John-Clark Levin

Based on the data I see, I think: - Anthropic🇺🇸/Google🇺🇸/OpenAI🇺🇸 all ~tied - Meta🇺🇸 / xAI🇺🇸 each ~7mo behind - Moonshot🇨🇳/- Deepseek🇨🇳 / zAI 🇨🇳 / Alibaba🇨🇳each ~9mo behind - Mistral🇫🇷 ~1.5 years behind - No other companies competitive

> return flight to nyc gets canceled by snowstorm > call united > immediately connected with customer service (rare) > voice is uncanny, def AI but they gave it a human-like accent > takes ~20 min to get rebooked (pretty good imo) > I ask if it's AI > "haha no ma'am but I get that a lot" > I ask it to calculate 228*6647 > it runs the calculation > ggs

If DoW and Anthropic can’t agree on terms of business, then… they shouldn’t do business together. I have no problem with that. But a mere contract cancellation is not what is being threatened by the government. Instead it is something broader: designation of Anthropic as a “supply chain risk.” This is normally applied to foreign-adversary technology like Huawei. In practice, this would require *all* DoW contractors to ensure there is no use of Anthropic models involved in the production of anything they offer to DoW. Every startup and every Fortune 500 company alike. This designation seems quite escalatory, carrying numerous unintended consequences and doing potential significant damage to U.S. interests in the long run. I hope the two organizations can work out a mutually agreeable deal. If they can’t, I hope they agree to peaceably part ways. But this really needn’t be a holy war. Anthropic isn’t Google in 2018; they have always cared about national security use of AI. They were the most enthusiastic AI lab to offer their products to the national security apparatus. Is Anthropic run by Democrats whose political messaging sometimes drives me crazy? Sure. But that doesn’t mean it’s wise to try to destroy their business. This administration believes AI is the defining technology competition of our time. I don’t see how tearing down one of the most advanced and innovative AI startups in America helps America win that competition. It seems like it would straightforwardly do the opposite. The supply chain risk designation is not a necessary move. Cheaper options are on the table. If no deal is possible, cancel the contract, and leverage America’s robustly competitive AI market (maintained in no small part by this administration’s pro-innovation stance) to give business to one or more of Anthropic’s several fierce competitors.