Andy Halliday

So OpenAI CEO, Sam Altman, has been talking to the CEO of Amazon about this.

And part of that negotiation is about OpenAI using Amazon's Tranium chips as part of that deal.

So all of this is, despite our earlier estimation that Amazon was really a proponent of Anthropic, having brought Anthropic's models onto their platforms earlier,

Anyway, so then that's one little bit of, okay, you know, you're no longer the darling Anthropic.

You know, we're going to put a ton of money behind OpenAI coming from Amazon.

The second thing is that Amazon, I'm sorry, not Amazon, Anthropic and the Pentagon were in a negotiation to do a $200 million contract, but

Anthropic held the line on guardrails to prevent autonomous weapons targeting and domestic surveillance.

And by refusing that, they lost that deal.

OK, so there's two sides to that little bit of news.

One is, oh, poor Anthropic.

They're guarding their principles, but we appreciate that.

And maybe they're not going to get that 200 million, which is a drop in the bucket really against their I mean, they're running in the billions now of revenue.

So that's not going to damage their overall revenue picture whatsoever.

But what about the fact that the government is wanting to do domestic surveillance and autonomous weapons development?

And that has to be allowed in their, you know, AI model contracts.

OK, so the bird strike for poor old Anthropic.

And I'm saying that in a flippant way because, you know, I think Anthropic's going to come out a winner in many ways in this market space.

Music publishers, including Universal Music Group, which is a big, big player in music publishing, they've sued Anthropic for $3 billion, alleging the company pirated over 20,000 songs to train Claude.

I didn't think of Claude as having anything whatever to do with image, video, or music.

So I think it's really kind of accidental.