alt Hacker NewsI agree it makes little sense, and I think if all players were rational it never would have played out this way. My understanding is that there are other reasons (i.e., beyond differing red lines) that made the OpenAI deal more palatable, but unfortunately the information shared with me has not been made public so I won't comment on specifics. I know that's unsatisfying, but I hope it serves as some very mild evidence that it's not all a big fat lie.
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Friend, this reads like that situation where your paycheck prevents you from seeing clearly - I forget the exact quote. Sam doesn't play a straight game and neither does the administration - there are more than a few examples.
OpenAI should not be agreeing to any contract with DOD under these circumstances of Anthropic being falsely labeled a supply chain risk.
Your ballooned unvested equity package is preventing you from seeing the difference between “our offering/deal is better” and “designated supply chain risk and threatening all companies who do business with the government to stop using Anthropic or will be similarly dropped” (which is well past what the designation limits). It’s easier being honest.