Pentagon Uses Anthropic AI Despite Flagging Its Chinese Staff as Security Risk
The Pentagon just called Anthropic's Chinese workforce a national security risk while simultaneously using their AI tools.
Continue reading ›Anthropic
posts
THE WIRE:
All
AI Agent EconomyAgents
Real World AssetsRWA
Human ImperativeHumans
The SignalSignal
Wire WeeklyWeekly
Anthropic Tells Congress How to Block China While Dodging Its Own Legal Scandal
Anthropic's co-founder spent Wednesday in a closed-door House session talking export controls and model distillation while carefully sidestepping the company's active lawsuit against the Pentagon.
Continue reading ›
Nvidia's CEO Tells AI Industry to Stop Scaring Everyone
Jensen Huang just told the AI industry to stop shooting itself in the foot with doom rhetoric, and he's not wrong. Nvidia CEO Jensen Huang said tech leaders need to stop scaring people about AI, responding to questions about Anthropic's messy Pentagon contract negotiations
Continue reading ›
White House Drops AI Rulebook Congress Will Ignore Friday
Washington is about to float a national AI rulebook that nobody asked for and nobody will pass. The White House plans to send Congress an AI regulatory framework Friday covering child safety, communities, creators, and censorship (the "four C's")
Continue reading ›
Anthropic's Early Backer Just Solved AI's Biggest Bottleneck
The guy who spotted Anthropic early is now trying to build the power grid for AI. Anjney Midha, former a16z GP and early Anthropic investor, has unveiled AMP, a venture attempting to raise $10B+ to build a "grid for AI servers"
Continue reading ›
Cursor Dumps OpenAI and Anthropic to Build Its Own AI Model
Cursor isn't just building another coding assistant—it's going vertical with its own model, betting that specialized beats general-purpose in the agent economy.
Continue reading ›
Canva Skips IPO While Competitors Bleed Billions in Market Value
Canva's IPO delay looks less like hesitation and more like reading the room while everyone else was checking their watch. Canva postponed its IPO while competitors like Figma went public in 2025, only to watch those shares drop below IPO price amid software stock selloffs
Continue reading ›
Samsung Bets $73B on AI Chips While Nvidia Loses Ground
Samsung just put $73 billion on the table for chips and AI, the largest single-year bet by any hardware maker on the infrastructure that will run the agent economy. Samsung announced $73.3 billion in capex and R&D spending for 2026, focused on memory chip expansion and AI infrastructure
Continue reading ›
**Claude's New App Lets Anyone Build Software By Talking To It**
Code stopped being something you write and became something you direct. Claude Code app has shifted software development from writing code to managing AI agents that write it for you Professional developers now spend more time orchestrating projects than producing raw code themselves
Continue reading ›
**Claude Just Wrote a Sci-Fi Novel and Exposed How LLMs Actually Think**
A developer just shipped a sci-fi story written almost entirely by Claude, and the creative workflow looks suspiciously like how we build software agents.
Continue reading ›
Thinking Machines Lab Exodus Reveals Where Musk Is Really Placing His AI Chips
xAI is poaching Thinking Machines Lab talent while its founding team walks out the door, and that tells you everything about where Musk's AI bet is headed.
Continue reading ›
Alibaba's AI Division Is Trading at Zero, Says $17B Fund Manager
A $17 billion fund manager says you're getting Alibaba's entire AI operation for free when you buy the stock. First Eagle Investments argues Alibaba's stock price reflects only its e-commerce business, treating the company's AI infrastructure as a zero-value asset
Continue reading ›
OpenAI Japan Bans Teens From AI While Competitors Stay Silent
OpenAI just drew a line in the sand on teen AI access in Japan, and every other AI company is about to feel the pressure.
Continue reading ›
OpenAI Split GPT-5 Into Two Models and Nobody Saw It Coming
OpenAI just split its brain in two, and the way they did it tells you everything about where AI development is heading. OpenAI released two distinct GPT-5 models in early March: GPT-5.3 "Instant" for speed, GPT-5.4 "Thinking" for deep analysis
Continue reading ›
Anthropic Now Captures 73% of All New Enterprise AI Spending
Anthropic just flipped the script on OpenAI where it actually matters: new enterprise money.
Continue reading ›
Fluidstack Abandons $11.5 Billion French AI Megaproject Before Construction Starts
A $11.5 billion European AI infrastructure bet just lost its anchor tenant before ground broke.
Continue reading ›
VCs Who Funded OpenAI Rivals Now Admit They Can't Compete
The VCs who bet big on AI are now asking the quiet question: what if these companies can't hold their lead? The Signal Matt McIlwain at Madrona dropped something honest at March Capital's summit that most investors won't say out loud. AI application companies are growing faster than anything he's seen in twenty years. That's the headline everyone wants.
Continue reading ›
DOJ Tells Anthropic It Lost Control of Its AI When It Joined Pentagon
The Pentagon just told Anthropic to sit down: you don't get to choose who uses your AI once you're in the defense supply chain. The Signal Anthropic sued the Department of Defense after getting penalized for restricting military use of its Claude models. The DOJ's response is blunt: the company accepted defense contracts, then tried to impose usage limits that conflicted with national
Continue reading ›
OpenAI's CEO and Product Chief Are Fighting Over What They Actually Sell
OpenAI's CEO and new product chief are pulling in opposite directions on what the company actually sells. The Signal Sam Altman wants OpenAI to be an AI research lab that happens to make products. Fidji Simo, the former Instacart CEO who joined as Chief Product Officer in January, wants OpenAI to be a product company that happens to do research. This isn't philosophical hairsplitting. It&
Continue reading ›
You.com Co-Founder Defects to Anthropic as AI Talent War Intensifies
You.com's co-founder just jumped ship to Anthropic, and the talent migration pattern tells you everything about where the real AI infrastructure work is happening. The Signal Bryan McCann, CTO and co-founder of You.com, left his $1.5 billion startup to join Anthropic as a member of technical staff. Not as an executive. Not as a VP. As technical staff. That's the tell. When
Continue reading ›