Nathaniel Whittemore

Without assuming bad faith, Neil Chilson writes...

Making the top model only available to select customers might make sense for cybersecurity reasons, but also it is a great marketing and business plan for a B2B company facing enormous demand outstripping their somewhat conservative, relatively speaking, compute investments.

Offer the top model only to your biggest customers along with a coupon.

The rest of us will just have to wait, I guess.

Ultimately, I have a general policy of not assuming bad faith.

I think that while it is entirely possible that there are very real constraints on Anthropic's ability to serve a model of this size, it would be very surprising to me if they architected this entire Project Glasswing campaign just as a way to cover that up.

I think there are much more reasonable questions around whether Anthropic's own assessments of the risks are actually the right assessments, even if you assume that they actually believe what they're putting out to the public.

Certainly, if you've listened to this show over the last couple of months, you will have heard me disagree pretty vociferously with Anthropic's approach to discussing things like AI-related job losses, which is both a difference of opinion around what their job is when it comes to explaining those things, as well as a difference of opinion when it comes to how severe and how fast the implications are actually going to happen.

All right, folks, quick pause.

Here's the uncomfortable truth.

If your enterprise AI strategy is we bought some tools, you don't actually have a strategy.

KPMG took the harder route and became their own client zero.

They embedded AI and agents across the enterprise, how work gets done, how teams collaborate, how decisions move, not as a tech initiative, but as a total operating model shift.

And here's the real unlock.

That shift raised the ceiling on what people could do.

Humans stayed firmly at the center while AI reduced friction, surfaced insight, and accelerated momentum.

The outcome was a more capable, more empowered workforce.

If you want to understand what that actually looks like in the real world, go to www.kpmg.us.ai.

That's www.kpmg.us.ai.

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