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The CEOs of the Mags have each been in the seat for decades. Love them or hate them, they have had tons of reps dealing with every conceivable situation - and have had do it under withering public scrutiny. As a result, what you see is what you get. And what you get is that they are all in-band, predictable actors. Then there’s the emerging case of Dario. What you see is also what you get, but what you get is different. To his credit, this is only his 5th year as CEO. It’s incredible to see what he’s built. He’s running, arguably, America’s most important company and perhaps the world’s. It’s a trillion dollar behemoth that will only grow bigger if the revenues hold. But whenever there is an Anthropic dust up, it can roughly be summarized as “someone is lying or misleading you - figure out who but it’s not me”because the setup is always such. This last episode with the government has been boiled down to that - a case of he said, she said. The problem is that this the second such incident of Anthropic vs US Government just in the last 90 days. So what happens over the next 18mo when Anthropic develops their next super-brain model after Mythos/Fable? If I had to bet, it seems Dario is convinced that he’s being truthful and others including the US Government are not. So why even try to cooperate with the US Government versus just work around them - especially when you have a super tool/weapon on your side. This, to me, is a concerning setup.

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NEW: Inside the 24-hrs before WH slapped export controls on Anthropic - Last Thursday, Amazon CEO Andy Jassy raised concerns about Fable jailbreak to Trump admin - Friday AM, Sean Cairncross, Bessent, Susie etc. held WH call to discuss - Then White House started reaching out to Anthropic to speak with Dario Amodei, who was at a wellness retreat. - When Amodei was finally available past 1pm, he had three tense phone calls with a combo of ppl including Cairncross, Bessent, Lutnick, Kessler, Will Scharf, Richard Walters, and Walker Barrett. -Amodei tried to clear up what he assumed was a misunderstanding. He defended the guardrails and distinguished between universal and non-universal jailbreak - Cairncross and Bessent were unmoved and asked Amodei to take down Fable and work with the admin to fix the vulnerabilities. (A WH official said Amazon’s findings were run past the NSA and they felt they had “proof.”) - Amodei asked for more time and info, but he made no commitments to pull the model - Bessent told Amodei directly at one point that he was making a “bad decision” - By Friday evening, the Trump admin imposed its export controls. - “Export controls were a last resort after begging them for hours to work with us,” senior WH official said. W/ @cheyennehaslett https://t.co/0Rwny9md3p

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