Anthropic vs. the Pentagon, the SaaSpocalypse, and why competition is good, actually
Equity breaks down the Pentagon’s split with Anthropic over AI control, OpenAI’s role in defense tech, and the week’s biggest startup and tech headlines.
TL;DR
- The Pentagon designated Anthropic a supply-chain risk after failing to agree on AI model control.
- The DoD turned to OpenAI after the $200 million contract with Anthropic fell apart.
- ChatGPT uninstalls surged after OpenAI accepted the DoD contract.
- The episode discusses startups pursuing federal contracts and the uncertainty around AI in Washington.
- Other topics covered include Paramount's deal with Warner Bros, MyFitnessPal's acquisition of Cal AI, Pinterest's AI investments, Anduril's valuation, and the potential 'SaaSpocalypse'.