Maximilian Schreiner

Mar 6, 2026

The Pentagon formally notified Anthropic on March 4 that the company and its products have been designated as a supply chain risk to US national security. Anthropic CEO Dario Amodei announced on March 5 that the company will challenge the designation in court. According to Amodei, the measure only applies to the use of Claude as a direct part of contracts with the Department of War, not all customers.

The dispute escalated after Anthropic demanded assurances that its AI would not be used for mass surveillance of Americans or autonomous weapons deployment. According to Bloomberg, Claude is currently the only AI system operating in the Pentagon's classified cloud and is actively used in US operations against Iran.

Amodei also apologized for an internal post that was leaked to the press. "It does not reflect my careful or considered views," Amodei said. The post was written within hours of Trump's Truth Social post, Secretary of War Hegseth's announcement on X, and a Pentagon deal with OpenAI.

Anthropic is offering to continue providing its models to the military at nominal cost until a transition is complete. According to Bloomberg, the company is currently valued at $380 billion and is approaching an annual revenue run rate of $20 billion.

Comment Source: Anthropic

Maximilian Schreiner

Mar 6, 2026

Short News

Oracle is planning to cut thousands of jobs to manage the massive costs of its AI data center expansion, Bloomberg reports. The cuts will affect multiple divisions and could be implemented as early as March. Some reductions target job categories the company expects to need less due to AI. Oracle had around 162,000 employees worldwide as of the end of May 2025. Under Chairman Larry Ellison, Oracle is investing heavily in data centers for AI customers like OpenAI.

Analysts expect the company's free cash flow to turn negative in the coming years before the spending starts to pay off around 2030. In February, Oracle announced plans to raise up to $50 billion this year through debt and equity sales. The stock has fallen 54 percent from its September 2025 high. Oracle had already disclosed in September a restructuring plan costing up to $1.6 billion – the largest in the company's history.

Comment Source: Bloomberg

Maximilian Schreiner

Mar 6, 2026

AI research

AI models can barely control their own reasoning, and OpenAI says that's a good sign

With GPT-5.4 Thinking, OpenAI is reporting on “CoT controllability” for the first time – a measure of whether AI models can deliberately manipulate their own reasoning. An accompanying study finds that reasoning models almost universally fail at this task, which OpenAI says is encouraging for AI safety.

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Maximilian Schreiner

Mar 5, 2026

Short News

Google, Microsoft, Meta, Amazon, Oracle, xAI and OpenAI signed a voluntary pledge at the White House to cover the electricity costs of their data centers themselves. The commitment is not legally binding. The goal is to prevent the massive energy demand of AI data centers from driving up electricity bills for households and small businesses, Reuters reports.

President Trump first announced the so-called "Ratepayer Protection Pledge" during his State of the Union Address. The companies promise to secure their own power sources or expand existing plants and cover grid upgrade costs.

Critics like Jon Gordon of Advanced Energy United doubt that new power plants can be built fast enough to relieve the grids, according to Reuters. Especially since the administration is focusing on natural gas rather than faster-to-build solar and wind energy. The initiative comes ahead of the November midterm elections, where rising energy costs are a key voter concern.

Comment Source: Reuters

Maximilian Schreiner

Mar 5, 2026

AI in practice

Yann LeCun wants to replace the AGI concept with "Superhuman Adaptable Intelligence"

A new paper by researchers at Columbia University and NYU, including Yann LeCun, argues that AGI is a flawed concept. Human intelligence is not general, they say, but specialized. Instead, they propose the term “Superhuman Adaptable Intelligence”.

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Maximilian Schreiner

Mar 5, 2026

AI and society

Anthropic CEO attacks OpenAI's Pentagon deal as "safety theater" while investors scramble for de-escalation

Maximilian Schreiner

Mar 4, 2026

AI in practice

US military uses Anthropic's Claude for AI-driven strike planning in Iran war

Maximilian Schreiner

Mar 4, 2026

Short News

Meta is building a new applied AI engineering organization, according to an internal memo obtained by the Wall Street Journal. The new teams will be led by Maher Saba, currently a vice president in Meta's Reality Labs division, and will report to CTO Andrew Bosworth.

The structure is designed to be extremely flat, with up to 50 employees per manager. The new division will work alongside Meta's Superintelligence Lab to build the "data engine" that speeds up improvements to Meta's AI models.

According to Saba, the organization consists of two teams: one focused on interfaces and tools, and another on tasks, data collection, and evaluations.

Meta restructured its AI operations last summer, creating the Superintelligence Lab under former Scale AI CEO Alexandr Wang. CEO Mark Zuckerberg announced in January that the company would release new models and products in the coming months.

Comment Source: WSJ

Maximilian Schreiner

Mar 4, 2026

Short News

Anthropic is on track to generate nearly $20 billion in annual revenue based on current performance, according to Bloomberg. The company recently surpassed $19 billion in run-rate revenue, more than doubling its $9 billion run rate from the end of 2025. Just a few weeks ago, the figure stood at roughly $14 billion. The growth is driven by strong adoption of Anthropic's AI models and products, particularly its coding tool Claude Code. The company is currently valued at $380 billion.

At the same time, Anthropic is locked in a conflict with the US Department of War. Secretary of War Pete Hegseth declared Anthropic a supply-chain risk, a designation typically reserved for companies from countries the US views as adversaries. The move came after Anthropic pushed for restrictions on the Pentagon's use of its AI for surveillance and autonomous weaponry. Former White House adviser Dean Ball called the designation "attempted corporate murder." Anthropic said the move is "legally unsound" and is prepared to challenge it in court. The company's main app recently topped Apple's download charts, reflecting a surge of support during the Pentagon standoff.

Comment Source: Bloomberg

Maximilian Schreiner

Mar 4, 2026

Short News

OpenAI is building its own alternative to GitHub, Microsoft's widely used platform for code management and collaboration, according to The Information. The move was triggered by a string of GitHub outages in recent months that directly affected OpenAI's own developers. The project is still in its early stages and likely won't be ready for several months.

Internally, the company is reportedly discussing whether to offer the product to outside customers - a move that would put OpenAI in direct competition with Microsoft, one of its biggest investors. GitHub has attributed some of its outages to problems with Microsoft's Azure cloud, which the service is currently being migrated to. Google and Meta both run their own internal code platforms but don't offer them externally. OpenAI, Microsoft, and GitHub all declined to comment.

Comment Source: The Information