Erin Woo, reporter on AI and defense, breaks down Anthropic’s clash with the Pentagon and OpenAI’s different DoD approach. Ethan Choi, investor at Khosla Ventures, weighs contract language, risk and investment stakes in frontier models. Aaron Tilley, Apple reporter, explains Apple’s talks with Google for Siri and cloud limits. Ann Davis Vaughn, AI infrastructure columnist, maps a $75B extra high-voltage buildout and China’s ultra high-voltage lead.
