt our soldiers or innocent people. I think his description matched a killer robot, and I don't agree with his reasoning because it's not like the military researchers didn't have the agency to find out what works and what doesn't.
On the other hand military researchers once considered training pigeons to act as torpedo guidance systems by pecking on levers.
We have traditional autonomous weapons (and counter-defense). They operate on millisecond or faster timescales with existing RF sensors. They are not and will not be using LLMs or other transformers. Maybe ChatGPT will update some realtime Ada code; they formally verify some of that stuff so maybe that won't be terrifyingly dangerous.
Where autonomous transformer-based munitions will be used are basically "here is a photo of a face, find and kill this human" and loitering munitions will take their time analyzing video and then decide to identify and attack a target on their own.
EDIT: Or worse: "identify suspicious humans and kill them"
We all do business with the government. We pay the military to protect our gold. It is fundamentally a protection racket that we voted for. And one could argue that the military, as the protector of your gold, has the final decision as to what it can and can't do with your technology.
Oh, you think the current administration only wants robots that kill other robots! Sweet Summer Child!
Its not fully autonomous ice cream machines, its fully autonomous _weapons_. are you stupid or are you dumb? I don't think you're asking an honest question.
Please define what kind of fully autonomous weapons system the Pentagon would build wouldn't be designed to kill people.
For that matter, explain why the Pentagon would balk at not spying on every American.
He has to know that this would leak and it makes him look really bad. This is going to be a meaningful, unforced error.
Who, Amodei? This makes him look the opposite of really bad
That he's talking shit about Altman who is, at least in public, only talking up Anthropic. This will only play well with people who hate Altman, which is not the majority or even much of the public. It plays right into Altman's hand who can do what he always does which is play his "smol bean billionaire" role and act like a victim of big bad Amodei.
Just because you hate Altman doesn't mean everyone else does! Most people just know him as the guy who makes ChatGPT which most people like.
EDIT: Also, it doesn't help to brag about how this is good actually because now they are getting app downloads! People sympathize with victims of unfair situations. They don't like seeing people take advantage of those unfair situations though. No one has ever found the welfare recipient bragging about their welfare to be sympathetic.
I have no great love for Dario but his “talking shit” is literally making the point that what Altman is saying publicly is NOT actually in defense or praise of Anthropic and is a calculating, manipulative tactic.
Which is intended to muddy the waters about Anthropic’s actual position vs OpenAI’s, and portray himself as a conciliator (for the audience of DoD/Trump) who is still bound by equally strong ethics (as a fig leaf for OpenAI’s employees sympathetic to Anthropic). All to swoop in a land a big contract from the same people he is making a show of “supporting” in public.
I’d be pretty pissed too, tbh. Like, should he instead be thanking Sam effusively for being a manipulative slimeball acting entirely within his own self interest?
If as he says Sam’s comments are actually damaging Anthropic’s credibility/bargaining position with his public commentary then trying to change the popular narrative about what OpenAI/Sam are doing is a reasonable tactic.
As for your welfare analogy I’m kinda struggling to understand how to map that onto the participants in the current scenario or the lesson intended to be implied by it.
At least as it's presented in the article, there's no more reason to believe Amodei than there is Altman and Altman is presenting it in a less impassioned way which makes him more believable to anyone who doesn't have in-depth knowledge of the situation.
Going "what he's saying is straight up lies" is no more evidence backed than Altman claiming he asked the DoD to have Anthropic given the same deal as OAI and have the SCR designation avoided.
Altman was fired by his own board for lying to them. Just because Microsoft blackmailed them into reversing this decision by threatening financial ruin does not change that.
You don't give habitual liars the benefit of doubt.
....why does this make him look bad? That he called out the obvious thing that everyone knows?
That he's talking shit about Altman who is, at least in public, only talking up Anthropic. This will only play well with people who hate Altman, which is not the majority or even much of the public. It plays right into Altman's hand who can do what he always does which is play his "smol bean billionaire" role and act like a victim of big bad Amodei.
Just because you hate Altman doesn't mean everyone else does! Most people just know him as the guy who makes ChatGPT which most people like.
Most people don’t care about this drama and those who care, based on everything I read, this letter will mostly make Anthropic look good / re-establish Sam Altman as a liar
But of course we could live in different bubbles
please treat this post as a reminder to cancel any subscription to OpenAI and delete your account from their platform.
Maybe it’s not much and they probably won’t care but taking no action here it’s the same as being complicit.
Neither Anthro nor OAI are trustworthy. Local AI all the way. And when I say local, I mean Apple Silicon; I don't like to contribute to Nvidia's monopoly either (fuck "buy a GPU"; the guy is an Nvidia-sponsored "influencer").
What are you having good luck with on Apple Silicon? Or is this more of a statement for when local AI becomes “good enough?”
(FWIW I am with you; I haven’t found a local model that works well enough to be a daily driver)
qwen models are basically <opus and >sonnet. 397b runs at Q8 on m3 ultra. for mbp m5 max I'd use the +120b qwen model.
Good for Anthropic. Even AI at its current state has pretty scary surveillance capabilities.
Let's just not put Dario / Anthropic on an undeserved pedestal. "Well, they're not as bad as Sam / OpenAI" is not, and should not be, much of a compliment.
Could you please elaborate on why the pedestal is "undeserved" when they are willing to stick up for their principals at the expense of being designated a SCR?
Could you point me to one other $300B+ company that would be willing to do this?
https://time.com/7380854/exclusive-anthropic-drops-flagship-...
https://news.ycombinator.com/item?id=47145963
Just trying to make sure folks aren't getting ahead of themselves, without having put some custom thought into it.
If you want to put them on a pedestal for reasons that make sense to you, all good.
If others are encouraged to form their own opinions by taking some pause for thought, then all the better.
If Anthropic still end up on the pedestal, it must be for the right reasons, as opposed to 'just because they're not the currently discussed villain'.
It was fascinating to see OpenAI’s gaslighting in action last week. Signing their deal with the DoW and then announcing it so publicly clearly had the goal to (a) portray Anthropic as unreasonable actors that couldn’t come up with a “safe” solution like OpenAI and (b) take away all the leverage Anthropic had in the contract negotiations. Clever (in a Machiavellian sort of way) but still can’t understand why they did it so blatantly — literally hours after Anthropic was designated persona non grata by the government. Clearly this has backfired in a massive way.
In a way, I admire Dario’s stance and having the backbone to stand up to a government that is so happy to punish, legally or illegally, those that disagree with them. I certainly wouldn’t have the bravery (or stupidity) in his position — which frankly makes me happy that he’s running Anthropic and not someone like me…
It’s all just theatre. These companies will either give in or die off and be replaced by those who offer more freedom of use. It’s capitalism and while it’s not always pretty, it’s how these things go. Choosing to take what you believe as the moral high ground is noble but it does not put your company ahead of the ball in the long term because there are always those who will use that as an advantage to step on their backs.
Capitalism needs laws and regulation in order to not turn itself into feudalism. It isn't naivety or idealism to enforce fair markets and consumer protection. In my opinion it's existential.
It’s entirely possible that people who are praising this CEO might have to come up with incredibly convoluted mental gymnastics to defend their position soon: “Anthropic chief back in talks with Pentagon about AI deal”.
Source: https://www.ft.com/content/97bda2ef-fc06-40b3-a867-f61a711b1...
I get the sense that OpenAI is astroturfing “outrage and hypocrisy” in this thread.
The dead internet is alive and well.
And he is back to Pete hegeseth now? Lollll
"Person says its raining when its raining."
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I’m skeptical of your username and the fact that you commented twice in 23 minutes, ~10 minutes apart ala the dead internet theory. But isn’t this a fairly simple statement? He hopes that the folks at OpenAI are not as gullible as the “Twitter morons.”
If youve spent even a small amount of time with llms you’ll know that these security measures are just window dressing.
What are you suspicious about username?
It's a standard security practice to randomly generate usernames and so my name is like that. Account is 8 years old.
I asked as I was not clear about what Dario meant.
"this attempted spin/gaslighting"
i.e. he worries that OpenAI employees could also be gaslighted by Altman
its to poach them
anthropic has the least attrition rate
and yesterday an openai employee left already and joined anthropic
OAI is on track to sit in the same category as Palantir as a brand and pretty much going to either work with Palantir or compete with them for the precious funding from the govt.
I know most of you here dont quite have the imagination to see it. But feel free to screenshot my post and lets talk in a year ;)
totally agree, id even say openai already secured it.
openai is best fit for usa's interests. sam is smart enough to be politically flexible and keep his mouth shut on closing doors of opportunities.
musk's views are best fit for world's interests but he's really spread thin and xai still sub par compared to openai, anthropic, google. he's also play safe lately trying to be politically neutral after his stint with the republicans.
im rooting for anthropic given their product excellence but it pains me that the other side of it is the effective altruism, the politics of dems, so on.
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and?
Anthropic might not sign up with DoD but they definitely still live in a glass house.
Also, its extremely evident that we live in a post truth world. The accusation of Lies dont hold any teeth anymore. Especially in the post law gov of America
His clear concern is to stay able to poach OpenAI employees (although it's really Google employees he should be after). He didn't give MAGA $25M like Greg Brockman did, and the Trump administration is pay-to-play, so the DoD contract ship has sailed.
I was recently admonished by dang or dong or whatever his username is for criticizing Sam Altman’s personal character. But I’m here to say again, Sam Altman is a lying sack of sh*t and PG’s partially culpable for allowing a known lunatic to run OpenAI.
