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March 1, 2026, 4:08 AM
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OpenAI:
OpenAI says its DOD agreement upholds its redlines and “has more guardrails than any previous agreement for classified AI deployments, including Anthropic's”  —  We think our agreement has more guardrails than any previous agreement for classified AI deployments, including Anthropic's.
@openai:
OpenAI says it does not think Anthropic should be designated as a supply chain risk and it has made its position on this clear to the Pentagon  —  We do not think Anthropic should be designated as a supply chain risk and we've made our position on this clear to the Department of War.
Wall Street Journal:
Sources: the Pentagon used Claude in its major air attack in Iran, hours after Trump declared that the federal government will end its use of Anthropic's tools  —  Within hours of declaring that the federal government will end its use of artificial-intelligence tools made by tech company Anthropic …
Jo Ling / CBS News:
Dario Amodei says “we are patriotic Americans” and Anthropic fears some AI uses could clash with American values as AI's potential gets “ahead of the law”
Chip Cutter / Wall Street Journal:
Block's plan to lay off over 4,000 employees, citing AI work automation, adds to growing angst among white-collar workers over AI's potential for job disruption  —  Layoffs at Block add to growing backlash bubbling up across American companies; ‘It brings out the pitchforks’
Emily Nicolle / Bloomberg:
Polymarket trades on contracts tied to strikes on Iran hit $529M, and six new accounts profited a total of $1M by betting on the US to strike Iran by Feb. 28  —  As US and Israeli bombs fell on Iran this weekend, bettors on Polymarket — where $529 million was traded on contracts tied to the timing of the strikes — were cashing in.
Wall Street Journal:
Sources: Israel hacked BadeSaba, a popular Iranian prayer app with 5M+ installs on Google Play, to send messages urging Iranian military personnel to defect  —  Israel hacked a popular Iranian prayer app to send notifications to potentially millions of phones Saturday morning urging …
Dan Gallagher / Wall Street Journal:
Netflix actually won by walking away from the WBD bid, collecting a $2.8B termination fee and driving up the price and debt load of the Paramount-WBD merger  —  King of streaming preserves its business model, while Paramount will have to deal with a massive debt load
Financial Times:
Multiple AWS developers say they are asked to take on new roles with AI tools' assistance, and engineers are now required to complete technical writing tasks  —  Drive for ‘leaner’ operations piles pressure on employees but could be a playbook for rivals  —  Amazon's HR chief last month sought …
Wall Street Journal:
An interview with Amazon's AI chief Peter DeSantis on plans to use in-house chips, Trainium and Inferentia, to develop AI models more cheaply, and more  —  Amazon's new artificial intelligence czar, Peter DeSantis, is a larger-than-life figure within the company where he has worked since its early days
Om Malik / On my Om:
Amazon is paying ~16x Microsoft's price per OpenAI percentage point, while getting none of Microsoft's exclusives, showing the cost of being late in AI  —  My word, the torrent of news keeps coming.  You have hardly had time to digest the news of the $30 billion raise by Anthropic …
Ina Fried / Axios:
As part of the Amazon-OpenAI deal, the companies plan a “stateful runtime environment” for AWS, letting agents carry context forward to handle ongoing projects
About Amazon:
Amazon will invest $15B in OpenAI initially, followed by $35B if certain conditions are met; OpenAI commits to consuming ~2 GW of Trainium capacity through AWS
New York Times:
How India's outsourcing industry, which employs 6M+ people and is worth nearly $300B, is racing to adapt as AI promises to automate white-collar work  —  Artificial intelligence promises to automate the white-collar work that made India a tech powerhouse.  The country is racing to adapt before it's too late.
More: Business Today.  LinkedIn: Prabhudev Konana and Paul Mozur
Bluesky: @sumitapahwa and @justinhendrix.  Forums: r/india

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