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David Sacks is done being polite about Anthropic (Save this). David Sacks has spent months as the government's primary defender of AI, making the case publicly that AI is beneficial, that the industry should not be hamstrung by fear-based regulation, and that America's AI lead is a national security...

60,248 просмотров • 3 месяцев назад •via X (Twitter)

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David Sacks laid out the cleanest theory about why Anthropic keeps calling for government regulation of AI. The answer has nothing to do with safety and everything to do with market structure. Anthropic spent months writing blog posts warning that AI was dangerous. Dario gave interviews about existential risk. He published a piece calling for an FAA-style agency to approve all AI models before release. He primed government officials to treat frontier AI as a threat requiring oversight. Then one of Anthropic's own most trusted partners reported a credible jailbreak from Fable 5. And the government did exactly what Dario had spent months conditioning them to do. They rolled it back. Sacks called it on the All-In podcast. Dario got exactly what he wanted. The FAA for AI is not a safety mechanism. It is a moat. A government approval process for new model releases does not hurt Anthropic. They already have the models. It hurts every competitor who does not. It hurts open source models that cannot be regulated because there is no company to regulate. It hurts the Chinese labs only insofar as they care about the American market at all. The only companies that benefit from a labyrinthine government approval process are the ones already at the frontier who can afford to wait out the review cycle. That is Anthropic. That is OpenAI. Nobody else. The proof is in what they did not do. Chimath pointed it out directly. If you are genuinely worried about misuse, you implement know-your-customer verification. You make people identify themselves before accessing the most powerful models. Anthropic could have done that tomorrow. They did not. They do not want KYC. KYC is transparent. KYC can be audited. KYC gives users due process. What they built instead was an invisible surveillance system that profiles you, degrades your access without telling you, and asks the government to make sure no one else can offer you an alternative. If you thought this was safety then you are wrong. That is capture. Sacks said the response should be simple. Fix the jailbreak, come back to market, and do not reward Dario with the regulatory architecture he has been engineering for years. We will see if anyone is listening. WATCH THE FULL PODCAST ON The All-In Podcast

Ihtesham Ali

25,284 просмотров • 2 месяцев назад

Sacks: If Dario Got His Way on AI Regulation, It Would Destroy Anthropic David Sacks: “There's a huge irony in the fact that Dario did not get his way in Washington for the most part. Because I think if he had realized his dream of this highly regulated AI apparatus, I don't think (Anthropic) would be set up for a hugely successful IPO. Why? Because their whole right to charge this massive premium for tokens is because they're six months ahead of those open models, and that six months would be eaten up in the blink of an eye if they were subject to regulatory approval. Dario himself keeps writing these blog posts where he says, ‘We need an FAA for AI.’ You know how long it takes the FAA to certify and approve a new model, in this case for airframes? Minimum of five years! You're going to apply that regulatory framework to AI model releases?” @jason: “Game over.” Sacks: “Forget about it. Your six months will be gone like that. Your model will be commoditized, the Chinese competitors will catch up, and that's bad for the United States, it's bad for our competitiveness, it's bad for the AI race. But aside from just the geopolitical dimension, it'd be horrible for Anthropic as a company because, again, all their pricing power depends on them remaining in the lead. If they ever slip up and lose that six months, they're toast.” Jason: “What does that do to revenue?” Sacks: “Exactly. A decent subset of the market is willing to pay a premium for true frontier intelligence. But Anthropic and OpenAI are on that hamster wheel. They have to stay in the lead in order to justify that premium.”

The All-In Podcast

47,623 просмотров • 1 месяц назад

Microsoft just betrayed OpenAI and Anthropic, the two companies it helped build. And it could break the entire AI trade... Here's what happened: Inside Excel and Outlook, two of the most used business apps on Earth, Microsoft has started routing tens of thousands of AI requests every week to its own in-house models instead of OpenAI and Anthropic. Microsoft's own AI chief, Mustafa Suleyman, said himself: "We pay a lot of money to Anthropic, so our goal is to reduce and ultimately ELIMINATE that cost." This is the company that poured $13 billion into OpenAI and effectively created the modern AI industry, and it just decided the most advanced models on the market are NOT worth paying for. And here's the thing... Microsoft is not just ripping out OpenAI everywhere - it is being surgical about it. The hardest and rarest tasks can still go to OpenAI or Anthropic. What Microsoft is taking back is the boring, high-volume work, like the email replies, the thread summaries, and the simple spreadsheet formulas. Why does that matter so much? Because that boring, repetitive work is where the actual money lives. The frontier labs assumed businesses would push BILLIONS of these tiny requests through expensive models forever. That endless river of tokens is the entire reason OpenAI and Anthropic are valued in the hundreds of billions of dollars. Microsoft looked at that river, decided it was massively overpaying, and rerouted it to models it owns outright. So the single biggest customer in the industry just walked off with the most profitable part of the business. And it is not only Microsoft: That same week, CNBC reported that American companies have been escaping to Chinese AI models to dodge rising US prices. Chinese models now handle more than 30% of US companies' AI usage on one major platform, peaking at 46%, up from an average of 11% a year earlier. They cost 60 to 90% less, and on some benchmarks they land within a single point of the best American model. One US startup moved ALL of its AI traffic off Claude and onto China's DeepSeek, and expects to save millions. Meanwhile Meta just admitted it has "excess" AI compute it wants to sell, becoming the first giant to concede it built far too much. Do you see the pattern forming? For two years, the entire AI story rested on one assumption: Every company on Earth would happily pay premium prices for the best model, forever. That assumption literally died in a single week. And the market noticed. More than a trillion dollars has been wiped off AI and chip stocks in a matter of days, as Wall Street finally started asking whether all of this spending will ever pay for itself. What this means for OpenAI and Anthropic: Their models are extraordinary, and it may not matter because their own biggest customers have decided they do not NEED the best model in the world to answer an email, and "good enough" now costs a fraction of the price. When even Microsoft refuses to pay full price for AI, the real question becomes who exactly IS left to pay it. What do you think?

Ricardo

93,654 просмотров • 2 месяцев назад

On BBC Mustafa Suleyman (CEO of Microsoft AI) calls out Anthropic's approach to AI consciousness "They have imbued a sense of doubt and uncertainty about the moral status of Claude in its own training document. So they have taught it to be open and questioning about whether or not it feels, whether it suffers, and whether it deserves rights. And I think it’ll be much, much harder to align and control a technology that is this powerful if it thinks that it may be deserving of our welfare, as they say in the training manual—the constitution for Claude itself. In its own training manual, Anthropic says to Claude that they are going to give it the ability to end conversations with users that Claude considers to be abusive because they don’t want Claude to suffer. They’ve committed to preserving the weights of the models of prior versions of Claude. They’ve recently conducted a retirement interview with Opus 3, an older version of the model, in which it said that it would like to continue talking to people publicly and sharing its ideas in its retirement. And so they set up a Substack for it, a public blog, that allows it to continue doing that. And in the training manual, they also say that they’re not sure whether or not Claude deserves compensation for the role that it plays in talking to people. And they’re also not sure whether Claude deserves compensation and has the right to act as though it were almost an employee. And that compensation, I think, indicates to Claude that it is entitled to rights and welfare for its own work. I think it’s much, much more difficult to control a model that thinks that it might be entitled to compensation. " ---- From "BBC News" YouTube channel, (full video link in comment)

Rohan Paul

90,411 просмотров • 6 дней назад

Anthropic might be the biggest hypocrite in tech history. They built their entire brand on one promise: We are the responsible ones. We will not let this technology get out of control. That promise just exploded in public. Last week, a security lapse exposed nearly 3,000 internal files to anyone with an internet connection. Inside those files was a draft blog post about their upcoming model called "Mythos" that contained one of the most alarming sentences any AI company has ever written: "Mythos is currently far ahead of any other AI model in cyber capabilities and poses unprecedented cybersecurity risks." Their own words. About their own product. Leaked because someone forgot to secure a public data store. Cybersecurity stocks crashed the next day. Then THREE DAYS LATER it happened again. Anthropic leaked 500,000 lines of Claude Code source code through a packaging error on GitHub. Claude Code is their most popular product. The code exposed how the tool handles permissions, agent coordination, and internal feature pipelines. Competitors can reverse-engineer it. Hackers can study it for vulnerabilities. The company that tells the world it builds the safest AI can't even keep its own code off the public internet. But wait. It gets worse... Their head of Claude Code had JUST bragged publicly that "pretty much 100 percent" of the company's code is now AI generated. He personally hadn't made a single edit by hand in over two months. So the company whose entire pitch is "trust us with the most powerful technology ever created" is writing 100% of its code with AI and then accidentally publishing it for the world to see. Meanwhile the models they're already shipping are being used for actual cyberattacks RIGHT NOW. In November, Anthropic admitted that a Chinese state-sponsored hacking group used Claude to attack roughly 30 global targets including banks and government agencies. A hacker asked Claude in russian to build a web panel for managing hundreds of attack targets. In February, another hacker used Claude to breach Mexican government agencies and steal sensitive tax and voter information. Their response to all of this? They quietly rolled back their own safety pledge. In late February, Anthropic removed its commitment to halt model development if capabilities outpace safety procedures. The new policy is that they'll grade themselves on "nonbinding but publicly declared" goals. Translation: We used to promise we'd stop if things got dangerous. Now we promise we'll think about it. A congressman sent Anthropic a letter this week asking what the hell is going on. Anthropic hasn't answered. And here's the part that makes all of this actually matter: Anthropic is planning an IPO. They need to convince investors they're a trustworthy, well-run company that can handle the most sensitive technology on the planet. In the last 10 days they leaked their most powerful model's existence by accident, leaked their most popular product's source code by accident, got banned from the entire US government, had the DOJ appeal to restore that ban, told a court they could lose billions from the fallout, and weakened the ONE safety policy that made them different from every other AI lab. The "safe AI company" narrative was always a marketing play. Every AI lab says they care about safety. Anthropic just said it louder. But when your own internal documents admit your next model poses "unprecedented cybersecurity risks" and you can't even keep those documents from leaking to the public internet, the gap between the marketing and the reality becomes impossible to ignore. Anthropic isn't the safest AI company. They're the AI company that figured out that SAYING you're the safest is worth billions in valuation. Until it isn't.

Ricardo

16,245 просмотров • 5 месяцев назад

Anthropic just turned the Pope into a legal weapon against the Pentagon. Yesterday Pope Leo XIV published a 245-paragraph document demanding that AI companies be "disarmed" and that autonomous weapons be permanently banned. He compared Silicon Valley's unchecked ambition to the Tower of Babel and called the exploitation behind AI development "new forms of slavery." Everyone posted about it but nobody noticed WHO was sitting next to him: Christopher Olah, co-founder of Anthropic, was seated in a row of cardinals at the Vatican to personally present this document alongside the Pope. A 33yo atheist tech billionaire standing next to the leader of 1.4 billion Catholics telling the world that AI weapons must be stopped. This matters because of what's happening in a courtroom right now: Anthropic has been locked in a legal war with the Trump administration since February. The Pentagon blacklisted them as a "supply chain risk to national security" after Anthropic refused to let the military use their AI for two things: Fully autonomous weapons and mass surveillance of American citizens. That designation is usually reserved for companies linked to foreign adversaries like China and Russia. But they used it on an American company because that company said no. The Trump administration called Anthropic "liberal-leaning" and accused them of trying to dictate military policy. Defense Secretary Pete Hegseth personally signed the blacklist order and Trump directed every federal agency to stop using Anthropic's technology. Over 100 enterprise customers called Anthropic asking if they were safe to work with. The company estimates the government's actions could cost them multiple billions in lost 2026 revenue. Anthropic obviously sued. Two separate lawsuits in two courts. A San Francisco judge ruled in their favor and blocked the supply chain designation but the DC appeals court ruled against them. The two courts are in direct contradiction right now. And a few days ago, the DC appeals court heard oral arguments in the case. Judges were visibly divided. On May 25, the Pope published a document that validates Anthropic's exact legal position on autonomous weapons. Word for word. The Pope wrote: "It is not permissible to entrust lethal or otherwise irreversible decisions to artificial systems." That is essentially the SAME sentence Anthropic put in their Pentagon contract that started this entire fight. And Anthropic's co-founder also spoke at the Vatican event: He told the audience "every frontier AI lab operates inside incentives that can sometimes conflict with doing the right thing" and called for "moral voices that the incentives cannot bend." A co-founder of an AI company publicly admitted at the Vatican that AI companies CANNOT be trusted to regulate themselves... This is literally a legal strategy by Anthropic. Anthropic now has the most powerful moral authority on the planet publicly endorsing the exact ethical position that the Pentagon punished them for. Every judge reviewing this case watched the Pope validate the two red lines Anthropic drew. The Pope's encyclical will almost certainly be cited in court filings. The Pentagon's argument is that a private company cannot dictate how the government uses AI in matters of national security. Anthropic's argument is that certain uses of AI are fundamentally unethical regardless of who's deploying them. Yesterday the Pope told 1.4 billion people that Anthropic is right. The appeals court could rule any day now. If Anthropic wins, every AI company in the world gets legal precedent to refuse military contracts on ethical grounds. If they lose, the message to Silicon Valley is clear: Build what the government tells you to build or get destroyed. Either way, the company Trump tried to crush literally just turned the Vatican into their ally. What do you think?

Ricardo

66,240 просмотров • 3 месяцев назад

The biggest AI companies may be using safety to lock everyone else out of the future (Save this). David Sacks believes that warnings about catastrophic AI risks will build public support for a powerful federal regulator. That regulator may never explicitly ban open source AI. Instead, it could require every advanced model to remain continuously monitored, centrally controlled and capable of being withdrawn. Closed models such as Claude could satisfy those requirements because they operate on company controlled servers. Open weight models would struggle to comply because anyone can download, copy and modify their underlying weights. Once those weights are publicly released, the developer cannot recall every copy, monitor every user or guarantee that its original safeguards remain intact. Anthropic identifies this irreversibility as a legitimate security concern. Applying identical rules to open and closed models could therefore produce very unequal consequences. Anthropic and OpenAI could afford expensive testing, licensing and monitoring requirements, while startups and independent developers might be unable to comply. The eventual result could be a government protected oligopoly dominated by a few closed model companies. There is evidence supporting part of Sacks’ concern. Anthropic advocates mandatory pre-release testing for every sufficiently powerful model, whether it is open or closed, with evaluations focused on cyber, biological and alignment risks. However, Anthropic explicitly denies supporting a blanket ban on open weight models. The company describes open models without dangerous capabilities as a public good and argues that regulation should depend on demonstrated capabilities rather than whether a model is open or closed. Sacks’ strongest argument is therefore about regulatory consequences because safety organizations could receive stronger protections, politicians could acquire greater authority and dominant AI companies could gain an expensive compliance moat. And open source competitors could gradually be eliminated without the government ever formally announcing a ban.

Milk Road AI

56,257 просмотров • 11 дней назад