Seth Fiegeman

Yeah, I think this has to be the most dramatic weekend we've seen in AI land since the ouster of Sam Altman a couple of years ago.

But to your point, Carolyn, yes, OpenAI swooped in hours after Anthropic was effectively blacklisted by the Defense Department.

and Sega had inked a deal with the Defense Department for classified AI work.

Now, OpenAI is not saying if this replaces Anthropic's work, but they are signaling that they are comfortable with the contractual safeguards to make sure that their technology is not used for domestic surveillance or for autonomous weaponry, which were the two red lines that Anthropic really centered on and which led to this fierce standoff with the Pentagon.

Yeah, I think to step back, let's just say that what seems clear is that the federal government is moving forward with rethinking its use of clog.

What's less clear is what the broader impact and blast radius will be on Anthropic from the many other businesses and companies that work with the government.

To take Pete Hegsett's tweet,

Literally, he's implying that any business that does commercial business with Anthropic must stop that if they also work with the military.

But Dario Madej, the CEO of Anthropics over the weekend, he thinks it's much more limited in scope.

It'll just be if they do military work with Anthropic.

So that remains to be seen how it's interpreted.

Well, certainly, first off, this is a vote of confidence in OpenAI.

Yes, fair enough.

Mm-hmm.

It does have the appearance of circularity.

We'll figure out more of the details soon, but OpenAI is going to help the businesses that Thrive Holdings invest in by embedding its own teams within those businesses to help them speed up and become more efficient in AI deployment.

And of course, Thrive Holdings is part of Thrive Capital, which played a really pivotal role in backing OpenAI over the last couple of years in multiple rounds and making it what it is today.

So mutual thanks.

Yeah, I think we're trying to figure out what the precise deal terms are here, but regardless, this is opening eye that was primarily backed by Thrive Capital over multiple investment rounds, now having a stake and a vested interest in seeing this other arm of Thrive

you know, thrive and its businesses do well.