Source: Astral Codex Ten
by Scott Alexander
“On Friday, the Pentagon declared AI company Anthropic a ‘supply chain risk,’ a designation never before given to an American company. This unprecedented move was seen as an attempt to punish, maybe destroy the company. How effective was it? Anthropic isn’t publicly traded, so we turn to the prediction markets. … Why have the markets shrugged off this seemingly important event? Partly it’s because Anthropic seems likely to win on appeal. Hegseth has said the government will keep using Anthropic for the next six months (undermining his case that they’re a national security risk) and has signed a substantially similar contract with OpenAI (undermining his case that their contract terms were unworkable). The prediction markets think the courts will be sympathetic …” (03/02/26)
https://www.astralcodexten.com/p/mantic-monday-groundhog-day