Steven Feldstein

Was very pleased to give a book talk at the @CarnegieEndow in Washington DC this afternoon. Many thanks to @SteveJFeldstein for hosting me. Great crowd. Seriously good questions.

New piece out by @UsamaKhilji about Gen-Z protests and how things are playing out in elections in Bangladesh and Nepal. Take a look! 👇👇 carnegieendowment.org/research/2026/…

In the latest DigiPod episode, @SteveJFeldstein helps us unpack what’s happening with AI companies contracts with the Pentagon, & the larger context of tech companies contracts with militaries in the age of war. Watch here:

V concerning wsj.com/world/middle-e…

UAE is shooting down ~92% of everything Iran throws at it. That's extraordinary. Yet the financial toll of sustaining that defense is enormous, raising the prospect that tactical ‘victory’ masks a costly strategic drain. A 🧵👇

On Iran and Anthropic: Robert Mugabe, Zimbabwe’s dictatorial president since 1987, won the big prize in the country’s lottery in 2000. Why did he go out of his way to concoct such a charade? A surface-level answer: Because he could. Once you destroy institutions constraining your power and behavior, you can act in largely unrestricted fashion, whether it is for personal enrichment, personal aggrandizement, or simply projecting even greater power. But there is a deeper, more problematic answer as well: What better way to further decimate institutional checks on your power than showing how much of a farce the existing system of rules is. It is not just a coincidence that such behavior can do damage to norms, institutions and security and stability of the country. It is part of the design. Mugabe’s lottery win echoes in two fateful decisions by the Trump administration, which will have long-lasting and troubling implications, are just. Trump and his allies are pursuing these actions because they can and because these actions are consistent with their agenda of upending all rules and constraints on their future behavior. The first problematic action is the US-Israeli attack on Iran and the killing of the country’s supreme leader Ayatollah Khamenei. Leave aside the loss of life and the immediate chaos, it should be obvious that such a move will trigger a long period of instability in the Middle East. There should be no doubt that the Iranian regime was repressive, murderous and bad news for its own people’s economic and social well-being. The supreme leader, leading Iranian elites and the country’s feared Revolutionary Guard had blood in their hands and the repression had intensified lately. But none of this justifies the United States and Israel initiating a war in the Middle East, without support from international allies or from the public in the United States (still considered a democracy where people’s views should in principle matter). But even worse, this act violates the sovereignty of another nation and risks plunging the entire region into carnage. And however awful Ayatollah Khamenei’s track record may be, he’s no Nicolas Maduro (who had only a few diehard supporters even in the Venezuelan military). By virtue of his religious role, Khamenei enjoyed respect and authority among the Shiites and even the broader Muslim mission community, and his killing risks turning him into a martyr, which is the last thing that Iran or the region needs. The second is the Department of Defense (it is still painful to call it the Department of War even if recent actions confirm that this change of name wasn’t just for optics) designating the AI company Anthropic a supply-chain risk. The official designation is typically used for companies from foreign adversaries, such as China’s Huawei. It bars federal contractors using the Anthropic’s models and heralds major restrictions on what the company can do in the future. The Secretary of Defense Pete Hegseth announced “Effective immediately, no contractor, supplier, or partner that does business with the United States military may conduct any commercial activity with Anthropic.” The reason? Because Anthropic wanted safeguards against its models being used for mass surveillance of Americans and autonomous weapon systems. Neither of these two provisions would have put meaningful restrictions on the DoD in practice. Mass surveillance is illegal under US law and autonomous weapon systems are a not near-term possibility. Yet, it is the showdown that matters, just like Mugabe’s lottery winning. This action will also have major consequences, perhaps more far-reaching than the attack on Iran. Regardless of what one might think of current AI capabilities, there is little doubt that who controls AI will have momentous implications for democracy, business, communication and privacy. This designation can be interpreted by many in the industry that it will be the US government, not the private sector, that controls AI. Even more far-reaching are the broader implications of this action: this administration, and perhaps future administrations, can now bring hugely disproportionate penalties on any contractor they disagree with. Security of private property rights, which has been a mainstay of American state-business relations for centuries, is now looking much shakier. It also sends exactly the wrong signal to the world that Pentagon is intent on mass surveillance and the development of autonomous weapon systems (why else bother about these two ineffective provisions in the contract?). The absurdity of both actions is what harkens back to Mugabe’s lottery win. Trump came to power promising no foreign adventures, and now has spearheaded a potentially riskier one than the Iraq war, with even flimsier justification. There would have been no bite to the provisions that Anthropic wanted in the contract, since current AI systems are nowhere near reliable to be used in autonomous weapon systems and the US government has plenty of other tools that can be (and sometimes are) used for mass surveillance. The shock value and the norm breaking are part of the intent. Mugabe’s lessons continue.

New: The US has planned an escalating series of strikes with off-ramps along the way, according to a senior US official. Each round will be over a one to two-day period with pauses to reset and assess battle damage. #Iran

Think about the power Hegseth is asserting here. He is claiming that the DoD can force all contractors to stop doing business of any kind with arbitrary other companies. In other words, every operating system vendor, every manufacturer of hardware, every hyperscaler, every type of firm the DoD contracts with—all their services and products can be denied to any economic actor at will by the Secretary of War. This is obviously a psychotic power grab. It is almost surely illegal, but the message it sends is that the United States Government is a completely unreliable partner for any kind of business. The damage done to our business environment is profound. No amount of deregulatory vibes sent by this administration matters compared to this arson.

This is a flashing red siren for anyone who cares about keeping America safe and free. The Trump administration wants to use A.I. to spy on Americans without a warrant and to give A.I. power to make life and death decisions without humans involved. That would put our Constitutional rights and our lives in the hands of unaccountable AI systems. nytimes.com/2026/02/27/tec…

Not much of a de-escalation

Full article here @ForeignPolicy: foreignpolicy.com/2026/02/25/ant…

My thoughts about escalating feud btwn Anthropic & the Pentagon: 👉Hegseth claims this fight is about who gets final say--private firms or government 👉But that's a distraction. 👉Bigger Q: can Trump be trusted to responsibly oversee military AI tech? 👉My view: no.

If this is being correctly reported, it should be the lead story in the country. The Pentagon is legally prohibited from engaging in mass surveillance of Americans. It has a policy requiring human oversight of autonomous weapons. Is Hegseth threatening to disregard any of that?

@ishaantharoor @washingtonpost Huge loss, send me a note if you're interested in doing some writing

I have been laid off today from the @washingtonpost, along with most of the International staff and so many other wonderful colleagues. I’m heartbroken for our newsroom and especially for the peerless journalists who served the Post internationally — editors and correspondents who have been my friends and collaborators for almost 12 years. It’s been an honor to work with them. I launched the WorldView column in January 2017 to help readers better understand the world and America’s place in it and I’m grateful for the half a million loyal subscribers who tuned into the column several times a week over the years.

@cdcshepherd Such a loss. Really sorry to hear the news.

My job was also eliminated. It’s been a thrilling challenge to cover seismic changes in China for WaPo. As access shrinks, I believe it has become ever more vital for the world to understand what is happening there. To my amazing colleagues, especially our researchers, 千恩万谢

It’s been the greatest honor to work under @siobhan_ogrady at the WaPo Kyiv bureau. Three and a half years ago, you held my hand while we were hiding under a tank to avoid the cluster ammunition bombarding us. We lived through hell. There’s no point doing this work without you.

I was just laid off by The Washington Post in the middle of a warzone. I have no words. I'm devastated.

Jeff Bezos wealth in 2024: $194 billion Jeff Bezos wealth in 2025: $215 billion Jeff Bezos wealth today: $249.4 billion Net increase in Bezos wealth since 2024: $55.4 billion Cost of Bezos’s 417-foot superyacht: $500 million Amazon investment in "Melania": $75 million Original Bezos purchase price of the Washington Post in 2013: $250 million Bezos net worth in 2013: $25.2 billion Net increase in Bezos wealth since buying the Post: $224.2 billion Last reported annual losses of Post: $100 million Number of years Bezos could absorb those losses with what he makes in a single week: 5 @JeffBezos

On the latest What Next TBD: Iran’s government shut off the country’s internet for three weeks. How do we still know what’s going on? slate.trib.al/qHzXNBB