The open letter is the latest development in the saga between Anthropic and US Defense Secretary Pete Hegseth, who threatened to label the company a “supply chain risk” if it did not agree to withdraw certain guardrails for classified work. The Pentagon has also been in talks with Google and OpenAI about using their models for classified work, with xAI coming on board earlier this week. The letter argues the government is "trying to divide each company with fear that the other will give in.”
When the U.S. and Israel launched attacks against Iran this weekend, prompting a military response across the Middle East, concerns spiraled from the humanitarian cost to the macroeconomic. On the latter, analysts have been carefully watching for signals that Iran may disrupt global oil supply, pushing prices higher as a result.
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