Secretary of War Tweets That Anthropic is Now a Supply Chain Risk
Don't Worry About the Vase Podcast
Operational Consequences of an SCR Designation
Zvi details how a sweeping supply-chain-risk label could wreck markets, supply chains, and legal norms.
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* 00:00:00 - Introduction
* 00:00:44 - What Happened
* 00:10:16 - The Timeline Of Events
* 00:22:48 - I Did Not Have Time To Write You A Short One
* 00:23:47 - The Unhinged Declaration of the Secretary of War
* 00:26:15 - Altman Has Been Excellent On The Question of Supply Chain Risk, But May Need To Do More
* 00:28:55 - Arrogance Here Means Insisting On Meaningful Red Lines On Mass Domestic Surveillance and Lethal Autonomous Weapons
* 00:31:03 - Not Doing Business Is Totally Fine
* 00:31:46 - The Demand For Unrestricted Access Is New And Is Selective And Fake
* 00:34:15 - Claims Of Strongarming Are Ad Hominem Bad Faith Obvious Nonsense
* 00:36:26 - Hegseth Equates Not Being a Dictator With Companies Having Veto Power Over Operational Military Decisions
* 00:42:17 - The Part That If Enacted Would Be A Historically Epic Clusterfuck
* 00:50:44 - The Other Part Of The Clusterfuck
* 00:54:47 - The Department of War Had Many Excellent Options
* 00:57:54 - And Then There’s Emil Michael
* 01:04:52 - Anthropic Will Probably Survive
* 01:07:29 - The Goal of DoW Was Largely Mass Domestic Surveillance
* 01:18:16 - What Are The Key Differences Between The Two Contracts?
* 01:26:16 - OpenAI’s Contract Terms
* 01:30:01 - What OpenAI’s Contract Terms Actually Do
* 01:32:23 - OpenAI Is Trusting DoW And Sam Altman Misrepresented This
* 01:36:29 - OpenAI Accepted Terms Anthropic Explicitly Declined And That Would Not Have Protected Anthropic’s Red Lines
* 01:38:47 - How Altman Initially Described His Deal
* 01:45:45 - OpenAI Allowed All Lawful Use And Trusts DoW On This
* 01:51:05 - The DoW Could Alter This Deal
* 01:53:18 - Why OpenAI’s Shared Legal Language Offers Almost No Protections
* 02:03:48 - So How Does OpenAI Hope For This To Work Out?
* 02:06:44 - This Was Never About Money
* 02:10:06 - OpenAI Tells Us How They Really Feel
* 02:11:52 - First The Good News
* 02:16:53 - The OpenAI Redlines Only Forbid Currently Illegal Activity
* 02:22:01 - Altman Does Not Present As Understanding The Difference In Redlines
* 02:24:25 - Meeting Of The Minds
* 02:27:11 - Anthropic’s Position Was The Opposite Of How This Is Portrayed
* 02:27:45 - The Room Where It Happened
* 02:31:36 - You Don’t Have The Right
* 02:38:12 - I Ask Questions And Get Answers
* 02:43:05 - Does This Contract Apply To NSA?
* 02:44:10 - Can OpenAI Models Be Used To Analyze Commercially Available Data At Scale?
* 03:02:22 - Employee Activism
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