A deadline of Friday evening was set for an agreement between the Pentagon and Anthropic. It’s not clear if Trump’s announcement of a phase-out will equate to more time for negotiation or if the government is truly moving forward with firing Anthropic by declaring it a supply chain risk. The government may also seek to compel Anthropic to agree to its terms through the Defense Production Act, according to the Times. The government may also choose another AI partner, like Elon Musk's Grok, but CIA officials believe that product is inferior to Anthropic's, the Times reports.
When you walk into a room with paying customers, cash flow, and leverage, you’re the pilot — and investors are just along for the ride.
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