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Chapter 1: What updates are there on the Anthropic/OpenAI/DoD situation?
Aloha, everyone, and welcome to another great episode. Thank you for joining us this morning. And today we've got AI news from around the verse, including some updates from the whole anthropic open AI DOD thing, including, and of course, since you see my face, an AI in science story that deals with tsunami modeling. So before we get to all of that, let me introduce Brian and Beth and I am Junmi.
And this is The Daily AI Show, episode 673. It's Wednesday, March 4th, 2026. All right. So let's get into the AI news. Brian, what's the bit of news that struck you this week? Well, I mean, this is more or less an ongoing story. Now we've been talking about it several shows in a row, I think even starting on Friday.
So this is like, you know, the third or fourth show, but it is, it is a big deal, right? The ongoing situation, that situation, the ongoing story about obviously anthropic, but then what felt like on Friday opening, I being very, very quick to rush in and say, we've secured a, you know, a contract with dark department of war.
And then it was admittedly confusing to me because when they laid out the the agreement to it. I was like, that's exactly.
Chapter 2: How do autonomous systems differ in decision-making speed?
But what just anthropic said, no, like they're mad at them for, and it didn't make any damn sense. And I think a lot of people sort of felt that way. And then, um, this wasn't yesterday, but I only heard about it this morning. Cause I was reading the rundown. I think it was, let me just make sure I give credit.
Chapter 3: What is the hype surrounding DeepSeek V4?
Yep. The rundown AI newsletter. And it was, uh, talking about this. Where'd it go? Um, I had it. There it is. Uh, this post from Sam, I guess this was to be clear. This was 8 15 PM on March 2nd. So not yesterday, but the day before. Um, but I just missed it yesterday when we were talking about it.
Chapter 4: What changes are happening in the MidJourney ecosystem?
So he, he further outlines this, um, and says like, you know, look, if I get to the meat of it, uh, One thing I think we did wrong, I did wrong, excuse me. We shouldn't have rushed to get this out on Friday. The issues are super complex and demand clear communication. We are genuinely trying, we were genuinely trying to deescalate things and it is void as much worse than
Don't know why I can't talk and avoid a much worse outcome, but I think it just looked opportunistic. Yeah, it did. And sloppy.
Chapter 5: What are the implications of GPT-5.3 Instant behavior changes?
Also true. A good learning experience for me as we face higher stakes decisions in the future. And I also want to call out the part where he says in my conversations over the weekend, I reiterated that anthropic should not be designated as an SCR. And then we hope that the department of war offers them the same terms we've agreed to. Okay, so there you go.
But look, there's like protesters outside their gate. I'm not saying people are there with pitchforks, but they have protesters. There are more than enough data now saying how many people have left ChatGPT. So it is a real thing. He's right to be discussing it. He said he's going to have some more open town halls about this or whatever. I skipped over the part where he outlines where they...
you know, further refined the language of their agreement. I'm not quite sure how you do that. If it's already, you know, like if you've already said it's signed, it's weird to me, I'll tell you that this is my wrap up of this. And then we, we talk about it more, whatever you guys want to do, but here's, what's weird to me. Like, OK, the anthropic thing. Yep.
Chapter 6: How can AI-powered digital twins enhance tsunami early warning?
It was we knew the government was going to react strongly and call them everything but a damn terrorist, you know, an unpatriotic and la la la la. Like, I don't give a I don't give a you know what about that. I think it's ridiculous. But that's what we get for this administration. So fine.
OK, so like anthropics doing their thing is standing by their standing by what they believe is the right answer here. And yep, they're going to take some lumps to it. But in goodwill, outside of that, they're actually, we're doing strong this year. And this is what appears to be a good bump for them. They're actually seeing positive out of this, right? So the PR spin for them is great.
Obviously, OpenAI seemingly swooping in and trying to de-escalate. didn't feel like that. I think a lot of us now know this. Sam is saying, yep, I was probably wrong and this felt sloppy. Yep, agreed. This is a weird way to push this on Friday. It could have been definitely something they talked about this week instead of feeling like it was jumping over the top.
But ultimately, what I get out of this is In this scenario, the folks at the Department of War and all those involved are very, very open and easy to work with from OpenAI. And Sam talks about how we're just mutually working at this together. And I do want government to be in charge of these things. However, we know our models. And I'm like, that's what Dario said. He said that in interviews.
And so I don't know where it is other than the administration just decided that they were upset at Anthropic and hell be damned, right? I mean, it is what it is. And there was no finessing that was gonna happen. It was just, nope, black and white. You don't support the government. That's how we're gonna spin this, blah, blah, blah. Of course, I don't know what happened behind closed doors.
But now there seems to be this whole collaboration thing going on with OpenAI. Jimmy, it just generally doesn't make sense to me. And that's where I'm at as like just a viewer of this from not being involved whatsoever. It's like it just doesn't make sense. Like what in the hell is going on? But good to see Sam go. This is a learning experience. We stepped in it a bit.
I think we could have done this better. Yeah, yeah. I think that's where a lot of the confusion comes from. And you laid it out. It's, you know, Anthropic says, hey, no. DoD says, okay, then fine. then we don't want it. And open air says we'll go in there, but with this, with the same thing that anthropic says. Yeah. So there's gotta be there.
There is some lines in between lines that, uh, that need to be, uh, to be resolved. Um, And there were, right? Like the published language of the contracts were different, right? Lawyers saying, oh yeah, no, Anthropic tried to tighten it up and OpenAI said same thing with like mile wide, you could drive whatever you wanted through that.
But there are a couple of backstories that are part of this that I want to bring in. But Jumi, if you're going to, if you want to make a comment. Well, I was just going to say that to go into a little more detail on what's developed and maybe some of the things that need to be highlighted in this, a couple of things might be what you want to bring up, Beth, is...
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Chapter 7: What are the future applications of digital twins in various sectors?
Yes. Farther reaching impact than simply, you know, trying to state that you no longer want to do business with this company, because one of the points that Nathaniel Whittemore from AI Daily Brief pointed out in his breakdown was that. This will cascade into issues with anyone doing business with Andromedic.
And that's an entire litany of major enterprise and nearly all the other AI-related companies out there. including any company that's serving compute. So that far-reaching really shakes up the web of AI manufacturers and AI providers and compute providers and things like that. So I think that's kind of where the industry is focusing. It's like, okay, fine. OpenAI won that contract.
Whatever means, whatever the dust set through that process, but Please don't cut us off at the knees because of this designation. And I think that's one of the highlights that at least the tech circles have been focusing on. And it's the sort of thing that because of the decision structure, the Pentagon can just make that decision, right? So there's not input.
Chapter 8: What insights can be drawn from the AI in science segment?
And it'll be interesting to look at because... Secretary Hegseth and President Trump are not the kind of people who typically take feedback and say, oh, it's more nuanced than I thought. You're right. I will do something about this. So it'll be interesting to see how this plays out. Yes, it's a much more serious situation. What I was asking over the weekend was like,
Is this a thing if they tweet it? Right? Like, did this decision actually get made? Because often what we see is that policy by tweet or whatever it's called on Truth Social or wherever people are posting isn't actually official policy until it's communicated in a different way. Sure. And this was communicated in the way that it needed to be communicated. Right.
So something that happened right before this was that enterprise spending on Claude overtook enterprise spending on OpenAI or ChatShop. I would have thought it was already higher. Honestly. So it comes from a story from Ramp Tracks, corporate cards at 50,000 plus companies. And their data shows that Claude had gone from under 30% to roughly half of U.S. business spend, AI subscription spend.
And that's enterprise dollars. It's a representation. But that all spilled over. That was news that was reported prior to this weekend. When we know that some people cut their subscriptions to ChachiBT and took out subscriptions to Cloud. So that is an interesting little piece. But you're right. If the supply chain risk stands, there will be second action consequences from it.
Like this number will shift. Because if you're doing business with someone that the U.S. government thinks is a supply chain risk, it creates a risk for you as well. Ultimately, what I'll say here is I think at least this is all not happening behind all closed doors. This is somewhat happening out in public space. Good or bad or indifferent or who gets it, it is bringing the conversation up.
We've now talked about it on this show no less than three to four days in a row. That's actually a big deal on our show. I can't think of too many other news stories other than Sam being outed and that whole thing over Thanksgiving of 2023 of us like... being like, Ooh, will he, won't he? And then there was the Thanksgiving break and it was crazy and he was reinstated. Right.
Like we talked about that cause it was a big deal. I don't, I don't really remember us talking about something, a particular news story. And I guess this one sort of morphed into more than just one news story, of course. Um, cause there's the anthropic side in the, in the, uh, open AI.
What I'll say though, is that I am glad that people are having conversations about this and was actually just in our, in our, um, comments saying she was glad we're talking about this. And it's something that she's tracking closely.
Yesterday on the show, she talked about how this is something that in her community, she leads AI, that people are absolutely saying they're going to walk away from ChatGPT. That's a real thing. That's happening. I don't think anybody should be... I'm not saying we are, obviously, but hopefully nobody is debating that. There's now statistics out on people shifting, whatever.
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