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After they told the US government no on a very large contract. I find that hard to believe.

They told the US government no on using Claude for approving lethal military strikes.

China can get plenty of value from Claude without needing to use it for anything similar.

They very specifically avoided a trap where the next time the US blows up a school full of children they were very obviously going to blame Claude for it.


While I agree with the sentiment, $200 Million is really not a big contract for Anthropic when they're on $44 Billion annual revenue. It's less than half a percent.

https://www.wsj.com/tech/ai/anthropic-ai-defense-department-...


I see it more of lets make money off the hardware we are not using anymore.

From Elon on X: ... After that, I was ok leasing Colossus 1 to Anthropic, as SpaceXAI had already moved training to Colossus 2.

https://x.com/elonmusk/status/2052069691372478511


But like... most companies are so short of GPUs they'd run it on anything. SpaceXAI not needing the compute is not really a good sign imo.

Are you worried about Google too? They're selling compute. Same with Microsoft, and Amazon. As far as I know Anthropic is really the only one that's compute-bound.

> As far as I know Anthropic is really the only one that's compute-bound.

I use gemini models daily. Jetbrains tells me when they are overloaded and switches to alternative (usually to openai which turns everything to shit). I'd say happens about fortnightly.

It's a good litmus and forecaster for AI demand and I wish we had more visibility.


Is gemini really better than gpt 5.5 currently? I haven't seen much sentiment along that direction.

No it's really bad

Amazon is a compute specialist, their competitive advantage is in the compute business. And conversely they're not really trying to play in the AI business, so it's not at all suspicious that they don't want to use all their compute themselves.

I am worried about Google and Microsoft, yes.


Amazon tries to make money at pretty much everything they can. They are investing a LOT in AI even if it's not a consumer-facing chatbot.

Google, Microsoft, and Amazon's business model include selling compute - SpaceX, not so much.

Why not? They can sell what makes sense for them, like surplus capacity, especially when there are desperate buyers.

Amazon is a bookseller and Google is just a web indexer. GCP didn't even open it's preview until 2008. Not sure why you think a business model is in any way a static thing.

Add Lidl to your list.

I personally think its misleading and even when you start reading the page it links to is even more misleading in my opinion.

>Every time any of LinkedIn’s one billion users visits linkedin.com, hidden code searches their computer for installed software, collects the results, and transmits them to LinkedIn’s servers and to third-party companies including an American-Israeli cybersecurity firm.

When I read that, I think they have escaped the browser and checking which applications I have installed on my computer. Not which plugins the browser has in it. Just my 2cents.


Actively combated by Tesla as they detect it also. They actively apply patches to try and detect things like this and block it.


Definitely interested!


I think customer speeds is 144 and the 6Tb is their ground links to their stations. That is my take on it at least as its not super clear. I'm curious as to how it works as well.


My read was that they're going to have 144 Gbps RF for both regular users and their ground station gateways, and 6 Tbps optical for satellite-satellite back haul, but then you can also buy direct ground-MEO access to a back haul link. (Presumably MEO-only because it's hard to maintain the link to a fast-moving LEO satellite?)

They don't seem to mention using optical for their own ground stations - maybe too unreliable?


Reader view ftw!


Not to mention the other companies panic buying another ~20% (guess).


As a loan and not subsidies/grant. A ton of rural nonprofit electric cooperatives started out of this.

https://en.wikipedia.org/wiki/Rural_Electrification_Act


The GB/T is for charging and not in car connections. Tesla already has an arguably better connector NACS or J3400 now.

As for China having the most electric cars on the planet. I don't feel that makes them the experts. China tends to steal / copy technology from other countries and has little innovation them self from my view point. They have the most EV's from heavy government subsidies. Tons of cars in graveyards over there.


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