Ramez Naam
63.7K posts

Ramez Naam
@ramez
Climate and clean energy investor. Author of 5 books. Energy & Environment co-chair @SingularityU. Trying to build a better world.



Europe was reportedly preparing for a full-scale war against the United States if they were to invade Greenland. France had offered to send all things necessary to prevent a takeover, Denmark had prepared blood infusions, and explosives to destroy runways. It was code red.

Current AI is a librarian of existing knowledge. Science requires an explorer of the unknown. You don't win a Nobel Prize by staying in the library.

I heard an incredible analogy from a VC friend that I can’t stop thinking about. “The moat in software was the cost of building software. And Claude Code just mass produced a bridge.” It’s wild when you think about the impact of this. The SaaS boom produced a few dozen billionaires and a bunch of zero sum winners. But the AI SaaS era will mass produce millionaires. There will be fewer ServiceTitans hitting $5B valuations, and instead there will be 50,000 companies doing $500K-$5M each, run by 1-3 people with deep expertise and huge margins. To be clear, I believe that the total value of software goes up, and the number of companies created goes up exponentially. But the number of people who capture the value also goes up 100x. I don’t believe in the “SaaS is dying” headline, I think it’s missing the point. It’s simply that the power of SaaS is changing hands.

13/ The deployments made it clear that any attempt to seize Greenland would have consequences of the utmost seriousness, including shattering NATO, destroying the relationship between Europe and the US, and causing significant loss of life to US forces.


I'm quoted in this piece so let me provide my full comment to the reporter: The most striking thing about the government's filing are the things it *doesn't* mention. It doesn't mention anything about Anthropic hesitating to allow Claude to be used to defend an incoming hypersonic missile, for instance -- one of the many bizarre things alleged by @USWREMichael. The focus on foreign national employees is an indicator of how thin the DoW's case is. It is also an extremely fraught line of argument to go down. Every leading US AI company employs a substantial number of foreign nationals. In FY 2025, Amazon, Microsoft, Meta, Google, Apple, Oracle, Cisco, Intel, and IBM all appeared in the top 50 employers by number of granted H-1B visas, ranging from a few hundred to over 6,000. Meta alone had 5,123 approved H-1B petitions in 2025. (See: newsweek.com/h-1b-visas-imm… ) This is an undercount, of course, as there are many other visa pathways as well as greencard holders and dual nationals. The share is also higher in AI. A large plurality of the core research and engineering talent at every frontier AI lab is foreign, reflecting the global nature of the race for top AI talent. One talent tracker shows Chinese-origin researchers constitute roughly 40% of top AI talent at US institutions. Total foreign nationals likely constituting 50-65% of research teams specifically. This is certaintly true to my experience on the ground. (See: digitalprojectsarchive.org/interactive/di… ) So the first point is that employing foreign nationals, including Chinese nationals, is not unique to Anthropic. The more important question is what measures are taken to protect against insider threats. Ironically, within the industry Anthropic is widely considered to be the most serious and proactive about policing insider threats from foreign nationals and otherwise. They were early adopters of operational security techniques like compartmentalization and audit trails, in part because they were early to partner with the IC and DoW, but also as a reflection of their leadership's strong convictions about the future power of the technology. They were audited last year on these points: the compliance review found Anthropic employs role-based access control, just-in-time access with approval workflows, multi-factor authentication for all production systems, and quarterly access reviews. (See: tdcommons.org/cgi/viewconten… ) Anthropic is known for its security mindset more generally. Last year they famously disrupted a Chinese espionage effort occuring on their platform, banned the PRC from their services, and worked with the NSA and others to share intel. I can't speak to every other company, but the contrast is perhaps most stark with xAI. X employees famously slept in tents to work around the clock, are disproportionately Chinese, and have at least one case of an employee walking out with tons of sensitive data. See: sfstandard.com/2025/08/29/xai… Anthropic is also famous for its remarkable employee retention, which is another important vector for IP theft and security leakages. It's important to underscore just how precarious the DoW's case is, both on the legal merits, and as a potential precedent for the US AI industry. If employing foreign nationals is treated as a prima facie supply chain risk, *no* major US AI company would be eligible to contract with the DoW, along with most of the tech sector. Insider threats are a genuine and tricky concern. Many defense companies are ITAR restricted, meaning they can *only* hire US citizens. If that were the standard in AI, we would destroy all our frontier companies in an instant, and then scatter that talent around the world for our adversaries to scoop up. So in short, the DoW's argument is both ridiculous and playing with fire.


I'm quoted in this piece so let me provide my full comment to the reporter: The most striking thing about the government's filing are the things it *doesn't* mention. It doesn't mention anything about Anthropic hesitating to allow Claude to be used to defend an incoming hypersonic missile, for instance -- one of the many bizarre things alleged by @USWREMichael. The focus on foreign national employees is an indicator of how thin the DoW's case is. It is also an extremely fraught line of argument to go down. Every leading US AI company employs a substantial number of foreign nationals. In FY 2025, Amazon, Microsoft, Meta, Google, Apple, Oracle, Cisco, Intel, and IBM all appeared in the top 50 employers by number of granted H-1B visas, ranging from a few hundred to over 6,000. Meta alone had 5,123 approved H-1B petitions in 2025. (See: newsweek.com/h-1b-visas-imm… ) This is an undercount, of course, as there are many other visa pathways as well as greencard holders and dual nationals. The share is also higher in AI. A large plurality of the core research and engineering talent at every frontier AI lab is foreign, reflecting the global nature of the race for top AI talent. One talent tracker shows Chinese-origin researchers constitute roughly 40% of top AI talent at US institutions. Total foreign nationals likely constituting 50-65% of research teams specifically. This is certaintly true to my experience on the ground. (See: digitalprojectsarchive.org/interactive/di… ) So the first point is that employing foreign nationals, including Chinese nationals, is not unique to Anthropic. The more important question is what measures are taken to protect against insider threats. Ironically, within the industry Anthropic is widely considered to be the most serious and proactive about policing insider threats from foreign nationals and otherwise. They were early adopters of operational security techniques like compartmentalization and audit trails, in part because they were early to partner with the IC and DoW, but also as a reflection of their leadership's strong convictions about the future power of the technology. They were audited last year on these points: the compliance review found Anthropic employs role-based access control, just-in-time access with approval workflows, multi-factor authentication for all production systems, and quarterly access reviews. (See: tdcommons.org/cgi/viewconten… ) Anthropic is known for its security mindset more generally. Last year they famously disrupted a Chinese espionage effort occuring on their platform, banned the PRC from their services, and worked with the NSA and others to share intel. I can't speak to every other company, but the contrast is perhaps most stark with xAI. X employees famously slept in tents to work around the clock, are disproportionately Chinese, and have at least one case of an employee walking out with tons of sensitive data. See: sfstandard.com/2025/08/29/xai… Anthropic is also famous for its remarkable employee retention, which is another important vector for IP theft and security leakages. It's important to underscore just how precarious the DoW's case is, both on the legal merits, and as a potential precedent for the US AI industry. If employing foreign nationals is treated as a prima facie supply chain risk, *no* major US AI company would be eligible to contract with the DoW, along with most of the tech sector. Insider threats are a genuine and tricky concern. Many defense companies are ITAR restricted, meaning they can *only* hire US citizens. If that were the standard in AI, we would destroy all our frontier companies in an instant, and then scatter that talent around the world for our adversaries to scoop up. So in short, the DoW's argument is both ridiculous and playing with fire.


Pentagon: Anthropic's foreign workforce poses security risks trib.al/mxJqnc8



The Bitter Lesson of Robotics: It's extremely easy to make a video of a robot doing something once under perfect conditions then post it to X. But it often takes a decade to harden systems and design for all the insane edge cases of the real world. Many companies raising $$$$ on cool demos, but all the hard work comes after



A complete self-own. And entirely foreseeable. The damage done might be reperable, but not easily or quickly. It'll take very large and clear steps in the US, including some substantial constitutional and legal reforms to limit the power of a crazy President.


NEW | The world installed a record 814 GW of solar and wind capacity in 2025 ☀️⚡️ That's over 1,000 TWh of electricity generation per year... ...enough to displace nearly twice Qatar's annual LNG export volume in gas generation 🔥❌ Fossil fuels crisis? Wind and solar deliver.


Pretty astonishing. In Texas, between 10:00 am and 4:00 p.m., 80-90% of electricity comes from carbon free sources. And storage is already a significant contributor in the early morning and evening











